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

Jameson Brinks Fisher Investments, Lake Bluff, Il
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-22. null went to Strategic Advisers LLC
  2026-07-22 (2 months ago). At independent RIAs, 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).
  Kevin Wright to STRATEGIC ADVISERS LLC
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at fi.com (apollo); LinkedIn profile
Before a call: practice size.
Michael Galanowsky Manhattan West Asset Management, LLC, Los Angeles, Ca
Call-readyindependent RIA
- passed the Series 63 on 2026-07-22 after 10 years in the industry, not as part of a firm licensing class
  2026-07-22 (2 months ago). At independent RIAs, 12.4% with this moved within a year against 5.4% without it (2.3x, 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
published business email at manhattanwest.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).
Justin Martin Legacy Wealth Management, LLC, Boise, Id
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-07-21, where they are not yet registered: Altura Private Wealth LLC
  2026-07-21 (2 months ago). At independent RIAs, 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 legacywealthmg.com (hunter); LinkedIn profile
Who else to call: 13 related advisors, 9 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•••• F••••••••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•
other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (2 months 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
published business email at deschutesinvestment.com (firm_website); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••••• P•••• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•
bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)
  2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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 truist.com (hunter)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• M••••••• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•
bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)
  2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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 truist.com (hunter)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••• B•••••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•
other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (2 months 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
published business email at deschutesinvestment.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
F•••• F•••• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•
bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)
  2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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 truist.com (hunter)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••••• C••••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•
other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (2 months 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
published business email at deschutesinvestment.com (firm_website)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• J•••••• W•••• F•••• A•••••••, B••••• I•
wirehouse
- passed the Series 63 on 2026-07-17 after 7 years in the industry, not as part of a firm licensing class
  2026-07-17 (2 months ago). At W••••••••, 14.4% with this moved within a year against 5.1% without it (2.8x, 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 wellsfargo.com (hunter)
Before a call: practice size; joined the current firm under a year ago.
R•••• N••• W•••• F•••• A•••••••, F•••••• C•
wirehouse
- passed the Series 63 on 2026-07-10 after 25 years in the industry, not as part of a firm licensing class
  2026-07-10 (3 months ago). At W••••••••, 14.4% with this moved within a year against 5.1% without it (2.8x, 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 wellsfargo.com (hunter); LinkedIn profile
Who else to call: 22 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
R••••• W•••••• M•••••••• W••• A•••• M••••••••• L••, L•• A••••••• C•
Call-readyindependent RIA
- passed the Series 63 on 2026-07-09 after 6 years in the industry, not as part of a firm licensing class
  2026-07-09 (3 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 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
published business email at manhattanwest.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).
N••• S•••••• A••••••• A•••• M••••••••• I•••, N•• Y•••• N•
institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 months 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 aamlive.com (apollo); LinkedIn profile
Who else to call: 3 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.
A••• T••••••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at millstoneevansgroup.com (hunter); LinkedIn profile
Who else to call: 10 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.
S•••• M•••••••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at millstoneevansgroup.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).
B•••• W••••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- passed the Series 65 on 2025-11-25 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2025-11-25 (10 months ago). At I•••••••••, 10.1% with this moved within a year against 5.4% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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
verified business email at millstoneevansgroup.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
M••••••• S•••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at millstoneevansgroup.com (hunter); LinkedIn profile
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
P••• B••••••• A••••••• A•••• M••••••••• I•••, N•• Y•••• N•
institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 months 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 aamlive.com (apollo); LinkedIn profile
Business ties: Broad: 3 real-estate entities, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
T••• N••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at millstoneevansgroup.com (hunter); LinkedIn profile
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••• F•••• R••••• I••••••••• A•••••••• I••, W••••••••• D•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (3 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at realtawealth.com (hunter)
Before a call: practice size.
