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
$3.1BReported book AUM3 of 3 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| 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 → |
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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