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.

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

Advisors	From	To	Latest joined
61	MOLONEY SECURITIES ASSET MANAGEMENT LLC Broker-dealer	Bfc Planning, Inc. · IA	Dec 18, 2025
42	EXENCIAL WEALTH ADVISORS Broker-dealer	Savant Wealth Management · IL	Apr 29, 2026
32	CAPITAL ADVISORS, INC. Broker-dealer	Corient · FL	Jul 14, 2026
23	Wells Fargo Advisors Wirehouse	&Partners · TN	Jul 30, 2026
23	Ameriprise Financial Services, LLC Broker-dealer	Newedge Advisors · LA	Feb 20, 2026
22	Avantax Planning Partners, Inc. Broker-dealer	Friday Financial · IA	Oct 2, 2026
22	MILL CREEK CAPITAL ADVISORS, LLC Broker-dealer	Pathstone · NJ	Jun 23, 2026
22	HERITAGE FINANCIAL SERVICES Broker-dealer	Savant Wealth Management · IL	Mar 16, 2026
20	Commonwealth Financial Network Broker-dealer	Merit Financial Advisors · GA	Sep 25, 2026
19	Osaic Wealth, Inc. Broker-dealer	Blue Horizon Equity, Inc. · NY	Jul 1, 2026
19	Ameriprise Financial Services, LLC Broker-dealer	Stackstone Wealth, LLC · IA	Jun 30, 2026
19	TRANSFORM WEALTH, LLC Broker-dealer	Focus Partners Wealth, LLC · MO	Jan 23, 2026
16	JOURNEY STRATEGIC WEALTH LLC Broker-dealer	Hightower Advisors, LLC · IL	May 5, 2026
16	Raymond James & Associates, Inc. Broker-dealer	Steward Partners Investment Advisory, LLC · CT	Mar 13, 2026
15	Merrill Lynch, Pierce, Fenner & Smith Incorporated Wirehouse	Rockefeller Capital Management · NY	Sep 8, 2026
15	TRUWEALTH ADVISORS, LLC Broker-dealer	Waverly Advisors, LLC · AL	May 22, 2026
15	SPC FINANCIAL INC Broker-dealer	Alphacore Capital LLC · CA	Nov 6, 2025
14	Morgan Stanley Wirehouse	Rockefeller Capital Management · NY	Jun 12, 2026
14	FOUNTAINHEAD ADVISORS Broker-dealer	Lido · CA	Dec 9, 2025
13	Raymond James Financial Services Advisors, Inc Broker-dealer	Concurrent Investment Advisors, LLC · FL	Jul 31, 2026
13	THE CLARIUS GROUP, LLC Broker-dealer	Clearstead; Clearstead Advisory Solutions · OH	Mar 19, 2026
13	Equitable Advisors, LLC Insurance firm	Stonebridge Financial Group · CA	Mar 4, 2026
12	UBS Financial Services Inc. Wirehouse	Cresset Asset Management, LLC · IL	Sep 8, 2026
12	IWP WEALTH MANAGEMENT LLC Broker-dealer	Matter Family Office · MO	Jul 13, 2026
12	Ameriprise Financial Services, LLC Broker-dealer	Integrated Wealth Concepts LLC · MA	May 12, 2026

