The Moves Wire the industry’s tape for talent · updated continuously
Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.
36 of the latest entries match
Sep 27Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 22Registrations2 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 21Team lift-outTimothy M. Brennan · $888M — Commonwealth Financial Network → Merit Financial Advisors
Sep 19MoveTim Brennan · $888M — Pinnacle Financial Group (Commonwealth Financial Network) → Merit Financial Advisors
Sep 14Registrations4 advisors — Merit Financial Advisors → MERIT FINANCIAL ADVISORS● VERIFIED
Sep 13Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 8Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 8Registrations2 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Sep 8Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 31Team lift-outLeo Wai · team of 14 — Merit Financial Advisors → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 31Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 30Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations5 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations23 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 27Registrations6 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Aug 27Registrations14 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 23Registrations10 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22Registrations20 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 19Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 17Team lift-outLeo Wai, Arin Hovanesian · team of 2 — MERIT FINANCIAL ADVISORS → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 14Team lift-outScott Miller · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outSean Montgomery · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outMatt Dupon · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
From the Moves Desk
Raymond James's employee arm is now the independence trade
A $1.25 billion Iowa team chose a W-2 and a nameplate over autonomy; UBS showed how cheap the move gets when the firm already employs the manager.
Ameriprise leaks $9.3 billion as custody platforms win
A 100-advisor, $8 billion breakaway to Schwab and a $1.3 billion serial liftout show custody platforms are winning whole franchise books.
AllianceBernstein hands its wealth builder the CEO job
A $169 billion private-wealth arm inside a $919 billion manager now supplies AB's next chief executive, as Broadridge hires the architect of J.P. Morgan's hybrid-advice model.
Ameriprise pays advisors to stay, and the market prices the tab
Four billion-dollar teams to Schwab pushed the firm from riding out poaching to paying to stop it, and the 3.51% markdown says shareholders read the checks as a subscription rather than a fix.
Free deep view 0 of 3 this month.
The full wire — every verified move with filters and the Net Flows ledger — stays free for Morning Brief readers, every day.