Destination profiles
Where advisors are landing
One page per firm. Each profile collects the firm's 2026 arrivals and departures, the firms its teams came from, the sources behind every transaction, and our reporting on the firm. Distinct businesses under one parent are kept apart; for example Raymond James & Associates and Raymond James Financial Services are separate profiles.
Wirehouses, Banks & BDs 53 profiles · 214 arrivals · $144.6B
reported
RIA 356 profiles · 349 arrivals · $379.3B
reported
Independent Broker-Dealer 38 profiles · 227 arrivals · $93.4B
reported
Wirehouses, Banks & BDs
53 profiles · sorted by 2026 arrivals
Wirehouses, Banks & BDs · traditional
Wells Fargo Advisors
48 arrivals · 35 departures$25.7B reported arrival assets
Wirehouses, Banks & BDs · traditional
Raymond James & Associates
30 arrivals · 18 departures$18.1B reported arrival assets
Wirehouses, Banks & BDs · traditional
Janney Montgomery Scott
20 arrivals · 2 departures$10.5B reported arrival assets
Wirehouses, Banks & BDs · traditional
Merrill Lynch
20 arrivals · 36 departures$24.4B reported arrival assets
Wirehouses, Banks & BDs · traditional
Rockefeller
17 arrivals · 0 departures$16.9B reported arrival assets
Wirehouses, Banks & BDs · traditional
UBS
16 arrivals · 59 departures$10.8B reported arrival assets
Wirehouses, Banks & BDs · traditional
RBC Wealth Management
15 arrivals · 14 departures$12.1B reported arrival assets
Wirehouses, Banks & BDs · traditional
Morgan Stanley
13 arrivals · 43 departures$9.1B reported arrival assets
Wirehouses, Banks & BDs · traditional
Baird
7 arrivals · 5 departures$3.0B reported arrival assets
Wirehouses, Banks & BDs · traditional
Ameriprise Advisor Group
6 arrivals · 7 departures$1.7B reported arrival assets
Wirehouses, Banks & BDs · traditional
Prudential Advisors
5 arrivals · 0 departures$356M reported arrival assets
Wirehouses, Banks & BDs · traditional
Alex. Brown
3 arrivals · 1 departure$1.2B reported arrival assets
Wirehouses, Banks & BDs · traditional
J.P. Morgan Advisors
3 arrivals · 22 departures$2.0B reported arrival assets
Wirehouses, Banks & BDs · traditional
Stifel
3 arrivals · 7 departures$2.9B reported arrival assets
Wirehouses, Banks & BDs · traditional
Citizens Private Wealth
2 arrivals · 4 departures$2.0B reported arrival assets
Wirehouses, Banks & BDs · traditional
Wedbush
2 arrivals · 0 departures$500M reported arrival assets
Wirehouses, Banks & BDs · traditional
Benjamin F. Edwards
1 arrival · 2 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Citi
1 arrival · 3 departures$3.0B reported arrival assets
Wirehouses, Banks & BDs · traditional
South Atlantic Bank
1 arrival · 0 departures$430M reported arrival assets
Wirehouses, Banks & BDs · traditional
William Blair
1 arrival · 2 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
B. Riley Wealth Management
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Bank of America Private Bank
0 arrivals · 4 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Bernstein Private Wealth
0 arrivals · 2 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
City National Bank
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Comerica
0 arrivals · 3 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Country Club Trust Company
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
D.A. Davidson
0 arrivals · 4 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
D.M. Kelly & Company
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Edward Jones
0 arrivals · 33 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Fidelity
0 arrivals · 2 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Fifth Third
0 arrivals · 4 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
First Citizens Wealth
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
First National Bank (Sioux Falls)
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
First Republic Private Wealth Management
0 arrivals · 0 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
FNB Trust
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Gallagher Fiduciary Advisors
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Glenmede
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Goldman Sachs Private Wealth Management
0 arrivals · 3 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
J.P. Morgan Private Bank
0 arrivals · 3 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Jefferies
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Lazard Wealth
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
New York Life
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Old National Bank
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Oppenheimer
0 arrivals · 2 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
PNC
0 arrivals · 3 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Santander Securities
0 arrivals · 2 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
StoneX
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Synovus
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Thrivent Investment Management Inc.
