The Moves Wire — ESG Capital Daily

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.

Net talent flows · trailing 12 months

Firm	Arrivals	Departures	Net
ONEDIGITAL	34	0	+34
FARTHER	33	0	+33
MAI CAPITAL MANAGEMENT, LLC	30	4	+26
MERIT FINANCIAL ADVISORS	29	9	+20
FROST INVESTMENT SERVICES	17	0	+17
OPENARC CORPORATE ADVISORY, LLC	26	13	+13
LPL Financial	8	1	+7
PARALLEL ADVISORS, LLC	9	3	+6
ASHTON THOMAS PRIVATE WEALTH	6	0	+6
MISSIONSQUARE RETIREMENT	5	0	+5
BRIGHTON JONES LLC	5	0	+5
Raymond James & Associates	4	0	+4
Cresset Capital Management	3	0	+3
Wells Fargo Advisors FiNet	3	0	+3
Osaic	3	0	+3
EVOKE ADVISORS	3	1	+2
Wells Fargo Advisors	3	1	+2
Morgan Stanley Wealth Management	2	0	+2
Frontline Investment Advisors	2	0	+2
Millenia Investments LLC	2	0	+2
Cetera (Summit Financial Networks)	2	0	+2
Northern Trust Wealth Management	2	0	+2
Cresset	2	0	+2
Equitable Advisors	2	0	+2
&Partners	2	0	+2

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The Moves Wire the industry’s tape for talent · updated continuously

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