Flagship Research & Analysis
READ NOWH1 2026, State of Advisor MovementThe State of Financial Advisor Movement, H1 2026
Read Now
Long-form editorial profiles of advisor teams we've guided through transitions. The strategic decisions, the growth stories, and the outcomes behind each move.
A Winthrop & Co. Exclusive Profile
After more than a decade at Northwestern Mutual building a planning-led, family-office-style practice in Boston's Financial District, Craig Haba and Ben Sherry transitioned to Raymond James and retained 98.7% of their wealth management clients through the move.
A Winthrop & Co. Exclusive Profile
After more than a decade at Edward Jones and Level 10 production, Josh Colwell launched CoWealth Advisors with Raymond James and quadrupled client assets in the years that followed.
The rest of the record
A profile appears on this page only when the team asks to tell their story. The rest of our work is executed under strict confidentiality: wirehouse to wirehouse, employee model to independence, practices sold, succession plans quietly completed. No press release, no announcement, no profile. For most of the advisors we represent, that silence is part of the service.
Advisory teams transformed
AUM successfully moved
Client referral rate
Every engagement is covered by NDA. Client names appear on this site only with written permission.
Every profile started as a private conversation. When you're ready, ours is waiting.