White Papers
& Research
Gain data-driven insights into industry trends and how they impact advisors making pivotal decisions for their next steps.
From Surge
to Selectivity.
A closer look at how advisor decisions evolved after LPL Financial’s acquisition of Commonwealth. The July 2026 report examines the shift from the initial wave of departures to a longer, more selective evaluation of firms and business models.
Advisor Movement Following the Commonwealth Acquisition by LPL Financial
INSIDE THE REPORT
The changing pace of advisor departures
RIA and broker-dealer destinations
How advisors compare, evaluate, and decide
Designed,
Not Defaulted.
Five years of advisor movement, examined through tenure, career stage, and destination. This report explores who left Edward Jones between 2021 and 2025, how the mix changed, and where advisors who continued practicing chose to go.
Advisor Movement Out of Edward Jones
INSIDE THE REPORT
Departure patterns across career stages
The changing share of long-tenured advisors
Destination firms and the paths to ownership
Research is a starting point.
Your vision sets the direction.
Explore what these industry shifts could mean for your practice in a private, no-obligation conversation.