Data & Tools · Advisor moves
The Team Ledger
The league table of wealth teams in motion: the books, the routes and the lineage behind every move.
- Teams on record
- 145
- teams with a tracked move
- Largest book
- $31B
- reported, in this view
- Registration corroborated
- 1 of 145
- in this view
| Team↕ | Book↕ | Advisors↕ | Route↑ | Market↕ | Evidence↕ | Last move↕ |
|---|---|---|---|---|---|---|
| The Levy team | 5 | 4thGEN Wealth Management → Modern Wealth Management | Lodi, CA | Reported | → | |
| Red Granite team | 6 | Affiliate of 1251 Capital Group → F.L.Putnam Investment Management Co. | Milwaukee, WI | Reported | → | |
| The Thompson team | 6 | AllianceBernstein's Bernstein Private Wealth Management → NewEdge Wealth | Houston | Reported | → | |
| The Roskelley team | — | 3 | Ameriprise → LPL Financial | — | Reported | → |
| The Scott team | — | 2 | Ameriprise → Osaic Wealth | — | Reported | → |
| The Selfa team | — | 2 | Ameriprise → Osaic Wealth | — | Reported | → |
| Rise Private Wealth Management | 100 | Ameriprise → Schwab (custody) / Rise Private Wealth Management | Bedford, NH | Reported | → | |
| The Kirk team | 2 | Ameriprise → Uniting Wealth Partners | — | Reported | → | |
| Orchard Financial Group | 11 | Ameriprise → Wells Fargo Advisors Financial Network | Los Angeles, CA | Reported | → | |
| Turquoise Private Wealth | 1 | Ameriprise → Wells Fargo Advisors FiNet | Woodland Hills, CA | Reported | → | |
| Fathom Advisors | 23 | Ameriprise Financial → Fathom Advisors | Bloomington, MN | Reported | → | |
| Ecclesiastes Wealth Partners | 3 | Ameriprise Financial Services → Kestra Financial | Richardson, TX | Reported | → | |
| IronGate Services | 4 | Ameriprise Financial Services → Osaic | Cedar Rapids, IA | Reported | → | |
| The Behun team | 2 | Bank of America Private Bank → RBC Wealth Management | La Jolla, CA | Reported | → | |
| Bast Financial Group | 7 | Bast Financial Group → OnePoint BFG Wealth Partners | Tampa, FL | Reported | → | |
| Lumina Wealth Partners | 4 | Bernstein Private Wealth Management → UBS | Los Angeles, CA | Reported | → | |
| BSW Wealth Partners | — | 13 | BSW Wealth Partners → Savant Wealth Management | — | Reported | → |
| Lakewood Wealth Management | 3 | Cambridge → LPL Financial | Ann Arbor, MI | Reported | → | |
| Kinetic Wealth | — | Cetera → LPL Financial | Fresno, CA | Reported | → | |
| Paxel Financial Consulting | — | Cetera → LPL Financial | — | Reported | → | |
| IB Wealth Management | 11 | Cetera Investment Services → Raymond James Financial Institutions Division | Grand Rapids, MI | Reported | → | |
| Midwest Financial Group | 5 | Commonwealth Financial → Osaic | Madison, WI | Reported | → | |
| Bucholtz Germo | 5 | Commonwealth Financial Network → &Partners | Willoughby Hills, OH | Reported | → | |
| Doussard Financial | 4 | Commonwealth Financial Network → Cetera | Burlington, WA | Reported | → | |
| Severn Wealth Management | 4 | Commonwealth Financial Network → Cetera Financial Group | Annapolis, MD | Reported | → | |
| Moldenhauer & Associates | 12 | Commonwealth Financial Network → Merit Financial Advisors | Orchard Park, NY | Reported | → | |
| The Brennan team | — | Commonwealth Financial Network → Merit Financial Advisors | Deerfield, IL | Reported | → | |
| The Miller team | — | Commonwealth Financial Network → Merit Financial Advisors | Deerfield, IL | Reported | → | |
| The Harris team | 5 | Commonwealth Financial Network → Raymond James | Rochester, NY | Reported | → | |
| GFS Advisory | 3 | Commonwealth Financial Network → Raymond James Financial Services | Braselton, GA | Reported | → | |
| Tucker Bria Wealth Strategies | 2 | Commonwealth Financial Network → Summit Financial Networks | Durham, N.C. | Reported | → | |
| Fitzgerald Financial Group | — | Commonwealth Financial Network → Summit Financial Networks | Vineland, NJ | Reported | → | |
| The Bergstrom team | — | — | Commonwealth Financial Network → Summit Financial Networks | Tallahassee, Fla. | Reported | → |
