Feathery Platform Moves $2 Billion in RIA Assets as Firms Race to Speed Advisor Transitions
Updated
Updated · InvestmentNews · Jun 30
Feathery Platform Moves $2 Billion in RIA Assets as Firms Race to Speed Advisor Transitions
1 articles · Updated · InvestmentNews · Jun 30
Summary
$2 billion in assets under management moved through Feathery's advisor-transitions platform in the first quarter of 2026, underscoring how heavily RIA firms are investing in faster onboarding.
Slow transitions delay revenue and can sour a recruit's first impression, pushing firms to automate data validation, flag missing information and prepare accounts before transition day.
Feathery says it now supports about one-third of the top 30 firms on Barron's 2025 Top 100 RIAs list, including Sequoia Financial and Allworth Financial.
The broader shift reflects a tighter battle for advisor talent, with transition speed emerging as a competitive edge in recruiting, retention and early client service.