Losing the most advisors

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

#	Firm	Left	To an RIA	Top destinations
1	Merrill Lynch, Pierce, Fenner & Smith Incorporated Wirehouse	1,483	36%	J.p. Morgan Securities LLC 251 · Wells Fargo Advisors 163 · Morgan Stanley 146
2	LPL Financial LLC Broker-dealer	984	44%	Cetera Investment Advisers LLC 109 · Raymond James Financial Services Advisors, Inc 86 · Ameriprise Financial Services, LLC 77
3	Wells Fargo Advisors Wirehouse	811	47%	&Partners 75 · J.p. Morgan Securities LLC 71 · LPL Financial LLC 59
4	Strategic Advisers LLC Other RIA	789	46%	Charles Schwab & Co., Inc. 85 · J.p. Morgan Securities LLC 55 · Voya Financial Advisors, Inc. 42
5	Morgan Stanley Wirehouse	782	41%	Merrill Lynch, Pierce, Fenner & Smith Incorporated 80 · Wells Fargo Advisors 73 · UBS Financial Services Inc. 67
6	Ameriprise Financial Services, LLC Broker-dealer	748	50%	LPL Financial LLC 111 · Rise Private Wealth Management 55 · Raymond James & Associates, Inc. 32
7	Edward Jones Edward Jone	748	36%	LPL Financial LLC 122 · Ameriprise Financial Services, LLC 66 · Raymond James Financial Services Advisors, Inc 49
8	J.p. Morgan Securities LLC Broker-dealer	647	47%	Wells Fargo Advisors 110 · Merrill Lynch, Pierce, Fenner & Smith Incorporated 43 · LPL Financial LLC 39
9	Equitable Advisors, LLC Insurance firm	620	47%	J.p. Morgan Securities LLC 91 · Merrill Lynch, Pierce, Fenner & Smith Incorporated 49 · Strategic Advisers LLC 29
10	UBS Financial Services Inc. Wirehouse	612	32%	Morgan Stanley 87 · Wells Fargo Advisors 63 · Wells Fargo Advisors 50
11	Cetera Investment Advisers LLC Broker-dealer	585	49%	LPL Financial LLC 137 · Raymond James Financial Services Advisors, Inc 20 · Osaic Wealth, Inc. 17
12	Commonwealth Financial Network Broker-dealer	580	57%	Raymond James Financial Services Advisors, Inc 90 · Cetera Investment Advisers LLC 74 · Kestra Advisory Services, LLC 72
13	Osaic Wealth, Inc. Broker-dealer	460	47%	LPL Financial LLC 133 · Cetera Investment Advisers LLC 38 · Ameriprise Financial Services, LLC 21
14	Raymond James Financial Services Advisors, Inc Broker-dealer	333	47%	LPL Financial LLC 84 · Ameriprise Financial Services, LLC 25 · Concurrent Investment Advisors, LLC 17
15	Lpl Enterprise, LLC Other RIA	329	49%	J.p. Morgan Securities LLC 31 · Merrill Lynch, Pierce, Fenner & Smith Incorporated 17 · Mml Investors Services, LLC 14
16	Mml Investors Services, LLC Insurance firm	310	49%	LPL Financial LLC 56 · Cetera Investment Advisers LLC 15 · Ameriprise Financial Services, LLC 12
17	Charles Schwab & Co., Inc. Broker-dealer	286	52%	J.p. Morgan Securities LLC 26 · Wells Fargo Advisors 20 · Empower Advisory Group, LLC 16
18	Cambridge Investment Research Advisors, Inc. Broker-dealer	261	44%	LPL Financial LLC 107 · Raymond James Financial Services Advisors, Inc 9 · Lpl Enterprise, LLC 8
19	Raymond James & Associates, Inc. Broker-dealer	205	55%	Steward Partners Investment Advisory, LLC 26 · Morgan Stanley 13 · LPL Financial LLC 10
20	Huntington Financial Advisors Other RIA	166	11%	Ameriprise Financial Services, LLC 137 · Pnc Wealth Management 3 · LPL Financial LLC 3
21	Wells Fargo Advisors Wirehouse	164	62%	LPL Financial LLC 28 · &Partners 21 · Gryphon Wealth 12
22	Truist Advisory Services, Inc. Other RIA	159	40%	Raymond James & Associates, Inc. 15 · Raymond James Financial Services Advisors, Inc 15 · CAPTRUST 14
23	Florida Financial Advisors, LLC Other RIA	156	61%	Fisher Investments 26 · LPL Financial LLC 10 · J.p. Morgan Securities LLC 10
24	RBC Capital Markets, LLC Broker-dealer	149	35%	Morgan Stanley 18 · Ameriprise Financial Services, LLC 13 · Raymond James & Associates, Inc. 11
25	Fisher Investments Other RIA	148	74%	Vanguard Advisers, Inc. 11 · Advice and Planning Services 10 · Strategic Advisers LLC 8

Latest moves

5,676 advisors joined an RIA from another firm in the last 90 days; the latest 60 below. Dates are when the advisor registered with the new firm.

Team moves and firm deals

Five or more advisors moving between the same two firms on the same day: a team lift-out, an acquisition or a reorganization.

