January 6, 2026
Advisor Transition Report Highlighted
By LPL Financial
LPL’s Advisor Growth Study turns six years of advisor data into practical strategies for independence. See how top performers succeed — and learn how to apply these tactics to your business.
The wealth management world is changing fast and breakaway advisors are at the center of it. Driven by greater control, flexibility, and freedom, thousands are leaving traditional wirehouses and firms to embrace independence. The momentum is undeniable: more than 9,600 financial advisors switched firms in 2024 alone, according to Diamond Consultants. What began as a trend has evolved into a full-scale movement reshaping the industry’s future.