| Heritage Financial & Investment Services | 2 | Commonwealth Financial Services → Carson Group Holdings Inc. | — | Reported | → | |
| Great Scott Financial Services | 6 | Commonwealth/LPL Financial → Kintra Wealth, LLC | Bethlehem, PA | Reported | → | |
| The Roberts team | 2 | Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors | Tampa, FL | Reported | → | |
| Blue Harbor Wealth Management | 2 | Corebridge Financial → Lincoln Investment | — | Reported | → | |
| Greenwood Wealth Partners | 5 | D.M. Kelly & Company → Raymond James | Clive, IA | Reported | → | |
| McCutchen Wesson Wealth Advisors | 2 | Edward Jones → LPL Financial | Marion, AR | Reported | → | |
| Praxis Financial Partners | 4 | FiNet → LPL Financial | Alpharetta, GA | Reported | → | |
| Preferred Financial Group | — | Harbour Investments → LPL Financial | Battle Creek, MI | Reported | → | |
| Preferred Financial Group | 2 | Harbour Investments → LPL Financial | Battle Creek, MI | Reported | → | |
| The Meily team | — | Harvest Investment Consultants → Verdence Capital Advisors | Hunt Valley, MD | Reported | → | |
| Synergy Capital Solutions | 15 | Hightower → Hightower Signature Wealth | Bloomfield Hills, MI | Reported | → | |
| IAM Advisory | 8 | IAM Advisory → Wealthcare Advisory Partners | — | Reported | → | |
| Sage Wealth Partners | — | J.P. Morgan Advisors → Rockefeller Global Family Office | Houston, TX | Reported | → | |
| TruCore Advisors | 2 | J.P. Morgan Securities → Morgan Stanley Wealth Management | New York, NY | Reported | → | |
| Long Island Wealth Management | 7 | Long Island Wealth Management → Captrust Financial Advisors | Melville, NY | Reported | → | |
| Noblewood Wealth Advisors | 5 | LPL → &Partners | Gurnee, IL | Reported | → | |
| Dirigo Wealth Management | 3 | LPL → Raymond James Financial Services | Oakland, ME | Reported | → | |
| Sierra Ridge Advisor Group | 40 | LPL Financial → Cetera | CA | Reported | → | |
| O'Reilly LLC | — | LPL Financial → Millenia Investments | Chesterfield, MO | Reported | → | |
| ICG next | 22 | LPL Financial → Osaic | Wall Township, NJ | Reported | → | |
| WFA Volare | 16 | LPL Financial → WFA Volare | — | Reported | → | |
| Mariner Advisor Network | 367 | Mariner Advisor Network → LPL Financial | — | Reported | → | |
| MCS Family Wealth Advisors LLC | — | MCS Family Wealth Advisors → Waverly Advisors | Bend/Eugene, OR | Reported | → | |
| The Shah team | — | — | Merrill Lynch | — | Reported | → |
| Economos Private Wealth | — | Merrill Lynch → LPL Financial | San Francisco, CA | Reported | → | |
| Singer Maxey Wealth Management | 5 | Merrill Lynch → Raymond James Financial Services | Bend, OR | Reported | → | |
| The Hall Wealth Management Group | 3 | Merrill Lynch → UBS | Bellevue, WA | Reported | → | |
| The Pham team | — | 5 | Merrill Lynch → UBS | Palo Alto, CA | Reported | → |
| Tully Cottillion Group | 2 | Merrill Lynch → Wells Fargo Advisors | Myrtle Beach, SC | Reported | → | |
| Financial Guide Solutions | 6 | MML Investors Services → Cetera Wealth Partners | Bethel, CT | Reported | → | |
| The Aliaskari Group | — | Morgan Stanley → Merrill | McLean, VA | Reported | → | |
| Virgin-Herzburg Wealth Partners | 2 | Morgan Stanley → Rockefeller Global Family Office | Boca Raton, FL | Reported | → | |
| The Alcon team | 3 | Morgan Stanley → UBS | Pueblo, CO | Reported | → | |
| The Horn team | — | Morgan Stanley → UBS | Bethesda, MD | Reported | → | |
| The Edwards team | — | 2 | Morgan Stanley → UBS | Kenwood, OH | Reported | → |
| The Cornell team | 2 | Morgan Stanley → Uniting Wealth Partners | — | Reported | → | |
| The Taylor team | — | Morgan Stanley → Wells Fargo | — | Reported | → | |
| The Shapiro team | 4 | NEW EDGE WEALTH → NewEdge Wealth | Fort Lauderdale, FL | Registration corroborated | → | |
| Yari Capital | 5 | Northwestern Mutual → Carson Group | Atlanta, GA | Reported | → | |
| Cornerstone Advisors | 7 | Northwestern Mutual → LPL | Salt Lake City, UT | Reported | → | |
