Advisor Moves · Updated Daily
Who moved, and where they went
Advisor and team departures logged daily from trade press and public announcements, linked to sources where captured. Firm-level trackers below; the measured half-year picture, built on registered-rep data, lives in the State of Advisor Movement report.
Edward Jones departures
A running tracker of financial advisors departing Edward Jones: teams, destinations, reported AUM, and sources, updated daily.
Merrill Lynch departures
A running tracker of financial advisors and teams departing Merrill Lynch: destinations, reported AUM, and sources, updated daily.
Northwestern Mutual departures
A running tracker of financial advisors departing Northwestern Mutual: destinations, reported AUM, and sources, updated daily.
UBS departures
A running tracker of financial advisors and teams departing UBS: destinations, reported AUM, and sources, updated daily.
Latest tracked moves
| Date | From | Team / Advisors | Destination | Reported AUM |
|---|---|---|---|---|
| Sep 4, 2026 | Merrill Lynch | The Hall Wealth Management Group (Hall — Bellevue, WA) | UBS | $500M |
| Aug 25, 2026 | UBS | Unnamed UBS team (Bober, Ventrice — Boca Raton, FL) | Cresset Partners | $4B |
| Aug 7, 2026 | Merrill Lynch | Unnamed Merrill Lynch team | Rockefeller | $2.1B |
| Aug 6, 2026 | Merrill Lynch | Unnamed Merrill Lynch team | Wells Fargo | $400M |
| Jul 31, 2026 | UBS | Focus Wealth Management (Mahoney, Foley, Warzala — Palm Beach Gardens, FL) | RBC Wealth Management - U.S. | $1.5B |
| Jul 22, 2026 | UBS | Osle Perlman Torelli Wealth Partners (Osle, Perlman, Torelli – New York, NY) | Rockefeller Global Family Office | — |
| Jul 20, 2026 | Merrill Lynch | Matthew J. Smith (Montgomery, AL) | Morgan Stanley | $305M |
| Jul 20, 2026 | Merrill Lynch | Unnamed Merrill Lynch team | Morgan Stanley | $460M |
| Jul 16, 2026 | UBS | Andrew Morris | Impax Asset Management | — |
| Jun 26, 2026 | UBS | Peter Choy (Nashville, TN) | Merrill Lynch | $460M |
These trackers log publicly reported moves. For the complete measured picture, producing-advisor movement for twelve firms, destination channels, and the deal economics behind it, read the H1 2026 key findings or the full State of Advisor Movement report.