Advisor teams
Teams that moved
One page per named practice that changed firms as a unit in 2026: its advisors, where it came from, where it landed and every source. Solo advisors appear under Financial Advisors.
| Team | Financial Advisors | From | To | Announced | Reported Assets |
|---|---|---|---|---|---|
| Riseling Wealth Management | 2 | Edward Jones | &Partners | October 30, 2026 | $357M |
| Sullivan Private Wealth | 1 | Edward Jones | Shore to Summit Wealth Management | October 30, 2026 | Undisclosed |
| Anchor Financial Partners | 6 | Northwestern Mutual | LPL Financial | October 29, 2026 | $525M |
| Koetter Financial Services | 1 | LPL Financial | Cetera | October 29, 2026 | Undisclosed |
| Longwater Haffey Group | 2 | Truist Wealth | Raymond James & Associates | October 29, 2026 | $700M |
| Webber Wealth Partners | 2 | Comerica | Citizens Private Wealth | October 28, 2026 | $1.2B |
| Griggs Investment Group | 1 | Edward Jones | LPL Financial | October 27, 2026 | $160M |
| Signature Wealth Strategies | 1 | Osaic | Raymond James Financial Services | October 27, 2026 | Undisclosed |
| Stribling-Whalen Financial Group | 2 | Raymond James Financial Services | Stribling-Whalen | October 27, 2026 | $1.1B |
| Sage Wealth Partners | 5 | J.P. Morgan Advisors | Rockefeller | October 26, 2026 | $700M |
| Shea Wealth Partners | 2 | UBS | Rockefeller | October 26, 2026 | $350M |
| Brown, Taylor, Shaw & Associates | 3 | Truist Wealth | Raymond James Financial Services | October 23, 2026 | $700M |
| Loop Wealth Advisors | 1 | Wells Fargo Advisors | &Partners | October 23, 2026 | Undisclosed |
| Freehold Wealth Management | 8 | Stifel Independent Advisors | Osaic | October 22, 2026 | $576M |
| Kinetic Wealth | 1 | Cetera | LPL Financial | October 22, 2026 | $300M |
| Nepa/Susco | 3 | UBS | RBC Wealth Management | October 22, 2026 | $1.0B |
| Alpine Hill Advisors | 1 | Alpine Hill Advisors | Claro Advisors | October 21, 2026 | $110M |
| Financial Guide Solutions | 2 | MML Investors Services | Cetera | October 21, 2026 | $210M |
| Great Scott Financial Services | 1 | Commonwealth | Kintra | October 20, 2026 | $355M |
| ICG next | 1 | LPL Financial | Osaic | October 20, 2026 | $2.3B |
| Iron Shore Wealth Strategies | 2 | Edward Jones | MML Investors Services | October 20, 2026 | Undisclosed |
| Truing Capital Advisors | 2 | UBS | Elevation Point Wealth Partners | October 20, 2026 | $750M |
| Alpha Rising Wealth Management | 2 | LPL Financial | Rothschild Financial Partners | October 19, 2026 | $250M |
| Stonemere Wealth | 1 | Edward Jones | &Partners | October 19, 2026 | $323M |
| Edwards Fitzpatrick Group | 3 | Raymond James & Associates | Janney Montgomery Scott | October 16, 2026 | $3.3B |
| Kellam Group | 3 | Truist Wealth | Rockefeller | October 16, 2026 | $1.2B |
| Elevated Wealth Solutions | 1 | LPL Financial | Cetera | October 15, 2026 | $80M |
| Halloran Dooley Investment Group | 3 | Santander Securities | Wells Fargo Advisors | October 15, 2026 | $400M |
| The Compass Group | 2 | UBS | Raymond James & Associates | October 15, 2026 | $245M |
| The GEN Group | 2 | RBC Wealth Management | Ameriprise Advisor Group | October 15, 2026 | $750M |
| Vantage Axia Wealth | 2 | RBC Wealth Management | Ameriprise Advisor Group | October 15, 2026 | $280M |
| Hoge-Barrett Group | 6 | Truist Wealth | CAPTRUST | October 14, 2026 | $3.0B |
| Mork Wealth Management Group | 2 | UBS | RBC Wealth Management | October 14, 2026 | $250M |
| Perennial Wealth Partners | 6 | Hightower | Integrated Partners | October 14, 2026 | $500M |
| Prince Financial Services | 5 | Northwestern Mutual | LPL Financial | October 14, 2026 | $1.0B |
| Veneroso Wealth Management | 1 | Kingsview Partners | Veneroso Wealth | October 14, 2026 | $350M |
| Economos Private Wealth | 1 | Merrill Lynch | LPL Financial | October 13, 2026 | $580M |
| GFS Advisory | 3 | Commonwealth | Raymond James Financial Services | October 13, 2026 | $350M |
