The Financial ADVSR Moves tracker recorded 26 advisor, team and executive moves in the week of Nov 2–8, 2026. The 15 moves that disclosed assets reported $31B in client assets combined. The largest move was a $6.0B group of Barnett, Coon, Armitage, Leach and Moore, which AdvisorHub reported moved from Merrill Lynch to Morgan Stanley in Newport Beach, California. Morgan Stanley was also the week's biggest net recruiting gain, at +$15B in reported assets across three teams.
Besides the Barnett group, Financial Advisor IQ reported a $5.9B team moving from Merrill Lynch to Morgan Stanley. AdvisorHub reported a $3.0B combined group of Merrill Lynch and RBC Wealth Management-U.S. advisors, which it said moved from Merrill Lynch to Morgan Stanley. The tracker records these as separate entries from the three Morgan Stanley teams in the net total.
Cleros Wealth Partners was also among the week's top net gainers, at +$7.2B in reported assets across two teams. WealthManagement.com reported a $3.6B team moving from UBS to Cleros in Fort Worth. AdvisorHub separately reported a $3.6B UBS team launching at Cleros in Fort Worth, Texas, and named R. Kyle Kight, Alexander D. Armstrong and R. Jamison Packer.
Raymond James was another top net gainer, at +$2.7B in reported assets across two teams. Financial Advisor IQ reported a $1.5B team moving from PNC Private Bank to Raymond James. InvestmentNews reported a Richmond duo with $1.2B in client assets moving from Truist to Raymond James in Richmond.
Among the independent broker-dealers, InvestmentNews reported that Beacon Financial Group, with $1.0B in client assets, moved to Osaic in Aurora, Ohio. The same outlet reported that LPL Financial took a $390M team from Cetera. The report on that move does not state a destination beyond LPL Financial. InvestmentNews also reported a $240M team moving to OnePoint BFG in West Palm Beach, without naming a prior firm.
On the RIA side, WealthManagement.com reported that Cerity Partners took a $1.2B team from BOK Financial in Arizona. InvestmentNews reported that Prospera took a $600M Cornerstone team in Rochester. AdvisorHub reported that Rockefeller Global Family Office took HPS Wealth Partners, with $700M in client assets, from Truist Bank in Atlanta. Citywire RIA reported that Wealth With Options moved from Mariner Wealth Advisors to Brooklyn FI (BKFi) in Brooklyn, N.Y., and that Timber Ridge Financial moved from CS Planning to RFG Advisory in Wenatchee, Wash. The tracker records no asset figures for those last two moves.
Wirehouse activity included two reports on one advisor. AdvisorHub reported that J.P. Morgan drew a $940M advisor from Merrill Lynch in Los Angeles, identified as J. Tiffany Yu. WealthManagement.com separately reported a move from Merrill to Elevate Wealth Partners by Tiffany Yu. The two reports name different destinations, and this article does not choose between them. InvestmentNews also reported that NewEdge Wealth added W. Trevor Beaney, with $1.0B in client assets, from Florida Atlantic Securities in Coral Gables.
Executive and individual moves were recorded as well. WealthManagement.com reported that Callie Cox moved from Ritholtz to Plancorp Wealth Management in St. Louis. Citywire RIA reported that Lily Lai moved from First Citizens to Cresset, that Rob Kay moved from Schwab Advisor Network to Focus Partners Wealth, and that Patrick Dunne moved from Hightower to Dispatch. AdvisorHub reported that James T. moved from LPL Financial to &Partners. WealthManagement.com also reported that Tom Metzger moved from Citizens to Osaic and that Manish Shrivastava moved to Osaic. The tracker records no prior firm for Shrivastava.
The tracker also recorded 20 firm deals that week. The full weekly table, along with past weeks, is available on the Financial ADVSR Recruiting Scoreboard at https://www.financialadvsr.com/advisor-moves/scoreboard/2026-11-02.