People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 7:54 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
17Distinct eventsWithin your filters
13Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$12.2BReported book AUM16 of 17 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 16, 2026 | Mark SouthwellAdvisor · McAllen, TX | Raymond James → Wells Fargo Advisors | Advisor move | $300M | Reported2 sources · Details → |
| Oct 16, 2026 | The Edwards Fitzpatrick GroupAdvisor, team co-lead · Houston, TX4 reported team members | Raymond James & Associates → Janney Montgomery Scott | Team move | $3.3B | Reported1 source · Details → |
| Oct 16, 2026 | The Edward Fitzpatrick GroupManaging Director and Investment Lead, The Edward Fitzpatrick Group · Houston, TX5 reported team members | Raymond James → Janney Montgomery Scott | Team move | $3.5B | Reported1 source · Details → |
| Oct 16, 2026 | The Compass Group of Raymond JamesManaging director · Paramus, NJ3 reported team members | UBS Financial Services → Raymond James & Associates | Team move | $245M | Reported1 source · Details → |
| Oct 14, 2026 | GFS AdvisoryCo-branch owner, GFS Advisory · Braselton, GA3 reported team members | Commonwealth Financial Network → Raymond James Financial Services | Team move | $350M | 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 → |
| 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 | Aaron MartinAdvisor | Edward Jones → Raymond James Financial Services | Advisor move | $170M | Reported1 source · 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 → |
| Oct 7, 2026 | Dirigo Wealth ManagementExecutive Director · Oakland, ME3 reported team members | LPL → Raymond James Financial Services | Team move | $170M | Reported2 sources · Details → |
| Sep 28, 2026 | Dan Fowlerfinancial advisor · Pampa, TX3 reported team members | Raymond James → LPL Financial | Team move | $430M | Reported3 sources · Details → |
| Sep 24, 2026 | Todd HarrisPrincipal · Rochester, NY5 reported team members | Commonwealth Financial Network → Raymond James | Team move | $500M | Reported1 source · Details → |
| Sep 24, 2026 | Jon BurnettFinancial advisor, founder of Burnett Financial Services · Amarillo, TX3 reported team members | Raymond James Financial Services → LPL Financial | Advisor move | $430M | Reported1 source · Details → |
| Sep 24, 2026 | Greenwood Wealth PartnersTeam member · Clive, IA5 reported team members | D.M. Kelly & Company → Raymond James | Team move | $1.3B | Reported1 source · Details → |
| Sep 24, 2026 | Cyan BatchelorPractice support professional joining Chad Carlile's practice · Lubbock, TX | Raymond James Financial Services → LPL Financial | Industry hire | Not disclosed | Reported1 source · 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