Tracking the Trends Shaping Advisor Movement
Advisor movement continues to reshape the wealth management industry. Teams are leaving traditional wirehouses, independent RIAs continue to grow, and succession-driven transitions remain a significant force across the profession.
Advisor Movement Watch is BKLM Consulting’s ongoing analysis of the trends, market activity, and strategic developments influencing where advisors are moving—and why.
Each month, we’ll publish new insights covering advisor transitions, recruiting activity, independence trends, and the factors driving growth throughout the wealth management industry.
Latest Edition
July 2026
Advisor movement remained strong throughout July as experienced advisors continued evaluating opportunities offering greater independence, enhanced technology, stronger succession planning, and improved long-term enterprise value.
Independent RIAs remained active in recruiting experienced advisors, while merger and acquisition activity continued to influence recruiting strategies across the country. Firms offering advisor ownership, operational flexibility, and client-focused cultures continued attracting interest from experienced professionals seeking long-term growth opportunities.
As industry consolidation continues, advisor movement is expected to remain one of the most important indicators of where the wealth management industry is headed.
New editions of Advisor Movement Watch are published monthly as part of BKLM Advisor Intelligence.