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

Kirk Bippus Northwestern Mutual Investment Services,LLC, Englewood, Co
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). Across all advisors, 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: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Andrew Shulla Northwestern Mutual Investment Services,LLC, Middleton, Wi
no RAUM reported
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-26)
  2026-06-26 (3 months ago). Across all advisors, 13.7% with this moved within a year against 4.9% without it (2.8x, 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 (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Daniel Gatien Northwestern Mutual Investment Services,LLC, Seattle, Wa
no RAUM reported
- this office went from 15 to 10 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-10)
  2026-06-10 (4 months ago). Across all advisors, 13.7% with this moved within a year against 4.9% without it (2.8x, 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: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• O••••• N••••••••• M••••• I••••••••• S•••••••••, S••••••• W•
no RAUM reported
- this office went from 15 to 10 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-10)
  2026-06-10 (4 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 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: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• B••• A••••• A•••••••, L••••• U•
Call-readyindependent RIA
- this office went from 11 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-04-08)
  2026-04-08 (6 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
Team
2-person high-confidence team
Contact
Direct
verified business email at andinaadvisors.com (hunter)
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T••••• D•••• A••••• A•••••••, L••••• U•
Call-readyindependent RIA
- this office went from 11 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-04-08)
  2026-04-08 (6 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
Team
2-person high-confidence team
Contact
Direct
verified business email at andinaadvisors.com (hunter)
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D••••• C•••••••• N•••••• I•••, M••••••••• M•
independent RIA
- this office went from 15 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-04-07)
  2026-04-07 (6 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
Team
No team seen
Contact
Direct
verified business email at nepsis.com (hunter); LinkedIn profile
Who else to call: 23 related advisors, 23 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G•••• F•••••• N••••••••• M••••• I••••••••• S•••••••••, B•••• R••••• L•
no RAUM reported
- this office went from 16 to 9 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-13)
  2026-01-13 (9 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 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: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••• F•••• N••••••••• M••••• I••••••••• S•••••••••, B•••• R••••• L•
no RAUM reported
- this office went from 16 to 9 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-13)
  2026-01-13 (9 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 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: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• T•••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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 missionsq.org (apollo); LinkedIn profile
Business ties: Some: 1 nonprofit or civic board/officer role 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.
J••• G••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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 missionsq.org (apollo); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
F••••• A•••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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 icmarc.org (apollo); 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.
J•••• K•••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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 missionsq.org (apollo); LinkedIn profile
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
T••••• D•••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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 icmarc.org (apollo); LinkedIn profile
Before a call: practice size; joined the current firm under a year ago.
K••••• R••• 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)
Who else to call: 7 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; joined the current firm under a year ago.
K•••• P••••••••• 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: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••••• 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, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••••••• L••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 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
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Before a call: practice size.
S•••• B••••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 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
No team seen
Contact
Direct
verified business email at safeharborpw.com (apollo)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••••••• S•••• 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)
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• M•••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 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
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• G••••• 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••• H•••••• 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)
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••••• T•••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 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
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Before a call: practice size.
J•• H•••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 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
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Before a call: practice size.
T••••• B•••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 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
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E••• A••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 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
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••• P••••••• 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: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G••••• Z••••• L•• E••••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 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
No team seen
Contact
Direct
verified business email at prudential.com (apollo); LinkedIn profile
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
R••• K••••••••• 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: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B••••• C••••••••• E•••• S••••••••• L••, F•••••••• T•
broker-dealer affiliated
- 43% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 days 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
No team seen
Contact
Direct
verified business email at ft.newyorklife.com (apollo); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••• C••• Z•• F••••••••• I•••, N•• Y•••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at zoefin.com (apollo); LinkedIn profile
Who else to call: 7 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).
Before a call: joined the current firm under a year ago.
F•••••• C••••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ubs.com (apollo)
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• G•••• 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
verified business email at aldeninvestmentgroup.com (hunter)
Who else to call: 13 related advisors, 13 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• L•••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ubs.com (apollo); LinkedIn profile
Before a call: practice size.
N••••• S•••••• 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
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: 13 related advisors, 13 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.
A•••• W••••••• A•••• C••••••, 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
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: 28 related advisors, 20 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.
D•••••• D•••• 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
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 13 related advisors, 13 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.
R••••••• C•••••••• F•••••••• S••••••• A••••••• I••, V• B••••• V•
independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 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 gofsg.com (hunter); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P•••••• L•••••• 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at cuefinancial.com (firm_website); direct line printed for this person
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; the current role; who works with them (team unresolved).
Before a call: practice size.

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