Advisors to call now

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

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

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

Malik Smith Commons Capital, LLC, Needham, Ma
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 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).
Megan Lane Lane Brothers Investment Counsel, Prescott, Az
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 days 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
$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
verified business email at lanebrothers.com (hunter); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
David Ross Price Financial Group Wealth Management, Inc., Portland, Or
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (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).
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
verified business email at pricefg.com (hunter); LinkedIn profile
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
J••••• E••••••• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (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).
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
verified business email at pricefg.com (hunter)
Before a call: joined the current firm under a year ago.
M•••••• P•••• Z•••••• R••••••••• P•••••••, R•• B•••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 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
$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
verified business email at zynergyretirement.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
A••••• K•••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)
  2026-04-28 (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).
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 at iwadirect.com (firm_website)
Missing: a usable practice size; the current role; who works with them (team unresolved).
W•••••• T•••••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)
  2026-04-28 (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).
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 at iwadirect.com (firm_website)
Missing: a usable practice size; who works with them (team unresolved).
A••• A••••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)
  2026-04-28 (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).
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 at iwadirect.com (firm_website)
Before a call: joined the current firm under a year ago.
C••••••••• K••••••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)
  2026-04-28 (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).
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 at iwadirect.com (firm_website)
Missing: a usable practice size; who works with them (team unresolved).
R•••••• G••••• M• P•••••• T•••, L•••• U•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)
  2026-07-01 (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).
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at equipyourfuture.com (firm_website)
Missing: who works with them (team unresolved).
A••••• M•••• C••••••••• F•••••••• N••••••, A••••••••• P•
Call-readynational broker-dealer RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-15)
  2026-01-15 (8 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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 at commonwealth.com (apollo)
Missing: a usable practice size; who works with them (team unresolved).
B••• H•••• C••••••••• F•••••••• N••••••, P••••• T•
Call-readynational broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-31)
  2025-12-31 (9 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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 at guidedpf.com (apollo); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
D••••• N••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at elevatefpwm.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.
C••••••••• A••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at elevatefpwm.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•••••• A••••• A•• P••••••• S•••••••, P••••••••• P•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at tiaa.org (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
S•••• M••••••• A••••• A•• P••••••• S•••••••, P••••••••• P•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at tiaa.org (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
L•• B••••• F•••• P••••••• W•••••• L••, R•••••••• V•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-20)
  2026-04-20 (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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at focuspartners.com (firm_style_estimate)
Who else to call: 6 related advisors, 6 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.
M•••••• S•••••• R•• A•••••••• L••, P••••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
Contact
Direct
published business email at sixpointfp.com (firm_website); direct line printed for this person
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
J••••• P••••••••• R•• A•••••••• L••, P••••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
Contact
Direct
published business email at sixpointfp.com (firm_website); direct line printed for this person
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
D•••• P•••••• R•• A•••••••• L••, P••••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
Contact
Direct
published business email at sixpointfp.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
R••• P••••• 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at risenorthcapital.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
C•••••••• R•• 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at rncadvice.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors, 3 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.
J••• K•••• F••••••••• F•••••••• P•••••••, S•••••• V•••••• W•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-03-27)
  2026-03-27 (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
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at kiepefinancial.com (firm_website); direct line printed for this person; LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
I••••• M••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at rwbaird.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
M••• M••••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at tiaa.org (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
P•••••• D••••••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at tiaa.org (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
S•••••• T••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•
Call-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 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
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at lindenthomas.com (hunter); LinkedIn profile
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file. A measure of business ties, not of book size or clients.
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: a usable practice size; the current role; who works with them (team unresolved).
R•••••• W••••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-05-29)
  2026-05-29 (4 months 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).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at ironwoodwm.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).
R•••• C••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-05-29)
  2026-05-29 (4 months 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).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at ironwoodwm.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
D•••• K•••• K•• F•••••••• P•••••••• L••, T•••••• O•
Call-readyindependent RIA
- 33% of this office left for other firms in the last six months (latest 2026-05-12)
  2026-05-12 (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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at kmgfp.com (hunter); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
L•••• C••••••• L••••• S••••• L••, G•••••• I•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-09-16)
  2026-09-16 (10 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at leelynsmith.com (firm_website)
Before a call: practice size.
J••• D••• L••••• S••••• L••, G•••••• I•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-09-16)
  2026-09-16 (10 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at leelynsmith.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••••• A•••• A•••• I••••••••• G••••, W••••• P•
independent RIA
- this office went from 17 to 12 registered advisors over the last year, with 6 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
direct line printed for this person; LinkedIn profile
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: 9 related advisors, 7 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: 9 related advisors, 7 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.
A••• V••••••••• T•• W••••• M••••••••• L••, H••••••• T•
other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Direct
verified business email at trb.bank (apollo)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••• L•••••• 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at risenorthcapital.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M•••••• K••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•
no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••• B••••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•
no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.

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