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
TIAA Wealth Management
0 arrivals · 1 departureNo reported arrival assets
Wirehouses, Banks & BDs · traditional
Truist Wealth
0 arrivals · 12 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
U.S. Bank
0 arrivals · 3 departuresNo reported arrival assets
Wirehouses, Banks & BDs · traditional
UMB Financial Services
0 arrivals · 1 departureNo reported arrival assets
RIA
356 profiles · sorted by 2026 arrivals
RIA · independent
Wealth Enhancement
16 arrivals · 1 departure$36.1B reported arrival assets
RIA · independent
Carson
14 arrivals · 0 departures$6.1B reported arrival assets
RIA · independent
Steward Partners
13 arrivals · 2 departures$7.2B reported arrival assets
RIA · independent
Beacon Pointe Advisors
11 arrivals · 0 departures$7.0B reported arrival assets
RIA · independent
NewEdge
11 arrivals · 0 departures$9.4B reported arrival assets
RIA · independent
CAPTRUST
9 arrivals · 0 departures$13.7B reported arrival assets
RIA · independent
Mariner
9 arrivals · 1 departure$5.2B reported arrival assets
RIA · independent
Merit Financial Advisors
9 arrivals · 0 departures$4.9B reported arrival assets
RIA · independent
Savant Wealth Management
9 arrivals · 0 departures$12.2B reported arrival assets
RIA · independent
Hightower
7 arrivals · 2 departures$21.2B reported arrival assets
RIA · independent
Mercer Advisors
7 arrivals · 0 departures$2.9B reported arrival assets
RIA · independent
Modern Wealth Management
7 arrivals · 0 departures$4.9B reported arrival assets
RIA · independent
Apella Wealth
6 arrivals · 0 departures$3.8B reported arrival assets
RIA · independent
Cerity Partners
6 arrivals · 0 departures$4.9B reported arrival assets
RIA · independent
Waverly Advisors
6 arrivals · 0 departures$6.0B reported arrival assets
RIA · independent
Allworth Financial
5 arrivals · 2 departures$2.7B reported arrival assets
RIA · independent
Bluespring Wealth
5 arrivals · 0 departures$3.9B reported arrival assets
RIA · independent
Corient
6 arrivals · 1 departure$30.2B reported arrival assets
RIA · independent
Elevation Point Wealth Partners
5 arrivals · 0 departures$4.0B reported arrival assets
RIA · independent
EP Wealth Advisors
5 arrivals · 0 departures$2.3B reported arrival assets
RIA · independent
Integrated Partners
5 arrivals · 0 departures$1.6B reported arrival assets
RIA · independent
MAI Capital Management
5 arrivals · 0 departures$2.8B reported arrival assets
RIA · independent
Prime Capital Financial
5 arrivals · 0 departures$1.1B reported arrival assets
RIA · independent
Sanctuary Wealth
5 arrivals · 2 departures$2.1B reported arrival assets
RIA · independent
Arax Investment Partners
4 arrivals · 0 departures$6.2B reported arrival assets
RIA · independent
Ascentis Independent Advisors
4 arrivals · 0 departures$1.1B reported arrival assets
RIA · independent
Aspen Standard Wealth
4 arrivals · 0 departures$3.9B reported arrival assets
RIA · independent
Concurrent
4 arrivals · 0 departures$7.7B reported arrival assets
RIA · independent
Cresset
4 arrivals · 1 departure$7.7B reported arrival assets
RIA · independent
OnePoint BFG Wealth Partners
4 arrivals · 0 departures$1.4B reported arrival assets
RIA · independent
RFG Advisory
4 arrivals · 1 departure$230M reported arrival assets
RIA · independent
AlphaCore Wealth Advisory
3 arrivals · 0 departures$2.1B reported arrival assets
RIA · independent
Maridea Wealth Management
3 arrivals · 0 departures$397M reported arrival assets
RIA · independent
Mission Wealth
3 arrivals · 0 departures$1.2B reported arrival assets
RIA · independent
NorthRock Partners
3 arrivals · 0 departures$1.6B reported arrival assets
RIA · independent
Private Advisor Group
3 arrivals · 0 departures$600M reported arrival assets
RIA · independent
Savvy Advisors
3 arrivals · 0 departures$850M reported arrival assets
RIA · independent
Sequoia Financial Group
3 arrivals · 0 departures$3.3B reported arrival assets
RIA · independent
Summit Wealth Group
3 arrivals · 0 departures$813M reported arrival assets
RIA · independent
The Mather Group
3 arrivals · 0 departures$1.1B reported arrival assets
RIA · independent
Wealthspire
3 arrivals · 0 departures$5.4B reported arrival assets
RIA · independent
Apollon Wealth Management
2 arrivals · 0 departures$835M reported arrival assets
RIA · independent
Avantax Planning Partners
2 arrivals · 0 departures$2.0B reported arrival assets
RIA · independent
Choreo
2 arrivals · 0 departures$2.0B reported arrival assets
RIA · independent
Clearstead Advisors
2 arrivals · 0 departures$7.7B reported arrival assets
RIA · independent
Credent Wealth Management
2 arrivals · 0 departures$91.1M reported arrival assets
RIA · independent
CW Advisors
2 arrivals · 0 departures$1.5B reported arrival assets
RIA · independent
DayMark Wealth Partners
2 arrivals · 0 departures$1.1B reported arrival assets
RIA · independent
Diversify
2 arrivals · 0 departures$266.4M reported arrival assets
RIA · independent
F.L.Putnam
2 arrivals · 0 departures$1.2B reported arrival assets
RIA · independent
Farther
2 arrivals · 0 departures$1.7B reported arrival assets
RIA · independent
Genesis Wealth
2 arrivals · 0 departures$651M reported arrival assets
RIA · independent
Independent Financial Partners
2 arrivals · 0 departuresNo reported arrival assets
RIA · independent
Indivisible Partners
2 arrivals · 0 departures$1.9B reported arrival assets
RIA · independent
Kintra
2 arrivals · 0 departures$355M reported arrival assets
RIA · independent
MCF Advisors
2 arrivals · 0 departures$867M reported arrival assets
RIA · independent
Rothschild Financial Partners
2 arrivals · 0 departures$470M reported arrival assets
RIA · independent
Simplicity
2 arrivals · 0 departures$1.1B reported arrival assets
RIA · independent
TritonPoint Partners
2 arrivals · 0 departures$300M reported arrival assets
RIA · independent
Xcelsior Advisor Partners
2 arrivals · 0 departures$2.2B reported arrival assets
RIA · independent
Altura Wealth
1 arrival · 0 departures$260M reported arrival assets
RIA · independent
Angeles Wealth Management
1 arrival · 0 departures$186M reported arrival assets
RIA · independent
Annex
1 arrival · 0 departures$765M reported arrival assets
RIA · independent
Ascentis Wealth Management
