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MissionSquare Wealth Management

WASHINGTON, DC

CRD: 23189

In network coverage since September 23, 2026 · 16+ stories

Regulatory AUMSEC Form ADV · Oct 17

208EmployeesForm ADV

3Deals on our tracker

Regulatory AUM · Aug 22 – Oct 17

Deal recordFull tracker →

Aug 10, 26Fund launchApex Fintech Solutions · MissionSquare Retirement — coverage

Aug 10, 26Fund launch — coverage

Aug 10, 26Fund launchMissionSquare Retirement — coverage

Network coverage

Data

UBS tops 30-day advisor activity; 1,838 moves and 35 breakaways logged

Team liftouts totaled 258 in the same window and custodian changes 40, per newsroom tracking of 12 activity types.

Data · Oct 7Advisor moves outpace breakaways 59 to 1 in 30-day tracking

Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements

Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97

Data · Oct 3OpenArc Corporate Advisory tops 30-day tally, ahead of UBS

Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches

income · Oct 2Prudential survey finds 86% of retirees hesitate to spend their savings

Data · Oct 22,413 advisors changed firms in 30 days; 22 custody relationships changed hands

Data · Sep 30MissionSquare's two arms log 190 advisor moves in one month

Data · Sep 292,543 advisor moves in 30 days outpace the 771 announced deals

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

Data · Sep 27LPL's $13.5 billion August net new assets rest on a modeled advisory mix

Data · Sep 25MissionSquare's 199 events dwarf the industry's 72 new firms

Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices

practice · Sep 23A goals-based plan pays most when the client ranks the goals

Data · Sep 23The breakaway is dying; the team liftout is the deal

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