Moves Wire

Every advisor, team and leadership move we can verify, with the firm they left, the firm they joined, reported assets and the source.

Updated Oct 27, 11:48 AM ET

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Distinct events3within your filters

Team moves & breakaways3each event counted once

Reported book$3.6B3 of 3 events · not net flows

All Breakaway Team move Advisor move Hire Departure Leadership

3 events · last 30 days

Captrust Financial Advisors × Remove filter Clear all

Oct 21
Robert HartingerRHA Wealth → Captrust Financial Advisorswealth management adviser · Raleigh, NC · 5 on the team · Team move 1 source
$300Mreported book
Oct 21
Clark AbbottRHA Wealth → Captrust Financial Advisorswealth management adviser · Raleigh, NC · 5 on the team · Team move 1 source
$300Mreported book
Oct 14
The Hoge-Barrett GroupTruist Investment Services → Captrust Financial AdvisorsAdvisor · Winston-Salem, NC · 13 on the team · Team move 1 source
$3Breported book

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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. Explore the Team Ledger

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