At a glance
- The query counts each as its own activity type, so the totals sit alongside one another rather than nesting inside a single number.
- Advisor moves were the largest of the 12 tracked categories, more than double the 806 deal announcements and 699 completed deals recorded in the same window.
- UBS led the 30-day window with 89 tracked events, ahead of RFG Advisory and LPL Financial at 85 each.
PWD newsroom tracking logged 1,838 advisor moves, 258 team liftouts, 40 custodian changes and 35 breakaways in the last 30 days. The query counts each as its own activity type, so the totals sit alongside one another rather than nesting inside a single number.
Advisor moves were the largest of the 12 tracked categories, more than double the 806 deal announcements and 699 completed deals recorded in the same window. Executive changes (495) and fund launches (432) were next, ahead of team liftouts at 258.
UBS led the 30-day window with 89 tracked events, ahead of RFG Advisory and LPL Financial at 85 each.
| Firm | Tracked events, 30 days |
|---|---|
| UBS | 89 |
| RFG Advisory | 85 |
| LPL Financial | 85 |
| The Retirement Planning Group | 74 |
| OpenArc Corporate Advisory | 73 |
| Prime Capital Financial | 70 |
| Modern Wealth Management | 65 |
| MissionSquare Wealth Management | 61 |
| Kestra Private Wealth Services | 58 |
| Frost Investment Services | 55 |
| NewEdge Wealth | 55 |
| The Strategic Financial Alliance Inc. | 50 |
Breakaways were the smallest of the 12 tracked activity types at 35 events, below the 40 custodian changes and 49 office openings logged in the same period. Team liftouts outnumbered breakaways by more than seven to one.
The most-covered topics over the last 14 days, counted as stories rather than events, were private credit (179), data centers (153) and recruiting (129), with RIA M&A at 116 and custody at 111. Those figures span a different window and unit than the activity counts, and the list ranks recruiting above RIA M&A (116).
Reported by the Numbers desk from PWD newsroom tracking query (last 30 days and last 14 days). Published . Corrections