Advisors to call now

Anything dated in the last 90 days, measured or not.

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

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

Aaron Williams Alden Capital, Wayne, Pa
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 independent RIAs, 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.
Deborah Davis Alden Investment Group, Wayne, Pa
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 independent RIAs, 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.
Reginald Corinaldi Financial Security Advisory Inc, Va Beach, Va
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 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
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.
P••••• 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at cuefinancial.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
B•••• R•••••• 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 rbhfs.com (firm_website); LinkedIn profile
Business ties: Some: 2 real-estate entities 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.
F•••••••• T••• 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)
Business ties: Some: 1 real-estate entity 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.
T••• K••••• 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 kalinawealth.com (firm_website); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
N•••••• K•••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- passed an adviser exam (S66) on 2026-01-05 after 4 years in the industry, not as part of a same-week firm licensing class
  2026-01-05 (9 months ago). At E••••••••, 12.9% with this moved within a year against 8.1% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (hunter)
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
R•••••• B•••••• R•••••••• A•••••••, A••••••• G•
independent RIA
- 25% 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at resurgentadvisors.com (hunter)
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
C•••• B••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
S••••• G••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
L•••• A••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (firm_style_estimate)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
D••••• E•••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter); LinkedIn profile
Business ties: Broad: 2 operating or professional businesses, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
C••••• P•••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
N••••• W•••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
L••• L•••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (apollo); LinkedIn profile
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
A••••• R••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
C••••• G••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
D••••• M••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
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: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
S••• J•••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
A••••• N•••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
R••• B••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
C••• C•••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
A••••• R••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
B••••••• P••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
C••••• A••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (firm_style_estimate)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
A••• P••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (apollo); LinkedIn profile
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
A•••• E•••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; the full regulatory record.
Before a call: practice size.
S••• D•••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; the full regulatory record.
Before a call: practice size; joined the current firm under a year ago.
J•••• H••••••• R•••••••• A•••••••, A••••••• G•
independent RIA
- 25% 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at resurgentadvisors.com (hunter); 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: joined the current firm under a year ago.
T•••• E••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size; joined the current firm under a year ago.
L•••• S••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (apollo); LinkedIn profile
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Before a call: practice size.
A••••• S•••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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 equitable.com (apollo); LinkedIn profile
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; the full regulatory record.
Before a call: practice size; joined the current firm under a year ago.
C••••• S•••••••• S••••• F••••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 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
published business email at claritycapitalllc.com (firm_website); direct line printed for this person
Who else to call: 10 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• B•••• S••••• F••••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 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
published business email at claritycapitalllc.com (firm_website); direct line printed for this person
Who else to call: 10 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.
T••• R•••••• S••••• F••••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 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
published business email at claritycapitalllc.com (firm_website)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•• A••• S••••• F••••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 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
published business email at claritycapitalllc.com (firm_website)
Who else to call: 10 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.
L•••• G•••• T•• M••••• G••••• L••, B••••••••• T•
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-08-22, where they are not yet registered: P•••• O•• P•••••• W•••••
  2026-08-22 (35 days ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at themathergroup.com (apollo); LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••• G••••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 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 strittmatterwealth.com (hunter)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: joined the current firm under a year ago.

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