Compare financial advisor recruiting deals and firms

Compare recruiting deals, payout grids and platforms across 40+ wirehouses, regionals, IBDs and RIAs. Model your transition package before you take the first call.

Tools

• Recruiting deal calculator: estimate upfront, back-end and total deal value from your T12 and AUM.
• Practice marketplace

Firm profiles

• Morgan Stanley
• Merrill Lynch
• UBS Wealth Management
• Wells Fargo Advisors
• Wells Fargo FiNet
• J.P. Morgan
• RBC Wealth Management
• Raymond James
• Stifel
• LPL Financial
• Sanctuary Wealth
• Goldman Sachs
• Truist
• Ameriprise Financial
• Rockefeller Capital Management
• Edward Jones
• Steward Partners
• NewEdge Wealth
• Linsco by LPL Financial
• BNY
• Raymond James Independent (RJFS)