Oct 16, 2026134 advisors to Ameriprise Financial Services, LLC from Huntington Financial Advisors

Oct 16, 20265 advisors to Latigo Peak Partners, LLC from J.p. Morgan Securities LLC

Oct 15, 20266 advisors to Wells Fargo Advisors from Wells Fargo Advisors

Oct 9, 20267 advisors to CAPTRUST from Truist Advisory Services, Inc.

Oct 7, 20269 advisors to Wells Fargo Advisors from Ameriprise Financial Services, LLC

Oct 7, 20265 advisors to 5280 Associates from Thrivent Advisor Network, LLC

Oct 6, 202611 advisors to Victory Capital Management Inc. from Westend Advisors, LLC

Oct 6, 20266 advisors to Kestra Advisory Services, LLC from Commonwealth Financial Network

Oct 6, 20265 advisors to Raymond James & Associates, Inc. from Ameriprise Financial Services, LLC

Oct 5, 20268 advisors to Round Table Advisors, LLC from Raymond James Financial Services Advisors, Inc

Oct 5, 20265 advisors to LPL Financial LLC from Northwestern Mutual Investment Services,LLC

Oct 2, 202610 advisors to Wells Fargo Advisors from Wells Fargo Advisors

Oct 2, 20267 advisors to Concurrent Investment Advisors, LLC from Spire Wealth Management, LLC

Oct 2, 20266 advisors to Ascentis Independent Advisors, LLC from Raymond James Financial Services Advisors, Inc

Oct 1, 202615 advisors to Concurrent Investment Advisors, LLC from Spire Wealth Management, LLC

Advisors who moved

Oct 18, 2026Trevor Czerniejewski joined Breiter Wealth Management, LLC from Lpl Enterprise, LLC

Oct 18, 2026Kyra Easley joined First Pacific Financial, Inc. from Axxcess Wealth Management, LLC

Oct 17, 2026Jeffrey Daniels joined Strategic Advisers LLC from UBS Financial Services Inc.

Oct 17, 2026Anthony Philips joined Capital Client Group, Inc. from Percent Advisors LLC

Oct 17, 2026Eliot Truesdell joined Strategic Advisers LLC from Lpl Enterprise, LLC

Oct 16, 2026Salvatore Maniscalco joined Cetera Investment Advisers LLC from Commonwealth Financial Network

Oct 16, 2026Victoria Ramirez joined Merrill Lynch, Pierce, Fenner & Smith Incorporated from Robert W. Baird & Co. Incorporated

Oct 16, 2026David Bailin joined Personal Wealth Strategies from Osaic Wealth, Inc.

Oct 16, 2026Richard Leake joined Moneta Group Investment Advisors, LLC from Falcon Wealth Planning, LLC

Oct 16, 2026Michael Bernabeo joined LPL Financial LLC from Park Avenue Securities LLC

Oct 16, 2026Oi Wong joined Transamerica Financial Advisors, LLC from Lpl Enterprise, LLC

Oct 16, 2026Michelle Rudd joined Corient from Summit Trail Advisors, LLC

Oct 16, 2026Jose Martinez joined Schwab Wealth Advisory, Inc. from Td Private Client Wealth LLC

Oct 16, 2026Gali Sherman joined Mutual Advisors, LLC from Osaic Advisory Services, LLC

Oct 16, 2026Cynthia Molina joined Ameriprise Financial Services, LLC from Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oct 16, 2026Jeffrey Loperfido joined Amerity Wealth Management, LLC from State Farm Investment Management Corp.

Oct 16, 2026Patrick Abelon joined Mariner from Creative Planning Institutional Advisors, LLC

Oct 16, 2026Wayne Watts joined Schwab Wealth Advisory, Inc. from Strategic Advisers LLC

Oct 16, 2026Brendon Derouin joined Oakwood Capital, Inc. from Tlg Advisors, Inc.

Oct 16, 2026Jeffrey Mauritzen joined Principal Securities, Inc. from Farmers Asset Management, LLC

Oct 16, 2026Jean Metayer joined Cambridge Investment Research Advisors, Inc. from Cetera Investment Advisers LLC

Oct 16, 2026Mensur Omerovic joined Sofi Wealth LLC from Wells Fargo Advisors

Oct 16, 2026Olac Pallan Gayol joined Opg Asset Management from Centurion Wealth Management

Oct 16, 2026Jaime Chavez Llerenas joined First Command Advisory Services from Lpl Enterprise, LLC

Oct 16, 2026Todd Mitchell joined Advisors Capital Management, LLC from Ac Wealth Partners

Oct 16, 2026Christopher McClowry joined Oppenheimer & Co. Inc. from D.a. Davidson & Co.

