Advisors to call now

Someone who moved firms with this advisor before has just left.

Changes on what you follow · Describe your platform to see fit

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

Jacob Ness Kreitler Financial LLC, New Haven, Ct
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At independent RIAs, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to Commonwealth
  2026-06-22 (3 months ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Beau Tillinghast to Commonwealth
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable $292M to $521M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kreitlerfinancial.com (hunter); LinkedIn profile
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Dwayne Tyril Kreitler Financial LLC, New Haven, Ct
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At independent RIAs, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to Commonwealth
  2026-06-22 (3 months ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Beau Tillinghast to Commonwealth
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable $292M to $521M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kreitlerfinancial.com (hunter)
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Brian Franke Integrated Capital Management, Bloomfield Hills, Mi
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At independent RIAs, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to Creative Financial Designs, Inc.
  2026-05-04 (5 months ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Kenneth Coe to CREATIVE FINANCIAL DESIGNS, INC.
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $365M to $408M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at icapitalmgt.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
E••• S•••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to C••••••• F•••••••• D••••••• I•••
  2026-05-04 (5 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $365M to $408M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at icapitalmgt.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
C•••••• K••••••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to C•••••••••
  2026-06-22 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B••• T••••••••• to C•••••••••
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable $497M to $556M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kreitlerfinancial.com (hunter); LinkedIn profile
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
B•• L••••••• A•••• C•••• C•••••• L••, F••• C••••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (5 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- a prior co-move teammate left the firm for an independent RIA on 2026-05-11. null went to C•••••••••
  2026-05-11 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  N••••••• H•••••••• to C•••••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $415M to $464M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at acorncreekcapital.com (hunter)
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••••• B•••••• R•• W••••• M••••••••• L••, N•••••• B••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-03-30. null went to A•••• O•• W••••• M••••••••• L••
  2026-03-30 (6 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••••• H•••••• to A•••• O•• W••••• M••••••••• L••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $384M to $430M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at rba-wealth.com (hunter)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
B••••••• M••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L• J••••• C•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-01. null went to J•••••••
  2026-05-01 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••••• B•••• to J•••••••
Timing
Strong timing
measured at this firm
Value
$100M+
Book not estimable; portable $180M to $204M
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 45 related advisors (teammates, former teammates, office peers and business partners).
D•••••• C•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L• J••••• C•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-01. null went to J•••••••
  2026-05-01 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••••• B•••• to J•••••••
Timing
Strong timing
measured at this firm
Value
$100M+
Book not estimable; portable $150M to $170M
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 45 related advisors (teammates, former teammates, office peers and business partners).
E••• F••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to F••••••
  2026-06-23 (3 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••• P••••••• to F••••••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $152M to $170M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at clearviewfpg.com (hunter)
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
N••••••• B••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to F••••••
  2026-06-23 (3 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••• P••••••• to F••••••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $152M to $170M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at clearviewfpg.com (apollo); LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
N•••• L•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••• N•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to M••••• S••••••
  2026-05-04 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L•••• B•••• to M••••• S••••••
Timing
Strong timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
G•••• S••••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••• N•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to M••••• S••••••
  2026-05-04 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L•••• B•••• to M••••• S••••••
Timing
Strong timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
T••• W•••• S••••• F••••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at sfr1.com (firm_website); direct line printed for this person; LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
B•••• B••••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at sfr1.com (firm_website); direct line printed for this person
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
G••••• R•••••• S••••• F••••••••• L••, W•••• P•••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at nwadvisorsinc.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
B•••• N•••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at nolanwealth.com (firm_website); direct line printed for this person; LinkedIn profile
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
Before a call: practice size.
S•••••• G••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at sfh11.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
B•••• S•••••• S••••• F••••••••• L••, D••••• B••••• F•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at essexwmg.com (firm_website); direct line printed for this person
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D•••• P•••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Direct
published business email at sfr1.com (firm_website)
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
Before a call: practice size.
A••••• Y•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, O••••••• F•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-04-02. null went to O•• C•••••• M••••••••• L••
  2026-04-02 (6 months ago). At W••••••••, 10.7% with this moved within a year against 5.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••• H••••• to O•• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
K•••••• D• B•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, G••• B•••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••
  2026-04-15 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
verified business email at ml.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C•••••• S•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••
  2026-04-15 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
verified business email at ml.com (apollo); LinkedIn profile
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
G••••••• B••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D••••• B••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••
  2026-04-15 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 40 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
D•••••• D••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, G••••••• A•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••
  2026-04-15 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
P•••• W••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•• M••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-18. null went to S•••••••• A••••••• L••
  2026-05-18 (4 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••• R••••• to S•••••••• A••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 29 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
J•••• D•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, H••••••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-18. null went to S•••••••• A••••••• L••
  2026-05-18 (4 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••• R••••• to S•••••••• A••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 23 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
R••• D••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C•••••• R••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-13. null went to E•••••• A••••••• G••••• L••
  2026-07-13 (3 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• M•••••• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
T•••••• P••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-13. null went to E•••••• A••••••• G••••• L••
  2026-07-13 (3 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• M•••••• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
H•• M•• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-08. null went to M••••• S••••••
  2026-06-08 (4 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  K• N••• to M••••• S••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 55 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
I•• B••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-12. null went to W•••• F••••
  2026-05-12 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••••• W••• to W•••• F••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C•••••••• R•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L• J••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-01. null went to J•••••••
  2026-05-01 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••••• B•••• to J•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Who else to call: 45 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
V••••••• B•••••• T••••••• I••••••••• M••••••••• I•••, C••••••• T•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-16. null went to J•••••••
  2026-04-16 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Y•••••• F•••••• to J•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at thrivent.com (firm_style_estimate)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
M•••••• K••••••• T••••••• I••••••••• M••••••••• I•••, M••• C••••• W•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-16. null went to J•••••••
  2026-04-16 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Y•••••• F•••••• to J•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at thrivent.com (firm_style_estimate)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
M••••• R•••• E•••••• A••••••• G••••• L••, C••••••• S••••••• C•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-14. null went to T• R••• P•••• A••••••• S•••••••• I•••
  2026-04-14 (6 months ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• S•••••••• to T• R••• P•••• A••••••• S•••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at empower.com (apollo); LinkedIn profile
Who else to call: 6 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
J•••• G•••••••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-01. null went to A•••• F•••••••• P•••••••• L••
  2026-04-01 (6 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••• L••••• to A•••• F•••••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at cuefinancial.com (firm_website)
Who else to call: 10 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
T•••• C••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-01. null went to A•••• F•••••••• P•••••••• L••
  2026-04-01 (6 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••• L••••• to A•••• F•••••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at cuefinancial.com (firm_website)
Who else to call: 6 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
R••••• M•••••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- a prior co-move teammate left the firm for an independent RIA on 2026-07-09. null went to B••••••••• C•••••• M••••••••• L••
  2026-07-09 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••••• G•••• to B••••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at rncadvice.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M•••• G••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D•••••• T•
wirehouse
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-20. null went to A••••• A•• P••••••• S•••••••
  2026-08-20 (37 days ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E•••••• E•••••••• to A••••• A•• P••••••• S•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (apollo)
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
R••••• G•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L••••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-19. null went to R••
  2026-08-19 (38 days ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••• C•••••••• to R••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter)
Before a call: practice size.

1 to 40 of 151Next

The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.