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 ↗
2Distinct eventsWithin your filters
2Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$3.5BReported book AUM2 of 2 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| 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 Compass Group of Raymond JamesManaging director · Paramus, NJ3 reported team members | UBS Financial Services → Raymond James & Associates | Team move | $245M | 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