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The ins and outs of advisor movement
Insights from the 2026 Fidelity Advisor Movement Study
Key Takeaways
- Advisor movement remains a steady force in wealth management. Similar to 2023, 20% of advisors changed firms over the past five years.
- Many advisors cite concerns about moving, yet those who transition often report positive business and client outcomes. For example, while 17% cited clients not following them as their top concern, only 5% of those who moved said it proved to be a significant issue.
- Compensation matters, but factors such as culture, autonomy, and the ability to serve clients often play a larger role in advisors' career choices.
- Emerging topics such as private equity ownership and AI are becoming part of the evaluation process, but traditional considerations like growth potential remain the primary drivers of movement.
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The ins and outs of advisor movement
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For important information, see the full linked content.
All data is sourced from The 2026 Fidelity Advisor Movement Study.
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