A Daily Network publication

ria

RFG Advisory

VESTAVIA HILLS, AL

CRD: 158401

In network coverage since October 4, 2026 · 16+ stories

$8BRegulatory AUMSEC Form ADV · Oct 17

360EmployeesForm ADV

1Deals on our tracker

Regulatory AUM · Aug 22 – Oct 17

Deal recordFull tracker →

Sep 8, 26Deal announcedWFA · Volare Wealth Advisors · WFA Volare · $750 — coverage

Network coverage

Data

Advisor moves outnumber announced wealth deals in 30 days; LPL is busiest

Daily Network tracking recorded 732 deal announcements and 642 completed deals in the same period.

Data · Oct 21LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events

Data · Oct 20Kestra, Retirement Planning Group and Raymond James Financial Services trail LPL in 30-day advisor events

Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group

Data · Oct 17LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71

Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count

Data · Oct 14UBS logs 91 events in past 30 days; LPL second with 83

Data · Oct 12Advisor moves outnumber breakaways 38 to 1 over the past 30 days

Moves · Oct 12UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals

Data · Oct 10UBS tops 30-day advisor activity; 1,838 moves and 35 breakaways logged

Data · Oct 8XYPN's registration pipeline rises 83% to 110 firms

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

practice · Oct 7Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

The Close · Oct 4Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals

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

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