Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Books with a lower bound of $250M or more, at person or team scope.
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- Jonathan Straus Commons Capital, LLC, Needham, MaCall-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)2026-04-06 (6 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).
- 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 at commonsllc.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
- Nicholas Dutter Commons Capital, LLC, Needham, Maindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)2026-04-06 (6 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).
- 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 at commonsllc.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- Rose Thompson Commons Capital, LLC, Needham, MaCall-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)2026-04-06 (6 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).
- 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 at commonsllc.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
- M•••• S•••• C•••••• C••••••• L••, N••••••• M•Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)2026-04-06 (6 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).
- 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 at commonsllc.com (hunter); LinkedIn profile
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 at most $500M, 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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- J••• J•••••• J•• W••••• M••••••••• L••, H•••••••• R••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••2026-09-11 (15 days 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).L••• N••••• to G••••••• R•••• C•••••• 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 at jplwm.com (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).
Missing: who works with them (team unresolved).
- D•••• K•••• R••••••••• P••••••• G••••• L••, M••••• N•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-04. null went to S••••• O•• S••••••••• I•••2026-09-04 (22 days 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).N•••••• D•••• to S••••• O•• S••••••••• I•••
- 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 at rpgretire.com (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).
Missing: who works with them (team unresolved).
- B•••• H••••• F•••••• I••••••••• M••••••••• I•••, S•••• W••••••• C•Call-readyindependent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-10. null went to 3• A•••••• G••••• I•••2026-08-10 (47 days 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).S•••• H••••• to 3• A•••••• G••••• I•••
- 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 at freedomadvisors.com (hunter)
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: who works with them (team unresolved).
- R••••• N••••• A••••• W••••• A••••••• L••, W•••••••• C•independent RIA
- passed an adviser exam (S65) on 2026-08-04 after 19 years in the industry, not as part of a same-week firm licensing class2026-08-04 (53 days ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 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
- verified business email at augustwealthadvisors.com (hunter)
Before a call: joined the current firm under a year ago.
- A••••• N••••••••• F•••••• F••••••••, S•••• B••••••• C•independent RIA
- passed an adviser exam (S65) on 2026-07-09 after 7 years in the industry, not as part of a same-week firm licensing class2026-07-09 (3 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 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 at foronjyfinancial.com (firm_website); LinkedIn profile
Before a call: joined the current firm under a year ago.
- L•••• K•••••••• M••••• I••••••••• G••••• L••, W••••••• K•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-21. null went to R•• I••••••••• L••2026-05-21 (4 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).D•••••• M••••• to R•• I••••••••• 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
- verified business email at marketadvisorygroup.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- S••••• D•••••• S••••••• G•••• A•••• M••••••••• L••, L••••• R•••• A•independent RIA
- passed an adviser exam (S65) on 2026-05-12 after 11 years in the industry, not as part of a same-week firm licensing class2026-05-12 (5 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $1B+
- Team
- No team seen
- Contact
- Direct
- published business email at sgassetmgt.com (firm_website)
Before a call: joined the current firm under a year ago.
- J••• Z•••••• T••••••• A•••• M•••••••••, M••••••••• M•Call-readyindependent RIA
- passed an adviser exam (S65) on 2026-05-07 after 12 years in the industry, not as part of a same-week firm licensing class2026-05-07 (5 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 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
- verified business email at tealwood.com (hunter); LinkedIn profile
Missing: a contradiction to resolve; who works with them (team unresolved).
- J••••• G•••• O•••••• G•••• W••••• A•••••••, L••••••••• P•independent RIA
- passed an adviser exam (S65) on 2026-04-22 after 13 years in the industry, not as part of a same-week firm licensing class2026-04-22 (5 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 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 at ogwa.com (firm_website)
Before a call: joined the current firm under a year ago.
- J••• T••••• T••••• • C••••••, S•••• L••••• M•independent RIA
- passed an adviser exam (S65) on 2026-03-06 after 45 years in the industry, not as part of a same-week firm licensing class2026-03-06 (7 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 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 at terrilco.com (hunter); LinkedIn profile
Before a call: joined the current firm under a year ago.
- R••• W••••• V•••••••• I•••••••••, H•••••••• I•institutional manager
- passed the Series 65 on 2026-03-05 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer2026-03-05 (7 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 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 at vistamarkllc.com (firm_website); LinkedIn profile
Before a call: joined the current firm under a year ago.
- M••••• H••• A•• A•••••••, A••••••••• N•independent RIA
- passed an adviser exam (S65) on 2026-02-27 after 2 years in the industry, not as part of a same-week firm licensing class2026-02-27 (7 months ago). At I•••••••••, 9.4% with this moved within a year against 5.4% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 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 at act-advisors.com (firm_website); LinkedIn profile
Before a call: joined the current firm under a year ago.