| Prince Financial Services | 5 | Northwestern Mutual → LPL Financial | Seattle, WA | Reported | → | |
| Clear Pointe Wealth Management | — | — | Northwestern Mutual → LPL Financial | Salt Lake City, UT | Reported | → |
| The Spahn team | 18 | Northwestern Mutual → OnePoint BFG Wealth Partners | — | Reported | → | |
| Noblewood Wealth Advisors team | 5 | Old National Bank → &Partners | Gurnee, IL | Reported | → | |
| The Atlantic Group | — | Oppenheimer → Ameriprise | Boca Raton, FL | Reported | → | |
| Legacy Financial Group | 7 | Osaic → LPL Financial | Burton, MI | Reported | → | |
| Align Private Wealth | 2 | PNC Private Bank → Align Private Wealth (LPL Financial platform) | — | Reported | → | |
| The Edwards Fitzpatrick Group | 4 | Raymond James & Associates → Janney Montgomery Scott | Houston, TX | Reported | → | |
| The Edward Fitzpatrick Group | 5 | Raymond James → Janney Montgomery Scott | Houston, TX | Reported | → | |
| The Fowler team | 3 | Raymond James → LPL Financial | Pampa, TX | Reported | → | |
| Northstar Financial Advisors | — | Raymond James → LPL Financial | Danville, CA | Reported | → | |
| Dunn Team | 3 | Raymond James → TSG Wealth Management | Fresno, CA | Reported | → | |
| IMPACT Financial Strategies | 6 | Raymond James Financial Services → Ascentis Independent Advisors, LLC | Fort Collins, CO | Reported | → | |
| Rooted Wealth Management | 2 | Raymond James Financial Services → Ascentis Independent Advisors, LLC | Modesto, CA | Reported | → | |
| Capital Waypoint | 4 | Raymond James Financial Services → Ascentis Independent Advisors, LLC | Fresno, CA | Reported | → | |
| Citrus Wealth Management | 3 | Raymond James Financial Services → Ascentis Independent Advisors, LLC | Redlands, CA | Reported | → | |
| Winstone Wealth Partners | 3 | Raymond James Financial Services → LPL Financial | Amarillo, TX | Reported | → | |
| The GEN Group | 4 | RBC Capital Markets → Ameriprise Financial | Vienna, VA | Reported | → | |
| Vantage Axia Wealth | 3 | RBC Capital Markets → Ameriprise Financial | Denver, CO | Reported | → | |
| Rosenwald Private Wealth | 6 | RBC Wealth Management → Indivisible Partners | Baltimore, MD | Reported | → | |
| ClearHaven Wealth Management | 3 | RBC Wealth Management → LPL Financial | Oakdale, MN | Reported | → | |
| The Abbott team | 5 | RHA Wealth → Captrust Financial Advisors | Raleigh, NC | Reported | → | |
| The Hartinger team | 5 | RHA Wealth → Captrust Financial Advisors | Raleigh, NC | Reported | → | |
| Halloran Dooley Investment Group | 3 | Santander Securities → Wells Fargo Advisors | Beverly, MA | Reported | → | |
| Shufro-Glass Group | — | Shufro Rose & Co. → Wealth Enhancement | New York, NY | Reported | → | |
| The Rose team | 2 | Stifel → Raymond James & Associates | Lafayette, IN | Reported | → | |
| Freehold Wealth Management | 3 | Stifel Independent Advisors → Osaic | Landrum, SC | Reported | → | |
| Phillipp Group | 4 | Stifel, Nicholas & Co. → Rockefeller Global Family Office | Chicago, IL | Reported | → | |
| The Henry team | 2 | Stifel, Nicolaus & Co. → Wells Fargo Advisors | Ann Arbor, MI | Reported | → | |
| Legacy Edge Advisors | — | 4 | TIAA → Legacy Edge Advisors | Syosset, NY | Reported | → |
| MacLellan Bickle Wealth Partners | — | to Citizens Private Wealth | Tampa, FL | Reported | → | |
| The Austin team | — | — | to Embarcadero Capital Advisors | — | Reported | → |
| The Yates team | 4 | to NewEdge Wealth | Fort Lauderdale, FL | Reported | → | |
| The Wohlgemuth team | 4 | to NewEdge Wealth | Fort Lauderdale, FL | Reported | → | |
| The Escobedo team | 4 | to NewEdge Wealth | Fort Lauderdale, FL | Reported | → | |
| Archer Investors | — | 5 | to WealthForge Securities LLC | — | Reported | → |
| The Kellam Group | 7 | Truist → Rockefeller Global Family Office | Naples, FL | Reported | → | |
| Piedmont Wealth Partners | 5 | Truist Bank → Rockefeller Capital Management | Charlotte, NC | Reported | → | |
