People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 2:51 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
5Distinct eventsWithin your filters
4Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$2.8BReported book AUM5 of 5 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 1, 2026 | Fitzgerald Financial Groupadvisor · Vineland, NJ | Commonwealth Financial Network → Summit Financial Networks | Team move | $185M | Reported1 source · Details → |
| Sep 24, 2026 | Todd HarrisPrincipal · Rochester, NY5 reported team members | Commonwealth Financial Network → Raymond James | Team move | $500M | Reported1 source · Details → |
| Sep 21, 2026 | Timothy M. BrennanAdvisor · Deerfield, IL | Commonwealth Financial Network → Merit Financial Advisors | Team move | $888M | Reported1 source · Details → |
| Sep 18, 2026 | Tim BrennanFinancial advisor · Deerfield, IL | Commonwealth Financial Network → Merit Financial Advisors | Advisor move | $888M | Reported2 sources · Details → |
| Sep 11, 2026 | Bucholtz GermoFounder and Managing Director · Willoughby Hills, OH5 reported team members | Commonwealth Financial Network → &Partners | Team move | $352M | 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