Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
FUNDS · LAST CLOSEIVV763.25 −0.54%SPY759.97 −0.52%VOO522.67 −0.95%QQQ704.40 −0.01%VTI281.03 −0.75%IEFA95.68 −0.49%VEA50.10 −5.13%VUG382.92 −0.26%GLD366.61 −0.65%IWF125.62 +0.18%

Moves Wire

Every advisor, team and leadership move we can verify, with the firm they left, the firm they joined, reported assets and the source.

Updated Oct 27, 10:37 AM ET
Save this view Alert me on moves like these
Distinct events1within your filters
Team moves & breakaways1each event counted once
Reported book$355M1 of 1 events · not net flows
More filters
AllBreakawayTeam moveAdvisor moveHireDepartureLeadership
1 event · last 30 days
Commonwealth/LPL Financial × Remove filterClear all
  1. Oct 23
    Great Scott Financial ServicesCommonwealth/LPL Financial → Kintra Wealth, LLCPartner and Senior Wealth Advisor · Bethlehem, PA · 6 on the team · Team move 2 sources
    $355Mreported book
Saved views & alerts0 saved

Save these filters, with an optional daily or weekly email of new matching moves. Email needs a confirmed edition subscription.

Sign in to save a view

One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Explore the Team Ledger

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.

Moves Wire — advisor, team and executive movement — Private Wealth Daily