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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Financial ADVSR research · quarterly

The State of Advisor Recruiting

Each quarter’s reported advisor moves and firm deals, added up: who won recruiting, how advisors moved between channels and who bought the most firms, with our SEC data alongside. Free to cite with credit.

  1. Quarter to date

    Q4 2026

    So far in Q4 2026, the Financial ADVSR Moves tracker recorded 46 advisor moves with $46B in reported client assets and 40 firm deals. Latigo Peak Partners led recruiting with $19B in net reported assets. J.P. Morgan had the largest net outflow, $19B. Between channels, wirehouses were net losers of 4 teams (−$2.9B).

  2. 1 moves · 3 deals

    Q3 2026

    In Q3 2026, the Financial ADVSR Moves tracker recorded 1 advisor move with $1.3B in reported client assets and 3 firm deals. Wells Fargo led recruiting with $1.3B in net reported assets. UBS had the largest net outflow, $1.3B.