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 events2within your filters
Team moves & breakaways2each event counted once
Reported book$600M2 of 2 events · not net flows
- Oct 21Robert HartingerRHA Wealth → Captrust Financial Advisors$300Mreported book
- Oct 21Clark AbbottRHA Wealth → Captrust Financial Advisors$300Mreported book
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