Who may move nextHow these were chosenSomeone who just moved is the least likely person to take a recruiting call. These are the filed facts that came before moves when the history was replayed using only what was known on each date, tested on 2023 to 2025.Each rate is what the pattern did across thousands of advisors. It is not a prediction about any one person. The history covers advisors still registered in 2026, so rates are for that population.
Recent moves are still on the moves tape: useful for where people are going, but they are the people least likely to move again.
Launching their own firm (87 not registered there yet)
Advisors listed as an owner on a newly filed adviser, while still registered somewhere else. Historically 88% of wirehouse owners and 84% of broker-dealer-affiliated owners joined the firm they own within a year, a median 39 days after its first filing. The window is short.
Offices losing their people
Wealth-firm offices where 20% or more of the year’s advisors left. Advisors still at offices like these moved at 13.1% within the next year, against 5.0% for all advisors (2.6 times). Where 10% to 20% left, 1.8 times.
| Office | Advisors now | Left in 12 months | Share gone | Teams out |
|---|---|---|---|---|
| Equitable Advisors, LLC national BD Dallas, Tx, TX | 66 | 25 | 27% | 3 |
| Equitable Advisors, LLC national BD San Francisco, Ca, CA | 57 | 22 | 28% | 2 |
| Equitable Advisors, LLC national BD Scottsdale, Az, AZ | 54 | 19 | 26% | 4 |
| L•• F•••••••• L•• BD affiliated Fort Collins, Co, CO | 36 | 15 | 29% | 3 |
| L•• F•••••••• L•• BD affiliated Roseville, Ca, CA | 45 | 14 | 24% | 2 |
| A••••••••• F•••••••• S•••••••• L•• national BD Dubuque, Ia, IA | 9 | 13 | 59% | 2 |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated Tulsa, Ok, OK | 9 | 13 | 59% | 1 |
| R••••• W• B•••• • C•• I••••••••• mixed wealth Scottsdale, Az, AZ | 37 | 12 | 24% | 3 |
| H•••••• I••••••••• I••• independent RIA Madison, Wi, WI | 26 | 12 | 32% | 1 |
| V•••• F•••••••• A•••••••• I••• BD affiliated Tampa, Fl, FL | 38 | 11 | 22% | 2 |
| M•••• W••••• P•••••••• L•• independent RIA Philadelphia, Pa, PA | 33 | 11 | 25% | 1 |
| W•••• F•••• A••••••• wirehouse Jacksonville, Fl, FL | 26 | 11 | 30% | 1 |
| C••••••••• F•••••••• N•••••• national BD New York, Ny, NY | 37 | 10 | 21% | 2 |
| G•••••• S•••• W••••• S•••••••• L••• BD affiliated Irving, Tx, TX | 35 | 10 | 22% | |
| F•••••• F•••••••• A•••••••• L•• BD affiliated Orlando, Fl, FL | 31 | 10 | 24% | 3 |
| O••••••••• • C•• I••• BD affiliated Boca Raton, Fl, FL | 23 | 10 | 30% | 1 |
| C••••••••• F•••••••• N•••••• national BD Wilmington, Nc, NC | 20 | 10 | 33% | 2 |
| R•••••• J•••• • A••••••••• I••• national BD Stuart, Fl, FL | 13 | 10 | 43% | 1 |
| P•• A••••••• independent RIA Phoenix, Az, AZ | 31 | 9 | 23% | 1 |
| M•• I•••••••• S•••••••• L•• BD affiliated Seattle, Wa, WA | 28 | 9 | 24% | |
| R•• P•••••• W••••• independent RIA Lancaster, Pa, PA | 26 | 9 | 26% | 1 |
| F•••••• F•••••••• A•••••••• L•• BD affiliated Austin, Tx, TX | 24 | 9 | 27% | |
| E•••••••• A•••••••• L•• national BD Greenwood Village, Co, CO | 31 | 8 | 21% | |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated Houston, Tx, TX | 31 | 8 | 21% | 2 |
| E••••• J•••• national BD Tucson, Az, AZ | 31 | 8 | 21% | 2 |
The 25 offices with the most departures of 389 that meet the bar. Every office by departure rate
Firms under a new majority owner
Wealth firms whose Form ADV added a new owner of 50% or more in the last 11 months: not a rename of the old owner and not a family or personal trust. Across every new entity owner, advisors moved at 1.5 times the usual rate over the following 11 months, and 2.4 times at firms with fewer than 20 advisors, which are listed first.
