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.
Offices that lost 20% or more of their advisors in 180 days.
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- Jacklyn Raymonda Lvw Advisors, LLC, Pittsford, Nyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)2026-08-17 (40 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 lvwadvisors.com (hunter); LinkedIn profile
Who else to call: 8 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).
Before a call: joined the current firm under a year ago.
- Kirk Diller Robert W. Baird & Co. Incorporated, Scottsdale, Azmixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)2026-08-17 (40 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
- No team seen
- Contact
- Direct
- verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- Richard Van Kuren Lvw Advisors, LLC, Pittsford, NyCall-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)2026-08-17 (40 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 lvwadvisors.com (hunter)
Who else to call: 9 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- A•••••• A•••• L•• A•••••••• L••, P••••••••• N•Call-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)2026-08-17 (40 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 lvwadvisors.com (firm_website); LinkedIn profile
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- E•••••••• K•••••••• 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
- No team seen
- Contact
- Direct
- verified business email at rwbaird.com (firm_style_estimate)
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- A•••••• B••• L•• A•••••••• L••, P••••••••• N•Call-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)2026-08-17 (40 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 lvwadvisors.com (firm_website)
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- M•••• O•••••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•mixed wealth
- 27% 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
- No team seen
- Contact
- Direct
- verified business email at rwbaird.com (firm_style_estimate)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J•••••• S••••••• 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
- No team seen
- Contact
- Direct
- verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- A••••• C••••••• 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
- No team seen
- Contact
- Direct
- verified business email at rwbaird.com (hunter)
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- L••• V•• D•••• L•• A•••••••• L••, P••••••••• N•Call-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)2026-08-17 (40 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 lvwadvisors.com (apollo); LinkedIn profile
Who else to call: 9 related advisors, 3 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).
- J••••• Z••••• L•• A•••••••• L••, P••••••••• N•Call-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)2026-08-17 (40 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 lvwadvisors.com (hunter); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
- B•••• S•••••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•mixed wealth
- 27% 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
- No team seen
- Contact
- Direct
- verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- V•••• H••••• 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
- No team seen
- Contact
- Direct
- verified business email at rwbaird.com (firm_style_estimate)
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- M•••••• S•••• 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
- No team seen
- Contact
- Direct
- verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 22 related advisors, 2 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.
- J•••••• W••••• L•• A•••••••• L••, P••••••••• N•Call-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)2026-08-17 (40 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 lvwadvisors.com (hunter); LinkedIn profile
Who else to call: 9 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- L••••• F•••••• 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 rncadvice.com (apollo); LinkedIn profile
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: practice size; joined the current firm under a year ago.
- S••• H••••••••• T•• A••••••• G••••• L••, M••••••••• M•Call-readyindependent RIA
- 20% 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- E•••• M•••••••• T•• A••••••• G••••• L••, M••••••••• M•Call-readyindependent RIA
- 20% 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
- M•••••• D• G••••• T••••••• F•••••••• A•••••••• L••, S•• A••••••• T•independent RIA
- 43% 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 teamworkfinancial.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
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.
- S•••• H••••••• T•• A••••••• G••••• L••, M••••••••• M•independent RIA
- 20% 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 8 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.
- D•••• S••• 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
- published business email at risenorthcapital.com (firm_website); LinkedIn profile
Before a call: practice size; joined the current firm under a year ago.
- H••••• H•••••••• T•• A••••••• G••••• L••, M••••••••• M•Call-readyindependent RIA
- 20% 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at theadvocategroup.com (firm_website)
Who else to call: 13 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- S••• O••••• T•• A••••••• G••••• L••, M••••••••• M•Call-readyindependent RIA
- 20% 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
- J•••• G•••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-14. null went to F••••••••• I••••••••• A••••••• L••2026-08-14 (43 days 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).B•••••• B••••• to F••••••••• I••••••••• A••••••• L••
- 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
- published business email at rncadvice.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).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
- E•••••••• K••••••• T•• A••••••• G••••• L••, M••••••••• M•Call-readyindependent RIA
- 20% 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at theadvocategroup.com (firm_website)
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
- B•••••• S••• T•• A••••••• G••••• L••, M••••••••• M•Call-readyindependent RIA
- 20% 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at theadvocategroup.com (firm_website); 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.
Who else to call: 19 related advisors, 7 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).
- M•••••• M•• T••••••• F•••••••• A•••••••• L••, S•• A••••••• T•independent RIA
- 43% 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 teamworkfinancial.com (hunter)
Who else to call: 7 related advisors, 4 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.
- A••••• M••••• T••••••• F•••••••• A•••••••• L••, S•• A••••••• T•independent RIA
- 43% 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 teamworkfinancial.com (hunter)
Who else to call: 7 related advisors, 4 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•••••• C••••••• T•• A••••••• G••••• L••, M••••••••• M•Call-readyindependent RIA
- 20% 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
- E•••• E•••••••• T•• A••••••• G••••• L••, M••••••••• M•independent RIA
- 20% 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at theadvocategroup.com (firm_website)
Who else to call: 10 related advisors, 2 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: joined the current firm under a year ago.
- T•• S•••• A•• F•••••••• A•••••••• L••, R••••••••• F•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)2026-08-11 (46 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 apifinancialadvisors.com (apollo)
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; the current role; who works with them (team unresolved).
Before a call: practice size.
- R•••••• C•••• A•• F•••••••• A•••••••• L••, R••••••••• F•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)2026-08-11 (46 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 apifinancialadvisors.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
- N••• Q••• A•• F•••••••• A•••••••• L••, R••••••••• F•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)2026-08-11 (46 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 apifinancialadvisors.com (hunter)
Before a call: practice size.
- J••••• S••••••• J•• P••• R••••••••• P•••••••• I•••, C•••••••• O•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 15 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.
- C••• S•••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 15 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.
- S•••• S••••••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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 peakretirementplanning.com (apollo)
Business ties: Some: 1 real-estate entity, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 17 related advisors, 4 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.
- C•••••• K•••• P••• R••••••••• P•••••••• I•••, C•••••••• O•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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 peakretirementplanning.com (hunter)
Who else to call: 17 related advisors, 4 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.
- A••• S•••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 17 related advisors, 4 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•••• N•••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 17 related advisors, 4 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.
- E••• H•••••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 16 related advisors, 3 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.
The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.