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 ↗
9Distinct eventsWithin your filters
6Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$5.5BReported book AUM9 of 9 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 20, 2026 | Eric SmithFinancial Advisor · Naples, FL | Morgan Stanley → Wells Fargo Advisors | Advisor move | $400M | Reported3 sources · 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 | Mark SouthwellAdvisor · McAllen, TX | Raymond James → Wells Fargo Advisors | Advisor move | $300M | Reported2 sources · Details → |
| Oct 16, 2026 | Halloran Dooley Investment GroupAdvisor · Beverly, MA3 reported team members | Santander Securities → Wells Fargo Advisors | Team move | $400M | Reported1 source · Details → |
| Oct 16, 2026 | Lester ErnestAdvisor · Orlando, FL | Truist Investment Services → Wells Fargo Advisors | Advisor move | $200M | Reported1 source · Details → |
| Oct 13, 2026 | Doyle and Loughman Wealth ManagementWealth management team | Wells Fargo Advisors Financial Network → Carson Group | Breakaway | $1.8B | Reported1 source · Details → |
| Oct 8, 2026 | Orchard Financial GroupRegistered wealth planning director · Los Angeles, CA11 reported team members | Ameriprise → Wells Fargo Advisors Financial Network | Team move | $580M | Reported1 source · Details → |
| Sep 24, 2026 | Rowland Sullivan Wealth ManagementAdvisor and founder · Lake Ozark, MO7 reported team members | Wells Fargo Advisors Financial Network → &Partners | Team move | $744M | Reported1 source · Details → |
| Sep 24, 2026 | Rowland Sullivan Wealth Management teamTeam leader · Lake Ozark, MO8 reported team members | Wells Fargo → &Partners | Team move | $744M | 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