The Recruiting Scoreboard · Oct 19–25, 2026
Latigo Peak Partners won the week
Which firms gained and lost advisor teams last week, by net reported client assets, from the Financial ADVSR Moves tracker.
In the week of Oct 19–25, 2026, the Financial ADVSR Moves tracker recorded 15 advisor moves with $26B in reported client assets and 8 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 2 teams (−$1.8B).
- Advisor moves
- 15
- Reported assets
- $26B
- Firms gaining
- 10
- Firm deals
- 8
Net reported assets, Oct 19–25, 2026
Won the week
Lost the most
The week’s biggest moves
| Advisor / team | Assets | From | To | Reported |
|---|---|---|---|---|
| Latigo Peak Partners | $19B | JP Morgan | Latigo Peak Partners | Citywire RIA · WealthManagement.com · InvestmentNews, Oct 19 |
| ICG Next | $2.3B | LPL Financial | Osaic Wealth | AdvisorHub · WealthManagement.com · Wealth Solutions Report · ThinkAdvisor, Oct 19 |
| Nepa/Susco Team | $1.0B | UBS Wealth Management USA | RBC | AdvisorHub · InvestmentNews, Oct 22 |
| UBS Wealth Management USA team | $750M | UBS | Elevation Point | AdvisorHub, Oct 20 |
| — | $700M | Truist | Raymond James | InvestmentNews, Oct 23 |
| Freehold Wealth Management | $576M | — | Osaic | InvestmentNews, Oct 23 |
| — | $400M | Morgan Stanley | Wells Fargo Advisors | Financial Advisor Magazine, Oct 20 |
| — | $355M | Great Scott Financial | Kintra Wealth | InvestmentNews, Oct 22 |
| — | $330M | LPL Financial | Modern Wealth | WealthManagement.com, Oct 23 |
| — | $300M | Sanctuary | CAPTRUST | InvestmentNews, Oct 22 |
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.