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.
12 of the latest entries match
Aug 16Team lift-outKevin McGarry · $275M — Valley Financial Group → Hightower Advisors (Hightower Signature Wealth)
From the Moves Desk
LPL and Raymond James land $590M in advisor moves
An Edward Jones duo and a 26-year UBS veteran chose different channels, and the split previews the RIA M&A market.
Carson pulls $1.76B Wells Fargo team into its independent channel
The New Hampshire liftout shows the RIA is winning advisors who already chose independence once.
Raymond James lands $400M UBS veteran in Glens Falls
After 26 years at UBS, Adam Pearsall moves his Glens Falls book into Raymond James's employee channel.
Yari Capital ends 30-year Northwestern Mutual run by joining Carson
The Atlanta practice moves with its name and staff intact, giving Carson a 30-year recruiting endorsement.
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