| Round Table Advisors | 2 | Raymond James Financial Services | Round Table Advisors | October 13, 2026 | $1.4B |
| Wright Park Wealth | 1 | Wealth Enhancement | RFG Advisory | October 13, 2026 | Undisclosed |
| Singer Maxey Wealth Management | 2 | Merrill Lynch | Raymond James Financial Services | October 12, 2026 | $450M |
| Noblewood Wealth Advisors | 2 | Old National Bank | &Partners | October 9, 2026 | $472M |
| Rosenwald Private Wealth | 3 | RBC Wealth Management | Indivisible Partners | October 9, 2026 | $1.1B |
| Capital Waypoint | 1 | Raymond James Financial Services | Ascentis Independent Advisors | October 8, 2026 | $256M |
| Citrus Wealth Management | 1 | Raymond James Financial Services | Ascentis Independent Advisors | October 8, 2026 | $230M |
| IMPACT Financial Strategies | 1 | Raymond James Financial Services | Ascentis Independent Advisors | October 8, 2026 | $303M |
| Martin Wealth Strategies | 1 | Edward Jones | Raymond James Financial Services | October 8, 2026 | $170M |
| Rooted Wealth Management | 2 | Raymond James Financial Services | Ascentis Independent Advisors | October 8, 2026 | $275M |
| The Orchard Financial Group | 4 | Ameriprise Independent Advisors | Wells Fargo FiNet | October 8, 2026 | $580M |
| Doussard Financial | 1 | Commonwealth | Cetera | October 7, 2026 | $235M |
| Farren Private Wealth | 1 | Wells Fargo FiNet | Prospera Financial Services | October 7, 2026 | Undisclosed |
| Legacy Financial Group | 1 | Osaic | LPL Financial | October 7, 2026 | $175M |
| Dirigo Wealth Management | 2 | LPL Financial | Raymond James Financial Services | October 6, 2026 | $170M |
| Strong Wealth Management Group | 2 | UBS | Wells Fargo Advisors | October 6, 2026 | $410M |
| Praxis Financial Partners | 4 | Wells Fargo FiNet | LPL Financial | October 5, 2026 | $1.1B |
| Axiom Capital Wealth Management | 1 | Raymond James & Associates | Steward Partners | October 1, 2026 | $191M |
| KM Private Wealth | 1 | Raymond James & Associates | Steward Partners | October 1, 2026 | $194M |
| Montana Wealth Management | 2 | LPL Financial | Raymond James Financial Services | October 1, 2026 | $180M |
| O'Neill Wealth Management | 2 | Raymond James & Associates | Steward Partners | October 1, 2026 | $426M |
| Lakewood Wealth Management | 3 | Cambridge | LPL Financial | September 30, 2026 | $170M |
| Piedmont Wealth Partners | 3 | Truist Wealth | Rockefeller | September 30, 2026 | $1.0B |
| The Cullman/Holt Group | 2 | UBS | Wells Fargo FiNet | September 30, 2026 | $1.3B |
| Ecclesiastes Wealth Partners | 3 | Ameriprise Independent Advisors | Kestra Financial | September 29, 2026 | $550M |
| Heritage Financial & Investment Services | 2 | Commonwealth Financial Services | Carson | September 29, 2026 | $120M |
| Fitzgerald Financial Group | 2 | Commonwealth | Cetera | September 28, 2026 | $185M |
| Greenwood Wealth Partners | 4 | D.M. Kelly & Company | Raymond James & Associates | September 24, 2026 | $1.3B |
| Palmetto Investment Consultants | 2 | LPL Financial | Cetera | September 24, 2026 | $305M |
| Centric Advisors | 2 | Centric Advisors | Cetera | September 22, 2026 | $160M |
| Clear Pointe Wealth Management | 2 | Northwestern Mutual | LPL Financial | September 22, 2026 | $548M |
| Cornerstone Advisors | 2 | Northwestern Mutual | LPL Financial | September 22, 2026 | $560M |
| Harris Wealth Partners | 5 | Commonwealth | Raymond James Financial Services | September 22, 2026 | $500M |
| Savlan Wealth Partners | 2 | Commonwealth | Savlan Wealth Partners | September 22, 2026 | $330M |
| Suissa Private Wealth | 1 | RBC Wealth Management | Suissa Private Wealth | September 22, 2026 | $324M |
| Capstone Wealth | 1 | B.O.S.S. Retirement Advisors | RFG Advisory | September 18, 2026 | Pending |
| Confluence Wealth Management | 1 | Mariner | Wealthcare | September 18, 2026 | Pending |
| Olson Strategic Wealth | 1 | B.O.S.S. Retirement Advisors | RFG Advisory | September 18, 2026 | Pending |
