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.
Distinct events16within your filters
Team moves & breakaways12each event counted once
Leadership changes2appointments & promotions
Reported book$11.5B13 of 16 events · not net flows
- Oct 23Great Scott Financial ServicesCommonwealth/LPL Financial → Kintra Wealth, LLC$355Mreported book
- Oct 22Kinetic WealthCetera → LPL Financial$300Mreported book
- Oct 21Ken HullingsLPL Financial · Executive Vice President, Business Development (head of advisor recruiting)—not disclosed
- Oct 21Scott PosnerLeaves LPL Financial · destination not reported—not disclosed
- Oct 20ICG nextLPL Financial → Osaic$2.3Breported book
- Oct 16Kristie Edling-DayLPL → SEI—not disclosed
- Oct 14Economos Private WealthMerrill Lynch → LPL Financial$580Mreported book
- Oct 14Prince Financial ServicesNorthwestern Mutual → LPL Financial$1Breported book
- Oct 13Noblewood Wealth AdvisorsLPL → &Partners$472Mreported book
- Oct 13Align Private WealthPNC Private Bank → Align Private Wealth (LPL Financial platform)$2Breported book
- Oct 13HighWater WealthU.S. Bank → LPL Financial$2.4Breported book
- Oct 7Dirigo Wealth ManagementLPL → Raymond James Financial Services$170Mreported book
- Oct 7Legacy Financial GroupOsaic → LPL Financial$175Mreported book
- Oct 5Praxis Financial PartnersFiNet → LPL Financial$1.1Breported book
- Oct 1Lakewood Wealth ManagementCambridge → LPL Financial$170Mreported book
- Sep 28Dan FowlerRaymond James → LPL Financial$430Mreported book
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