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.
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Free Guides
A small, growing library for advisors thinking about their next chapter. Each title is a private read, not a sales pamphlet.
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The library
A small, growing reading list for advisors thinking about their next chapter.
From the library
Read privately.- 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 - 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 - 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 - 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 leavers chose an independent broker-dealer. The destinations, the RTP priced from the documents, and what a practice is worth outside.
Request a copy - Reference
Comparison of Advisor Models.
Wirehouse, regional, IBD, hybrid RIA, and full RIA compared on ownership, compliance, economics, and operational reality.
Request a copy - Report excerpt — SAM H1 2026
The Movement Ledger: H1 2026.
Producing-advisor joins, departures, and destinations for twelve firms, lifted verbatim from the flagship report.
Request a copy - Report excerpt — SAM H1 2026
The Multiple Ladder, Practically Applied.
What advisory practices command in 2026, band by band, and the drivers that move a firm up a band.
Request a copy - Report excerpt — SAM H1 2026
Rent or Own: Sunset Programs vs the Market.
The retire-in-place decision, priced against the open market: ALFA, CTP, and RTP economics beside the alternatives.
Request a copy - Annual report
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.
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