Simplify's Take
What believers are saying
- Keating Advisory was recognized as a Top 25 Strategy Consultancy in February 2026.
- Keating Financial Advisory Services grew independently after its 2025 Raymond James breakaway.
- New Boston expansion and AI practice investments support revenue diversification through 2026.
What critics are saying
- Integrated recruited $300 million in Keating advisors in January 2026, exposing retention weakness.
- Independent status after leaving Raymond James increases custody, recruiting, and technology execution risk in 2026.
- AUM concentration inside advisor teams makes further departures an existential franchise risk.
What makes KEATING unique
- Keating Advisory expanded its AI practice in February 2026, signaling differentiated consulting depth.
- Keating Financial Advisory Services serves complex wealth clients with $1.5 billion AUM and 25 advisors.
- Keating opened a Boston office in January 2026, extending geographic reach beyond Kansas.
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