The Recruiting Scoreboard · Oct 12–18, 2026
Janney won the week
Every Monday, which firms gained and lost advisor teams the week before, by net reported client assets.
In the week of Oct 12–18, 2026, the Financial ADVSR Moves tracker recorded 18 advisor moves with $18B in reported client assets and 12 firm deals. Janney led recruiting with $6.8B in net reported assets across 2 incoming teams. Raymond James had the largest net outflow, $8.2B. Between channels, wirehouses were net losers of 4 teams (−$1.6B).
- Advisor moves
- 18
- Reported assets
- $18B
- Firms gaining
- 9
- Firm deals
- 12
Net reported assets, Oct 12–18, 2026
Won the week
Lost the most
The week’s biggest moves
| Advisor / team | Assets | From | To | Reported |
|---|---|---|---|---|
| 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 |
| $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 |
| Michael Lee and Steve Armaly | $1.0B | UBS | Ox Road Capital | WealthManagement.com, Oct 15 |
| Prince Financial Services | $1.0B | Northwestern Mutual | LPL Financial | Citywire RIA · Financial Advisor IQ, Oct 14 |
| — | $580M | Merrill Lynch | LPL Financial | Financial Advisor IQ, Oct 13 |
How the scoreboard works
Each Monday we add up the week before, Monday to Sunday, from the Financial ADVSR Moves tracker, which reads the wealth management press and records every reported advisor move: the team, the firms on each side and the client assets as reported. A firm’s net is the assets of the teams it gained minus the assets of the teams it lost. Moves that didn’t disclose assets count toward the team totals but not the net.
Most moves never make the press, so these numbers are a floor, not an industry total. Free to cite with credit to Financial ADVSR and a link to this page. The live list is on the Advisor Moves tracker, and the month adds up in the Advisor Moves Report.