Wells Fargo adds Bartoli Team managing $1.5B

Wells Fargo Advisors added the eight-member Bartoli Private Wealth Management Group in Lemoyne, Pennsylvania on Tuesday, bringing roughly $1.5 billion in client assets from Morgan Stanley.

The group is led by brothers Stephen, David and Patrick Bartoli, all private wealth financial advisors. The team also includes private wealth financial advisors Craig McLean and William Duval, plus three support staff members. Stephen Bartoli began at Morgan Stanley in 1999, David in 2000 and Patrick in 2013. McLean began his career at Lehman Brothers in 1983, moved to Smith Barney in 1993 and joined Morgan Stanley in 2009. Records show Duval joined Morgan Stanley in 2025.

The Bartoli team is the third advisory group with more than $1 billion in assets under management to join Wells Fargo Advisors since the start of May. Earlier in the month Wells Fargo added the 19-person Taylor Group, which had managed about $6 billion at Morgan Stanley in New York, and the 14-person AGT Private Wealth Group, which had managed about $1.6 billion at UBS in Frisco, Texas.

Industry figures show advisor recruiting reached a four-year high in 2025, driven in part by competition among large firms for established teams with significant client assets.

The Bartoli group will operate from Wells Fargo’s Lemoyne office and bring its existing client relationships and staff to the firm’s platform. No comment was provided by the team or by Wells Fargo in the initial announcement. Background records note long tenures for several team members at Morgan Stanley and other legacy firms.