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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
FUNDS · LAST CLOSEIVV763.25 −0.54%SPY759.97 −0.52%VOO522.67 −0.95%QQQ704.40 −0.01%VTI281.03 −0.75%IEFA95.68 −0.49%VEA50.10 −5.13%VUG382.92 −0.26%GLD366.61 −0.65%IWF125.62 +0.18%

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 events17within your filters
Team moves & breakaways13each event counted once
Leadership changes1appointments & promotions
Reported book$11.3B15 of 17 events · not net flows
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17 events · last 30 days
Raymond James × Remove filterClear all
  1. Oct 23
    Shawn L. BernhardUBS → Raymond JamesAdvisor move 1 source
    —not disclosed
  2. Oct 23
    Shawn BernhardRaymond James → RBC Wealth Management – U.S.Complex Director, Texas South · Executive appointment 2 sources
    —not disclosed
  3. Oct 23
    Brown, Taylor, Shaw & AssociatesTruist Investment Services → Raymond James Financial Services (Pinnacle Asset Management)Advisor · 4 on the team · Team move 1 source
    $700Mreported book
  4. Oct 23
    IB Wealth ManagementCetera Investment Services → Raymond James Financial Institutions DivisionEight financial advisors and three branch professionals · Grand Rapids, MI · 11 on the team · Team move 1 source
    $645Mreported book
  5. Oct 16
    Mark SouthwellRaymond James → Wells Fargo AdvisorsAdvisor · McAllen, TX · Advisor move 2 sources
    $300Mreported book
  6. Oct 16
    The Edwards Fitzpatrick GroupRaymond James & Associates → Janney Montgomery ScottAdvisor, team co-lead · Houston, TX · 4 on the team · Team move 1 source
    $3.3Breported book
  7. Oct 16
    The Edward Fitzpatrick GroupRaymond James → Janney Montgomery ScottManaging Director and Investment Lead, The Edward Fitzpatrick Group · Houston, TX · 5 on the team · Team move 1 source
    $3.5Breported book
  8. Oct 16
    The Compass Group of Raymond JamesUBS Financial Services → Raymond James & AssociatesManaging director · Paramus, NJ · 3 on the team · Team move 1 source
    $245Mreported book
  9. Oct 14
    GFS AdvisoryCommonwealth Financial Network → Raymond James Financial ServicesCo-branch owner, GFS Advisory · Braselton, GA · 3 on the team · Team move 1 source
    $350Mreported book
  10. Oct 12
    Singer Maxey Wealth ManagementMerrill Lynch → Raymond James Financial ServicesAdvisor · Bend, OR · 5 on the team · Team move 1 source
    $450Mreported book
  11. Oct 8
    Rooted Wealth ManagementRaymond James Financial Services → Ascentis Independent Advisors, LLCFounding Partner · Modesto, CA · 2 on the team · Team move 2 sources
    $275Mreported book
  12. Oct 8
    Capital WaypointRaymond James Financial Services → Ascentis Independent Advisors, LLCRegistered Client Advisor · Fresno, CA · 4 on the team · Team move 2 sources
    $256Mreported book
  13. Oct 8
    IMPACT Financial StrategiesRaymond James Financial Services → Ascentis Independent Advisors, LLCLeader, IMPACT Financial Strategies · Fort Collins, CO · 6 on the team · Team move 2 sources
    $303Mreported book
  14. Oct 8
    Aaron MartinEdward Jones → Raymond James Financial ServicesAdvisor · Advisor move 1 source
    $170Mreported book
  15. Oct 8
    Citrus Wealth ManagementRaymond James Financial Services → Ascentis Independent Advisors, LLCBranch Associate · Redlands, CA · 3 on the team · Team move 2 sources
    $230Mreported book
  16. Oct 7
    Dirigo Wealth ManagementLPL → Raymond James Financial ServicesExecutive Director · Oakland, ME · 3 on the team · Team move 2 sources
    $170Mreported book
  17. Sep 28
    Dan FowlerRaymond James → LPL Financialfinancial advisor · Pampa, TX · 3 on the team · Team move 3 sources
    $430Mreported 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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Moves Wire — advisor, team and executive movement — Private Wealth Daily