The Advisor Moves Report
September 2026
Every advisor move and firm deal reported in the wealth management press this month, added up from the Financial ADVSR Moves tracker.
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.
For reporters: the press kit, with figures and lines you can quote, a chart and the data.
- Advisor moves
- 1
- Reported assets
- $1.3B
- Moves disclosing assets
- 1
- Firm deals
- 3
Recruiting scoreboard: net reported assets
Gained the most
Lost the most
Where advisors went, by channel
| From → to | Moves | Reported assets |
|---|---|---|
| Wirehouses → Wirehouses | 1 | $1.3B |
Net by channel: no moves between channels. Only moves where both firms are known and classified are counted.
The biggest moves
Download CSV| Advisor / team | Assets | From | To | Reported |
|---|---|---|---|---|
| Cullman/Holt Group | $1.3B | UBS | Wells Fargo FiNet | WealthManagement.com, Sep 30 |
Deals
| Target | Assets | Acquirer | Reported |
|---|---|---|---|
| Ironbark | — | Merchant | WealthManagement.com, Sep 30 |
| RWA Partners | $22B | Wealth Enhancement | WealthManagement.com, Sep 30 |
| RWA Wealth Partners | $22B | Wealth Enhancement | InvestmentNews, Sep 30 |
Questions
How many financial advisors changed firms in September 2026?
The Financial ADVSR Moves tracker recorded 1 advisor and team move reported in the industry press in September 2026, with $1.3B in client assets where assets were disclosed (1 of 1 moves). Many moves are never reported publicly, so this is a floor, not an industry total.
Which firm recruited the most assets in September 2026?
Wells Fargo added the most net reported assets, $1.3B (1 in, 0 out).
Which firm lost the most advisor assets in September 2026?
UBS had the largest net outflow of reported assets, $1.3B (1 out, 0 in).
What was the biggest advisor move of September 2026?
The largest move by reported assets was Cullman/Holt Group ($1.3B) leaving UBS for Wells Fargo FiNet, reported by WealthManagement.com on Sep 30.
How we built this
The Moves tracker reads the wealth management industry press throughout the day and records each advisor move and firm deal a story reports: the team, the firms on each side, the location and the client assets, using only facts stated in the coverage. The same move reported by several outlets is counted once. Assets are as reported at the time of the move, usually the team’s assets under management at its old firm.
What it doesn’t show
- Moves nobody reports. Most individual advisor moves never make the press, so these numbers are a floor, not an industry total.
- Assets for every move: many reported moves don’t disclose them. Net figures count only disclosed assets.
- Whether clients followed. Reported assets are what the team managed before it moved.
Free to cite with credit to Financial ADVSR and a link to this page. The live list is on the Advisor Moves tracker.