- Landing durability
- Whether advisors who join a firm actually stay. Measured here two ways: the early-exit share of a firm's departures, and the six-month durability of its arrival cohort. Both are counted only among advisors with five or more years in the industry at the move date.
- Early-exit share (experienced advisors)
- Among a firm's departures in the window, the share whose tenure at that firm was under 12 months. A higher share means recent landings are not holding. Shown for firms with 5 or more experienced departures; ranked at 20 or more.
- Six-month cohort durability
- Of the experienced advisors who joined a firm in the first six months of the window, the share who had not left it again within 183 days of arriving. Every cohort member is observed for exactly 183 days. Most failed landings unwind after month six, so expect high values with a thin spread - the ranking is the signal, not the level. Shown for cohorts of 15 or more; ranked at 25 or more.
- Experience filter
- Only moves by advisors with five or more years in the industry at the move date enter these figures. Early-career washout is a different phenomenon than a failed landing and would otherwise dominate several firms' numbers.
- This window
- All advisor moves reported in the last 12 months - a rolling trailing-12-month view. The exact dates appear in the header above.
- Directional
- These figures describe broad patterns of advisor movement, not audited counts. Use them to spot trends and questions worth exploring, not as a precise scorecard.