CP
Corey Pond
Advisor Transitions
Winthrop & Co Winthrop & Co
Book a call
Home About How I Help Webinars Newsletter Resources Advisor Intelligence Book a Call
Advisor intelligence

Three ways to get
real answers.

Pick how you want to start. Every path is 100% confidential and leads to a real conversation — not a pitch.

Voice
Just talk.
Describe your situation out loud — your firm, your frustrations, what you are thinking about. Get an instant intelligent response. No typing required.
Personal
Follow-up
Scheduled
Response
100%
Confidential
Start talking
Path 1 · Explore
Show me the landscape.
Curious about the market, how independence works, or what your options look like. A few guided questions — no deep dive required. Corey follows up personally.
6
Quick questions
No
Commitment
Personal
Follow-up
Explore the landscape
Path 2 · Diagnose
Map my specific situation.
A more in-depth approach. Answer questions about your AUM, technology, compensation, and goals — and get a personalized intelligence report with real market data and a discussion on your potential fits.
In-depth
Approach
Real
Market data
Custom
Report
Map my situation
Any information shared with Corey Pond is 100% confidential — your current firm will never know we spoke.
Voice · Talk now

Just tell us
what's going on.

Click the microphone and describe your situation in your own words — your firm, what you're thinking about, what you're curious about, what's been on your mind. Corey will review it personally and reach out directly.

Click to start talking
Path 1 · Explore the landscape

Show me
the landscape.

A few quick questions to point you in the right direction. No commitment. 100% confidential.

Question 1 of 6
Where are you right now?
1
Your Practice
2
Your Path
3
How You Manage Money
4
Your Tech Stack
5
Services & Support
6
Comp & Goals
Step 1 of 6
Tell me about your practice.
The basics — where you are and what you've built.
Step 2 of 6
Which path are you exploring?
Select all that apply — you don't need to have it figured out yet.
Step 3 of 6
How do you manage client money?
Tell us how you run portfolios today — and what you wish you had access to.
Step 4 of 6
What does your tech stack look like?
What you use today — and what your platform won't let you access.
Step 5 of 6
What does your service model look like?
The comprehensive picture — what you offer clients today and what you wish you could.
Step 6 of 6
Let's talk compensation and goals.
Where you are economically — and what a better situation looks like.
100% confidential · Your current firm will never know we spoke
✓
Corey has your full picture.
He'll review everything you shared and reach out personally with a clear-eyed assessment of your options — usually within 24 hours.
Or book a call now →
Market intelligence · Cerulli Associates · Fintrx · 2025 data

The numbers behind
every advisor conversation.

Real market data from the sources that matter. This is the intelligence that shapes every transition conversation — the context most advisors never get to see.

25,443
Advisors changed firms in 2025carrying $3.1 trillion in client assets with them
71%
Would choose independenceif starting their career over today — up from 58% in 2021
27%
RIA channel asset sharecrossing this threshold for the first time — wirehouses now at 31%
26%
Wirehouse advisors at riskof leaving — the highest level recorded in a decade
"External M&A offers for advisor practices consistently come in higher than internal succession offers — often by a significant margin. Most advisors who go to market are genuinely surprised by what their practice is actually worth."
Corey Pond · Advisor Transitions · Winthrop & Co
"Advisors who move to independence keep more of their clients, earn more, and report significantly higher job satisfaction within 24 months of making the transition."
Cerulli Associates · U.S. Advisor Metrics Report · 2025
"RIA headcount is growing at 5.2% annually while wirehouse headcount is declining at 1.9% per year. The structural shift in this industry is not a trend — it is the new reality."
Cerulli Associates · Channel Migration Report · 2025
"The advisors who wait the longest to explore their options leave the most on the table — in compensation, in practice value, and in time. The best time to understand your options is before you need them."
Corey Pond · Advisor Transitions · Winthrop & Co
Data sourced from Cerulli Associates, Fintrx, and proprietary Winthrop & Co market intelligence · Updated Q1 2026