DFX Intelligence
For recruiters
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.
A dated fact that historically went with moving, on a practice worth the call.
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- Matthew Golba Stonepath Wealth Management, Traverse City, MiCall-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to Signature Equity Partners, LLC2026-09-03 (23 days ago). At independent RIAs, 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).David Knight to SIGNATURE EQUITY PARTNERS, LLC
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Direct
- published business email at stonepathwm.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
- Lauren Golba Stonepath Wealth Management, Traverse City, MiCall-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to Signature Equity Partners, LLC2026-09-03 (23 days ago). At independent RIAs, 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).David Knight to SIGNATURE EQUITY PARTNERS, LLC
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Direct
- published business email at stonepathwm.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
- Nicholes Baldwin Stonepath Wealth Management, Traverse City, MiCall-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to Signature Equity Partners, LLC2026-09-03 (23 days ago). At independent RIAs, 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).David Knight to SIGNATURE EQUITY PARTNERS, LLC
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Direct
- published business email at stonepathwm.com (firm_website); LinkedIn profile
Who else to call: 12 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- M•••••• D••••• S•••••••• W••••• M•••••••••, S•••••••• M•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to S•••••••• E••••• P•••••••• L••2026-09-03 (23 days 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•••• K••••• to S•••••••• E••••• P•••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Direct
- published business email at stonepathwm.com (firm_website)
- J•••• K••••• K••••• W••••• M••••••••• I•••, F•••••• M•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••2026-08-24 (33 days 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••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
- Timing
- 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 kaydanwealth.com (hunter); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
- N••••••• S••••••• T•• S••••••• G••••, S••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••2026-06-22 (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••• O•••••• to E••••• A••••••• L••
- Timing
- 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
- published business email at thesalvettigroup.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- M••••• H••••• T•• S••••••• G••••, S••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••2026-06-22 (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••• O•••••• to E••••• A••••••• L••
- Timing
- 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
- published business email at thesalvettigroup.com (firm_website); LinkedIn profile
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- D•••• D•••• C••• W••••• A•••••••, L••• B••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (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).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- D•••• C••••• C••• W••••• A•••••••, L••• B••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (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).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- D•••• T•••••••• C••• W••••• A•••••••, L••• B••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (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).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at cruxwealth.com (firm_website)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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