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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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The Recruiting Scoreboard · Oct 26–Nov 1, 2026

Citizens Private Wealth 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 26–Nov 1, 2026, the Financial ADVSR Moves tracker recorded 16 advisor moves with $7.0B in reported client assets and 6 firm deals. Citizens Private Wealth led recruiting with $2.4B in net reported assets across 2 incoming teams. Comerica Bank had the largest net outflow, $1.2B. Between channels, wirehouses were net losers of 2 teams (−$460M).

Advisor moves
16
Reported assets
$7.0B
Firms gaining
6
Firm deals
6

Net reported assets, Oct 26–Nov 1, 2026

Won the week

  1. Citizens Private Wealth+$2.4B2 in · 0 out
  2. LPL Financial+$1.3B3 in · 0 out
  3. Citizens+$1.2B1 in · 0 out
  4. Independence+$1.1B1 in · 0 out
  5. &Partners+$357M1 in · 0 out
  6. Janney+$250M1 in · 0 out

Lost the most

  1. Comerica Bank−$1.2B0 in · 1 out
  2. Ameriprise−$1.2B0 in · 1 out
  3. Comerica−$1.2B0 in · 1 out
  4. Northwestern Mutual−$1.1B0 in · 2 out
  5. Raymond James−$640M1 in · 1 out
  6. Wells Fargo−$460M0 in · 1 out
  7. Edward Jones−$410M0 in · 2 out

The week’s biggest moves

Advisor / teamAssetsFromToReported
Matt Webber and Chris Illiano$1.2BComerica BankCitizens Private WealthWealthManagement.com, Oct 28
Matt Webber and Chris Illiano$1.2BAmeripriseCitizens Private WealthWealthManagement.com, Oct 28
Webber Wealth Partners$1.2BComericaCitizensAdvisorHub · Financial Advisor IQ, Oct 28
Stribling-Whalen Financial Group$1.1BRaymond JamesIndependenceWealthManagement.com, Oct 27
—$575MNorthwestern MutualLPL FinancialWealthManagement.com, Oct 30
—$525MNorthwestern MutualLPL FinancialInvestmentNews, Oct 30
father-son team$460MWells FargoRaymond JamesInvestmentNews, Oct 28
—$357M—&PartnersInvestmentNews, Oct 30
—$250MEdward JonesJanneyInvestmentNews, Oct 30
—$160MEdward JonesLPL FinancialInvestmentNews, Oct 28

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.

Past scoreboards