Moves Wire
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The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.
Track advisor, team and leadership moves—with the evidence behind each event.
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 28, 2026 | Dan Fowlerfinancial advisor · Pampa, TX3 reported team members | Raymond James → LPL Financial | Team move | $430M | Reported3 sources · Details → |
| Sep 24, 2026 | Jon BurnettFinancial advisor, founder of Burnett Financial Services · Amarillo, TX3 reported team members | Raymond James Financial Services → LPL Financial | Advisor move | $430M | Reported1 source · Details → |
| Sep 24, 2026 | Clear Pointe Wealth ManagementCo-Leader, Clear Pointe Wealth Management · Salt Lake City, UT | Northwestern Mutual → LPL Financial | Team move | Not disclosed | Reported1 source · Details → |
| Sep 24, 2026 | Cyan BatchelorPractice support professional joining Chad Carlile's practice · Lubbock, TX | Raymond James Financial Services → LPL Financial | Industry hire | Not disclosed | Reported1 source · Details → |
| Sep 22, 2026 | Jared B. RoskelleyAdvisor3 reported team members | Ameriprise → LPL Financial | Team move | Not disclosed | Reported1 source · Details → |
| Sep 15, 2026 | Horizon Wealth Management GroupAdvisor, Horizon Wealth Management Group · Wichita, KS | Wells Fargo Advisors Financial Network → LPL Financial | Team move | $385M | Reported2 sources · Details → |
| Sep 15, 2026 | Dan ArnoldFormer LPL CEO | LPL Financial → AI-Native Wealth Firm | Executive appointment | Not disclosed | Reported2 sources · Details → |
| Sep 11, 2026 | WFA Volareadvisor16 reported team members | LPL Financial → WFA Volare | Team move | $750M | Reported2 sources · Details → |
| Sep 11, 2026 | Northstar Financial AdvisorsCertified Financial Planner and Certified Divorce Financial Analyst · Danville, CA | Raymond James → LPL Financial | Breakaway | $270M | Reported1 source · Details → |
| Sep 9, 2026 | Preferred Financial GroupAdvisor · Battle Creek, MI2 reported team members | Harbour Investments → LPL Financial | Team move | $230M | Reported1 source · Details → |
| Sep 4, 2026 | ClearHaven Wealth ManagementFinancial Advisor · Oakdale, MN3 reported team members | RBC Wealth Management → LPL Financial | Team move | $395M | Reported1 source · Details → |
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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. Read the methodology · Explore the Team Ledger