| Walker Bastoni Wealth Management | 2 | Allworth Financial | NewEdge | September 18, 2026 | Pending |
| Rise Private Wealth Management | 2 | Ameriprise Independent Advisors | Rise Private Wealth | September 17, 2026 | $8.1B |
| Hall Wealth Advisory Group | 2 | Jefferies | Stifel | September 16, 2026 | $1.4B |
| Horizon Wealth Management Group | 3 | Wells Fargo FiNet | LPL Financial | September 15, 2026 | $385M |
| Lucas Wealth Management | 1 | UBS | Alex. Brown | September 14, 2026 | $150M |
| Scientia Wealth Partners | 2 | UBS | Alex. Brown | September 14, 2026 | $470M |
| Northstar Financial Advisors | 1 | Raymond James Financial Services | LPL Financial | September 10, 2026 | $270M |
| Redstone Wealth Management Group | 3 | UBS | Wedbush | September 10, 2026 | $500M |
| Tully Cottillion Group | 2 | Merrill Lynch | Wells Fargo Advisors | September 10, 2026 | $270M |
| Vazquez-Monasterio Team | 2 | UBS | Merrill Lynch | September 10, 2026 | $1.2B |
| Madura Private Wealth Group | 2 | Wells Fargo Advisors | Janney Montgomery Scott | September 9, 2026 | $420M |
| Aliaskari Group | 3 | Morgan Stanley | Merrill Lynch | September 8, 2026 | $1.2B |
| Hall Wealth Management Group | 2 | Merrill Lynch | UBS | September 4, 2026 | $500M |
| Mason Cisney Alcon Wealth Management Group | 3 | Morgan Stanley | UBS | September 4, 2026 | $1.4B |
| Phillipp Group | 2 | Stifel | Rockefeller | September 4, 2026 | $650M |
| Virgin Herzberg Wealth Partners | 2 | Morgan Stanley | Rockefeller | September 4, 2026 | $300M |
| Midwest Financial Group | 2 | Commonwealth | Osaic | September 2, 2026 | $450M |
| ClearHaven | 2 | RBC Wealth Management | LPL Financial | September 1, 2026 | Undisclosed |
| SBS Retirement Consultants | 4 | Commonwealth | &Partners | September 1, 2026 | $684M |
| Twenty Four Wealth | 5 | Stratos Wealth Partners | Twenty Four Wealth | September 1, 2026 | $1.1B |
| Crown Legacy Wealth | 2 | Wells Fargo Advisors | &Partners | August 31, 2026 | $838M |
| Lumina Wealth Partners | 4 | Bernstein Private Wealth | UBS | August 31, 2026 | $1.4B |
| Sierra Ridge Advisor Group | 2 | LPL Financial | Cetera | August 31, 2026 | $2.1B |
| Old Oak Partners | 1 | Raymond James Financial Services | Wells Fargo FiNet | August 28, 2026 | $190M |
| The Dunn Team | 2 | Raymond James Financial Services | Wells Fargo FiNet | August 28, 2026 | $355M |
| Lazorik Financial Management | 1 | Wells Fargo FiNet | Raymond James Financial Services | August 27, 2026 | $160M |
| Severn Wealth Management | 3 | Commonwealth | Cetera | August 26, 2026 | $160M |
| Preferred Financial Group | 2 | Harbour Investments | LPL Financial | August 25, 2026 | $230M |
| Stillwell Financial Advisors | 1 | Ameriprise Independent Advisors | Raymond James Financial Services | August 25, 2026 | $240M |
| Conte Wealth Advisors | 3 | Cambridge | LPL Financial | August 24, 2026 | $1.6B |
| Framework Wealth Advisors | 1 | William Blair | Wells Fargo Advisors | August 21, 2026 | $100M |
| Murray Street Wealth Advisors | 2 | UBS | Wells Fargo FiNet | August 21, 2026 | $320M |
| Turquoise Private Wealth | 1 | Ameriprise Independent Advisors | Wells Fargo FiNet | August 21, 2026 | $140M |
| IronGate Services | 3 | Ameriprise Independent Advisors | Osaic | August 20, 2026 | $367M |
| McCutchen Wesson Wealth Advisors | 2 | Edward Jones | LPL Financial | August 20, 2026 | $190M |
| Pearsall Wealth | 1 | UBS | Raymond James & Associates | August 20, 2026 | $400M |
| Yari Capital | 2 | Northwestern Mutual | Carson | August 20, 2026 | $405M |
| De Jesus & Co. Wealth Management | 2 | Edward Jones | Raymond James & Associates | August 19, 2026 | $199M |
| Guidepost Wealth Management | 1 | Edward Jones | LPL Financial | August 18, 2026 | $160M |
| Harbor Financial Advisors | 2 | Commonwealth | Cetera | August 18, 2026 | $175M |
| Live Oak Investment Partners | 1 | Kovack Securities | Diversify | August 18, 2026 | $266.4M |
