People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 2:19 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
10Distinct eventsWithin your filters
7Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$11.7BReported book AUM6 of 10 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 2, 2026 | Kyle KirkAdviser2 reported team members | Ameriprise → Uniting Wealth Partners | Advisor move | $100M | Reported1 source · Details → |
| Oct 2, 2026 | Austin ScottFormer Ameriprise team member2 reported team members | Ameriprise → Osaic Wealth | Breakaway | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Richard MilletFormer broker | Leaves Ameriprise · destination not reported | Retirement | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Andre SelfaFormer Ameriprise team member2 reported team members | Ameriprise → Osaic Wealth | Breakaway | Not disclosed | Reported1 source · Details → |
| Sep 29, 2026 | Ecclesiastes Wealth PartnersPartner · Richardson, TX3 reported team members | Ameriprise Financial Services → Kestra Financial | Team move | $550M | Reported2 sources · Details → |
| Sep 25, 2026 | The Atlantic Groupfounding partner · Boca Raton, FL | Oppenheimer → Ameriprise | Team move | $1.6B | Reported1 source · Details → |
| Sep 25, 2026 | Colin Gatesnext-gen advisor · Boca Raton, FL | Merrill Lynch, Pierce, Fenner & Smith Incorporated → Ameriprise | Advisor move | $120M | Reported2 sources · Details → |
| Sep 23, 2026 | Rise Private Wealth ManagementCo-founder · Bedford, NH100 reported team members | Ameriprise → Schwab (custody) / Rise Private Wealth Management | Breakaway | $8B | Reported1 source · Details → |
| Sep 22, 2026 | Jared B. RoskelleyAdvisor3 reported team members | Ameriprise → LPL Financial | Team move | Not disclosed | Reported1 source · Details → |
| Sep 16, 2026 | Fathom AdvisorsCEO · Bloomington, MN23 reported team members | Ameriprise Financial → Fathom Advisors | Breakaway | $1.3B | Reported1 source · Details → |
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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