The Moves Wire — Wealth Advisor Daily

The Moves Wire the industry’s tape for talent · updated continuously

Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.

36 of the latest entries match

Nov 29ExecutiveMark Pickering

Sep 19BreakawayMark Lyon · team of 8 — to Fathom Advisors

Sep 17MoveMichael Stark · $950M — American Financial Advisors → Steward Partners

Sep 16Registrations4 advisors — AssetMark → ASSETMARK, INC.● VERIFIED

Sep 14ExecutiveJoel Wicks, Mark Crawford

Sep 12MoveParker Terrill Austin — Edward D. Jones & Co. → January Capital Advisors

Sep 12MoveParker Terrill Austin — Embarcadero Capital Advisors → destination pending

Sep 10ExecutivePaul T. Vanderslice

Sep 10ExecutivePaul Vanderslice

Sep 10ExecutiveDarren Beurer — Bluerock Capital Markets → Callodine Wealth Solutions

Sep 10Registrations2 advisors onto ASSETMARK, INC.’s roster● VERIFIED

Sep 10Registrations6 advisors off AssetMark’s roster · destinations pending● VERIFIED

Sep 8ExecutiveMark Hays

Sep 8ExecutiveTom Gayner, Steve Markel, Simon Wilson, Andrew Crowley

Sep 7ExecutiveMark Hays

Sep 5ExecutiveAdam Clark — JPMorgan → Citi Wealth

Sep 5BreakawayParker Terrill Austin — to Embarcadero Capital Advisors

Sep 5Registrations16 advisors off AssetMark’s roster · destinations pending● VERIFIED

Aug 31ExecutiveKristin Ganong

Aug 28Team lift-outMarko Ungashick — Two West Capital Advisors → Higginbotham

Aug 28Registrations15 advisors off AssetMark’s roster · destinations pending● VERIFIED

Aug 26ExecutiveMerriah Harkins — Lukrom → Great Lakes Fund Solutions

Aug 22ExecutiveEric Clarke — Orion → destination pending

Aug 22ExecutiveYi-Ching Wu — AssetMark → Orion

Aug 21ExecutiveYi-Ching Wu

Aug 21ExecutiveAdam Clark — JP Morgan → Citigroup

Aug 21ExecutiveEric Clarke — Orion → McKinsey & Co.

Aug 21ExecutiveMark Tibergien — Pershing Advisor Solutions → destination pending

Aug 19MoveMark Palmer — Cetera → Presidio Financial Partners

Aug 18ExecutiveAdam Clark

Aug 14ExecutiveAdam Clark — JP Morgan → Citi

Aug 14ExecutivePatrick Larkin — Oak Hill Wealth Advisors → Cerity Partners

Aug 14BreakawayPatrick Larkin — Wells Fargo → Oak Hill Wealth Advisors

Aug 13ExecutiveAdam Clark

Oct 31ExecutiveAdam Clark

Dec 31BreakawayPatrick Larkin

From the Moves Desk

The breakaway that left Raymond James now buys its teams

Concurrent crossed $23 billion with a Houston liftout, and the former parent keeps supplying the pipeline.

NewEdge turned Fort Lauderdale into a $12 billion outpost in one day

Four simultaneous $3 billion registrations in Fort Lauderdale turn the talent war into a city-by-city contest.

Crescent Grove's CIO handoff was two decades in the making

Crescent Grove promotes Andrew Krei to CIO and moves co-founder Dave Keevins to investment committee chair, turning a two-decade mentorship into a succession story no search can match.

Merit bought a succession plan and paid for it in equity

Tim Brennan's $888 million book is the headline. The two next-generation advisors who came with him are what Merit actually paid for.

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