| O’Reilly LLC | 1 | LPL Financial | Osaic | August 18, 2026 | $250M |
| River Financial Group | 1 | New York Life | Diversify | August 18, 2026 | Undisclosed |
| Foreman Rial Group | 3 | Merrill Lynch | Morgan Stanley | August 17, 2026 | $750M |
| Stancik & Sabransky | 2 | Wells Fargo Advisors | Raymond James & Associates | August 13, 2026 | $200M |
| Stanley Edwards Group | 2 | Morgan Stanley | UBS | August 13, 2026 | $300M |
| Pathway Advisory Group | 2 | Stifel | Raymond James & Associates | August 12, 2026 | $316M |
| Severn Financial Advisors | 2 | Commonwealth | Independent Financial Partners | August 12, 2026 | Undisclosed |
| Tucker Bria Wealth Strategies | 4 | Commonwealth | Cetera | August 12, 2026 | $420M |
| Van Horn Financial Services | 1 | Commonwealth | Independent Financial Partners | August 12, 2026 | Undisclosed |
| Blue Sandstone Wealth Partners | 2 | Morgan Stanley | Rockefeller | August 10, 2026 | $550M |
| Jones Wealth Partners | 6 | Merrill Lynch | Rockefeller | August 7, 2026 | $2.0B |
| Carlson Group | 4 | Baird | Raymond James & Associates | August 6, 2026 | $1.1B |
| Kindred Wealth Partners | 1 | Hightower | Kestra Financial | August 6, 2026 | $240M |
| Krawec Wealth Management | 2 | Wells Fargo Advisors | Raymond James & Associates | August 6, 2026 | $470M |
| Paxel Financial Consulting | 5 | Cetera | Private Advisor Group | August 6, 2026 | $300M |
| Sexton Group | 2 | Morgan Stanley | RBC Wealth Management | August 6, 2026 | $1.0B |
| Blue Barn Wealth | 1 | Blue Barn Wealth | Savvy Advisors | August 5, 2026 | $300M |
| Paragon Private Wealth | 1 | Sanctuary Wealth | Savvy Advisors | August 5, 2026 | $250M |
| WestKai Private Wealth | 2 | Morgan Stanley | LPL Financial | August 5, 2026 | $400M |
| Abound Advisors | 1 | Wells Fargo FiNet | Prospera Financial Services | August 4, 2026 | $300M |
| ITP Partners | 2 | Osaic | Blue Horizon Equity | August 4, 2026 | $3.5B |
| Kamal Capital Group | 2 | Merrill Lynch | Summit Financial | August 4, 2026 | $170M |
| Seven Arrows Wealth | 3 | Ameriprise Independent Advisors | Raymond James Financial Services | August 4, 2026 | $250M |
| Steinmetz Jackson | 2 | Janney Montgomery Scott | Ameriprise Independent Advisors | August 3, 2026 | $370M |
| Doyle and Loughman Wealth Management | 4 | Wells Fargo FiNet | Carson | July 29, 2026 | $1.8B |
| Essential Private Wealth | 1 | UBS | Raymond James & Associates | July 29, 2026 | $500M |
| Penney Rankin Group | 2 | J.P. Morgan Advisors | Morgan Stanley | July 29, 2026 | Undisclosed |
| Sunny Day Financial | 1 | Cetera | LPL Financial | July 29, 2026 | $150M |
| Green Fairways Wealth Management | 3 | Stifel Independent Advisors | Raymond James Financial Services | July 28, 2026 | $262M |
| KWM Wealth Advisory | 4 | Stifel Independent Advisors | Raymond James Financial Services | July 23, 2026 | $1.0B |
| Williams Tax & Financial Services | 3 | Cetera | LPL Financial | July 23, 2026 | $340M |
| Civic Financial | 3 | Northwestern Mutual | Civic Financial | July 22, 2026 | $1.0B |
| Bizjack Wealth Management | 2 | Morgan Stanley | LPL Financial | July 21, 2026 | $145M |
| Capital Reserve Group | 3 | Comerica | Raymond James & Associates | July 17, 2026 | $5.4B |
| Sher Jeshiva Group | 3 | Wells Fargo Advisors | Ameriprise Independent Advisors | July 17, 2026 | $470M |
| Ginsburg Private Wealth | 1 | Raymond James & Associates | Janney Montgomery Scott | July 16, 2026 | $300M |
| Buell Wealth Management | 1 | Buell Securities | LPL Financial | July 15, 2026 | $370M |
| FMB Wealth Management | 4 | FMB Wealth Management | Indivisible Partners | July 15, 2026 | $800M |
| HighWater Wealth | 4 | U.S. Bank | LPL Financial | July 14, 2026 | $2.4B |
| Stensrud Wealth Management Group | 1 | Wells Fargo Advisors | Janney Montgomery Scott | July 9, 2026 | $338M |
| Tipton Weber Wealth Management | 1 | Raymond James Financial Services | NewEdge | July 9, 2026 | Undisclosed |