1 arrival · 0 departures$250M reported arrival assets
RIA · independent
Ashton Thomas Private Wealth
1 arrival · 0 departures$200M reported arrival assets
RIA · independent
Avidian Wealth Solutions
1 arrival · 0 departuresNo reported arrival assets
RIA · independent
Avior Wealth Management
1 arrival · 0 departures$500M reported arrival assets
RIA · independent
Bartholomew & Company
1 arrival · 0 departures$6.0B reported arrival assets
RIA · independent
Beacon Coast Partners
1 arrival · 0 departures$3.5B reported arrival assets
RIA · independent
Bedford Group
1 arrival · 0 departures$836M reported arrival assets
RIA · independent
Blue Horizon Equity
1 arrival · 0 departures$3.5B reported arrival assets
RIA · independent
Caprock
1 arrival · 0 departures$4.0B reported arrival assets
RIA · independent
Cetera Planning Partners
1 arrival · 0 departures$400M reported arrival assets
RIA · independent
Civic Financial
1 arrival · 0 departures$1.0B reported arrival assets
RIA · independent
Claro Advisors
1 arrival · 0 departures$110M reported arrival assets
RIA · independent
Coastline Complete Wealth
1 arrival · 0 departures$220M reported arrival assets
RIA · independent
Cohen Capital Advisors
1 arrival · 0 departures$1.0B reported arrival assets
RIA · independent
CohnReznick
1 arrival · 0 departures$8.0B reported arrival assets
RIA · independent
Composition Wealth
1 arrival · 0 departures$900M reported arrival assets
RIA · independent
Creative Planning
1 arrival · 0 departures$660M reported arrival assets
RIA · independent
Cyndeo
1 arrival · 0 departures$235M reported arrival assets
RIA · independent
Evertern Wealth
1 arrival · 0 departures$2.4B reported arrival assets
RIA · independent
Evolve Private Wealth
1 arrival · 0 departures$470M reported arrival assets
RIA · independent
Factor Capital
1 arrival · 0 departures$102.5M reported arrival assets
RIA · independent
Fathom Advisors
1 arrival · 0 departures$1.3B reported arrival assets
RIA · independent
Financial Design Group
1 arrival · 0 departuresNo reported arrival assets
RIA · independent
Focus Financial Network
1 arrival · 0 departuresNo reported arrival assets
RIA · independent
Focus Partners Wealth
1 arrival · 1 departure$960M reported arrival assets
RIA · independent
Gryphon Wealth
1 arrival · 0 departures$3.1B reported arrival assets
RIA · independent
HB Wealth
1 arrival · 0 departures$700M reported arrival assets
RIA · independent
JET Wealth
1 arrival · 0 departures$600M reported arrival assets
RIA · independent
Kestra Private Wealth Services
1 arrival · 0 departures$250M reported arrival assets
RIA · independent
Kingsview Partners
1 arrival · 1 departureNo reported arrival assets
RIA · independent
Latigo Peak Partners
1 arrival · 0 departures$18.6B reported arrival assets
RIA · independent
Lido Advisors
1 arrival · 0 departures$1.0B reported arrival assets
RIA · independent
Longwave Financial
1 arrival · 0 departuresNo reported arrival assets
RIA · independent
Modera
1 arrival · 0 departures$311.6M reported arrival assets
RIA · independent
N10 Wealth
1 arrival · 0 departures$750M reported arrival assets
RIA · independent
Pathstone
1 arrival · 0 departures$12.0B reported arrival assets
RIA · independent
Perennial Financial Services
1 arrival · 0 departures$640.3M reported arrival assets
RIA · independent
Pierstone Wealth Management
1 arrival · 0 departures$350M reported arrival assets
RIA · independent
Power Wealth Management
1 arrival · 0 departuresNo reported arrival assets
RIA · independent
Prairie View
1 arrival · 0 departures$10.0B reported arrival assets
RIA · independent
Prairie Wealth Advisors
1 arrival · 0 departures$600M reported arrival assets
RIA · independent
Procyon
1 arrival · 0 departures$415M reported arrival assets
RIA · independent
Rehmann
1 arrival · 0 departures$600M reported arrival assets
RIA · independent
Rise Private Wealth
1 arrival · 0 departures$8.1B reported arrival assets
RIA · independent
Robertson Stephens
1 arrival · 0 departures$714M reported arrival assets
RIA · independent
Rothschild Wealth Partners
1 arrival · 0 departures$200M reported arrival assets
RIA · independent
Round Table Advisors
1 arrival · 0 departures$1.4B reported arrival assets
RIA · independent
Sapient Capital
1 arrival · 0 departuresNo reported arrival assets
RIA · independent
Savlan Wealth Partners
1 arrival · 0 departures$330M reported arrival assets
RIA · independent
Seven Bridges Advisors
1 arrival · 0 departures$165M reported arrival assets
RIA · independent
Shore to Summit Wealth Management
1 arrival · 0 departuresNo reported arrival assets
RIA · independent
Soltis
1 arrival · 0 departures$325M reported arrival assets
RIA · independent
StackStone
1 arrival · 0 departures$1.9B reported arrival assets
RIA · independent
Stratos Wealth Partners
1 arrival · 2 departuresNo reported arrival assets
RIA · independent
Stribling-Whalen
1 arrival · 0 departures$1.1B reported arrival assets
RIA · independent
Suissa Private Wealth
1 arrival · 0 departures$324M reported arrival assets
RIA · independent
Summit Financial
1 arrival · 0 departures$170M reported arrival assets
RIA · independent
Threadline Wealth
1 arrival · 0 departures$5.8B reported arrival assets
RIA · independent
Trilogy Capital
1 arrival · 0 departures$1.0B reported arrival assets
RIA · independent
TSG Wealth Management
1 arrival · 0 departuresNo reported arrival assets
RIA · independent
Twenty Four Wealth
1 arrival · 0 departures$1.1B reported arrival assets
RIA · independent
Uniting Wealth Partners
1 arrival · 0 departures$100M reported arrival assets
RIA · independent
Veneroso Wealth
1 arrival · 0 departures$350M reported arrival assets
RIA · independent
Verdence Capital Advisors
1 arrival · 0 departures$564M reported arrival assets
RIA · independent
Wealthcare
1 arrival · 0 departuresNo reported arrival assets
RIA · independent
Aldrich Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Alera Group Wealth Services
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
All Star Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Alpha Cubed
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Alpha Investment Consulting Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Alpine Hill Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
