The tracker · updated throughout the day
Advisor Moves
Every reported move and deal across the industry press, with assets where disclosed. 47 moves and $47B in reported assets over the last 30 days.
Recruiting scoreboard · net reported assets, 30 days
Winning
- Latigo Peak Partners+$19B1 in · 0 out
- Janney+$6.8B2 in · 0 out
- Captrust+$3.0B1 in · 0 out
- Osaic Wealth+$2.3B1 in · 0 out
- Kingswood Capital Partners+$1.4B1 in · 0 out
Losing
- JP Morgan−$19B0 in · 1 out
- Raymond James−$9.2B0 in · 4 out
- UBS−$3.5B0 in · 5 out
- Truist−$3.0B0 in · 1 out
- RBC−$1.2B1 in · 1 out
Based on assets reported in public coverage; many moves don’t disclose assets. Week by week: the Recruiting Scoreboard · Month by month: the Advisor Moves Report · download the last year (CSV).
| Date | Advisor / team | Assets | From | To | Location | Source |
|---|---|---|---|---|---|---|
| Oct 21 | Mark Lerner and Ryan RouilleMark Lerner | — | MassMutual | NewEdge Advisors | Atlanta | Citywire RIA |
| Oct 19 | Nick Raffone | — | NewEdge | Aligned Wealth | — | Citywire RIA |
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