| Firm | New majority owner | Advisors | RAUM | Filed |
|---|---|---|---|---|
| Tidemark, LLC independent RIA San Diego, CA | Tab Advisory | 8 | $463M | Sep 22, 2026 |
| Argentarii, LLC independent RIA Cincinnati, OH | Sabal Capital, LLC | 5 | $432M | Sep 20, 2026 |
| Summa Corp. independent RIA The Woodlands, TX | Elalval LLC | 3 | $1.6B | Sep 17, 2026 |
| D••••• P••• L•• independent RIA D•••••, CO | A•••• S••••••• G••••• L•• | 7 | $524M | Sep 16, 2026 |
| T••••••••• W••••• M••••••••• independent RIA Portland, OR | M••••••••• H•••••••• L•• | 3 | $135M | Sep 16, 2026 |
| H•••••• W••••• M••••••••• I•• independent RIA A•••••, TX | A••••• H•••••• L•• | 4 | $211M | Sep 9, 2026 |
| H•••••••• A•••• M••••••••• L•• independent RIA Miami, FL | F•• C•••••• S••• | 2 | $420M | Sep 8, 2026 |
| S••••• I••••••••• A•••••••• L•• BD affiliated St Louis, MO | E•••••••• D••••••••• H•••••• C••••••••• | 10 | $5.0B | Sep 3, 2026 |
| C••••••• I••••••••• G•••• independent RIA Olympia, WA | S•••••••• L••••• G••••• L•• | 7 | $343M | Sep 3, 2026 |
| P••••• G••••• A•••••••• L•• independent RIA Coral Gables, FL | R••• C•••••• A•••••••• L•• | 3 | $341M | Sep 2, 2026 |
| S•••• M•••• G••••• L•• independent RIA Eastland, TX | T•• S•••••••• P••••••• L•• | 11 | $424M | Aug 28, 2026 |
| B••• C••• F•••••••• A•••••••• L•• independent RIA East Providence, RI | G•• A••••••• P•••••••• L•• | 6 | $104M | Aug 19, 2026 |
| M••••• P•••••• C•••••• G•••• independent RIA Chicago, IL | I••••••• U•• O••• L•• | 3 | $561M | Aug 19, 2026 |
| S••••• M•••• M••••••••• I••• independent RIA Los Angeles, CA | S••• H•••••••• L•• | 7 | $1.8B | Aug 17, 2026 |
| M••••• P•••••• W••••• independent RIA London | C• B•••••••• B•••• L•••••• | 7 | $5.0B | Aug 7, 2026 |
| A•••• P•••••• W••••• independent RIA Chicago, IL | T••• W••• P•••••••• L•• | 7 | $405M | Aug 3, 2026 |
| C•• F•••••••• A••••••• L•• independent RIA Kalamazoo, MI | A•••• S••••••• G••••• L•• | 7 | $1.3B | Jul 24, 2026 |
| F•• F•••••••• A•••••••• L•• independent RIA Indianapolis, IN | W••••••••• H•••••••• L•• | 9 | $1.1B | Jul 24, 2026 |
| A•••• A•••• M••••••••• independent RIA Wayne, PA | H•••••••• H••••••• L•• | 4 | $900M | Jul 22, 2026 |
| F••••• C•••••• independent RIA Chattanooga, TN | P•• H•••••••• I••• | 2 | $2.4B | Jul 20, 2026 |
| T•••••••• P••••••• F•••••••• L•• mixed wealth Columbia, MD | M•••• • M••••••• A••••• L•• | 7 | $1.6B | Jul 17, 2026 |
| M••••••• C•••••• M••••••••• independent RIA Lubbock, TX | I•••• O••••••••• I•• | 3 | $358M | Jul 17, 2026 |
| R•• A••••••• independent RIA Houston, TX | C•••••• F•••••••• H•••••• C••••••• L•• | 14 | $1.8B | Jul 16, 2026 |
| F••• W••••• M••••••••• independent RIA Wayzata, MN | M••• H•••••• C•• L•• | 16 | $517M | Jul 14, 2026 |
| N••••••••• L•• independent RIA Columbus, OH | M••••• G••••• A••••••• I••• | 3 | $205M | Jul 9, 2026 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.