Talent Magnets: the RIAs advisors are moving to.

The magnets

Wealth management RIAs by advisors who joined from another firm in the last 12 months. Team growth is recruits against the team a year ago. Advisors who came over when a whole firm was absorbed aren't counted as recruited.

• Wirehouses
• Edward Jones
• Broker-dealers
• Insurance firms
• Other RIAs

Where advisors are leaving from, and where they go

Every advisor who changed firms in the last 12 months, by the kind of firm they left and the kind they joined.

Bar colors are the kind of firm they joined (same key as above; green is an RIA).

The fastest growing teams

Recruits against the size of the team a year ago, among firms that recruited 5 or more and have 5 or more advisory staff.

1. Friday Financial · DUBUQUE, IA+366.7% (22 recruited)
2. Gryphon Wealth · JACKSONVILLE, FL+200% (12 recruited)
3. Twenty Four Wealth · DARIEN, CT+200% (12 recruited)
4. Intentgen Financial Partners · NAPERVILLE, IL+183.3% (11 recruited)
5. Fathom Advisors LLC · MINNEAPOLIS, MN+180% (9 recruited)
6. Coastal Bridge Advisors · WESTPORT, CT+177.8% (16 recruited)
7. Concurrent Investment Advisors, LLC · TAMPA, FL+173% (64 recruited)
8. Domain Money Advisors, LLC · NEW YORK, NY+171.4% (12 recruited)
9. Evolve Private Wealth, LLC · LOS ANGELES, CA+160% (8 recruited)
10. Range Advisory, LLC · MCLEAN, VA+145.5% (16 recruited)
11. Brookwood Investment Group · PHOENIX, AZ+140% (14 recruited)
12. Van Diest Capital · POLK CITY, IA+140% (7 recruited)
13. Activ8 Family Office LLC · MCLEAN, VA+140% (7 recruited)
14. Generational Financial Partners, LLC · ATLANTA, GA+140% (7 recruited)
15. Everoak Wealth Co · COLORADO SPRINGS, CO+140% (7 recruited)

Moving together

3 or more advisors from the same firm joining the same RIA within 60 days. Some are teams breaking away; some are deals Form ADV doesn't show.

Losing the most advisors

Firms of any kind, by advisors who left for another firm in the last 12 months.