Oct 16, 2026Angela Faridnia joined Retirement and Wealth at Alliant, LLC from World Investment Advisors, LLC

Oct 16, 2026Jamille Thomas joined Advice and Planning Services from Ameriprise Financial Services, LLC

Oct 16, 2026Eric Riner joined Brookside Wealth Management LLC from Umb Private Wealth Management, LLC

Oct 16, 2026Sharon Deng joined Supreme Alliance LLC from Transamerica Financial Advisors, LLC

Oct 16, 2026Kiran Ahuja joined Citigroup Global Markets Inc. from J.p. Morgan Securities LLC

Oct 16, 2026Avigail Curry joined Cambridge Investment Research Advisors, Inc. from Commonwealth Financial Network

Oct 16, 2026Antonio Moscoso joined Wells Fargo Advisors from J.p. Morgan Securities LLC

Oct 16, 2026Michael Nielsen joined J.p. Morgan Securities LLC from Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oct 16, 2026Manford Laws joined Kestra Advisory Services, LLC from LPL Financial LLC

Oct 16, 2026Robert Caldwell joined Deschutes Investment Consulting, LLC from Mml Investors Services, LLC

Oct 16, 2026Royce Woodley joined Wealthspan Partners, LLC from Capital Client Group, Inc.

Oct 16, 2026Jasmine Britton joined Advice and Planning Services from Citizens Securities, Inc.

Oct 16, 2026David Servideo joined Ameriprise Financial Services, LLC from Strategic Advisers LLC

Oct 16, 2026Chikaeme Onyebuchi joined Ernst & Young Investment Advisers LLP from Domain Money Advisors, LLC

Oct 16, 2026Megan Andersen joined J.p. Morgan Securities LLC from Wells Fargo Advisors

Oct 16, 2026Jesse Perry joined LPL Financial LLC from T. Rowe Price Advisory Services, Inc.

Oct 16, 2026Alyssa Sarkies joined Wells Fargo Advisors from LPL Financial LLC

Oct 16, 2026Anthony Paino joined Strategic Advisers LLC from LPL Financial LLC

Oct 16, 2026Joseph Painter joined Wells Fargo Advisors from Citizens Securities, Inc.

Oct 16, 2026Bennett Sacks joined Stone Wall Money Management LLC from Lpl Enterprise, LLC

Oct 16, 2026Michael Fitzpatrick joined Merrill Lynch, Pierce, Fenner & Smith Incorporated from Strategic Advisers LLC

Oct 16, 2026Angus McLean joined Alliancebernstein L.p. from Charles Schwab & Co., Inc.

Oct 16, 2026Kevin McMahon joined Equitable Advisors, LLC from Principal Securities, Inc.

Oct 16, 2026Remington Tai joined UBS Financial Services Inc. from Equitable Advisors, LLC

Oct 16, 2026Shivam Sami joined Advice and Planning Services from Strategic Advisers LLC

Oct 16, 2026Christopher Skutnik joined East End Financial Group, Inc. from Ameriprise Financial Services, LLC

Oct 16, 2026Patrick Norambuena joined Pnc Wealth Management from Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oct 16, 2026Jessica Lipinski joined Strategic Advisers LLC from Vanguard Advisers, Inc.

Oct 16, 2026Matthew Ryan joined Osaic Wealth, Inc. from UBS Financial Services Inc.

Oct 16, 2026Muhammad Dhanji joined J.p. Morgan Securities LLC from Wells Fargo Advisors

Oct 16, 2026Lukas Foley joined Newedge Advisors from Mml Investors Services, LLC

Oct 16, 2026Eric Cote joined J.p. Morgan Securities LLC from Sound Income Strategies, LLC

Oct 16, 2026William Krueger joined Verdence Capital Advisors, LLC from Sc&H Wealth

Oct 16, 2026Ashley Helrich joined Morgan Stanley from J.p. Morgan Securities LLC

A move is a new registration with a firm within a year of leaving another; advisors registered with two firms at once aren't counted as moving. Moved recently? Claim your page and keep it current.

Talent Magnets: the RIAs advisors are moving to.

The magnets

Where advisors are leaving from, and where they go