American Financial Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
APC Financial Planning
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Applied Financial Planning
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Arbor Capital Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Arcadia
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Armstrong & Sinoff
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Arthur Stein Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Artifex
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Ashford
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Atlantic Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Austin Private Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Axia
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
B.O.S.S. Retirement Advisors
0 arrivals · 2 departuresNo reported arrival assets
RIA · independent
Bahnsen Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Baker Street Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Belpointe
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Blue Barn Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Blue Rock Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Blue Spark
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
BlueSky Wealth Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Bradshaw Rogers
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Brave Family Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Bridgeway
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Brown & Company
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
BSW Wealth Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Buckley Investment Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Capital Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Capital Insight Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Carnegie Investment Counsel
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Catalina Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Cedarstone Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Centric Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Charter Oak Capital Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Cloud Investments
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Colorado Wealth Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Commonwealth Financial Services
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Compass Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Compass Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Cordant Wealth Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Cornerstone Capital (Petersen, Flynn & Dinsmore)
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Covenant Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Cullen Investment Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Curi Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
CWS Financial Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Darnall Sikes Wealth Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Denver PWM
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Desmond Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Duncan & Haley, Ltd.
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Dynamic
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Eagleson Arndt
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Eastover Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Echo Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Edelman Financial Engines
0 arrivals · 4 departuresNo reported arrival assets
RIA · independent
Element Wealth Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Elios Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Elk River
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
EverNest Financial Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Evoke Advisors
0 arrivals · 0 departuresNo reported arrival assets
RIA · independent
Exencial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
FFR Wealth Team
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Fi3
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Financial Connections Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Financial Planning Solutions
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Financially In Tune
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
First National Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
First State Investment Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Flaharty
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
FMB Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Fountainhead Advisors
0 arrivals · 0 departuresNo reported arrival assets
RIA · independent
FRG Family Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Front Porch Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
FullCircle Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
GFP Private Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
GFP Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Goelzer
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Golden Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Grunden Financial Advisory
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Harbor Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Hart & Patterson Financial Group
0 arrivals · 0 departuresNo reported arrival assets
RIA · independent
Harvest Investment Consultants
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Heartwood Wealth Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Heller Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Heritage Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
High Falls Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Holistic Financial Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Independent Advisor Alliance
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Inscription Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
InvestmentHunter Wealth Services
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
InVista Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Jackson Hole Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Jackson Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Jazz Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Jentner Wealth Management
