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.

Net talent flows · trailing 12 months

Firm	Arrivals	Departures	Net
ONEDIGITAL	42	0	+42
FARTHER	35	0	+35
MAI CAPITAL MANAGEMENT, LLC	37	5	+32
FROST INVESTMENT SERVICES	30	1	+29
MERIT FINANCIAL ADVISORS	34	11	+23
OPENARC CORPORATE ADVISORY, LLC	29	13	+16
LPL Financial	10	1	+9
MISSIONSQUARE RETIREMENT	11	5	+6
PARALLEL ADVISORS, LLC	9	3	+6
BRIGHTON JONES LLC	6	1	+5
Glenmede	5	0	+5
NEW EDGE WEALTH	10	6	+4
LEXAURUM ADVISORS	4	0	+4
Raymond James & Associates	4	0	+4
Wells Fargo Advisors FiNet	3	0	+3
Cresset Capital Management	3	0	+3
Osaic	3	0	+3
Merrill	3	0	+3
EVOKE ADVISORS	3	1	+2
Wells Fargo Advisors	3	1	+2
Cetera Financial Group	2	0	+2
Cresset	2	0	+2
Equitable Advisors	2	0	+2
ALLWORTH FINANCIAL, L.P.	2	0	+2
NEWEDGE SECURITIES, LLC	2	0	+2

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

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