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

Charles Perrillo Nottingham Advisors Inc., Amherst, Ny
mixed wealth
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 months 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 nottinghamadvisors.com (apollo); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Michael Bender Empower Advisory Group, LLC, Dallas, Tx
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 BROKERAGE_ADVISORY, 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.
Joyce Streithorst Frisch Financial Group, Inc., Melville, Ny
independent 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 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; 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•
independent 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•
independent 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•
independent 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.
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•
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); 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•
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: 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.
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.
J••••• F••••••• N••••••••• M••••• I••••••••• S•••••••••, S• S••••• I•• G•
no RAUM reported
- 20% of this office left for other firms in the last six months (latest 2026-06-26)
  2026-06-26 (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
published business email at nm.com (adapter:northwestern_mutual); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
H•••• J•••• N••••••••• M••••• I••••••••• S•••••••••, S• S••••• I•• G•
no RAUM reported
- 20% of this office left for other firms in the last six months (latest 2026-06-26)
  2026-06-26 (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
published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• H•••••••• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 months 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 sofi.com (apollo); LinkedIn profile
Who else to call: 38 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Y••• C•• T••••••••• F•••••••• A•••••••• L••, W••••••• M•
broker-dealer affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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 tfaconnect.com (hunter)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
X••••••• W• T••••••••• F•••••••• A•••••••• L••, W••••••• M•
broker-dealer affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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 tfaconnect.com (hunter)
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
W••••••• F••• T••••••••• F•••••••• A•••••••• L••, W••••••• M•
broker-dealer affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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 tfaconnect.com (hunter)
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••••• T••• T••••••••• F•••••••• A•••••••• L••, W••••••• M•
broker-dealer affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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 tfaconnect.com (hunter)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••• D••••••••• A••••• A•• P••••••• S•••••••, L•• A••••••• C•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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); LinkedIn profile
Before a call: practice size.
W•• L• T••••••••• F•••••••• A•••••••• L••, W••••••• M•
broker-dealer affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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 tfaconnect.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: practice size; joined the current firm under a year ago.
A••• L•• T••••••••• F•••••••• A•••••••• L••, W••••••• M•
broker-dealer affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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 tfaconnect.com (hunter)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••• J••• T••••••••• F•••••••• A•••••••• L••, W••••••• M•
broker-dealer affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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 tfaconnect.com (hunter)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• E•••• S••••• W••••• P•••••••, C••••••••• N•
independent RIA
- 38% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (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
published business email at spartawp.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: joined the current firm under a year ago.
L••• C••••••• S••••• W••••• P•••••••, C••••••••• N•
independent RIA
- 38% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (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
published business email at spartawp.com (firm_website)
Who else to call: 8 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T••••• R•••• S••••• W••••• P•••••••, C••••••••• N•
independent RIA
- 38% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (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 spartawp.com (apollo)
Who else to call: 3 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).
C••••••••• L•••••• L•• F•••••••• L••, E••••••••• I•
broker-dealer affiliated
- this office went from 30 to 22 registered advisors over the last year, with 11 leaving for other firms (latest 2026-06-16)
  2026-06-16 (3 months 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.
D•••• T••••••• S••••• W••••• P•••••••, C••••••••• N•
independent RIA
- 38% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (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 spartawp.com (apollo); LinkedIn profile
Business ties: Extensive: 2 operating or professional businesses, 1 real-estate entity, 3 investment vehicles, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 31 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).
R••••• P••••• E••••• J••••, E••••••••• C•
national broker-dealer RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-16)
  2026-06-16 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 edwardjones.com (apollo); LinkedIn profile
Before a call: practice size.
K••••• Q••••••••• A••••• A•• P••••••• S•••••••, P••••••••• P•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (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); LinkedIn profile
Before a call: practice size.
P•••••• M••••••• N••••••• A•••••••, R•••••• P•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-15)
  2026-06-15 (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
Team
No team seen
Contact
Direct
verified business email at nordwandcapital.com (hunter); LinkedIn profile
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
S•••• B••• A••••• A•• P••••••• S•••••••, P••••••••• P•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (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); LinkedIn profile
Before a call: practice size.
K•••••• C••••••••• A••••• A•• P••••••• S•••••••, P••••••••• P•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (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); 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).
Before a call: practice size.
G•••• F••••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 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 lindenthomas.com (hunter); LinkedIn profile
Who else to call: 12 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).
B•••••• D•••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 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 lindenthomas.com (hunter); LinkedIn profile
Who else to call: 16 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
N••• S•••••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 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 lindenthomas.com (hunter)
Who else to call: 18 related advisors, 11 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).
Z•••••• L••••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 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 lindenthomas.com (hunter); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
L••• S•••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 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 lindenthomas.com (hunter)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.

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