Free Guide: Edward Jones Edition
The Edward Jones Movement Report: H1 2026
387 joined, 327 left. Where the 265 who re-registered landed, and what the RTP actually pays.
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Strategic Transitions For Financial Advisors.
Confidential. Strategic. Proven. Over $50 Billion Successfully Transitioned.
Trusted by +250 Partners
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The RIA M&A Landscape: 2026 Edition
Record multiples, four buyer types, and the questions sellers should ask first.
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Comparison of Advisor Models
RIA, IBD, and wirehouse compared on ownership, technology, and what you actually take on.
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2026 Transition Deal Benchmarks
What the market pays by channel, how offers are structured, and the negotiation checklist.
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When excellence feels constrained, you notice.
Something brought you here. Growth now requires a different set of terms. We step in at exactly that moment.
01
The Firm No Longer Fits
You're starting to feel your current firm is no longer the best way to grow, serve your clients, or protect your future. At that point, status quo stops being a safe option.
02
Growth Hitting A Ceiling
You see more opportunity than your platform supports. Slow approvals, limited resources, and rigid models hold back what you know the practice can become.
03
Clients Deserve More
Your top relationships need deeper planning, better tools, and more flexibility. You feel forced into workarounds instead of delivering the standard of care you expect.
04
Economics Out Of Alignment
Production climbs, yet payout, equity, and long-term value lag. Grid changes, haircuts, and firm-centric retirement deals erode the return on what you've built.
05
Unsure What's Next
You're not sure whether the answer is a better seat at a wire, a regional, a hybrid RIA, or full independence. You just know the current setup is no longer the right one.
Independence, By Design
We represent the advisor.
Winthrop & Co. is a strategic consulting partner to financial advisors and elite wealth management teams. Not the broker-dealer. Not the buyer.
Many of the advisors we represent serve high-net-worth and ultra-high-net-worth families: business owners and founders, wealth held across generations, liquidity events and concentrated positions. The lending, alternatives, trust and estate, family office and tax work those families rely on has to come with the team, and the advisor has to stay at the center. We test each destination against the real complexity of your own clients, not a brochure.
Independence is the structure of our firm. Privately held, owner-operated, and owned by no broker-dealer, platform or buyer. We hold working relationships across the industry, with broker-dealers, custodians, platforms and acquirers, and the advice starts from your practice.
No destination is ever the default. The right move depends on you.
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Independently Owned
Never Paid by the Advisor
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RIA Search & Launch
Your path to RIA independence.
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Succession & M&A
Succession and M&A Advisory.
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100+
Advisory teams transformed
$50.3B
AUM successfully moved
96%
Client referral rate
Flagship research & analysis
The State of Financial Advisor Movement, H1 2026, is live.
Rent or own: the referendum on who owns the advisory enterprise. The only measured first half in existence, now in an interactive edition that routes you to what matters for your practice, with the full print edition delivered to your inbox.
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Advisor moves we're tracking
$1.3BCullman/Holt GroupUBS → Wells Fargo FiNet (Ascend Advisory Group)Sept 29, 2026$1.2BPham Yip Wealth PartnersMerrill Lynch → UBSSept 26, 2026$1.25BGreenwood Wealth PartnersMerrill Lynch → Raymond James AssociatesSept 25, 2026$575MPham and YipMerrill Lynch → UBSSept 25, 2026$1BUnnamed Northwestern Mutual teamNorthwestern Mutual → LPL FinancialSept 22, 2026$400MUnnamed Northwestern Mutual teamNorthwestern Mutual → OnePoint BFG Wealth PartnersSept 21, 2026$1.2BUnnamed UBS teamUBS → NewEdge WealthSept 15, 2026$500MUnnamed UBS teamUBS → WedbushSept 11, 2026$1.2BVazquez-Monasterio TeamUBS → Merrill LynchSept 10, 2026$500MThe Hall Wealth Management GroupMerrill Lynch → UBSSept 4, 2026$470M–$600MScientia Wealth PartnersUBS → Raymond James (Alex. Brown channel)Sept 3, 2026$600MScientia Wealth PartnersUBS → Raymond James (Alex. Brown channel)Sept 3, 2026$1.7BBHG GroupMerrill Lynch → Morgan StanleyAug 27, 2026$4BUnnamed UBS teamUBS → Cresset PartnersAug 25, 2026
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