Your people are your organic growth engine. Clients hire advisors, and every new household needs someone with the time and skill to serve it. See how you treat your people next to the firms advisors move to, and get a 12-month plan to become one. Free, with the Advicer.bio connector.
The top 100 firms advisors move to, since 2024, against 8% for the typical wealth manager.
Their client growth, against 9% for firms that lost more than they won.
Keeping everyone isn't the same as growing: firms that stood still on people mostly stood still.
6,509 SEC-registered wealth managers, from Form ADV and advisor moves in the last 12 months. Advisors who join bring some clients with them, and growing firms can afford to hire: a strong link, not proof.
0 to 100, graded A to F: how much of what the firms advisors move to do, you do, across pay, growing people, culture, AI, attracting and keeping them.
Advisors joining and leaving, where they came from and went, your Talent Magnets rank and your team over two years, from SEC and FINRA records.
Where each role's pay falls on the Schwab 2025 RIA study and CFP Board curves, and your benefits against what planners get.
Four quarters, three moves at a time: pay and clarity, growth paths, an AI-fluent team, then being the firm advisors want to join.
Use it often? Download the talent audit as a Claude Skill and add it in Settings → Capabilities → Skills.
It compares your firm with the firms advisors move to on Talent Magnets and firms their size: their careers pages, checked monthly, and advisors joining and leaving from SEC and FINRA records. Pay is placed on the Schwab 2025 RIA Benchmarking Study and CFP Board 2025 Compensation Study curves; the full tables are in the Compensation Calculator for Advicers. At the end you can add your pay to Advicer.bio's benchmarks, anonymously. It's the third Growth Partner pillar, after the tech stack audit and the marketing audit. Hiring? Post on the job board and meet the talent network.