| Cypress Point Wealth Partners | 1 | MML Investors Services | LPL Financial | July 8, 2026 | $175M |
| Haskin Private Wealth Advisors | 2 | Wells Fargo Advisors | LPL Financial | July 7, 2026 | $170M |
| Lexington Financial | 2 | Commonwealth | Cetera | July 7, 2026 | $608M |
| Sheresky Samsen Group | 4 | RBC Wealth Management | Wells Fargo Advisors | July 7, 2026 | $1.7B |
| Summit Ridge Financial Advisors | 1 | Wells Fargo Advisors | LPL Financial | July 7, 2026 | $380M |
| Bartholomew & Company | 2 | Commonwealth | Bartholomew & Company | July 6, 2026 | $6.0B |
| McCormick Private Wealth | 3 | Steward Partners | LPL Financial | June 30, 2026 | $340M |
| Marmo Financial Group | 1 | Marmo Financial Group | Cetera | June 25, 2026 | $300M |
| NorthStar Wealth Advisors | 2 | Raymond James Financial Services | LPL Financial | June 25, 2026 | $160M |
| StackStone Wealth | 4 | Ameriprise Independent Advisors | StackStone | June 25, 2026 | $1.9B |
| Chocorua Wealth Management | 1 | Fidelity | Osaic | June 24, 2026 | Undisclosed |
| Tribute Financial | 1 | United Planners Financial Services | LPL Financial | June 24, 2026 | $500M |
| Snyder Wald Wealth Partners | 3 | Morgan Stanley | Citizens Private Wealth | June 23, 2026 | $800M |
| Kashian Karels Group | 2 | RBC Wealth Management | Baird | June 22, 2026 | $508M |
| Pierstone Wealth Management | 1 | Morgan Stanley | Pierstone Wealth Management | June 18, 2026 | $350M |
| Signature Private Wealth Management | 2 | Wells Fargo FiNet | Osaic | June 18, 2026 | $300M |
| The Capitol Group Institutional Consulting | 1 | Morgan Stanley | UBS | June 18, 2026 | $149M |
| Three Points Wealth Planners | 2 | Wells Fargo Advisors | &Partners | June 18, 2026 | $450M |
| Wavewood Private Wealth | 2 | Wells Fargo Advisors | &Partners | June 18, 2026 | $574M |
| Brookside Wealth Advisors | 3 | Wells Fargo FiNet | &Partners | June 17, 2026 | $550M |
| Decorum Wealth Management | 1 | UBS | LPL Financial | June 17, 2026 | $250M |
| MTI Financial Advisors | 3 | Osaic | Cetera | June 17, 2026 | $350M |
| The Arney Group | 2 | Truist Wealth | Raymond James & Associates | June 17, 2026 | $200M |
| Spectrum Wealth Strategies | 10 | MML Investors Services | LPL Financial | June 16, 2026 | $1.5B |
| Beacon Coast Partners | 2 | UBS | Beacon Coast Partners | June 15, 2026 | $3.5B |
| Fortress Financial Planning | 2 | MML Investors Services | LPL Financial | June 15, 2026 | $150M |
| Primary Wealth Management Group | 2 | Morgan Stanley | Stifel | June 12, 2026 | $357M |
| ARC Wealth Management | 3 | Stifel | Raymond James Financial Services | June 11, 2026 | $620M |
| Fundamentum Advisors | 3 | Merrill Lynch | Raymond James & Associates | June 10, 2026 | $408M |
| Honeycomb Wealth Advisors | 4 | Commonwealth | Cetera | June 9, 2026 | $190M |
| Rebich Investments | 5 | Stifel Independent Advisors | Wells Fargo FiNet | June 9, 2026 | $650M |
| Yach Advisors | 1 | Fidelity | Cetera | June 9, 2026 | Undisclosed |
| Three Asset Advisory Group | 1 | Stratos Wealth Partners | Wells Fargo FiNet | June 5, 2026 | Undisclosed |
| Two Rivers Wealth Advisors | 1 | Belpointe | Wells Fargo FiNet | June 5, 2026 | Undisclosed |
| Valen Private Capital | 1 | Merrill Lynch | Sanctuary Wealth | June 5, 2026 | $477M |
| Align Private Wealth | 2 | Citi | LPL Financial | June 4, 2026 | $2.0B |
| Neville & Associates | 1 | LPL Financial | Osaic | June 4, 2026 | $300M |
| Tupelo Wealth Partners | 3 | Commonwealth | Cetera | June 4, 2026 | $490M |
| N10 Holdings | 1 | Wells Fargo Advisors | N10 Wealth | June 3, 2026 | $750M |
| Pattern Wealth | 2 | Thrivent Investment Management Inc. | Ameriprise Independent Advisors | June 3, 2026 | $160M |
| Zenith Wealth Partners | 1 | Northwestern Mutual | Raymond James Financial Services | June 3, 2026 | $170M |
| TruCore Advisors | 2 | J.P. Morgan Advisors | Morgan Stanley | June 1, 2026 | $1.5B |
