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Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M Jose Ascencio Raymond James Financial Services → TSG Wealth Management Riseling Wealth Management Edward Jones → &Partners $357M Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management Anchor Financial Partners Northwestern Mutual → LPL Financial $525M Koetter Financial Services LPL Financial → Cetera Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B Eastover Capital Management Eastover Capital → South Atlantic Bank $430M Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Moves intelligence · 2026

Transactions dashboard

Every advisor move and practice acquisition reported in 2026, each confirmed by a firm announcement or a news report. Filter by period, firm type, channel and reported assets, then open any move to see its sources.

Data through
October 31, 2026
Last refresh
October 31, 2026
Recorded transactions
790
Teams and practices · all of 2026
Reported practice assets
$617.4B
Based on 716 of 790 transactions
Receiving destinations
160
Distinct destination channels
$500M+ transactions
306
Among transactions with reported assets

Showing all of 2026

Monthly activity by destination category

Click a month to focus the view. Hover a segment for detail.

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Assets are reported practice figures; each team or practice counts once. The chart keeps every month so another month can be chosen.

Top destinations

Arrivals · all of 2026

01
Wealth Enhancement
$36.1B
02
Corient
$30.0B
03
LPL Financial
$28.9B
04
Wells Fargo Advisors
$25.7B
05
Merrill Lynch
$24.4B
All destination profiles →

Transactions 790

All of 2026. Open a team for its sources; open a firm for its profile.

Date Pattern Team / advisor(s) From To Reported assets Source
Oct 30 Lateral Christopher ManimboMiami, FL Edward JonesWirehouses, Banks & BDs Janney Montgomery ScottWirehouses, Banks & BDs $250M Press Release
Oct 30 Lateral Jose AscencioChico, CA Raymond James Financial ServicesIndependent Broker-Dealer TSG Wealth ManagementRIA Undisclosed Press Release
Oct 30 Breakaway Riseling Wealth ManagementDumas, TX Edward JonesWirehouses, Banks & BDs &PartnersIndependent Broker-Dealer $357M Financial Advisor
Oct 30 Breakaway Sullivan Private WealthCrescent City, CA Edward JonesWirehouses, Banks & BDs Shore to Summit Wealth ManagementRIA Undisclosed AdvisorHub
Oct 29 Lateral Anchor Financial PartnersVinings, GA Northwestern MutualIndependent Broker-Dealer LPL FinancialIndependent Broker-Dealer $525M Press Release
Oct 29 Lateral Koetter Financial ServicesSauk Rapids, MN LPL FinancialIndependent Broker-Dealer CeteraIndependent Broker-Dealer Undisclosed Wealth Management
Oct 29 Lateral Longwater Haffey GroupPalm Beach Gardens, FL Truist WealthWirehouses, Banks & BDs Raymond James & AssociatesWirehouses, Banks & BDs $700M Press Release
Oct 29 Acquisition Pacific Sage PartnersEdmonds, WA Pacific Sage PartnersRIAacquired by CAPTRUST, Oct 2026 CAPTRUSTRIA $1.1B Press Release
Oct 28 Acquisition Eastover Capital ManagementCharlotte, NC Eastover CapitalRIAacquired by South Atlantic Bank, Oct 2026 South Atlantic BankWirehouses, Banks & BDs $430M Press Release
Oct 28 Acquisition Kilner Capital AdvisorsGaithersburg, MD Kilner Capital AdvisorsRIAacquired by Apella Wealth, Oct 2026 Apella WealthRIA $332M Financial Advisor
Oct 28 Lateral Webber Wealth PartnersNewport Beach, CA ComericaWirehouses, Banks & BDsacquired by Fifth Third, Feb 2026 Citizens Private WealthWirehouses, Banks & BDs $1.2B Wealth Management
Oct 27 Breakaway Griggs Investment GroupEufaula, AL Edward JonesWirehouses, Banks & BDs LPL FinancialIndependent Broker-Dealer $160M Press Release