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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Financial ADVSR data · monthly

The Advisor Moves Report

Every month’s reported advisor moves and firm deals, added up: who recruited the most assets, who lost the most, and how teams moved between channels. Built from the Moves tracker; free to cite with credit.

  1. Month to date

    October 2026

    So far in October 2026, the Financial ADVSR Moves tracker recorded 46 advisor moves with $46B in reported client assets and 40 firm deals. Latigo Peak Partners led recruiting with $19B in net reported assets. J.P. Morgan had the largest net outflow, $19B. Between channels, wirehouses were net losers of 4 teams (−$2.9B).

  2. 1 moves · 3 deals

    September 2026

    In September 2026, the Financial ADVSR Moves tracker recorded 1 advisor move with $1.3B in reported client assets and 3 firm deals. Wells Fargo led recruiting with $1.3B in net reported assets. UBS had the largest net outflow, $1.3B.

Raw data: every tracked move and deal from the last year (CSV).