Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

Melissa Gannon Castle Wealth Management, Boynton Beach, Fl
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc; Amber Dakar to J.P. Morgan Securities Llc
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Scott Worley Castle Wealth Management, Boynton Beach, Fl
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc; Amber Dakar to J.P. Morgan Securities Llc
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Lori Fernicola to Fortis Capital Advisors, Llc; Nicholas Darzentas to Fortis Capital Advisors, Llc
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Christina Worley Castle Wealth Management, Boynton Beach, Fl
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc; Amber Dakar to J.P. Morgan Securities Llc
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Lori Fernicola to Fortis Capital Advisors, Llc; Nicholas Darzentas to Fortis Capital Advisors, Llc
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
G•••••• K••• A•• I••••••••• P•••••••• L••, N•• Y•••• N•
Call-readyindependent RIA
- passed the Series 63 on 2026-06-29 after 11 years in the industry
  2026-06-29 (3 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Direct
published business email (firm_website)
C•••••• A••••• B•••••••• I••••••••• M••••••••• L••, L•• A••••••• C•
Call-readymixed wealth
- passed the Series 63 on 2026-05-04 after 26 years in the industry
  2026-05-04 (5 months ago). At A••, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
M••• S•••••••• T••• W••••• A••••••• G••••, C•••• G•••••• F•
Call-readymixed wealth
- passed the Series 63 on 2026-08-03 after 23 years in the industry
  2026-08-03 (54 days ago). At A••, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
A••••• C•••••• I••••••••• W••••• A•••••••• L••, B•••••••• W•
Call-readyindependent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-02-25, where they are not yet registered: O•••••• T•• A•••• M•••••••••
  2026-02-25 (7 months ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
W•••••• K••••• C••••••••• F•••••••• N••••••, E••• L••••••••• M•
Call-readynational broker-dealer RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-08-10, where they are not yet registered: S••••• W••••• P•••••••
  2026-08-10 (47 days ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Direct
verified business email (apollo)
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file; 2 parcel(s) owned by these entities on the assessor rolls DFX holds. A measure of business ties, not of book size or clients.
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
M•••••• D•••••••• W•••• F•••• A•••••••, R•••••• P•
Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: G••••••• W••••• M••••••••• L••
  2026-06-05 (4 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
Business ties: Broad: 2 operating or professional businesses, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
R••••• C•• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
J••••••• C••••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
A••••• M•••••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
D••••• W••• J••• M••••• S••••••••• L••, A•••••• C•
Call-readywirehouse
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices
  2026-06-18 (3 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B••••••• G•••••• to S•••; S••••• C••• to P•• W••••• M•••••••••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
J••••• L••• J••• M••••• S••••••••• L••, F••• L••••••••• F•
Call-readywirehouse
- 2 of the 7 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-06-09 (4 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  E••• M•••••• to U•• F•••••••• S••••••• I•••; R•••••• B••••• to L•• F•••••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
M•••••• S•••••• J••• M••••• S••••••••• L••, F••• L••••••••• F•
Call-readywirehouse
- 2 of the 7 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-06-09 (4 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  E••• M•••••• to U•• F•••••••• S••••••• I•••; R•••••• B••••• to L•• F•••••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
D••••• B•••• W•••• F•••• A•••••••, A••••••• N•
Call-readybroker-dealer affiliated
- is F•••••• And C••••••• O•••••• of a newly filed adviser, first filed 2026-04-02, where they are not yet registered: O••••• H••••••• P•••••• W••••• M•••••••••
  2026-04-02 (6 months ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (hunter)
Business ties: Extensive: 6 operating or professional businesses, 7 investment vehicles on file. A measure of business ties, not of book size or clients.
B•••• B•••••• A••••• A•• P••••••• S•••••••, P••••••••• P•
broker-dealer affiliated
- 4 of the 14 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 3 went to L••••• E••• A•••••••
  2026-06-15 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S•••• M•••••••• to F•••• P••••••• W•••••• L••; C••••• G••••• to L••••• E••• A•••••••; L••••••• W•••• to L••••• E••• A•••••••; J••••• S••••• to L••••• E••• A•••••••
- 4 known colleagues moved to an independent RIA in the last 180 days. 3 went to L••••• E••• A•••••••
  2026-06-15 (3 months ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S•••• M•••••••• to F•••• P••••••• W•••••• L••; C••••• G••••• to L••••• E••• A•••••••; L••••••• W•••• to L••••• E••• A•••••••; J••••• S••••• to L••••• E••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email (hunter)
Before a call: practice size.
