Sample report · wealth management

50 Best Advisor Recruiting Targets

A real edition, 45 pages, generated from the live graph on September 29, 2026 for the brief below.

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The brief

We recruit for an independent broker-dealer in Texas and Florida. Find the advisor teams showing elevated transition signals in those two states, and the firms and offices they are leaving.

372

teams left Texas and Florida branches in 12 months

1118

advisors in those teams

702

advisors showing a validated pre-move indicator

firms ranked

The top five, as printed

Ranked on the teams and advisors that actually left, never on what anyone said

#	Firm	Fit	Teams out	Advisors in teams	Left TX and FL offices	Advisors with signals	Departure rate
1	UBS Financial Services Inc.	85.9	24	98	102	71	7%
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated	85.6	33	112	181	25	6%
3	J.P. Morgan Securities LLC	80	18	44	115	46	5%
4	Wells Fargo Advisors	74.9	14	40	82	26	5%
5	Ameriprise Financial Services, LLC	73.2	16	59	69	16	6%

What was refused

135 firms screened out, with reasons

Ordinary attrition (57): no team out of a Texas or Florida branch, fewer than five advisors there with an indicator, and a departure rate under five percent
Too small to size (63): fewer than ten advisors in the Texas and Florida offices read and no firm-wide headcount
Asset managers and institutional advisers (15): not a retail advice channel a broker-dealer recruits from
Whole-firm absorptions, bulk re-registrations after an acquisition and moves inside one enterprise are never counted as teams

What DFX cannot see, stated

The limitations are printed, not buried

No advisor's book size is public and none is estimated, so the $500M criterion is printed as not applied
A move is two registration dates, never a statement about why; a team is a rule over those dates
Pre-move indicators are back-tested observations, not forecasts; most advisors carrying one do not move within a year
Individual advisors are counted, never named; the names behind each count are a paid-order step

Payment up front. If the report is not useful for your stage, sector or market when delivered, DFX refunds it in full. Order the same report for your brief: 50 Best Advisor Recruiting Targets, $495.

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50 Best Advisor Recruiting Targets

Ranked on the teams and advisors that actually left, never on what anyone said

#	Firm	Fit	Teams out	Advisors in teams	Left TX and FL offices	Advisors with signals	Departure rate
1	UBS Financial Services Inc.	85.9	24	98	102	71	7%
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated	85.6	33	112	181	25	6%
3	J.P. Morgan Securities LLC	80	18	44	115	46	5%
4	Wells Fargo Advisors	74.9	14	40	82	26	5%
5	Ameriprise Financial Services, LLC	73.2	16	59	69	16	6%

135 firms screened out, with reasons

Ordinary attrition (57): no team out of a Texas or Florida branch, fewer than five advisors there with an indicator, and a departure rate under five percent

Too small to size (63): fewer than ten advisors in the Texas and Florida offices read and no firm-wide headcount

Asset managers and institutional advisers (15): not a retail advice channel a broker-dealer recruits from

Whole-firm absorptions, bulk re-registrations after an acquisition and moves inside one enterprise are never counted as teams

The limitations are printed, not buried

No advisor's book size is public and none is estimated, so the $500M criterion is printed as not applied

A move is two registration dates, never a statement about why; a team is a rule over those dates

Pre-move indicators are back-tested observations, not forecasts; most advisors carrying one do not move within a year

Individual advisors are counted, never named; the names behind each count are a paid-order step