People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 15, 3:45 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
4Distinct eventsWithin your filters
4Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$3.4BReported book AUM4 of 4 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 13, 2026 | Doyle and Loughman Wealth ManagementWealth management team | Wells Fargo Advisors Financial Network → Carson Group | Breakaway | $1.8B | Reported1 source · Details → |
| Oct 8, 2026 | Orchard Financial GroupRegistered wealth planning director · Los Angeles, CA11 reported team members | Ameriprise → Wells Fargo Advisors Financial Network | Team move | $580M | Reported1 source · Details → |
| Sep 24, 2026 | Rowland Sullivan Wealth ManagementAdvisor and founder · Lake Ozark, MO7 reported team members | Wells Fargo Advisors Financial Network → &Partners | Team move | $744M | Reported1 source · Details → |
| Sep 22, 2026 | Butch Safyurtlu, JDEquity and Operating Partner and Managing Director of Pax Mentis | Wells Fargo Advisors Financial Network → GCG Advisory Partners | Breakaway | $300M | Reported1 source · Details → |
Keep an eye on what matters
Save these filters. Choose an optional daily or weekly email for new matching events. Email delivery requires an active, confirmed subscription.
Sign in to save a view →One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger