Firm Rankings
Track talent flow and momentum across wealth management firms
Gaining Momentum
12
firms net positive
Losing Momentum
7
firms net negative
Net Movement (30d)
+13
advisors in motion
Total Tracked AUM
30 Firms
tracked in the database
Sort by:
| Rank | Firm | Type | Advisors | Total AUM | Deal Flow | Net 30d | Net 90d | Momentum | |
|---|---|---|---|---|---|---|---|---|---|
3 1 | UBS Wealth Management(UBS) | wirehouse | 6,000 | ~1500B | 7 | +1 | -2 | stable | |
6 2 | Rockefeller Capital Management(RCM) | ria | — | ~130B | 7 | +4 | +12 | gaining | |
4 1 | Wells Fargo Advisors(WFA) | wirehouse | 12,000 | ~1900B | 5 | +12 | +18 | gaining | |
5 | LPL Financial(LPL) | independent | 23,000 | ~1600B | 2 | +2 | +9 | gaining | |
8 1 | Ameriprise Financial(AMP) | independent | 10,000 | ~1000B | 2 | +1 | +3 | gaining | |
2 | Merrill Lynch(ML) | wirehouse | 19,000 | ~3000B | 1 | -3 | -10 | losing | |
10 2 | Cetera Financial Group(CETERA) | independent | 12,000 | ~625B | 1 | +2 | +5 | gaining | |
12 2 | Sanctuary Wealth(SW) | ria | — | ~35B | 1 | +1 | +2 | gaining | |
16 2 | Arkadios Capital(ARKADIOS) | hybrid | — | — | 1 | +1 | +3 | gaining | |
17 2 | Avantax (Cetera)(AVANTAX) | independent | — | — | 1 | +1 | +2 | gaining | |
18 2 | Stratos Wealth Advisors(STRATOS) | ria | — | — | 1 | +1 | +2 | gaining | |
22 | Merit Financial Advisors(MERIT) | ria | — | ~20.78B | 1 | 0 | +1 | stable | |
23 2 | Kingsview Wealth Management(KVIEW) | ria | — | — | 1 | +1 | +1 | gaining | |
24 2 | Dynasty Financial Partners(DYNASTY) | platform | — | — | 1 | +1 | +2 | gaining | |
1 | Morgan Stanley(MS) | wirehouse | 15,000 | ~4000B | 0 | -7 | -12 | losing | |
7 1 | Edward Jones(EJ) | regional | 20,000 | ~2000B | 0 | -1 | -3 | losing | |
9 | Raymond James(RJ) | independent | 8,700 | ~1400B | 0 | 0 | +1 | stable | |
11 2 | Hightower Advisors(HTA) | ria | — | ~130B | 0 | +1 | +4 | gaining | |
13 2 | Commonwealth Financial(CWN) | independent | — | ~350B | 0 | -2 | -4 | losing | |
14 1 | RBC Capital Markets(RBC) | regional | — | ~500B | 0 | -1 | -2 | losing | |
15 1 | Truist Wealth(TRUIST) | regional | — | ~500B | 0 | -1 | -2 | losing | |
19 | JP Morgan Wealth Management(JPM) | wirehouse | — | ~2000B | 0 | 0 | 0 | stable | |
20 | Goldman Sachs(GS) | wirehouse | — | ~1000B | 0 | -1 | -1 | losing | |
21 | Northwestern Mutual(NM) | wirehouse | — | ~310B | 0 | 0 | 0 | stable | |
25 | Steward Partners(SP) | ria | — | ~43B | 0 | 0 | +1 | stable | |
26 | Wells Fargo PCG(WFPCG) | wirehouse | — | — | 0 | 0 | +1 | stable | |
27 | Cresset Capital(CRESSET) | ria | — | — | 0 | 0 | 0 | stable | |
28 | Mariner Wealth Advisors(MARINER) | ria | — | — | 0 | 0 | 0 | stable | |
29 | Perigon Wealth Management(PERIGON) | ria | — | — | 0 | 0 | 0 | stable | |
30 | First Republic Bank(FRB) | regional | — | — | 0 | 0 | 0 | stable |