W
Winthrop & Co · Strategy & Operations Consulting
Free resources

The intelligence
you need to move right.

Whitepapers, guides, and quarterly market intelligence built specifically for financial advisors thinking about a transition. Free. No pitch. Just the real picture.

Quarterly intelligence

The Advisor Intelligence Briefing.

Many of the advisors I work with are years away from making a move — and that's completely fine. The best decisions are made by people who have been paying attention long before they had to. The quarterly briefing exists for exactly that. Market data, channel migration trends, comp ranges, and what's actually moving in the advisor world — delivered to your inbox every quarter so when the time comes, you already know what your options look like.

Recent issues
Advisor Intelligence Briefing Q1 2026
The Great Wirehouse Exodus: What the Numbers Actually Show
  • 25,443 advisors changed firms in 2025 — $3.1T in assets moved with them
  • Wirehouse advisors at risk of leaving hit 26% — highest in a decade
  • RIA channel asset share crosses 27% for the first time
  • Average transition package for $200M+ producers up 18% YoY
  • Spotlight: Three moves from Q1 that every advisor should know about
Advisor Intelligence Briefing Q4 2025
Independence Is Winning: Channel Migration Data & What It Means for You
  • IBD channel payout grids moved up average 4.2% across major platforms
  • RIA headcount growing at 5.2% CAGR — wirehouses declining 1.9% annually
  • 71% of advisors surveyed 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
Advisor Intelligence Briefing Q3 2025
Succession Wave: Why More Advisors Are Selling Earlier Than Expected
  • Average advisor age hits 57 — succession planning urgency at all-time high
  • Practice multiples for fee-based books averaging 2.4x recurring revenue
  • Aggregators paid record premiums in Q3 — who's 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
Due diligence

Free whitepapers for
advisors doing their homework.

Five guides covering every dimension of an advisor transition — from evaluating firms to structuring your exit. Enter your email and it's yours instantly.

01
Due diligence
The Advisor's Due Diligence Checklist: 12 Questions to Ask Before You Sign with Any Firm
The practical checklist every advisor should work through before committing to a new firm. Platform, payout, culture, compliance, technology — nothing left out.
02
Compensation
Understanding Your Transition Package: What's Negotiable and What Isn't
Forgivable loans, transition bonuses, deal structures — most advisors leave significant money on the table because they don't know what to ask for. This changes that.
03
Independence
Wirehouse to Independence: A Step-by-Step Roadmap for Your First 90 Days
The most searched topic in advisor transitions — and the most misunderstood. A practical timeline covering compliance, client communication, platform setup, and what to expect.
04
Platform comparison
RIA vs IBD: A Side-by-Side Comparison for the Advisor Considering Independence
Payout, platform, compliance burden, cost structure, flexibility — every dimension laid out cleanly so you can make an honest comparison before any conversation.
05
Succession planning
How to Value Your Practice: What Buyers Pay For and How to Maximize Your Multiple
Every advisor over 50 wants to know this number. A practical framework for understanding how your practice gets valued, what moves the multiple, and how to position yourself for the best possible deal.
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