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 25, 2026 | Merrill Lynch | Pham and Yip (Palo Alto and San Jose, CA) | UBS | $575M |
| Sep 22, 2026 | Northwestern Mutual | Unnamed Northwestern Mutual team | LPL Financial | $1B |
| Sep 21, 2026 | Northwestern Mutual | Unnamed Northwestern Mutual team | OnePoint BFG Wealth Partners | $400M |
| Sep 15, 2026 | UBS | Unnamed UBS team | NewEdge Wealth | $1.2B |
| Sep 11, 2026 | UBS | Unnamed UBS team | Wedbush | $500M |
| Sep 10, 2026 | UBS | Vazquez-Monasterio Team (Vazquez, Monasterio — Santa Fe, NM) | Merrill Lynch | $1.2B |
| Sep 4, 2026 | Merrill Lynch | The Hall Wealth Management Group (Hall — Bellevue, WA) | UBS | $500M |
| Sep 3, 2026 | UBS | Scientia Wealth Partners (Schlesinger, Cheu, Wong — San Francisco, CA) | Raymond James (Alex. Brown channel) | $470M–$600M |
| Sep 3, 2026 | UBS | Scientia Wealth Partners (Schlesinger, Cheu, Wong — San Francisco, CA) | Raymond James (Alex. Brown channel) | $600M |
| Aug 31, 2026 | Merrill Lynch | Jeff Sharpe, Scott Tansley | Seventy2 Capital | — |
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.