L•• C••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, W••••••••• O•
broker-dealer affiliated
- passed the Series 63 on 2025-12-01 after 11 years in the industry
  2025-12-01 (10 months ago). At B•••••••••, 12.4% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email (hunter)
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••••• S•••••• O•••••••• F•••••••• S••••••• L••, B••••••••• A•
independent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-08-24, where they are not yet registered: S••••••••• C•••••• L••
  2026-08-24 (33 days ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••• C•••• W••• M••••••• A•••••••, H••••••• M•
independent RIA
- is M••••••• M••••• of a newly filed adviser, first filed 2025-12-02, where they are not yet registered: T••••••• C•••••• M•••••••••
  2025-12-02 (10 months ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email (firm_website)
Before a call: practice size.
M••• M••••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- 6 of the 21 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-08-06 (51 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S••••• S••••• to C••••• I••••••••• A••••••• L••; J•• F•••••••• to E•••••• A••••••• G••••• L••; J•••• B•••• to C••••••••• W••••• A•••••••• L••; M•••••• I•••• to M••••••••• R••••••••• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email (hunter)
Before a call: practice size.
M••••• D••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, I•••••••• W•
broker-dealer affiliated
- 4 of the 11 advisors at this office left in the last 180 days (36%), against a median of 0% across the firm's other offices. 3 went to ••••••••
  2026-07-15 (2 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••• J••••• to ••••••••; H••• K•• to ••••••••; M•••••• Z•••• to ••••••••; G••• L•••••• to A••••••••• F•••••••• S•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email (hunter)
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••• S•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, I•••••••• W•
broker-dealer affiliated
- 4 of the 11 advisors at this office left in the last 180 days (36%), against a median of 0% across the firm's other offices. 3 went to ••••••••
  2026-07-15 (2 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••• J••••• to ••••••••; H••• K•• to ••••••••; M•••••• Z•••• to ••••••••; G••• L•••••• to A••••••••• F•••••••• S•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email (hunter)
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
W••• C•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, F••••••••• A•
broker-dealer affiliated
- 6 of the 18 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 6 went to W•••••••• W••••• D•••••• L••
  2026-06-12 (4 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A•••••• R••••• to W•••••••• W••••• D•••••• L••; A••••• W••••••• to W•••••••• W••••• D•••••• L••; J•••••• M•••••• to W•••••••• W••••• D•••••• L••; D••••• R•••••• to W•••••••• W••••• D•••••• L•• and 2 more
- 6 known colleagues moved to an independent RIA in the last 180 days. 6 went to W•••••••• W••••• D•••••• L••
  2026-06-12 (4 months ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A•••••• R••••• to W•••••••• W••••• D•••••• L••; J•••••• M•••••• to W•••••••• W••••• D•••••• L••; M•••••• P••••• to W•••••••• W••••• D•••••• L••; D•••• C••• to W•••••••• W••••• D•••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email (hunter)
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• C••••••• T•• C••••••, P••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-16 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• D•••••• to G•• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email (firm_website)
S•••••••• W••••••• T•• C••••••, P••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-16 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• D•••••• to G•• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email (firm_website)
C•••••• C••••• S•••••••• W•••••• L••, L•••• S•••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-15 (11 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  G••• J•••• to S••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
K•••• D•••••••• O•• • O•• W••••• M••••••••• L••, J••••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-03 (23 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A•••••••• S••••• to C•••••• A•••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
B•••• F••••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-22 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••• D••••• to M•• W•••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
E••• S•••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-22 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••• D••••• to M•• W•••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
B•••• L•••••• T•• C••••••, P••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-16 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• D•••••• to G•• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
B•••• J•••• T•• C••••••, P••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-16 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• D•••••• to G•• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••••• D••••• T•• C••••••, P••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-16 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• D•••••• to G•• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D••••• L••••• N•••••• A•••••••• I•••, H••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-30 (5 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R••• R••••• to C••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
B•••• R••••• F••••• W••••• P••••••• P•••••••, L••••••••• K•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-03-31 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••••• S•••• to K••••••• F•••••••• G••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••• J•••••• J•• W••••• M••••••••• L••, H•••••••• R••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-11 (15 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L••• N••••• to G••••••• R•••• C•••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-01 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D••••• M•••••• to A••••••••• L••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
G••••• D•••••• D•••••• W•••••, M•••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-21 (2 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••••• S••••• to T••••••••• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M•••••• G••••• D••••••• F•••••••• G•••• L••, W••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-08 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• P•••••••• to B••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
B•••• B•••••• B•••••• W•••••, L•• V••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-22 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D••• I•••••• to E• W••••• A•••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
M••••••• C•••• H• L• O••••• • C••••••• L••, G••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-11 (5 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••• H••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)

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