The Moves Wire — Private Wealth Daily

The Moves Wire the industry’s tape for talent · updated continuously

Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.

Net talent flows · trailing 12 months

Firm	Arrivals	Departures	Net
ONEDIGITAL	42	0	+42
FARTHER	35	0	+35
MAI CAPITAL MANAGEMENT, LLC	32	4	+28
FROST INVESTMENT SERVICES	21	0	+21
MERIT FINANCIAL ADVISORS	29	9	+20
OPENARC CORPORATE ADVISORY, LLC	26	13	+13
LPL Financial	10	1	+9
PARALLEL ADVISORS, LLC	9	3	+6
BRIGHTON JONES LLC	5	0	+5
Raymond James & Associates	4	0	+4
NEW EDGE WEALTH	9	6	+3
Cresset Capital Management	3	0	+3
LEXAURUM ADVISORS	3	0	+3
Wells Fargo Advisors FiNet	3	0	+3
Osaic	3	0	+3
MISSIONSQUARE RETIREMENT	7	5	+2
Wells Fargo Advisors	3	1	+2
EVOKE ADVISORS	3	1	+2
Linsco by LPL	2	0	+2
Millenia Investments LLC	2	0	+2
Northern Trust Wealth Management	2	0	+2
Frontline Investment Advisors	2	0	+2
&Partners	2	0	+2
Integrated Partners	2	0	+2
Cresset	2	0	+2

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The Moves Wire the industry’s tape for talent · updated continuously

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