At a glance
- Kestra Private Wealth Services recorded 67, three more than The Retirement Planning Group and Raymond James Financial Services at 64 each.
- Each count spans several kinds of event, including team liftouts, breakaways, registrations and executive changes, so the ranking reflects breadth of activity rather than net recruiting.
- Team liftouts outnumbered breakaways by 400 to 72 over the same 30 days, a ratio above five to one.
LPL Financial leads our records with 125 advisor-related events in the past 30 days, followed by UBS at 83. Kestra Private Wealth Services recorded 67, three more than The Retirement Planning Group and Raymond James Financial Services at 64 each. RFG Advisory follows at 59 and Northwestern Mutual at 58.
Each count spans several kinds of event, including team liftouts, breakaways, registrations and executive changes, so the ranking reflects breadth of activity rather than net recruiting. Behind LPL and UBS, eight firms post totals between 42 and 67, with the members of that band averaging about four events apart. The third through seventh firms sit within nine events of one another.
Team liftouts outnumbered breakaways by 400 to 72 over the same 30 days, a ratio above five to one. Advisor moves accounted for 833 events on their own, more than twice the liftout count. If that ratio holds, an advisor team is more likely to move onto an existing platform than to build a new one.
Advisor moves outnumber liftouts more than two to one
Advisor-related events by kind, past 30 days
Show as table
| Label | Value (events) |
|---|---|
| Advisor moves | 833 events |
| Team liftouts | 400 events |
| Breakaways | 72 events |
LPL leads advisor events with 125 over 30 days
Advisor-related events recorded in the past 30 days
- LPL Financial125 events
- UBS83 events
- Kestra Private Wealth Services67 events
- The Retirement Planning Group64 events
- Raymond James Financial Services64 events
- RFG Advisory59 events
- Northwestern Mutual58 events
- The Wealth Consulting Group53 events
- Ascentis Independent Advisors43 events
- Wells Fargo Advisors Financial Network42 events
Show as table
| Item | Value (events) |
|---|---|
| LPL Financial | 125 events |
| UBS | 83 events |
| Kestra Private Wealth Services | 67 events |
| The Retirement Planning Group | 64 events |
| Raymond James Financial Services | 64 events |
| RFG Advisory | 59 events |
| Northwestern Mutual | 58 events |
| The Wealth Consulting Group | 53 events |
| Ascentis Independent Advisors | 43 events |
| Wells Fargo Advisors Financial Network | 42 events |
Reported by the Numbers desk from PWD newsroom records (30-day advisor activity). Published . Updated Oct 28, 2026 · 2:57 p.m. ET. Corrections