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 ↗
2Distinct eventsWithin your filters
0Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$302MReported book AUM2 of 2 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 14, 2026 | MCS Family Wealth Advisors LLCPartner and Wealth Adviser · Bend/Eugene, OR | MCS Family Wealth Advisors → Waverly AdvisorsEffective Oct 9, 2026 | Advisor move | $151M | Reported2 sources · Details → |
| Oct 14, 2026 | Michael StalkerPartner and Wealth Adviser · Bend/Eugene, OR | MCS Family Wealth Advisors → Waverly AdvisorsEffective Oct 9, 2026 | Advisor move | $151M | 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