5 of 20 Breakaway Advisors from November

The month of November saw notable advisor movement across the RIA and wealth management landscape. Breakaway activity remains a central trend in the industry, as more advisors seek independence, stronger partnerships, or new platforms that better align with their long-term vision. Below are five of the most significant transitions tracked during the month.

Patrick Hitchcock moved Wells Fargo to Moment Partners. With years of industry experience, he brings a focus on client service and deep knowledge of wealth management to his new role.

Candida Weinrick moved from Morgan Stanley to Choreo, joining a growing team focused on delivering holistic financial planning and advisory services.

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Brandon Hagerla moved from Wells Fargo to Moment Partners. His move underscores the firm’s strategy of attracting experienced professionals who can strengthen client relationships.

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Rex Jones moved from Wells Fargo to IFC Advisors bringing over 35 years of financial services experience. Before his tenure at Wells Fargo Private Bank, Rex held leadership roles at Bank of America’s Private Bank.

Jones is well known for advising multi-generational families, leveraging his diverse network of resources to address complex client needs. He holds a B.A. from UCLA and is a graduate of the University of Virginia’s Graduate School of Banking. Residing in the South Bay area with his family, Jones is also deeply involved in his local community.

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Flavia N. moved from Merrill Lynch to SteelPeak Wealth where she specializes in client relationship management and customized financial planning. Her background in wealth management and private client advisory has equipped her to help individuals and businesses meet and exceed their financial goals.

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The Growing Momentum of Breakaway Advisors

Breakaway advisors continue to shape the future of wealth management, moving toward independence and firms that align more closely with their values and client service models. These transitions highlight the importance of access to accurate, timely advisor movement data for asset managers, recruiters, and wealthtech firms.

With AdvizorPro’s Advisor Movement Trends Report, firms can stay ahead of industry shifts, while our RIA & Broker-Dealer database provides the insights needed to connect with top talent and decision-makers.

Want to see the full scope of advisor transitions and uncover new business opportunities? Request your free trial today to experience how AdvizorPro can transform your prospecting and recruiting strategy.

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