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Determine Your Business Model

About Advisor in Transition Learn which affiliation matches your ideal practice most closely based on your demographic, pyschographic, and personal preferences with our business model evaluator.

The Pershing Advantage

As the industry leader, Pershing is your gateway to an unparalleled network of financial institutions.
Learn More | Strength and Stability

Do You Want to Attract Wirehouse Advisors on the Move?

Join Advisor in Transition for the opportunity to be matched with wirehouse advisors based on your firm’s ideal candidate criteria.


Ask the Specialists

Ask the SpecialistsLeading industry specialists are accessible to help you. The decision to leave your current firm is undoubtedly one of the biggest decisions in your career. You can submit a question directly to one of the specialists who will provide you with an answer.
Ask a Question | View FAQs