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MissionSquare Retirement

WASHINGTON, DC

CRD: 108783

In PWD coverage since September 8, 2026 · 16+ stories

$6.3BRegulatory AUMSEC Form ADV · Oct 3

553EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Aug 22 – Oct 3

Deal recordFull tracker →

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

Aug 10, 26Fund launchMissionSquare Wealth Management — coverage

PWD coverage

Data

RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements

RFG Advisory logged 101 events over the 30 days, and independent platforms filled much of the top of the table, with 2,180 advisor moves against 731 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

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

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

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

Data · Sep 22Recruiting outran breakaways 109 to one last month

The Close · Sep 20The talent war's next front is inside the recordkeeper

The Close · Sep 19The talent war moved up the org chart

Data · Sep 19Wealth's talent war is a block trade

Data · Sep 17Consolidation is clearing one advisor book at a time

the_wrap · Sep 16Creative Planning Now Owns the Consultant Search

Features · Sep 16Recruiting's new currency: peer networks and plan relationships

Features · Sep 8Frost pulls 39 advisors from UBS in 48 hours

MissionSquare Retirement

RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements

The Morning Brief