| Financial Strategies Retirement Partners | 3 | Commonwealth | Raymond James Financial Services | May 28, 2026 | $2.8B |
| Schott Financial Management | 1 | Cambridge | LPL Financial | May 28, 2026 | $240M |
| 7G Wealth Management | 1 | Commonwealth | Cetera | May 27, 2026 | $240M |
| Gryphon Wealth | 4 | Wells Fargo FiNet | Gryphon Wealth | May 27, 2026 | $3.1B |
| Soundview Wealth Management | 3 | D.A. Davidson | LPL Financial | May 27, 2026 | $600M |
| Telos Private Wealth | 2 | RFG Advisory | Arkadios Capital | May 22, 2026 | $300M |
| Emerald Wealth Management | 5 | Northwestern Mutual | LPL Financial | May 21, 2026 | $815M |
| True Compass Advisors | 3 | Kestra Financial | LPL Financial | May 21, 2026 | $870M |
| Allegiant Wealth Strategies | 1 | Commonwealth | Cetera | May 20, 2026 | $176M |
| Cebert Wealth Advisors | 6 | Ameriprise Independent Advisors | LPL Financial | May 20, 2026 | $1.0B |
| Gavrilov Wealth Management | 1 | LPL Financial | Cetera | May 20, 2026 | $217M |
| Davis Executive Wealth | 3 | Steward Partners | LPL Financial | May 19, 2026 | $635M |
| Appling & Landerholm Private Wealth Group | 2 | Comerica | Wells Fargo FiNet | May 15, 2026 | Undisclosed |
| Coplin Wealth Partners | 4 | Morgan Stanley | Rockefeller | May 15, 2026 | $1.0B |
| Fifteen:22 Financial Partners | 6 | Nations Financial | LPL Financial | May 14, 2026 | $380M |
| Park Wealth Advisors | 2 | Osaic | Cetera | May 14, 2026 | $140M |
| Twin Harbors Private Wealth | 6 | Merrill Lynch | Wells Fargo FiNet | May 12, 2026 | $1.4B |
| Principality Private Wealth | 3 | Wells Fargo Advisors | &Partners | May 8, 2026 | $1.0B |
| Paxara Wealth Partners | 3 | UBS | LPL Financial | May 7, 2026 | $330M |
| Shannon Ryan Wealth Management Group | 1 | Wells Fargo Advisors | RBC Wealth Management | May 7, 2026 | $400M |
| The Bedford Group | 8 | Ameriprise Independent Advisors | Bedford Group | May 7, 2026 | $836M |
| Bartoli Private Wealth Management Group | 5 | Morgan Stanley | Wells Fargo Advisors | May 6, 2026 | $1.5B |
| Meridian Wealth Partners | 2 | Raymond James & Associates | Rockefeller | May 6, 2026 | $350M |
| 1796 Private Wealth | 2 | Wells Fargo Advisors | &Partners | May 5, 2026 | $590M |
| AGT Private Wealth Group | 4 | UBS | Wells Fargo Advisors | May 5, 2026 | $1.6B |
| Capital Investment Services | 3 | Raymond James & Associates | LPL Financial | May 5, 2026 | $775M |
| Iron North Private Wealth | 2 | UBS | Sanctuary Wealth | May 1, 2026 | $350M |
| Nemec Wealth Advisors | 1 | Edward Jones | &Partners | May 1, 2026 | $115M |
| The Taylor Group | 9 | Morgan Stanley | Wells Fargo Advisors | May 1, 2026 | $5.9B |
| Anderson Gannon Wealth Partners | 2 | UBS | Rockefeller | April 29, 2026 | $2.0B |
| Banks Carter Group | 3 | UBS | RBC Wealth Management | April 29, 2026 | $542M |
| Mosaic Value Partners | 3 | Focus Partners Wealth | Mariner | April 28, 2026 | $1.3B |
| JET Wealth Advisors | 4 | Wells Fargo FiNet | JET Wealth | April 27, 2026 | $600M |
| Duffy Mathias Private Wealth | 2 | Baird | Xcelsior Advisor Partners | April 24, 2026 | $770M |
| Post Oak Wealth Partners | 4 | Merrill Lynch | Rockefeller | April 24, 2026 | $3.0B |
| LaCroix Wealth Management | 1 | Merrill Lynch | Janney Montgomery Scott | April 21, 2026 | $400M |
| Loring Advisory Group | 1 | Commonwealth | Kintra | April 21, 2026 | Undisclosed |
| BHG Group | 3 | Merrill Lynch | Morgan Stanley | April 20, 2026 | Pending |
| HWB Partners | 3 | Goelzer | Baird | April 20, 2026 | $1.0B |
| Soteris Private Wealth | 3 | Merrill Lynch | Sanctuary Wealth | April 20, 2026 | $800M |
| Prairie View Wealth Partners | 2 | First National Bank (Sioux Falls) | Prairie View | April 16, 2026 | $10.0B |
| SIGIL Family Office | 1 | Parallel Advisors | Integrated Partners | April 16, 2026 | Undisclosed |
| Texas Wealth Solutions | 1 | PNC | LPL Financial | April 15, 2026 | $235M |
| Pinnacle Wealth Management | 2 | LPL Financial | Ameriprise Independent Advisors | April 13, 2026 | $110M |
