The Advisor Moves Report · month to date, updated hourly
October 2026
Every advisor move and firm deal reported in the wealth management press this month, added up from the Financial ADVSR Moves tracker.
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).
- Advisor moves
- 46
- Reported assets
- $46B
- Moves disclosing assets
- 24
- Firm deals
- 40
Recruiting scoreboard: net reported assets
Gained the most
Lost the most
Where advisors went, by channel
| From → to | Moves | Reported assets |
|---|---|---|
| Regionals & banks → RIAs | 5 | $25B |
| Regionals & banks → Regionals & banks | 5 | $9.2B |
| Wirehouses → Wirehouses | 3 | $410M |
| Wirehouses → RIAs | 2 | $1.8B |
| Wirehouses → Independent BDs | 2 | $1.7B |
| Regionals & banks → Wirehouses | 2 | $580M |
| RIAs → RIAs | 2 | — |
| Wirehouses → Regionals & banks | 2 | — |
| Independent BDs → Independent BDs | 1 | $2.3B |
| Regionals & banks → Independent BDs | 1 | $245M |
Net by channel: Wirehouses -4 teams (−$2.9B) · Regionals & banks -6 teams (−$26B) · Independent BDs +3 teams (+$1.9B) · RIAs +7 teams (+$27B). Only moves where both firms are known and classified are counted.
The biggest moves
Download CSV| Advisor / team | Assets | From | To | Reported |
|---|---|---|---|---|
| Latigo Peak Partners | $19B | JP Morgan | Latigo Peak Partners | Citywire RIA · WealthManagement.com · InvestmentNews, Oct 19 |
| Houston-based advisors | $3.5B | Raymond James | Janney | WealthManagement.com · Financial Advisor IQ, Oct 16 |
| Houston team | $3.3B | Raymond James | Janney | AdvisorHub, Oct 16 |
| Hoge-Barrett Group | $3.0B | Truist | Captrust | WealthManagement.com · InvestmentNews, Oct 14 |
| ICG Next | $2.3B | LPL Financial | Osaic Wealth | AdvisorHub · WealthManagement.com · Wealth Solutions Report, Oct 19 |
| $1.4B Raymond James Team | $1.4B | Raymond James | Kingswood Capital Partners | AdvisorHub, Oct 13 |
| — | $1.2B | RBC | Ameriprise | InvestmentNews, Oct 16 |
| Kellam Group | $1.2B | Truist Bank | Rockefeller Global Family Office | AdvisorHub, Oct 16 |
| Baltimore-area team | $1.1B | RBC Wealth Management | Indivisible Partners | AdvisorHub · Financial Advisor IQ · WealthManagement.com, Oct 12 |
| Praxis Financial Partners | $1.1B | Wells Fargo FiNet | LPL Financial | WealthManagement.com · InvestmentNews · Wealth Solutions Report, Oct 5 |
Deals
| Target | Assets | Acquirer | Reported |
|---|---|---|---|
| WorthPointe | — | Beacon Pointe | Wealth Solutions Report, Oct 21 |
| Truing Capital | — | Elevation Point | WealthManagement.com, Oct 20 |
| Atlantic Swiss | $1.0B | Wealthspire | WealthManagement.com, Oct 20 |
| Alpha Investment Consulting Group | — | Robertson Stephens | WealthManagement.com, Oct 20 |
| WorthPointe Financial Planners | $1.0B | Beacon Pointe | Citywire RIA, Oct 20 |
| Silver Lake Capital Partners | $200M | Beacon Pointe | Citywire RIA, Oct 20 |
| R Meier Wealth Management | $150M | Beacon Pointe | Citywire RIA, Oct 20 |
| Truing Capital Advisors | $750M | Elevation Point | Citywire RIA, Oct 20 |
| Kingsview Partners | $14B | FTV Capital | Citywire RIA, Oct 16 |
| Aldrich Wealth | $8.0B | CohnReznick | WealthManagement.com, Oct 14 |
| Denver RIA | $1.6B | LNC Partners | Citywire RIA, Oct 14 |
| Truist Investment Services | $3.0B | Captrust Financial Advisors | AdvisorHub, Oct 14 |
| VestGen | $8.5B | Willow Tree, nFleXion Capital | Citywire RIA, Oct 14 |
| Marietta Investment Partners | $765M | Annex Wealth Management | Citywire RIA, Oct 14 |
| Neos Investments | — | Goldman Sachs | Financial Planning, Oct 13 |
| Mountain Capital | $1.0B | Trilogy Capital | Wealth Solutions Report, Oct 13 |
| Beacon Capital Management | — | Sammons | WealthManagement.com, Oct 13 |
| NorthRock Partners | — | Sammons | WealthManagement.com, Oct 13 |
| Wealthcare | — | Sammons | WealthManagement.com, Oct 13 |
| Family Wealth Counseling | — | Bluespring Wealth | ThinkAdvisor, Oct 13 |
| BakerAvenue | $6.0B | Constellation | WealthManagement.com, Oct 9 |
| Mountain Capital Investment Advisors | $1.0B | Trilogy Capital | AdvisorHub, Oct 9 |
| Foran Financial Group | $410M | Carson Group | InvestmentNews, Oct 9 |
| Canoe | — | Bloomberg | Citywire RIA, Oct 9 |
| Vestmark | — | Envestnet | Wealth Solutions Report, Oct 8 |
| Mountain Capital Investment Advisors | $1.0B | Trilogy | Citywire RIA, Oct 8 |
| Moldenhauer & Associates | $1.1B | Merit | AdvisorHub, Oct 8 |
| Moldenhauer & Associates | $1.1B | Merit Financial | WealthManagement.com, Oct 7 |
| Blue Rock | $400M | AlphaCore | InvestmentNews, Oct 7 |
| Family Wealth Counseling | $1.0B | KDI Wealth Management | InvestmentNews, Oct 7 |
| Forge Trust | — | Alto | InvestmentNews, Oct 6 |
| Hightower Naples | $1.1B | The Bahnsen Group | WealthManagement.com, Oct 6 |
| Cullen Investment Group | $1.0B | Aspen Standard Wealth | InvestmentNews, Oct 6 |
| National Advisors Trust | $7.7B | Cresset | WealthManagement.com, Oct 5 |
| Savvy | — | Fidelity | RIABiz, Oct 2 |
| Hightower Signature | — | Hightower Signature | WealthManagement.com, Oct 2 |
| Compass Wealth Management | — | Cerity Partners | InvestmentNews, Oct 1 |
| Echo Wealth Management | — | Cerity Partners | InvestmentNews, Oct 1 |
| Cornerstone Capital | — | Cerity Partners | InvestmentNews, Oct 1 |
| Spire Investment Partners | $5.4B | Concurrent | WealthManagement.com, Oct 1 |
Questions
How many financial advisors changed firms in October 2026?
The Financial ADVSR Moves tracker recorded 46 advisor and team moves reported in the industry press so far in October 2026, with $46B in client assets where assets were disclosed (24 of 46 moves). Many moves are never reported publicly, so this is a floor, not an industry total.
Which firm recruited the most assets in October 2026?
Latigo Peak Partners added the most net reported assets, $19B (1 in, 0 out), followed by Janney at $6.8B.
Which firm lost the most advisor assets in October 2026?
J.P. Morgan had the largest net outflow of reported assets, $19B (1 out, 0 in), followed by Raymond James at $9.2B.
What was the biggest advisor move of October 2026?
The largest move by reported assets was Latigo Peak Partners ($19B) leaving JP Morgan for Latigo Peak Partners, reported by Citywire RIA and WealthManagement.com and InvestmentNews on Oct 19.
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.