Center Street Capital Advisors Surpasses $9 Billion in Client Assets

Invested in Growth - $9 Billion AUM

Growth Continues as Center Street Sets Its Sights on $10 Billion

Center Street Capital Advisors (“CSCA”), an independent wealth management practice on the Wells Fargo Advisors Financial Network (“FiNet”) platform, has surpassed $9 billion in client assets under management as of 8/31/2026, marking another significant milestone in the practice’s continued growth.

The milestone was reached over the summer — and we actually skipped an announcement along the way.

After surpassing $7 billion in 2025, Center Street moved through the $8 billion mark earlier this year and simply kept going. By the time we stopped to celebrate, $9 billion was already in the rearview mirror — and the next major milestone was clearly in sight:

$10 billion.

“When we launched Center Street in May 2022, we had a vision for what this could become, but growth of this magnitude and at this pace has been extraordinary,” said Mark Klein, CEO of Center Street Capital Advisors. “We didn’t even get around to announcing $8 billion. We crossed $9 billion over the summer, continued moving forward, and now $10 billion is squarely in our sights. More important than the number itself is what’s driving it — exceptional advisors choosing to build their businesses here and clients continuing to place their trust in those advisors.”

Since launching in May 2022, Center Street has grown from six advisors and just over $1 billion in client assets into one of the fastest-growing practices on the FiNet platform. Today, Center Street has a presence in Chatham, New Jersey; Boca Raton, Florida; New York City; and Cary, North Carolina, while continuing to invest in the people, infrastructure, technology and resources designed to help advisors build extraordinary businesses.

That investment has helped Center Street attract established advisors and teams from across the wealth management industry while continuing to grow organically alongside its existing practices.

“Every billion-dollar milestone tells part of our story, but the real story is the people behind the numbers,” said Andrew Wayne, Managing Partner and Co-Founder. “We have been fortunate to attract talented professionals who share our values and believe in what we are building. Their success and the trust of their clients are what continue to propel Center Street forward.”

For Gary Wayne, Managing Partner and Co-Founder, the milestone reinforces the original vision behind Center Street.

“We wanted to create a place where great advisors could have the freedom of independence without feeling like they had to build everything alone,” Wayne said. “As we continue to grow, maintaining that culture, partnership and advisor-first mentality remains incredibly important to us.”

Center Street’s growth comes amid continued momentum toward independence throughout the wealth management industry. The practice’s Supported Independence model is designed to give advisors greater autonomy and ownership of their businesses while surrounding them with the people, resources and infrastructure of a larger organization.

And while surpassing $9 billion is worth celebrating, Center Street isn’t spending much time looking backward.

“Ten billion dollars was once a number that felt very far away,” Klein added. “Today, it feels like the next stop on the journey. We’re incredibly proud of how far we’ve come — and even more excited about where we’re going.”

Invested in Growth. Invested in Advisors. Invested in You.

If you are interested in learning more about why advisors are choosing Center Street Capital Advisors, please reach out to hear more of our story.

Center Street Capital Advisors had more than $9 billion in client assets under management as of September 20, 2026.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Center Street Capital Advisors is a separate entity from WFAFN.

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