| Touchstone Wealth Partners | 6 | UBS | Wells Fargo FiNet | April 13, 2026 | $2.1B |
| Sandcastle Wealth Builders | 1 | Commonwealth | Cetera | April 9, 2026 | $80M |
| OPT Wealth Management | 1 | Merrill Lynch | Sanctuary Wealth | April 8, 2026 | $260M |
| RPK Wealth Group | 1 | LPL Financial | Raymond James Financial Services | April 8, 2026 | $181M |
| Emerald Legacy Advisors | 3 | Wells Fargo FiNet | LPL Financial | April 7, 2026 | $140M |
| Evertern Wealth | 2 | UBS | Evertern Wealth | April 7, 2026 | $2.4B |
| Pierson Wealth Management | 1 | Cetera | RFG Advisory | April 7, 2026 | $230M |
| Brick by Brick Wealth Advisors | 4 | Ameriprise Independent Advisors | Integrated Partners | April 1, 2026 | $609M |
| Gibson Financial Group | 2 | B. Riley Wealth Management | LPL Financial | March 24, 2026 | $180M |
| The Apollo Group | 3 | J.P. Morgan Advisors | Janney Montgomery Scott | March 23, 2026 | $1.3B |
| Cunningham Financial Group | 3 | Ameriprise Independent Advisors | Cetera | March 19, 2026 | $200M |
| Legacy Ridge Private Wealth | 2 | D.A. Davidson | LPL Financial | March 12, 2026 | $600M |
| Webster Group | 1 | UBS | Wells Fargo Advisors | March 12, 2026 | $143M |
| Gardner Wallace Financial Solutions | 3 | Kestra Financial | Osaic | March 5, 2026 | $464M |
| The Archer Team | 3 | TFB Advisors | Wealth Enhancement | March 5, 2026 | $1.2B |
| Snow Pine Private Wealth | 7 | UBS | Wells Fargo FiNet | March 4, 2026 | $1.7B |
| Financial Planning Department | 1 | Commonwealth | Osaic | March 3, 2026 | $352M |
| Southeast Wealth Management Group | 2 | UBS | Morgan Stanley | March 3, 2026 | Undisclosed |
| Hill Wealth Management | 2 | Morgan Stanley | Wells Fargo Advisors | March 2, 2026 | $130M |
| The Market Square Group | 2 | Morgan Stanley | Wells Fargo Advisors | March 2, 2026 | $270M |
| Altura Wealth | 2 | Northwestern Mutual | Altura Wealth | February 27, 2026 | $260M |
| Fehrman Investment Group | 2 | Raymond James Financial Services | Concurrent | February 27, 2026 | $300M |
| Two Oaks Wealth | 2 | Commonwealth | Raymond James Financial Services | February 27, 2026 | $400M |
| Seven Bridges Wealth Advisors | 4 | Ameriprise Independent Advisors | NewEdge | February 24, 2026 | $1.0B |
| Warren-Fantano Wealth Management | 2 | Merrill Lynch | Janney Montgomery Scott | February 20, 2026 | $1.0B |
| Weikes Slattery Group | 2 | J.P. Morgan Advisors | Wells Fargo Advisors | February 20, 2026 | $3.1B |
| Ascentis Family Wealth | 2 | Veracity Capital | Ascentis Wealth Management | February 18, 2026 | $250M |
| Colorado Wealth Group | 4 | Colorado Wealth Group | Savvy Advisors | February 18, 2026 | $300M |
| Hoyt Jensen & Associates | 2 | Ameriprise Independent Advisors | Osaic | February 18, 2026 | $190M |
| Ledgevest Financial | 4 | Wells Fargo FiNet | Cetera | February 18, 2026 | $205M |
| Westport Private Wealth | 2 | Ameriprise Independent Advisors | Osaic | February 18, 2026 | $252M |
| Shoreline Private Wealth Management | 1 | Morgan Stanley | LPL Financial | February 17, 2026 | $275M |
| Touchpoint Financial Advisor Group | 6 | Commonwealth | Raymond James Financial Services | February 17, 2026 | $682M |
| Berman Partners | 2 | UBS | Morgan Stanley | February 13, 2026 | $1.5B |
| Financial Consulting Services | 6 | Commonwealth | Raymond James Financial Services | February 12, 2026 | $730M |
| Sound Wealth | 2 | Ameriprise Independent Advisors | LPL Financial | February 12, 2026 | $420M |
| Truman Wealth Management Group | 1 | RBC Wealth Management | Wells Fargo Advisors | February 12, 2026 | $420M |
| Four Lights Advisors | 2 | Ameriprise Independent Advisors | &Partners | February 6, 2026 | $125M |
| La Belle Vue Wealth Management | 1 | Wells Fargo FiNet | &Partners | February 6, 2026 | $125M |
| Midtown Advisors | 1 | LPL Financial | Osaic | February 5, 2026 | $153M |
| Silcox & Avonda Wealth Management | 4 | Raymond James & Associates | Steward Partners | February 5, 2026 | $800M |
