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.
- Tracked moves
- 197
- Disclosed AUM
- $158B
- Firms tracked
- 4
Edward Jones departures
- Tracked departures
- 29
- Disclosed AUM
- $5.8B
- Latest move
- Oct 8, 2026
Merrill Lynch departures
- Tracked departures
- 40
- Disclosed AUM
- $35B
- Latest move
- Nov 3, 2026
Northwestern Mutual departures
- Tracked departures
- 23
- Disclosed AUM
- $15B
- Latest move
- Oct 30, 2026
UBS departures
- Tracked departures
- 105
- Disclosed AUM
- $103B
- Latest move
- Nov 4, 2026
Latest tracked moves
- Nov 4, 2026$3.61B
Cleros Wealth Partners (Kyle Kight, Alex Armstrong, Jamie Packer; formerly Thompson, Kight, Armstrong & Packer at UBS; Fort Worth, TX)
UBS to Independent RIA (Elevation Point minority stake; Goldman Sachs custody)
- Nov 3, 2026$940M
Tiffany Yu
Merrill Lynch to JPMorgan (Elevate Wealth Partners)
- Nov 1, 2026$1.8B
daRoza Group (Antonio P. daRoza, San Francisco, CA)
Merrill Lynch to Morgan Stanley
- Nov 1, 2026$940M
J. Tiffany Yu
Merrill Lynch to J.P. Morgan Advisors (Century City, Los Angeles)
- Oct 30, 2026$525M
Anchor Financial Partners (Frank Conner, Andrew Runnion, Josh Eisenberg, Brandon Porter, Kyle Brooker, Trey Beavers, Vinings, GA)
Northwestern Mutual to LPL Financial
- Oct 23, 2026$350M
Shea Wealth Partners (Andrea M. Shea, Martin E. Shea, Upper Arlington and Pepper Pike, OH)
UBS to Rockefeller Global Family Office
- Oct 22, 2026$1B
Nepa/Susco Team (Raymond Nepa, Jennifer Susco, Julia Munchel, Pittsburgh, PA)
UBS to RBC Wealth Management (Pittsburgh North branch)
- Oct 20, 2026$660M
Navigate Wealth Advisors (Berube, Abney, Maddox, Meyer, Dallas, TX)
UBS to William Blair
- Oct 20, 2026$750M
Truing Capital Advisors (Russell Price, Sam Mineo; formerly MPI Wealth Management at UBS; Las Vegas, NV)
UBS to Elevation Point
- Oct 16, 2026$245M
The Compass Group (Peter Morris, Kenneth Montal; Paramus, NJ)
UBS to Raymond James & Associates
| Date | From | Team / Advisors | Destination | Reported AUM | Source |
|---|---|---|---|---|---|
| Nov 4, 2026 | UBS | Cleros Wealth Partners (Kyle Kight, Alex Armstrong, Jamie Packer; formerly Thompson, Kight, Armstrong & Packer at UBS; Fort Worth, TX) | Independent RIA (Elevation Point minority stake; Goldman Sachs custody) | $3.61B | WealthManagement.com |
| Nov 3, 2026 | Merrill Lynch | Tiffany Yu | JPMorgan (Elevate Wealth Partners) | $940M | WealthManagement.com |
| Nov 1, 2026 | Merrill Lynch | daRoza Group (Antonio P. daRoza, San Francisco, CA) | Morgan Stanley | $1.8B | Barron's |
| Nov 1, 2026 | Merrill Lynch | J. Tiffany Yu | J.P. Morgan Advisors (Century City, Los Angeles) | $940M | AdvisorHub |
| Oct 30, 2026 | Northwestern Mutual | Anchor Financial Partners (Frank Conner, Andrew Runnion, Josh Eisenberg, Brandon Porter, Kyle Brooker, Trey Beavers, Vinings, GA) | LPL Financial | $525M | InvestmentNews |
| Oct 23, 2026 | UBS | Shea Wealth Partners (Andrea M. Shea, Martin E. Shea, Upper Arlington and Pepper Pike, OH) | Rockefeller Global Family Office | $350M | AdvisorHub |
| Oct 22, 2026 | UBS | Nepa/Susco Team (Raymond Nepa, Jennifer Susco, Julia Munchel, Pittsburgh, PA) | RBC Wealth Management (Pittsburgh North branch) | $1B | WealthManagement.com |
| Oct 20, 2026 | UBS | Navigate Wealth Advisors (Berube, Abney, Maddox, Meyer, Dallas, TX) | William Blair | $660M | AdvisorHub |
| Oct 20, 2026 | UBS | Truing Capital Advisors (Russell Price, Sam Mineo; formerly MPI Wealth Management at UBS; Las Vegas, NV) | Elevation Point | $750M | WealthManagement.com |
| Oct 16, 2026 | UBS | The Compass Group (Peter Morris, Kenneth Montal; Paramus, NJ) | Raymond James & Associates | $245M | InvestmentNews |
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.