Independent advisors

Wholesalers have taken a new tack for a group leery of sales calls, regulation and litigation.

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At least 274 advisors with $11.5 billion in client assets have left the fold since the acquisition.

At least 270 advisors with $11.1 billion in client assets have left NPH firms since the acquisition.

The practice’s managing director blamed the No. 1 IBD in part for its move to Securities America.

Advisor Group BDs have poached at least four NPH practices after LPL acquired the network’s assets.

The practice joined Triad Advisors after at least 25 years with its former IBD.

The firm aims to maximize its value to advisors, but observers caution that it faces big challenges.

CEO Dan Arnold listed three reasons why the firm thinks its rivals peeled off some advisors.

The fourth largest IBD added a super OSJ with $650 million in AUM.