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The SignalData

LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71

The 12 firms in the table account for 779 tracked events, and The Retirement Planning Group ties Raymond James Financial Services at 64.

At a glance

15-second brief
  • LPL Financial recorded 121 advisor moves and related events in 30 days, the highest count in the table, and UBS followed with 98.

  • Kestra Private Wealth Services was third with 71, ahead of The Wealth Consulting Group at 68.

LPL Financial recorded 121 advisor moves and related events in 30 days, the highest count in the table, and UBS followed with 98.

Kestra Private Wealth Services was third with 71, ahead of The Wealth Consulting Group at 68. The Retirement Planning Group and Raymond James Financial Services each recorded 64, tying for fifth. Every count covers the same 30-day window.

Below the tie, the table runs RFG Advisory 59, Northwestern Mutual 58, Mariner Wealth 49, Ascentis Independent Advisors 43, and Wells Fargo Advisors Financial Network and OpenArc Corporate Advisory at 42 apiece. The 12 firms together account for 779 tracked events.

Across all tracked activity in the same window, advisor moves totaled 1,116. Team liftouts, counted as a separate event type, numbered 391, and breakaways 78.

The table ranks activity, not size. It reports event counts only: no assets, revenue or transition values, and no split between advisors arriving and advisors leaving.

Thirty days of tracking yields a rate. The query results include no earlier window, so whether 1,116 advisor moves is a busy stretch or an ordinary one cannot be read from them.

LPL and UBS lead the 30-day advisor activity table
Advisor moves and related events, trailing 30 days
LPL Financial121 events
UBS98 events
Kestra Private Wealth Services71 events
The Wealth Consulting Group68 events
The Retirement Planning Group64 events
Raymond James Financial Services64 events
RFG Advisory59 events
Northwestern Mutual58 events
Mariner Wealth49 events
Ascentis Independent Advisors43 events
Wells Fargo Advisors Financial Network42 events
OpenArc Corporate Advisory42 events
PWD TRACKING · TRAILING 30 DAYS
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