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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, October 9, 2026The Morning Brief →Sign in
People · teams · leadership

The Moves Wire

Track advisor, team and leadership moves—with the evidence behind each event.

Updated Oct 9, 6:30 PM ET
Coverage & methodology ↗
1Distinct eventsWithin your filters
0Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$384MReported book AUM1 of 1 events · not net flows
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Apella Wealth × Remove q filter
1 events · Reported / discovered datesClear allSave this view
ReportedPerson / teamWhat changedTypeReported bookEvidence
Sep 18, 2026Tim HarringtonFounder · San Rafael, CALongview Financial Advisors → Apella WealthAdvisor move$384MReported1 source · Details →

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One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger

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