- J•••• A•••• S•••• F•••••••• A•••••••, C•••••• W•independent RIA
- passed an adviser exam (S65) on 2026-01-31 after 7 years in the industry, not as part of a same-week firm licensing class2026-01-31 (8 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 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 at salusfa.com (firm_website); LinkedIn profile
Before a call: joined the current firm under a year ago.
- W•••••• C•••• C••••••• A••••••••• I••, S•• L••••• M•Call-readyindependent RIA
- passed an adviser exam (S65) on 2025-10-17 after 37 years in the industry, not as part of a same-week firm licensing class2025-10-17 (11 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 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 at cortlandassociates.com (hunter)
Missing: who works with them (team unresolved).
- D••••• W•••• A••• C•••••• M••••••••• L•, S•• F••••••••• C•mixed wealth
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm.
- Timing
- Model band only
- 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 at abra.com (hunter); LinkedIn profile
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••••• M••• E•••••••••, P••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
- Timing
- Model band only
- 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 at evoadvisers.com (hunter)
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- G•••••• H•••• S•••••• W••••• M••••••••• L••, H••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 1 month ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $1B+
- Team
- No team seen
- Contact
- Direct
- published business email at segmentwm.com (firm_website); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- E••• M••• G•••••••• F•••••••• G••••• L••, B••••••••• H••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- 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 at greystonefg.com (hunter); LinkedIn profile
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- D•••• T•••••• B••••• F•••••••• S••••••••• C••••, R••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 7 prior firm moves; 1.9 years at the current firm.
- Timing
- Model band only
- 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 at beaconfinancialstrategies.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A•••• H•••• R•••••• F••••• L••, B••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 7 months ago.
- Timing
- Model band only
- 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 at robbinsfarley.com (firm_website)
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- S•••••• M•••••• L•••• W••••• L••, E•••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm.
- Timing
- Model band only
- 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 at librawealth.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- E••• L••••• L••••• W••••• M••••••••• I•••, M•••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 2.0 years at the current firm.
- Timing
- Model band only
- 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 at lwealthmanagement.com (apollo); LinkedIn profile
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S••• T••••• A••••• P•••••• W•••••, O••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Team book $1B+
- Team
- No team seen
- Contact
- Direct
- published business email at alpineprivatewealth.com (firm_website)
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••••• A•••• T•• G•••••••• G••••• I•••, M••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 10 months ago; 4 prior firm moves.
- Timing
- Model band only
- 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 at thegenwealthgroup.com (hunter)
Who else to call: 10 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- G•••••••• D•••••••• I••••••••• W•••••• L••, T••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
- Timing
- Model band only
- 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 at instrumentalwealth.com (firm_website)
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••••• K••• W••••••• W••••• M•••••••••, A•• A••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
- Timing
- Model band only
- 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 at windrockwealth.com (firm_website); LinkedIn profile
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- N••• M••••••••• W••••••••• P•••••••• L••, D••••••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 7 months ago.
- Timing
- Model band only
- 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 at wealthspanpartners.com (firm_website); LinkedIn profile
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J••• H•••••• P•••••• M• S•••••• • A••••••••• I••, L••••••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: joined the current firm 2 months ago.
- Timing
- Model band only
- 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 at patrickmsweeney.com (firm_website)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- R••••• T•••• L••••••• F•••••••• S••••••••• I•••, W•••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
- Timing
- Model band only
- 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 at lifespanfinancial.biz (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K••••••••• K•••• R••••••••• P••••••• G••••• L••, M••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
- Timing
- Model band only
- 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 at rpgretire.com (firm_website)
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K•••• D•••••••• B••••••••• I••••••••• M•••••••••, S••••••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 6 months ago.
- Timing
- Model band only
- 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 at breakwater.com (firm_website)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J••••••• C••••••• A••••• G••••• A•••• M••••••••• L••, W••• H••••••••• C•mixed wealth
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 8 months ago.
- Timing
- Model band only
- 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 at audentgam.com (firm_website)
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- C•••••••• C•••• T••••• F•••••••• G••••• I•••, R••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 8 months ago.
- Timing
- Model band only
- 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 at taylorfg.com (firm_website)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- S•••• T•••• A•••••• A••••••• A••••••••• L••, H•••••••• H•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
- Timing
- Model band only
- 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 at andrewsllc.com (hunter); LinkedIn profile
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••••••• M•••• M••••• I••••••••• G••••• L••, K••••• C•••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
- Timing
- Model band only
- 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 at marketadvisorygroup.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
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.