ADVSR Rankings
Top Recruiting Firms
The firms that recruited the most advisor assets this year, net of the assets they lost, as reported in the press.
- Ranked by
- Net client assets recruited: assets of teams joining minus assets of teams leaving
- Data as of
- October 21, 2026
- Period
- January 1, 2026, to date
- Source
- The Financial ADVSR Moves tracker. Methodology
| Rank | Firm | Net reported assets | Teams joined | Assets in | Teams lost | Assets out |
|---|---|---|---|---|---|---|
| 1 | Latigo Peak Partners | +$19B | 1 | $19B | 0 | — |
| 2 | Janney | +$6.8B | 2 | $6.8B | 0 | — |
| 3 | Captrust | +$3.0B | 1 | $3.0B | 0 | — |
| 4 | Osaic Wealth | +$2.3B | 1 | $2.3B | 0 | — |
| 5 | Kingswood Capital Partners | +$1.4B | 1 | $1.4B | 0 | — |
| 6 | Ameriprise | +$1.2B | 1 | $1.2B | 1 | — |
| 6 | Rockefeller Global Family Office | +$1.2B | 1 | $1.2B | 0 | — |
| 8 | Indivisible Partners | +$1.1B | 1 | $1.1B | 0 | — |
| 9 | Hightower | +$1.0B | 1 | $1.0B | 1 | — |
| 9 | Ox Road Capital | +$1.0B | 1 | $1.0B | 0 | — |
| 9 | Ascentis Independent Advisors | +$1.0B | 1 | $1.0B | 0 | — |
| 9 | Merit | +$1.0B | 1 | $1.0B | 0 | — |
| 13 | Wells Fargo FiNet | +$780M | 2 | $1.9B | 1 | $1.1B |
| 14 | Elevation Point | +$750M | 1 | $750M | 0 | — |
| 15 | HB Wealth | +$700M | 2 | $700M | 0 | — |
| 16 | Integrated Partners | +$500M | 2 | $500M | 0 | — |
| 17 | Procyon | +$415M | 1 | $415M | 0 | — |
| 18 | Wells Fargo | +$410M | 1 | $410M | 1 | — |
| 19 | LPL Financial | +$380M | 4 | $2.7B | 2 | $2.3B |
| 20 | Osaic | +$245M | 1 | $245M | 0 | — |
| 21 | Savant | +$213M | 1 | $213M | 0 | — |
| 22 | Northern Trust | +$0M | 2 | — | 0 | — |
| 22 | NewEdge Advisors | +$0M | 1 | — | 0 | — |
| 22 | Aligned Wealth | +$0M | 1 | — | 0 | — |
| 22 | SEI | +$0M | 1 | — | 0 | — |