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 ↗
3Distinct eventsWithin your filters
3Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.4BReported book AUM3 of 3 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 21, 2026 | Truing Capital AdvisorsFounder · Las Vegas, NV | UBS Financial Services → Truing Capital Advisors | Breakaway | $750M | Reported1 source · Details → |
| Oct 20, 2026 | Strong Wealth Management Group of Wells Fargo AdvisorsMultigenerational advisor team · Naples, FL | UBS Financial Services → Wells Fargo Advisors | Team move | $410M | 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