The biggest wirehouse and regional moves of 2025

financial-planning.com·Dec 29

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There were significant moves in the financial advisory industry in 2025, with some firms losing a large number of advisors, while others made notable hires. Several major teams changed firms, including a $1.1 billion team that moved to LPL and a $129-billion team that attempted to leave Merrill Lynch for Charles Schwab and Dynasty. The year also saw record-breaking annuity sales and a reevaluation of the role of wirehouses in the industry.

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Along with Commonwealth, add Osaic and UBS to firms that lost a lot of advisors last year.

InvestmentNews·Mar 25

Charles Schwab and Dynasty pull off record-shattering -- and previously unthinkable -- lift-out of $129-billion AUA Merrill Lynch team, but the thundering herd has furiously stampeded to court to block the move

RIABiz·Sep 26

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The biggest wirehouse and regional moves of 2025

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Along with Commonwealth, add Osaic and UBS to firms that lost a lot of advisors last year.

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Charles Schwab and Dynasty pull off record-shattering -- and previously unthinkable -- lift-out of $129-billion AUA Merrill Lynch team, but the thundering herd has furiously stampeded to court to block the move