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.
67 of the latest entries match
Sep 10Registrations20 advisors off RFG Advisory’s roster · destinations pending● VERIFIED
Sep 10Registrations2 advisors off Mariner Advisor Network’s roster · destinations pending● VERIFIED
Sep 9Registrations7 advisors off CBIZ Investment Advisory Services LLC’s roster · destinations pending● VERIFIED
Sep 9Registrations11 advisors off Waverly Advisors’s roster · destinations pending● VERIFIED
Sep 9Registrations22 advisors off Concurrent Investment Advisors’s roster · destinations pending● VERIFIED
Sep 9Registrations7 advisors off Stifel Independent Advisors’s roster · destinations pending● VERIFIED
Sep 8Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 8Registrations2 advisors — OpenArc Corporate Advisory → OPENARC CORPORATE ADVISORY, LLC● VERIFIED
Sep 8Registrations2 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Sep 8Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Sep 8Registrations19 advisors off OpenArc Corporate Advisory’s roster · destinations pending● VERIFIED
Sep 8Registrations2 advisors off Brown Advisory’s roster · destinations pending● VERIFIED
Sep 6MoveZachary Karason · $106M — U.S. Bancorp Advisors → Prudential Advisors (via Mid America Financial Group)
Sep 5Registrations2 advisors — Goldman Sachs Asset Management → LEXAURUM ADVISORS● VERIFIED
Sep 5Registrations7 advisors off RFG Advisor’s roster · destinations pending● VERIFIED
Sep 5Registrations24 advisors off RFG Advisory’s roster · destinations pending● VERIFIED
Sep 4Registrations2 advisors off Keen Wealth Advisors’s roster · destinations pending● VERIFIED
Sep 4Registrations7 advisors off CBIZ Investment Advisory Services LLC’s roster · destinations pending● VERIFIED
Sep 3MoveZachary Karason · $106M — U.S. Bancorp Advisors → Prudential Advisors (Mid America Financial Group)
Sep 3Registrations19 advisors off Moneta Group Investment Advisors’s roster · destinations pending● VERIFIED
Sep 3Registrations7 advisors off Stifel Independent Advisors’s roster · destinations pending● VERIFIED
Sep 3Registrations12 advisors off OpenArc Corporate Advisory’s roster · destinations pending● VERIFIED
Sep 3Registrations2 advisors off PARALLEL ADVISORS, LLC’s roster · destinations pending● VERIFIED
Sep 2Registrations7 advisors off RFG Advisor’s roster · destinations pending● VERIFIED
Sep 1Registrations2 advisors — Parallel Advisors → PARALLEL ADVISORS, LLC● VERIFIED
Sep 1Registrations7 advisors off Evoke Advisors’s roster · destinations pending● VERIFIED
Sep 1Registrations20 advisors off RFG Advisory’s roster · destinations pending● VERIFIED
Aug 31Team lift-outLeo Wai · team of 14 — Merit Financial Advisors → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 31Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 31Registrations2 advisors onto PARALLEL ADVISORS, LLC’s roster● VERIFIED
Aug 30Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations4 advisors — Parallel Advisors → PARALLEL ADVISORS, LLC● VERIFIED
Aug 29Registrations5 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations23 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 28Registrations16 advisors off RFG Advisor’s roster · destinations pending● VERIFIED
Aug 28Registrations6 advisors off Evoke Advisors’s roster · destinations pending● VERIFIED
Aug 28Registrations21 advisors off RFG Advisory’s roster · destinations pending● VERIFIED
Aug 27Registrations6 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Aug 27Registrations14 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 27Registrations3 advisors off Parallel Advisors’s roster · destinations pending● VERIFIED
Aug 23Registrations8 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
From the Moves Desk
Northwestern Mutual loses $5 billion to OnePoint BFG
Two insurance-affiliated teams moved a combined $5 billion to OnePoint BFG Wealth Partners in one week, suggesting the breakaway wave has reached the insurance-owned wealth channel.
Mercer's Atlanta hire bets on density, not a disclosed book
A Northern Trust portfolio advisor joins a $6.7 billion office, and the asset figure the announcement omits is the part the recruiting market cannot price.
Merrill's $1.2B Santa Fe lift-out is a density play
A $4.7 million revenue book on $1.2 billion of assets shows what Merrill's recruiting streak is actually buying while its advisor count keeps falling.
Merrill's $1.2 billion Santa Fe hire buys credentials, not scale
Two designations that decide which client books survive the wealth transfer, a four-person service bench, and a $550 million business-owner specialist walking out the other door in the same dispatch.
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