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 | 45 | 0 | +45 | |
| FARTHER | 35 | 0 | +35 | |
| MAI CAPITAL MANAGEMENT, LLC | 37 | 5 | +32 | |
| FROST INVESTMENT SERVICES | 31 | 1 | +30 | |
| MERIT FINANCIAL ADVISORS | 35 | 11 | +24 | |
| OPENARC CORPORATE ADVISORY, LLC | 29 | 13 | +16 | |
| LPL Financial | 11 | 1 | +10 | |
| MISSIONSQUARE RETIREMENT | 13 | 7 | +6 | |
| PARALLEL ADVISORS, LLC | 9 | 3 | +6 | |
| BRIGHTON JONES LLC | 6 | 1 | +5 | |
| Wells Fargo Advisors | 6 | 1 | +5 | |
| Glenmede | 5 | 0 | +5 | |
| LEXAURUM ADVISORS | 4 | 0 | +4 | |
| Raymond James & Associates | 4 | 0 | +4 | |
| ASSETMARK, INC. | 4 | 1 | +3 | |
| ENVESTNET PMC | 3 | 0 | +3 | |
| Merrill | 3 | 0 | +3 | |
| Wells Fargo Advisors FiNet | 3 | 0 | +3 | |
| Osaic | 3 | 0 | +3 | |
| Cresset Capital Management | 3 | 0 | +3 | |
| MODERN WEALTH MANAGEMENT, LLC | 3 | 0 | +3 | |
| EVOKE ADVISORS | 3 | 1 | +2 | |
| COMPOSITION WEALTH, LLC | 3 | 1 | +2 | |
| FROST BROKERAGE SERVICES, INC. | 2 | 0 | +2 | |
| Equitable Advisors | 2 | 0 | +2 |
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