| Meyers Wealth Management Group | 2 | LPL Financial | Osaic | February 4, 2026 | $285M |
| Strand Capital Management Team | 2 | Alex. Brown | Ashton Thomas Private Wealth | February 4, 2026 | $200M |
| Fortress Financial | 1 | Commonwealth | Cetera | February 3, 2026 | $75M |
| Wealth Innovations | 3 | Osaic | LPL Financial | February 3, 2026 | $200M |
| The Cowans Mitchell Group | 2 | Edelman Financial Engines | Baird | February 2, 2026 | $305M |
| Thrift Private Wealth | 4 | Merrill Lynch | Raymond James & Associates | January 30, 2026 | $1.0B |
| ClearTrust Wealth Advisors | 3 | Ameriprise Advisor Group | NewEdge | January 29, 2026 | $1.4B |
| Coastline Complete Wealth | 2 | Commonwealth | Coastline Complete Wealth | January 29, 2026 | $220M |
| Jamie L. Hatfield Wealth Management | 2 | Commonwealth | Cetera | January 28, 2026 | $170M |
| Wahlen Advisory Group | 2 | Edward Jones | Raymond James & Associates | January 28, 2026 | $200M |
| Forta Wealth Partners | 4 | Merrill Lynch | Elevation Point Wealth Partners | January 27, 2026 | $900M |
| Houser, Plessl & Staples Wealth Management Group | 3 | Ameriprise Advisor Group | Wells Fargo FiNet | January 27, 2026 | $530M |
| Lakeview Partners | 2 | UBS | Wells Fargo FiNet | January 27, 2026 | $400M |
| Martin & Associates | 3 | Ameriprise Independent Advisors | NorthRock Partners | January 27, 2026 | $500M |
| Moto Wealth Partners | 2 | Fifth Third | LPL Financial | January 27, 2026 | $2.0B |
| Rottenberg Wealth Management Group | 2 | UBS | RBC Wealth Management | January 26, 2026 | $400M |
| Wilson Peak Wealth Management | 2 | Wells Fargo FiNet | Private Advisor Group | January 22, 2026 | $150M |
| Bixler Financial | 2 | LPL Financial | Carson | January 20, 2026 | $145M |
| Creative Strategies for Modern Wealth Group | 4 | UBS | RBC Wealth Management | January 20, 2026 | $770M |
| Alinity Wealth Management | 3 | Northwestern Mutual | Mariner | January 16, 2026 | $275M |
| Berlin Hales Taraba Legacy Wealth Management Group | 3 | Merrill Lynch | Wells Fargo Advisors | January 16, 2026 | $800M |
| Cohen Capital Advisors | 6 | Raymond James & Associates | Cohen Capital Advisors | January 16, 2026 | $1.0B |
| Wilkins Lamb Wealth Advisors | 2 | RBC Wealth Management | Raymond James & Associates | January 16, 2026 | $700M |
| KBK Wealth Management | 6 | Commonwealth | Wells Fargo FiNet | January 15, 2026 | $1.3B |
| Ellsworth Fair Wealth Management Group | 2 | Baird | RBC Wealth Management | January 14, 2026 | $670M |
| Oak Bridge Financial | 6 | Ameriprise Independent Advisors | LPL Financial | January 14, 2026 | $230M |
| Pisces Wealth | 3 | Keating & Associates | Integrated Partners | January 14, 2026 | $300M |
| Dignum Financial Partners | 2 | Commonwealth | Raymond James Financial Services | January 13, 2026 | $420M |
| Harbor View Private Wealth | 5 | UBS | Elevation Point Wealth Partners | January 13, 2026 | $1.3B |
| East Lake Wealth Management | 3 | Morgan Stanley | Wells Fargo Advisors | January 12, 2026 | $784M |
| Grande-Antonitis Group | 3 | J.P. Morgan Advisors | Morgan Stanley | January 12, 2026 | $822M |
| Loveday Caruso Wealth Management Group | 2 | LPL Financial | Ameriprise Independent Advisors | January 12, 2026 | $120M |
| Community Wealth Services | 2 | Edward Jones | Ameriprise Advisor Group | January 9, 2026 | $190M |
| Curley Wealth Management | 2 | Wells Fargo Advisors | &Partners | January 9, 2026 | $500M |
| Harm & Harm Financial Consulting Group | 2 | Wells Fargo FiNet | Prospera Financial Services | January 9, 2026 | $250M |
| Fogarty Hernandez Wealth Management Group | 2 | UBS | RBC Wealth Management | January 8, 2026 | $660M |
| Rand, Williams & Associates | 2 | Osaic | LPL Financial | January 8, 2026 | $260M |
| Fair Street Advisors | 2 | Dynamic | Integrated Partners | January 7, 2026 | $233M |
| Infinity Private Wealth | 8 | Merrill Lynch | Wells Fargo FiNet | January 7, 2026 | $1.8B |