CP
Corey Pond
Advisor Transitions
Winthrop & Co Winthrop & Co
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Free · Quarterly · For advisors

The Advisor
Intelligence Briefing.

What is moving in the advisor market — comp ranges, channel migration data, deal flow, and the intelligence you need to know your options before you need them. Straight to your inbox every quarter. No pitch. Ever.

Comp & deal data — what transition packages actually look like right now
Channel migration trends — where advisors are moving and why
Successful advisor moves — real transitions, real outcomes (anonymized)
Market intelligence — Cerulli data, Fintrx deal flow, platform updates
Corey's take — what it all means for advisors thinking about their next move
Recent issues

What advisors are reading.

A look at recent issues — the data, the trends, and the intelligence that shapes advisor decisions.

Q1 2026 · Issue 05 March 2026
The Great Wirehouse Exodus: What the Numbers Actually Show
25,443 advisors changed firms in 2025 — $3.1T in assets moved with them
26% of wirehouse advisors at risk of leaving — highest in a decade
RIA channel asset share crosses 27% for the first time
Average transition package for $200M+ producers up 18% year over year
Three moves from Q1 that every advisor should know about
Cerulli Associates · Fintrx · Winthrop & Co market intelligence
Q4 2025 · Issue 04 December 2025
Independence Is Winning: Channel Migration Data & What It Means for You
IBD payout grids moved up an average 4.2% across major platforms
RIA headcount growing at 5.2% annually — wirehouses declining 1.9%
71% of advisors would choose independence if starting over today
Direct indexing now available at 34 of the top 50 IBD and RIA platforms
The five deals from Q4 that set the market tone heading into 2026
Cerulli Associates · Fintrx · Winthrop & Co market intelligence
Q3 2025 · Issue 03 September 2025
Succession Wave: Why More Advisors Are Selling Earlier Than Expected
Average advisor age hits 57 — succession urgency at all-time high
Practice multiples for fee-based books averaging 2.4x recurring revenue
Aggregators paid record premiums in Q3 — who is buying and what they want
The sell-and-stay model is growing — what advisors are actually getting
Three succession structures worth knowing before any conversation
Cerulli Associates · Fintrx · Winthrop & Co market intelligence
What you get

Four things in every issue.

01
Market data
Real comp ranges, deal flow, and channel migration numbers from Cerulli, Fintrx, and proprietary Winthrop & Co intelligence. Not estimates — actual market data.
02
Advisor moves
Real transitions from the quarter — what moved, why it moved, and what the outcomes looked like. Anonymized but specific enough to be useful.
03
Platform & deal updates
What is changing at the major IBDs, RIA platforms, and wirehouses. Recruiting status, payout changes, platform upgrades, and firm news that matters.
04
Corey's take
What it all means for advisors thinking about their next move. Not generic commentary — specific intelligence on what the data says about the current market.
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