0 arrivals · 0 departuresNo reported arrival assets
RIA · independent
Journey Strategic Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Keating & Associates
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Kilner Capital Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Kissling Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Kowalski Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Lake Tahoe Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Lanier Asset Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Legacy Consulting Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Legacy Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Lexington Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Life Line Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Linscomb Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Litman Gregory Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
LOC Investment Advisers
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Long Island Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Long Run Wealth Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
LongView Asset Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Longview Financial Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
MAIA Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
MainStreet Financial Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Manchester Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Marietta
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Marmo Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Matkovic Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
MCS Family Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Meridian Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Meritage
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
MG Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
MGB Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Michael A. Dubis Financial Planning
0 arrivals · 0 departuresNo reported arrival assets
RIA · independent
Mill Creek
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Millares
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Miramar Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
More Than Your Money
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Morris Financial Concepts
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Moss Adams Wealth Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Mountain Capital Investment Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Music Row Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
myCIO Wealth Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Ng Wealth Advisors
0 arrivals · 0 departuresNo reported arrival assets
RIA · independent
North Ridge
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
NorthAvenue
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Northeast Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Northstar Financial Planners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
OG Private Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Olympus Wealth Management
0 arrivals · 0 departuresNo reported arrival assets
RIA · independent
Opes
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Pacific Sage Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Pacifica Wealth Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Palo Alto Wealth Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Parallel Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Park Ridge Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Parros Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
PBL Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
PBMares Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Personal Financial Solutions
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Pinnacle Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Plains Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Plante Moran Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Poterack Capital Advisory
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Premier Private Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Protection Point Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Pure Portfolios
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Quish
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
R Meier Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Resource Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Rovin Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
RPI
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
RWA Wealth Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Sachetta
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Sage Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Sanchez Wealth Management Group LLC
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Sand Hill Investment Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Sandy Cove Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Sapphire Blue Investment Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Saybrook
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Seascape Capital Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Sebold Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Sellwood
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Service Academy Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Servo Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Sherpa
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
SHP Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Shufro Rose
0 arrivals · 2 departuresNo reported arrival assets
RIA · independent
Silver Lake Capital Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Socha Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Spire Investment Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
SSC Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
St. John & Associates
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Stearns Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Sterling Capital Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Stillwater Capital Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Strategic Retirement Plans