C••••••••• S••••••• A••••• A•• P••••••• S•••••••, E•••••••• I•
broker-dealer affiliated
- 40% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (3 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at tiaa.org (hunter)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• S•••• E•••••• A••••••• G••••• L••, D•••••• T•
brokerage advisory
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 months ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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 empower.com (apollo); LinkedIn profile
Before a call: practice size; joined the current firm under a year ago.
C••••• G••••••••• N••••••••• A••••••• I•••, A••••••• N•
Call-readymixed wealth
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 months 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 nottinghamadvisors.com (apollo); LinkedIn profile
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
D••• C•••••• W•••• F•••• A•••••••, C••••••••• V•
wirehouse
- passed the Series 63 on 2026-07-06 after 9 years in the industry, not as part of a firm licensing class
  2026-07-06 (3 months ago). At W••••••••, 14.4% with this moved within a year against 5.1% without it (2.8x, 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 wellsfargo.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
C•••••• P••••••• N••••••••• A••••••• I•••, A••••••• N•
Call-readymixed wealth
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 months 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 nottinghamadvisors.com (apollo); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
M•••••• B••••• E•••••• A••••••• G••••• L••, D•••••• T•
brokerage advisory
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 months ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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 empower-retirement.com (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•••• S••••••••• F••••• F•••••••• G••••• I•••, M•••••••• N•
Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-07-03)
  2026-07-03 (3 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at frischfinancial.com (hunter); LinkedIn profile
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
D•••• F••••• F••••• F•••••••• G••••• I•••, M•••••••• N•
Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-07-03)
  2026-07-03 (3 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at frischfinancial.com (hunter); LinkedIn profile
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
K••• R••• F•••• P••••••• W•••••• L••, S•••• R•••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at focuspartners.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••• G•••••••• G•••••••• C•••••• M••••••••• L••, L••• T•••• C•
Call-readyindependent RIA
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-02)
  2026-07-02 (3 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at gallachercapital.com (firm_website); LinkedIn profile
Business ties: Broad: 2 real-estate entities, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
J••• D••••• G•••••••• C•••••• M••••••••• L••, L••• T•••• C•
Call-readyindependent RIA
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-02)
  2026-07-02 (3 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at jillditter.com (hunter); 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
K••• G•••••• F•••••• F•••••••• A•••••••• L••, M••••• F•
independent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at floridafa.com (hunter); LinkedIn profile
Who else to call: 50 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
E••• N••••• D••••••• S••••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- is P•••••••• of a newly filed adviser, first filed 2026-06-30, where they are not yet registered: D••••••• I• L••
  2026-06-30 (3 months ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 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 dominarisecurities.com (apollo); LinkedIn profile
Who else to call: 17 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••• A••••• R•••• V••••••• L••, M••••••••• L•
state-registered adviser
- 20% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (3 months 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 trace-equity.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
T•••• R••• O••••• W••••• G••••• L••, O••••••• F•
Call-readyindependent RIA
- 36% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at oxfordadvisorygroup.com (hunter); LinkedIn profile
Who else to call: 12 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).
S••••• D•••• O••••• W••••• G••••• L••, O••••••• F•
Call-readyindependent RIA
- 36% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at oxfordadvisorygroup.com (hunter)
Who else to call: 12 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).
J••••• K••••• O••••• W••••• G••••• L••, O••••••• F•
independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at oxfordadvisorygroup.com (hunter)
Who else to call: 11 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: joined the current firm under a year ago.
S•••• C••••••• O••••• W••••• G••••• L••, O••••••• F•
independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at oxfordadvisorygroup.com (hunter)
Who else to call: 16 related advisors, 11 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.
K••• R•• K•• A••••••• S••••••• L••, C••••••••• T•
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-06-29, where they are not yet registered: R•• F•••••••• P•••••••
  2026-06-29 (3 months 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
published business email at lpl.com (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• C••••• N••••••••• M••••• I••••••••• S•••••••••, M••••••••• W•
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). 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
No team seen
Contact
Direct
verified business email at nm.com (hunter); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.

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