Self-assessment
Independence Fit Assessment.
Nine questions about your timeline, exit priorities, practice structure, and succession status. You get a recommendation, in private.
Take the assessment
Free Guides
A small, growing library for advisors thinking about their next chapter. Each title is a private read, not a sales pamphlet.
Trusted by +250 Partners
The library
A small, growing reading list for advisors thinking about their next chapter.
Start here
If you are weighing a move and have not picked a direction yet.- Reference
Comparison of Advisor Models.
Wirehouse, regional, IBD, hybrid RIA, and full RIA compared on ownership, compliance, economics, and operational reality.
Request a copy - Benchmarks
2026 Advisor Transition Deal Benchmarks.
All-in package ranges by destination channel, the structures behind the headlines, and the ten-point negotiation checklist.
Request a copy - Question bank
Due Diligence Question Bank.
100 must-ask questions across platform, technology, lending, compliance, and economics. Print it. Mark it up. Bring it to your next call.
Request a copy - Playbook: updated for 2026
Growth You Own.
Seven moves the fastest-growing practices run, what each channel costs per dollar of new revenue, and a platform check on every one of them.
Request a copy - Scorecard: new for 2026
Advisor Growth Scorecard.
Twelve questions on how your practice wins new clients, and which gaps you can close yourself versus the ones your firm's rules set. Free, about two minutes, no sign-up.
Take the scorecard - Checklist: new for 2026
The RIA Launch Checklist.
Every step to start your own RIA and build it from scratch, in order, with the rule behind each one and the questions to settle with counsel first.
Request a copy - Guide: new for 2026
What Are Your Options After a Termination?
Two pages: what every hiring firm reads first, the part of your book that can actually move, and why the next step should come quickly.
Request a copy - Checklist: new for 2026
The Successor's Checklist
Two pages for a next-generation advisor: the successor's side of Edward Jones RTP, Merrill CTP, UBS ALFA and Northwestern Mutual, and what to settle before you inherit, buy in or move.
Request a copy
Firm editions
Movement data and economics for one firm, from the registration record.- Firm edition: UBS
The UBS Movement Report: H1 2026.
206 producing advisors left and 27 teams managing $28B departed. The destinations, the 550% package decoded, and ALFA priced against the open market.
Request a copy - Firm edition: Edward Jones
The Edward Jones Movement Report: H1 2026.
387 joined, 327 left, and 54% of those who re-registered chose an independent broker-dealer. The destinations, the RTP priced from the documents, and what a practice is worth outside.
Request a copy - Firm edition: Northwestern Mutual
The Northwestern Mutual Movement Report: H1 2026.
198 producing advisors left and re-registered elsewhere, and more than half went independent. Both doors of the career-agent model measured, firm by firm.
Request a copy
Valuation and research
What practices trade for, and the data behind the guides above.- Field guide: updated for 2026
The RIA M&A Landscape: 2026 Edition.
Record valuations, four buyer types and what each pays for, the multiple ladder, and the seller's process from readiness to close.
Request a copy - Annual report, 2025
2025 State of Advisor Movement.
Last year's edition of our flagship annual research: strategies, benchmarks, and confidential insights from a year of high-stakes advisor transitions. Preserved in the library.
Request a copy
Each guide is delivered privately. Drop us a note and we'll send the file directly to your inbox.