The Moves Wire the industry’s tape for talent · updated continuously
Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.
Net talent flows · trailing 12 months
| Firm | Arrivals | Departures | Net | |
|---|---|---|---|---|
| ONEDIGITAL | 57 | 0 | +57 | |
| FARTHER | 36 | 0 | +36 | |
| MERIT FINANCIAL ADVISORS | 43 | 11 | +32 | |
| MAI CAPITAL MANAGEMENT, LLC | 39 | 7 | +32 | |
| FROST INVESTMENT SERVICES | 32 | 9 | +23 | |
| MISSIONSQUARE RETIREMENT | 31 | 9 | +22 | |
| OPENARC CORPORATE ADVISORY, LLC | 35 | 19 | +16 | |
| LPL Financial | 12 | 2 | +10 | |
| ASSETMARK, INC. | 11 | 2 | +9 | |
| RITHOLTZ WEALTH MANAGEMENT | 7 | 0 | +7 | |
| Fathom Advisors | 7 | 0 | +7 | |
| SAVVY | 6 | 0 | +6 | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 2 | +5 | |
| Wells Fargo Advisors | 6 | 1 | +5 | |
| Raymond James & Associates | 5 | 0 | +5 | |
| Glenmede | 5 | 0 | +5 | |
| ALLWORTH FINANCIAL, L.P. | 5 | 0 | +5 | |
| PARALLEL ADVISORS, LLC | 9 | 5 | +4 | |
| MODERN WEALTH MANAGEMENT, LLC | 8 | 4 | +4 | |
| BRIGHTON JONES LLC | 6 | 2 | +4 | |
| Carson Group | 4 | 0 | +4 | |
| LEXAURUM ADVISORS | 4 | 0 | +4 | |
| EVOKE ADVISORS | 4 | 1 | +3 | |
| Wells Fargo Advisors FiNet | 3 | 0 | +3 | |
| &Partners | 3 | 0 | +3 |
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