Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

Torr Campitelli U.S. Bancorp Advisors, LLC, Tempe, Az
bank affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At bank-affiliated firms, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email at usbank.com (adapter:us_bancorp); direct line printed for this person
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
Michael Hanewinkel U.S. Bancorp Advisors, LLC, Tempe, Az
bank affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At bank-affiliated firms, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email at usbank.com (adapter:us_bancorp)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
Thomas Davis Morgan Stanley, Hot Springs, Ar
wirehouse
- 50% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 days ago). At wirehouses, 8.9% with this moved within a year against 5.1% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter)
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
B••••• B••••• M••••• S••••••, H•• S••••••• A•
wirehouse
- 50% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 days ago). At W••••••••, 8.9% with this moved within a year against 5.1% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter); LinkedIn profile
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 4 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.
P••••••• R••••• M••••• S••••••, H•• S••••••• A•
wirehouse
- 50% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 days ago). At W••••••••, 8.9% with this moved within a year against 5.1% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter); LinkedIn profile
Who else to call: 5 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.
C•••••• D••••••• W•••• F•••• A•••••••, W•••••••• O•
wirehouse
- this office went from 13 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-19)
  2026-08-19 (38 days ago). At W•••• F••••, 8.3% with this moved within a year against 5.3% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at wellsfargoadvisors.com (apollo); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• H••••• F•••• T•••• S••••••••• I•••, H••••••• M•
bank affiliated
- 33% of this office left for other firms in the last six months (latest 2026-07-24)
  2026-07-24 (2 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at 53.com (apollo); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
A•• D••••• A••••••••• F•••••••• S•••••••• L••, R••••••••• T•
national broker-dealer RIA
- this office went from 12 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-07-08)
  2026-07-08 (3 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ampf.com (apollo)
Who else to call: 6 related advisors (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.
T••••••• W•••• C••••••• S••••••••• I•••, B•••••••• N•
bank affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-25)
  2026-06-25 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at citizenssecurities.com (apollo); LinkedIn profile
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
N••••• H••• M••••• S••••••, F••••••• I•
wirehouse
- 43% of this office left for other firms in the last six months (latest 2026-06-18)
  2026-06-18 (3 months ago). At W••••••••, 8.9% with this moved within a year against 5.1% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter); LinkedIn profile
Before a call: practice size.
E••• C•••• F•••• C••••••• I••••••• S•••••••• I•••, G••••••••• N•
bank affiliated
- 22% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at firstcitizens.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
N•••••• B•••• F•••• C••••••• I••••••• S•••••••• I•••, G••••••••• N•
bank affiliated
- 22% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at firstcitizens.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
M•••••• S•••• F•••• C••••••• I••••••• S•••••••• I•••, G••••••••• N•
bank affiliated
- 22% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at firstcitizens.com (hunter)
Who else to call: 2 related advisors (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.
J•••• T••••• F•••• C••••••• I••••••• S•••••••• I•••, G••••••••• N•
bank affiliated
- 22% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- passed an adviser exam (S65) on 2025-12-09 after 2 years in the industry, not as part of a same-week firm licensing class
  2025-12-09 (10 months ago). At B•••••••••, 10.3% with this moved within a year against 7.5% without it (1.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at firstcitizens.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••• C••••••• F•••• C••••••• I••••••• S•••••••• I•••, G••••••••• N•
bank affiliated
- 22% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- passed an adviser exam (S65) on 2026-03-26 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-03-26 (6 months ago). At B•••••••••, 10.3% with this moved within a year against 7.5% without it (1.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at firstcitizens.com (apollo); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
A••••• W•••• F•••• C••••••• I••••••• S•••••••• I•••, G••••••••• N•
bank affiliated
- 22% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at firstcitizens.com (hunter)
Before a call: practice size.
K••••••• W••••••••• F•••• C••••••• A•••• M••••••••• I••, G••••••••• N•
bank affiliated
- 22% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at firstcitizens.com (hunter)
Business ties: Some: 2 nonprofit or civic board/officer roles on file. 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).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
A••••• B••• F•••• T•••• S••••••••• I•••, F••••••••• O•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at 53.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••• H•••••• F•••• T•••• S••••••••• I•••, F••••••••• O•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at 53.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••• M••••••• M••••• S••••••, C•••••••• P•
wirehouse
- 20% of this office left for other firms in the last six months (latest 2026-05-15)
  2026-05-15 (4 months ago). At W••••••••, 8.9% with this moved within a year against 5.1% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••• L••••• T••••• A••••••• S•••••••• I•••, M••••••••• F•
bank affiliated
- 25% of this office left for other firms in the last six months (latest 2026-03-31)
  2026-03-31 (6 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at truist.com (hunter)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• R•••••••• T••••• A••••••• S•••••••• I•••, M••••••••• F•
bank affiliated
- 25% of this office left for other firms in the last six months (latest 2026-03-31)
  2026-03-31 (6 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at truist.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: a usable practice size; who works with them (team unresolved).
Before a call: practice size.

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