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

Brandon Mcpherson Linden Thomas Advisory Services, LLC, Charlotte, Nc
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 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 lindenthomas.com (hunter); LinkedIn profile
Who else to call: 19 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Jack Lawrence Linden Thomas Advisory Services, LLC, Charlotte, Nc
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 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 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.
Nicholas Naubert Northwestern Mutual Investment Services,LLC, Seattle, Wa
no RAUM reported
- this office went from 15 to 10 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-10)
  2026-06-10 (4 months ago). Across all advisors, 13.7% with this moved within a year against 4.9% without it (2.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••••• M••••••• N••••••••• M••••• I••••••••• S•••••••••, S••••••• W•
no RAUM reported
- this office went from 15 to 10 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-10)
  2026-06-10 (4 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at nm.com (hunter)
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 13 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.
T•••• W••••• N••••••••• M••••• I••••••••• S•••••••••, S••••••• W•
no RAUM reported
- this office went from 15 to 10 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-10)
  2026-06-10 (4 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• K•••• N••••••••• M••••• I••••••••• S•••••••••, S••••••• W•
no RAUM reported
- this office went from 15 to 10 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-10)
  2026-06-10 (4 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
1-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• B••••• N••••••••• M••••• I••••••••• S•••••••••, S••••••• W•
no RAUM reported
- this office went from 15 to 10 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-10)
  2026-06-10 (4 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• J••••••• N••••••••• M••••• I••••••••• S•••••••••, S••••••• W•
no RAUM reported
- this office went from 15 to 10 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-10)
  2026-06-10 (4 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••• P••••• A••••• A•• P••••••• S•••••••, A••••••• M•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-09)
  2026-06-09 (4 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 tiaa.org (apollo); 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).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D•••• R••• V•••••• A•••••••• I•••, G••••••••• M•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 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 beauportfinancial.com (firm_website)
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• J••••• C• P••••••• C•••, P•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)
  2026-06-02 (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
published business email at finaltllc.com (firm_website)
Who else to call: 24 related advisors, 24 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••• G••••••• C• P••••••• C•••, P•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)
  2026-06-02 (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
published business email at vertwealth.com (firm_website); LinkedIn profile
Who else to call: 28 related advisors, 28 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• N••••• I••••••• W••••• M••••••••• L••, C•••••••• A•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-05-29)
  2026-05-29 (4 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 us.forvismazars.com (apollo); LinkedIn profile
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).
Before a call: joined the current firm under a year ago.
N•••• K••••• B••••••••• W•••••, L••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-28)
  2026-05-28 (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).
- passed the Series 65 on 2026-04-10 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-04-10 (6 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
published business email at bellww.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
C•••• B••••• B••••••••• W•••••, L••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-28)
  2026-05-28 (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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bellww.com (firm_website)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
L•••• F•••• B••••••••• W•••••, L••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-28)
  2026-05-28 (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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bellww.com (firm_website)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
A••• S••• B••••••••• W•••••, L••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-28)
  2026-05-28 (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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bellww.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
T•• N••••• W•••••• S••••••••• I•••, D•••••• T•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-05-21)
  2026-05-21 (4 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 wedbush.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J•••• G••••• C•••••••• W••••• M•••••••••, M•••••• V•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-05-15)
  2026-05-15 (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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at centurionwealth.com (firm_website)
Business ties: Some: 2 nonprofit or civic board/officer roles on file. A measure of business ties, not of book size or clients.
Who else to call: 14 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).
M••• M••••• C•••••••• W••••• M•••••••••, M•••••• V•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-05-15)
  2026-05-15 (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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-05-15. null went to L••
  2026-05-15 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D••••• C•••••••• to L••
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 centurionwealth.com (firm_website)
Who else to call: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
S••••••• N•••••• C•••••••• W••••• M•••••••••, M•••••• V•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-05-15)
  2026-05-15 (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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at centurionwealth.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
W•••• P•••• C•••••••• W••••• M•••••••••, M•••••• V•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-05-15)
  2026-05-15 (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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at centurionwealth.com (hunter); 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).
P•••••• M•••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 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 umb.com (hunter); LinkedIn profile
Before a call: practice size.
F•••••• S••••••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 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 umb.com (hunter); LinkedIn profile
Before a call: practice size.
S••••• W••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 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 umb.com (hunter); LinkedIn profile
Before a call: practice size.
C•••• S••••••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 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 umb.com (hunter)
Before a call: practice size.
J•••• C•••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 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 umb.com (hunter)
Before a call: practice size.
J••••• T••••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 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 umb.com (hunter)
Before a call: practice size.
D•••••• A•••••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 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 umb.com (hunter)
Before a call: practice size.
D•••• E•••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 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 umb.com (hunter); LinkedIn profile
Before a call: practice size.
K•••• E••••••••• S••••• W••••• L••, B••••••••• M•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (5 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 $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at solycowealth.com (hunter)
Who else to call: 14 related advisors, 14 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•••• R••• S••••• W••••• L••, B••••••••• M•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (5 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 $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at solycowealth.com (hunter)
Before a call: joined the current firm under a year ago.
T••• C•••••• B•••••• I••••••••• A•••••••, S••••••••• A•
FORMER_SEC_ADVISER
- 40% of this office left for other firms in the last six months (latest 2026-05-07)
  2026-05-07 (5 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
direct line printed for this person
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• T•••••• B•••••• I••••••••• A•••••••, S••••••••• A•
FORMER_SEC_ADVISER
- 40% of this office left for other firms in the last six months (latest 2026-05-07)
  2026-05-07 (5 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
direct line printed for this person
Who else to call: 10 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• D••••• M•••••• A••••••• S•••••••• L••, L••••••••• K•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-05)
  2026-05-05 (5 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 magnatewealth.com (firm_website)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
L••••• M••• M•••••• I•••••••••, M•••••••• B••••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-01)
  2026-05-01 (5 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
published business email at adviceperiod.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 53 related advisors, 44 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• N••• M••••• I••••••••• L••, P••• S• L••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-30)
  2026-04-30 (5 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 $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at motiv8investments.com (hunter)
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: joined the current firm under a year ago.
A••••• K••••••• M••••• I••••••••• L••, P••• S• L••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-30)
  2026-04-30 (5 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 $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at motiv8investments.com (hunter); LinkedIn profile
Who else to call: 7 related advisors, 5 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).
K•••••••• S••••••••• M••••• I••••••••• L••, P••• S• L••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-30)
  2026-04-30 (5 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 $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at motiv8investments.com (hunter)
Who else to call: 9 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C•••••••• K•••••••• M••••• I••••••••• L••, P••• S• L••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-30)
  2026-04-30 (5 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 $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at motiv8investments.com (hunter)
Who else to call: 8 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

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.