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Strava Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Summit Trail Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Suncoast Prosperity Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Synthesis Wealth Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
TFB Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
The Clarius Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
The Financial Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
The H Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
The Hogan-Knotts Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Thompson Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
TL Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Transcend Capital Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
TruWealth Advisors
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
UAS Asset Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Valley Financial Group
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Vantage Financial Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Venturi Private Wealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Veracity Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Vivaldi
0 arrivals · 2 departuresNo reported arrival assets
RIA · independent
Voyage Wealth Architects
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Voyager Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Waypoint Wealth Counsel
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Waypoint Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Waypoint Wealth Partners
0 arrivals · 0 departuresNo reported arrival assets
RIA · independent
Wealth Care
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Wealth Conscious
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Wealth Planning Corporation
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
WealthPlans
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
WealthShield Partners
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Weinand Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Wescott Financial
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Windgate Wealth Management
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
WorthPointe
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
WPWealth
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
XO Capital
0 arrivals · 1 departureNo reported arrival assets
RIA · independent
Zen Wealth
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer
38 profiles · sorted by 2026 arrivals
Independent Broker-Dealer · independent
LPL Financial
62 arrivals · 62 departures$28.9B reported arrival assets
Independent Broker-Dealer · independent
Raymond James Financial Services
38 arrivals · 21 departures$16.0B reported arrival assets
Independent Broker-Dealer · independent
Cetera
31 arrivals · 5 departures$8.4B reported arrival assets
Independent Broker-Dealer · independent
Wells Fargo FiNet
29 arrivals · 17 departures$16.9B reported arrival assets
Independent Broker-Dealer · independent
&Partners
21 arrivals · 0 departures$11.6B reported arrival assets
Independent Broker-Dealer · independent
Osaic
19 arrivals · 12 departures$7.2B reported arrival assets
Independent Broker-Dealer · independent
Ameriprise Independent Advisors
15 arrivals · 24 departures$2.6B reported arrival assets
Independent Broker-Dealer · independent
Prospera Financial Services
5 arrivals · 0 departures$550M reported arrival assets
Independent Broker-Dealer · independent
Kestra Financial
3 arrivals · 2 departures$920M reported arrival assets
Independent Broker-Dealer · independent
Equitable Advisors
2 arrivals · 1 departure$111M reported arrival assets
Independent Broker-Dealer · independent
Arkadios Capital
1 arrival · 0 departures$300M reported arrival assets
Independent Broker-Dealer · independent
MML Investors Services
1 arrival · 4 departuresNo reported arrival assets
Independent Broker-Dealer · independent
4thGEN Wealth Management
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
AWA Wealth Management
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Buell Securities
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Cambridge
0 arrivals · 5 departuresNo reported arrival assets
Independent Broker-Dealer · independent
Commonwealth
0 arrivals · 37 departuresNo reported arrival assets
Independent Broker-Dealer · independent
Dickerson Jackson & Associates
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Elite Retirement Consultants
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Family Wealth Counseling
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Family Wealth Planning Group
0 arrivals · 0 departuresNo reported arrival assets
Independent Broker-Dealer · independent
Financial Connections
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Foran Financial Group
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Harbour Investments
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Hoff Bujnoch & Associates
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Independent Financial Group
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Integrity Financial Services
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Key Investment Services
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Kovack Securities
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Moldenhauer & Associates
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Money Concepts Capital Corp
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Nations Financial
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Northwestern Mutual
0 arrivals · 13 departuresNo reported arrival assets
Independent Broker-Dealer · independent
Pultro Financial Management
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Stifel Independent Advisors
0 arrivals · 5 departuresNo reported arrival assets
Independent Broker-Dealer · independent
The Oak Group
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
Towson Wealth Management
0 arrivals · 1 departureNo reported arrival assets
Independent Broker-Dealer · independent
United Planners Financial Services
0 arrivals · 1 departureNo reported arrival assets