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, 11:15 AM ET

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Distinct events4within your filters

Team moves & breakaways2each event counted once

Leadership changes2appointments & promotions

Reported book$1B2 of 4 events · not net flows

All Breakaway Team move Advisor move Hire Departure Leadership

4 events · last 30 days

Merrill Lynch × Remove filter Clear all

Oct 14
Economos Private WealthMerrill Lynch → LPL FinancialFinancial Adviser · San Francisco, CA · Breakaway 2 sources
$580Mreported book
Oct 13
John ThielMerrill Lynch → Indivisible PartnersLeader, Indivisible Partners; former Merrill Lynch wealth head · Executive appointment 1 source
—not disclosed
Oct 13
John ThielMerrill Lynch Wealth Management → Indivisible PartnersExecutive Chairman and Founder · Clearwater, FL · Executive appointment 1 source
—not disclosed
Oct 12
Singer Maxey Wealth ManagementMerrill Lynch → Raymond James Financial ServicesAdvisor · Bend, OR · 5 on the team · Team move 1 source
$450Mreported 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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