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

Derek Lunka Benjamin F. Edwards Wealth Management, LLC, St. Louis, Mo
independent RIA
- 40% of this office left for other firms in the last six months (latest 2026-04-24)
  2026-04-24 (5 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at bfewealth.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Quinn Longhurst Andina Advisors, Logan, Ut
independent RIA
- this office went from 11 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-04-08)
  2026-04-08 (6 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
Team
No team seen
Contact
Direct
verified business email at andinaadvisors.com (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
David Paradise Nepsis, Inc., Minneapolis, Mn
independent RIA
- this office went from 15 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-04-07)
  2026-04-07 (6 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
Team
No team seen
Contact
Direct
verified business email at nepsis.com (hunter); LinkedIn profile
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).
Before a call: practice size.
R••••• L•••• N•••••• I•••, M••••••••• M•
independent RIA
- this office went from 15 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-04-07)
  2026-04-07 (6 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 nepsis.com (hunter); LinkedIn profile
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).
Before a call: practice size.
C•••••• E•••••••• N•••••• I•••, M••••••••• M•
independent RIA
- this office went from 15 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-04-07)
  2026-04-07 (6 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 nepsis.com (hunter); LinkedIn profile
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••• S••••••• A••••• A•• P••••••• S•••••••, C••••••••• V•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 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•••••• D•• Y••• I•• L••, S•• G•••••• U•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 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 youria.com (hunter)
Business ties: Some: 1 operating or professional business, 1 nonprofit or civic board/officer role 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; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
D•••••• G••••• U•• F•••••••• S••••••• I•••, H•••••• O•
wirehouse
- this office went from 19 to 13 registered advisors over the last year, with 7 leaving for other firms (latest 2026-04-02)
  2026-04-02 (6 months ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ubs.com (apollo)
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• F••••• C••••••••• F•••••••• N••••••, B••••••••• N•
national broker-dealer RIA
- this office went from 8 to 5 registered advisors over the last year, with 4 leaving for other firms (latest 2026-03-31)
  2026-03-31 (6 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 commonwealth.com (apollo)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••• W••••••• F•••••••• C••••••• L••, T•••••• M•
independent RIA
- this office went from 17 to 11 registered advisors over the last year, with 6 leaving for other firms (latest 2026-01-30)
  2026-01-30 (8 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
published business email at financialcouncil.com (firm_website)
Who else to call: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D••••• J•••• S••••••• E••••• M••••••••• L••, T••••• F•
independent RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-28)
  2026-01-28 (8 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 suncoastequity.com (hunter)
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
R••••• C••••••• S••••••• E••••• M••••••••• L••, T••••• F•
independent RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-28)
  2026-01-28 (8 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 suncoastequity.com (hunter)
Who else to call: 12 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D••••• M••••••• S••••••• E••••• M••••••••• L••, T••••• F•
independent RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-28)
  2026-01-28 (8 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 suncoastequity.com (hunter); LinkedIn profile
Who else to call: 19 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
E•••••••• K•••••• N••••••••• M••••• I••••••••• S•••••••••, B•••• R••••• L•
no RAUM reported
- this office went from 16 to 9 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-13)
  2026-01-13 (9 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)
Who else to call: 7 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.
K•••• A••••••• N••••••••• M••••• I••••••••• S•••••••••, B•••• R••••• L•
no RAUM reported
- this office went from 16 to 9 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-13)
  2026-01-13 (9 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: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E••• A•••• N••••••••• M••••• I••••••••• S•••••••••, B•••• R••••• L•
no RAUM reported
- this office went from 16 to 9 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-13)
  2026-01-13 (9 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
W••••• H••• N••••••••• M••••• I••••••••• S•••••••••, B•••• R••••• L•
no RAUM reported
- this office went from 16 to 9 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-13)
  2026-01-13 (9 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: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••••• R•••••• N••••••••• M••••• I••••••••• S•••••••••, O••••••• C•••• O•
no RAUM reported
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-12-21)
  2025-12-21 (9 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: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• H•••••• N••••••••• M••••• I••••••••• S•••••••••, O••••••• C•••• O•
no RAUM reported
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-12-21)
  2025-12-21 (9 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: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• B•••• N••••••••• M••••• I••••••••• S•••••••••, O••••••• C•••• O•
no RAUM reported
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-12-21)
  2025-12-21 (9 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)
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L••••• H•••• N••••••••• M••••• I••••••••• S•••••••••, O••••••• C•••• O•
no RAUM reported
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-12-21)
  2025-12-21 (9 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); direct line printed for this person; LinkedIn profile
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••••• B•••••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••• M•••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 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); direct line printed for this person; LinkedIn profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••••• S•••••••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••••• S•••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••••• O•••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 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
Before a call: practice size.
R•••••• K•••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••••• K•••••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• G•••••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• C••••••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• T••••••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• V••••• P•• A•••••••, A••••••••• N•
independent RIA
- this office went from 9 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-11-10)
  2025-11-10 (11 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
published business email at cuefinancial.com (firm_website); 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.
H•••••• S••••• P•• A•••••••, A••••••••• N•
independent RIA
- this office went from 9 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-11-10)
  2025-11-10 (11 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
published business email at cuefinancial.com (firm_website); direct line printed for this person
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
W•••••• B•••• P•• A•••••••, A••••••••• N•
independent RIA
- this office went from 9 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-11-10)
  2025-11-10 (11 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
published business email at cuefinancial.com (firm_website); direct line printed for this person
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• T••••• B•••••• L••• A••••••• S•••••••• I•••, B••••••••• T•
broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 4 leaving for other firms (latest 2025-10-28)
  2025-10-28 (11 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 bankerslife.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: practice size; joined the current firm under a year ago.
T•••••• L•••••• W•••• F•••• A•••••••, W•••••••• O•
wirehouse
- this office went from 13 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-19)
  2026-08-19 (38 days ago). At W•••• F••••, 8.3% with this moved within a year against 5.3% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at wellsfargoadvisors.com (apollo); LinkedIn profile
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
A•••• M••• A••••••••• F•••••••• S•••••••• L••, F•••••••• T•
national broker-dealer RIA
- this office went from 21 to 10 registered advisors over the last year, with 13 leaving for other firms (latest 2026-02-10)
  2026-02-10 (8 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ampf.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
S•••••• P•••• A••••••••• F•••••••• S•••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
- this office went from 59 to 22 registered advisors over the last year, with 21 leaving for other firms (latest 2026-07-15)
  2026-07-15 (2 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
verified business email at ampf.com (hunter)
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.
R••••• D••••• A••••••••• F•••••••• S•••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
- this office went from 59 to 22 registered advisors over the last year, with 21 leaving for other firms (latest 2026-07-15)
  2026-07-15 (2 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
verified business email at ampf.com (hunter)
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.
L••••• K•••••• A••••••••• F•••••••• S•••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
- this office went from 59 to 22 registered advisors over the last year, with 21 leaving for other firms (latest 2026-07-15)
  2026-07-15 (2 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
verified business email at ampf.com (hunter)
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.

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