At a glance
- Breakaways were the rarest of the 12 activity types in the window, with only custodian changes (41), office openings (46) and deal talk (60) also coming in below 100.
- Team liftouts, at 284, outnumbered breakaways better than seven to one.
- The firm distribution is flat: UBS at 87 appeared 74% more often than Mariner Wealth at 50, and eight of the 11 gaps between neighboring firms are within five events.
In the past 30 days, Daily Network records logged 1,486 advisor moves and 39 breakaways, a ratio of about 38 to 1.
Breakaways were the rarest of the 12 activity types in the window, with only custodian changes (41), office openings (46) and deal talk (60) also coming in below 100. Team liftouts, at 284, outnumbered breakaways better than seven to one. The 1,486 moves average about 50 a day, or one every 29 minutes. The 39 breakaways average one every 18 hours.
The firms appearing most often in the records over the same 30 days run from UBS at 87 and LPL Financial at 82 down through OpenArc Corporate Advisory at 73, Kestra Private Wealth Services at 67, RFG Advisory and The Wealth Consulting Group at 64 each, The Retirement Planning Group at 62, Frost Investment Services and Prime Capital Financial at 54 each, Raymond James Financial Services and The Strategic Financial Alliance at 51 each, and Mariner Wealth at 50.
The firm distribution is flat: UBS at 87 appeared 74% more often than Mariner Wealth at 50, and eight of the 11 gaps between neighboring firms are within five events.
Most active firms span just 37 records, UBS 87 to Mariner 50
- UBS87 records
- LPL Financial82 records
- OpenArc Corporate Advisory73 records
- Kestra Private Wealth Services67 records
- RFG Advisory64 records
- The Wealth Consulting Group64 records
- The Retirement Planning Group62 records
- Frost Investment Services54 records
- Prime Capital Financial54 records
- Raymond James Financial Services51 records
- The Strategic Financial Alliance51 records
- Mariner Wealth50 records
Show as table
| Item | Value (records) |
|---|---|
| UBS | 87 records |
| LPL Financial | 82 records |
| OpenArc Corporate Advisory | 73 records |
| Kestra Private Wealth Services | 67 records |
| RFG Advisory | 64 records |
| The Wealth Consulting Group | 64 records |
| The Retirement Planning Group | 62 records |
| Frost Investment Services | 54 records |
| Prime Capital Financial | 54 records |
| Raymond James Financial Services | 51 records |
| The Strategic Financial Alliance | 51 records |
| Mariner Wealth | 50 records |
Advisor moves dwarf every other activity type in 30 days
- Advisor move1.5K records
- Deal announced758 records
- Deal closed656 records
- Executive change498 records
- Fund launch402 records
- Team liftout284 records
- AUM change160 records
- New registration146 records
- Deal talk60 records
- Office opening46 records
- Custodian change41 records
- Breakaway39 records
Show as table
| Item | Value (records) |
|---|---|
| Advisor move | 1.5K records |
| Deal announced | 758 records |
| Deal closed | 656 records |
| Executive change | 498 records |
| Fund launch | 402 records |
| Team liftout | 284 records |
| AUM change | 160 records |
| New registration | 146 records |
| Deal talk | 60 records |
| Office opening | 46 records |
| Custodian change | 41 records |
| Breakaway | 39 records |
Reported by the Numbers desk from PWD newsroom tracking, 30-day activity. Published . Corrections