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.
40 of the latest entries match
Sep 22Registrations2 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 21Team lift-outTimothy M. Brennan · $888M — Commonwealth Financial Network → Merit Financial Advisors
Sep 19MoveTim Brennan · $888M — Pinnacle Financial Group (Commonwealth Financial Network) → Merit Financial Advisors
Sep 14Registrations4 advisors — Merit Financial Advisors → MERIT FINANCIAL ADVISORS● VERIFIED
Sep 13Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 8Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 8Registrations2 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Sep 8Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 31Team lift-outLeo Wai · team of 14 — Merit Financial Advisors → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 31Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 30Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations5 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations23 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 27Registrations6 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Aug 27Registrations14 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 23Registrations10 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22Registrations20 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 19Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 17Team lift-outLeo Wai, Arin Hovanesian · team of 2 — MERIT FINANCIAL ADVISORS → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 14Team lift-outKent Voges · team of 2 — Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
Aug 14Team lift-outMatt Roberts · team of 2 — Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
Aug 14Team lift-outScott Miller · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outSean Montgomery · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outMatt Dupon · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
From the Moves Desk
Rise's $8 billion breakaway proves the custodian, not the platform, wins
A hundred-person team left Ameriprise for its own name and a Schwab custody account, and the economics of that choice say more about where the talent war is settled than any platform pitch ever will.
Callan Family Office hires a data chief to own the client record
A director-level hire for the reporting stack is the cheapest switching cost a family office can buy — and the half of the platform war a software hire cannot win.
Carson Buys a Succession, Not a $145 Million Book
Eight interviews and a three-person handoff in Wauwatosa say more about the retirement wave than $145 million does.
Schwab turns Ameriprise recruiting into a serial launch program
The fourth billion-dollar Ameriprise team to leave in 2026 is the one that prices the template, and it leaves RIA acquirers bidding against a recruiting desk.
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