The tracker · updated throughout the day
Advisor Moves
Every reported move and deal across the industry press, with assets where disclosed. 17 moves and $5.8B in reported assets over the last 365 days.
Recruiting scoreboard · net reported assets, 365 days
Winning
- Wells Fargo FiNet+$1.5B2 in · 1 out
- LPL Financial+$1.1B2 in · 0 out
- Merrill Lynch+$770M2 in · 0 out
- HB Wealth+$700M2 in · 0 out
- Procyon+$415M1 in · 0 out
Losing
- UBS−$1.3B1 in · 1 out
- Wells Fargo−$770M0 in · 1 out
Based on assets reported in public coverage; many moves don’t disclose assets.
| Date | Advisor / team | Assets | From | To | Location | Source |
|---|---|---|---|---|---|---|
| Oct 5 | Praxis Financial Partners | $1.1B | Wells Fargo FiNet | LPL Financial | Georgia | WealthManagement.com |
| Oct 5 | Beth Emswiler | — | Citigroup | Northern Trust | — | InvestmentNews |
| Oct 5 | Andrew Borner | — | BNY Mellon | Northern Trust | — | InvestmentNews |
| Oct 5 | Morgan Stanley team | — | Morgan Stanley | Merrill Lynch | — | InvestmentNews |
| Oct 5 | Wells Fargo team | $770M | Wells Fargo | Merrill Lynch | — | InvestmentNews |
| Oct 5 | — | — | — | Raymond James | — | InvestmentNews |
| Oct 5 | — | — | — | UBS | — | InvestmentNews |
| Oct 5 | — | — | — | Prime Capital Financial | — | InvestmentNews |
| Oct 2 | Family Trio | — | — | HB Wealth | — | WealthManagement.com |
| Oct 2 | Women-led team | — | Commonwealth | Carson Group | — | WealthManagement.com |
| Oct 2 | Procyon | $415M | — | Procyon | New Jersey | InvestmentNews |
| Oct 2 | — | $213M | — | Savant | Thousand Oaks | InvestmentNews |
| Oct 2 | Father-daughter trio | $700M | — | HB Wealth | Austin | InvestmentNews |
| Oct 1 | Larry Roth | — | — | WealthStream | — | Wealth Solutions Report |
| Oct 1 | — | $1.3B | — | Wells Fargo FiNet | Ohio | InvestmentNews |
| Oct 1 | Cambridge team | — | — | LPL Financial | Michigan | InvestmentNews |
| Sep 30 | Cullman/Holt Group | $1.3B | UBS | Wells Fargo FiNet | Ohio | WealthManagement.com |
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