ADVSR Rankings
Breakaway Teams of 2026
The largest advisor teams to leave a wirehouse, regional or bank-owned firm for independence this year, by the client assets reported at the time of the move.
- Ranked by
- Client assets reported at the time of the move
- Data as of
- October 21, 2026
- Period
- January 1, 2026, to date
- Source
- The Financial ADVSR Moves tracker. Methodology
10 breakaway moves have been reported in 2026 so far, with $29B in client assets reported in all.
| Rank | Team | Reported assets | Left | Joined | Reported |
|---|---|---|---|---|---|
| 1 | Latigo Peak PartnersPalm Beach Gardens, Fla. | $19B | JP Morgan | Latigo Peak Partners | Citywire RIA · WealthManagement.com · InvestmentNews, Oct 19 |
| 2 | Hoge-Barrett GroupBrett HogeWinston-Salem, North Carolina | $3.0B | Truist | Captrust | WealthManagement.com · InvestmentNews, Oct 14 |
| 3 | $1.4B Raymond James TeamChattanooga | $1.4B | Raymond James | Kingswood Capital Partners | AdvisorHub, Oct 13 |
| 4 | Praxis Financial PartnersGeorgia | $1.1B | Wells Fargo FiNet | LPL Financial | WealthManagement.com · InvestmentNews · Wealth Solutions Report, Oct 5 |
| 4 | Baltimore-area teamBaltimore | $1.1B | RBC Wealth Management | Indivisible Partners | AdvisorHub · Financial Advisor IQ · WealthManagement.com, Oct 12 |
| 6 | Four Practices | $1.0B | Raymond James | Ascentis Independent Advisors | Wealth Solutions Report, Oct 9 |
| 6 | Michael Lee and Steve ArmalyMichael Lee | $1.0B | UBS | Ox Road Capital | WealthManagement.com, Oct 15 |
| 8 | UBS Wealth Management USA teamLas Vegas | $750M | UBS | Elevation Point | AdvisorHub, Oct 20 |
| 9 | Team (name not reported) | $580M | Merrill Lynch | LPL Financial | Financial Advisor IQ, Oct 13 |
| 10 | Team (name not reported) | $245M | Equitable | Osaic | InvestmentNews, Oct 7 |