People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 8:42 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
11Distinct eventsWithin your filters
7Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$4.1BReported book AUM8 of 11 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 15, 2026 | Chad LewisFinancial Advisor · West Des Moines, IA | RBC Capital Markets → Ameriprise Financial | Advisor move | $160M | Reported2 sources · Details → |
| Oct 15, 2026 | Vantage Axia WealthRegistered Client Service Associate · Denver, CO3 reported team members | RBC Capital Markets → Ameriprise Financial | Team move | $280M | Reported2 sources · Details → |
| Oct 15, 2026 | The GEN GroupPrivate Wealth Advisor · Vienna, VA4 reported team members | RBC Capital Markets → Ameriprise Financial | Team move | $750M | Reported2 sources · Details → |
| Oct 8, 2026 | Orchard Financial GroupRegistered wealth planning director · Los Angeles, CA11 reported team members | Ameriprise → Wells Fargo Advisors Financial Network | Team move | $580M | Reported1 source · Details → |
| Oct 2, 2026 | Kyle KirkAdviser2 reported team members | Ameriprise → Uniting Wealth Partners | Advisor move | $100M | Reported1 source · Details → |
| Oct 2, 2026 | Austin ScottFormer Ameriprise team member2 reported team members | Ameriprise → Osaic Wealth | Breakaway | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Richard MilletFormer broker | Leaves Ameriprise · destination not reported | Retirement | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Andre SelfaFormer Ameriprise team member2 reported team members | Ameriprise → Osaic Wealth | Breakaway | Not disclosed | Reported1 source · Details → |
| Sep 29, 2026 | Ecclesiastes Wealth PartnersPartner · Richardson, TX3 reported team members | Ameriprise Financial Services → Kestra Financial | Team move | $550M | Reported2 sources · Details → |
| Sep 25, 2026 | The Atlantic Groupfounding partner · Boca Raton, FL | Oppenheimer → Ameriprise | Team move | $1.6B | Reported1 source · Details → |
| Sep 25, 2026 | Colin Gatesnext-gen advisor · Boca Raton, FL | Merrill Lynch, Pierce, Fenner & Smith Incorporated → Ameriprise | Advisor move | $120M | Reported2 sources · 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