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.

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New editions of Advisor Movement Watch are published monthly as part of BKLM Advisor Intelligence.