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 ↗
4Distinct eventsWithin your filters
3Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.7BReported book AUM4 of 4 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 → |
| Sep 29, 2026 | Ecclesiastes Wealth PartnersPartner · Richardson, TX3 reported team members | Ameriprise Financial Services → Kestra Financial | Team move | $550M | Reported2 sources · Details → |
Keep an eye on what matters
Save these filters. Choose an optional daily or weekly email for new matching events. Email delivery requires an active, confirmed subscription.
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