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MissionSquare Wealth Management

WASHINGTON, DC

CRD: 23189

In PWD coverage since September 20, 2026 · 16+ stories

Regulatory AUMSEC Form ADV · Oct 3

208EmployeesForm ADV

3Deals on our tracker

Regulatory AUM · Aug 22 – Oct 3

Deal recordFull tracker →

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

Aug 10, 26Fund launch — coverage

Aug 10, 26Fund launchMissionSquare Retirement — 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

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

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

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

MissionSquare Wealth Management

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

The Family Office Daily Briefing