| The Hoge-Barrett Group | 13 | Truist Investment Services → Captrust Financial Advisors | Winston-Salem, NC | Reported | → | |
| Brown, Taylor, Shaw & Associates | 4 | Truist Investment Services → Raymond James Financial Services (Pinnacle Asset Management) | — | Reported | → | |
| Two West Capital Advisors | — | — | Two West Capital Advisors → Higginbotham | Kansas City | Reported | → |
| HighWater Wealth | — | U.S. Bank → LPL Financial | San Diego, CA | Reported | → | |
| Cullman/Holt Group | 7 | UBS → Ascend Advisory Group | Upper Arlington, OH | Reported | → | |
| The Bober team | 16 | UBS → Cresset Capital Management | Boca Raton, FL | Reported | → | |
| The Stephens team | — | 2 | UBS → Evertern Wealth | Naples, FL | Reported | → |
| The Flatt team | 6 | UBS → Merrill Wealth Management | Santa Fe, NM | Reported | → | |
| Shafer Block Wealth Management | 8 | UBS → NewEdge Wealth | Wayzata, MN | Reported | → | |
| Nepa/Susco | 5 | UBS → RBC Wealth Management | Pittsburgh, PA | Reported | → | |
| Mork Wealth Management Group | 3 | UBS → RBC Wealth Management | Lake Oswego, OR | Reported | → | |
| MPI Wealth Management | — | UBS → Truing Capital Advisors | Las Vegas, NV | Reported | → | |
| Murray Street Wealth Advisors | 2 | UBS Financial Services → FiNet | New York, NY | Reported | → | |
| Pearsall Wealth Management of Raymond James | — | UBS Financial Services → Raymond James & Associates | Glens Falls, NY | Reported | → | |
| The Compass Group of Raymond James | 3 | UBS Financial Services → Raymond James & Associates | Paramus, NJ | Reported | → | |
| Truing Capital Advisors | — | UBS Financial Services → Truing Capital Advisors | Las Vegas, NV | Reported | → | |
| Redstone Wealth Management Group | 4 | UBS Financial Services → Wedbush | Greensboro, NC | Reported | → | |
| Strong Wealth Management Group of Wells Fargo Advisors | — | UBS Financial Services → Wells Fargo Advisors | Naples, FL | Reported | → | |
| The Berube team | — | 4 | UBS Private Wealth Management → William Blair Private Wealth Management | Dallas, TX | Reported | → |
| The Abney team | — | 4 | UBS Private Wealth Management → William Blair Private Wealth Management | Dallas, TX | Reported | → |
| The Vazquez-Monasterio Team | 6 | UBS Wealth Management USA → Merrill Lynch | Santa Fe, NM | Reported | → | |
| Shea Wealth Partners | 4 | UBS Wealth Management USA → Rockefeller Global Family Office | Columbus, OH | Reported | → | |
| The McGarry team | — | Valley Financial Group → Hightower Advisors | Ambler, PA | Reported | → | |
| The Podnos team | — | 3 | Wealth Care → HB Wealth | Austin, TX | Reported | → |
| The O'Leary team | — | 3 | Wealth Care → HB Wealth | Austin, TX | Reported | → |
| The Podnos-Garner team | — | 3 | Wealth Care → HB Wealth | Austin, TX | Reported | → |
| Rowland Sullivan Wealth Management team | 8 | Wells Fargo → &Partners | Lake Ozark, MO | Reported | → | |
| The Stancik team | 2 | Wells Fargo → Raymond James & Associates | Deerfield, IL | Reported | → | |
| Lazorik Financial Management | — | Wells Fargo → Raymond James Financial Services | Yakima, WA | Reported | → | |
| Crown Legacy Wealth | — | Wells Fargo Advisors → &Partners | Bellevue, WA | Reported | → | |
| Rowland Sullivan Wealth Management | 7 | Wells Fargo Advisors Financial Network → &Partners | Lake Ozark, MO | Reported | → | |
| Doyle and Loughman Wealth Management | — | Wells Fargo Advisors Financial Network → Carson Group | — | Reported | → | |
| Horizon Wealth Management Group | — | Wells Fargo Advisors Financial Network → LPL Financial | Wichita, KS | Reported | → | |
| Framework Wealth Advisors of Wells Fargo Advisors | 2 | William Blair → Wells Fargo Advisors | Greenwood Village, CO | Reported | → |
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26–50 of 145
Registration corroborated: supported by a linked registration observation. Book sizes and team membership may be reported separately. Undisclosed books sort last.