People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 9:20 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
4Distinct eventsWithin your filters
4Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.1BReported book AUM4 of 4 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 8, 2026 | Rooted Wealth ManagementFounding Partner · Modesto, CA2 reported team members | Raymond James Financial Services → Ascentis Independent Advisors, LLC | Team move | $275M | Reported2 sources · Details → |
| Oct 8, 2026 | Capital WaypointRegistered Client Advisor · Fresno, CA4 reported team members | Raymond James Financial Services → Ascentis Independent Advisors, LLC | Team move | $256M | Reported2 sources · Details → |
| Oct 8, 2026 | IMPACT Financial StrategiesLeader, IMPACT Financial Strategies · Fort Collins, CO6 reported team members | Raymond James Financial Services → Ascentis Independent Advisors, LLC | Team move | $303M | Reported2 sources · Details → |
| Oct 8, 2026 | Citrus Wealth ManagementBranch Associate · Redlands, CA3 reported team members | Raymond James Financial Services → Ascentis Independent Advisors, LLC | Team move | $230M | 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