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 ↗
6Distinct eventsWithin your filters
3Team moves & breakawaysEach event counted once
2Leadership changesAppointments & promotions
$1.1BReported book AUM3 of 6 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 14, 2026 | Economos Private WealthFinancial Adviser · San Francisco, CA | Merrill Lynch → LPL Financial | Breakaway | $580M | Reported3 sources · Details → |
| Oct 13, 2026 | John ThielLeader, Indivisible Partners; former Merrill Lynch wealth head | Merrill Lynch → Indivisible Partners | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 13, 2026 | John ThielExecutive Chairman and Founder · Clearwater, FL | Merrill Lynch Wealth Management → Indivisible Partners | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 12, 2026 | Singer Maxey Wealth ManagementAdvisor · Bend, OR5 reported team members | Merrill Lynch → Raymond James Financial Services | Team move | $450M | Reported1 source · Details → |
| Sep 25, 2026 | John Phamadvisor · Palo Alto, CA5 reported team members | Merrill Lynch → UBS | Team move | Not disclosed | Reported4 sources · Details → |
| Sep 25, 2026 | Colin Gatesnext-gen advisor · Boca Raton, FL | Merrill Lynch, Pierce, Fenner & Smith Incorporated → Ameriprise | Advisor move | $120M | 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