Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

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Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

Michael Dechiario Wells Fargo Advisors, Radnor, Pa
Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: Goalpost Wealth Management, LLC
  2026-06-05 (4 months ago). Across all advisors, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
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: Broad: 2 operating or professional businesses, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Nancy Lyons Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chester, Nj
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to Morgan Stanley
  2026-05-04 (5 months ago). At Merrill, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Lewis Block to Morgan Stanley
Timing
Strong 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 ml.com (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).
Missing: a usable practice size; who works with them (team unresolved).
Glenn Schunkewitz Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chester, Nj
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to Morgan Stanley
  2026-05-04 (5 months ago). At Merrill, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Lewis Block to Morgan Stanley
Timing
Strong 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 ml.com (hunter); LinkedIn profile
Who else to call: 1 related advisor, 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).
B••••••• V•••••• B••••••• P••• F•••••••• I••••••••• A•••••••• I•••, H••••••••• T•
Call-readystate-registered adviser
- passed the Series 63 on 2026-04-14 after 10 years in the industry, not as part of a firm licensing class
  2026-04-14 (6 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at balancedplanfinancial.com (apollo); LinkedIn profile
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
N•••••• V•••• V•••• I••••••••• I•••, L••• M•••• F•
Call-readystate-registered adviser
- is Ceo of a newly filed adviser, first filed 2026-07-20, where they are not yet registered: S• F••••
  2026-07-20 (2 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at virjiinvestments.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
R•••••• G••••• M• P•••••• T•••, L•••• U•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)
  2026-07-01 (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
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at equipyourfuture.com (firm_website)
Missing: who works with them (team unresolved).
D••••• B•••• W•••• F•••• A•••••••, A••••••• N•
Call-readybroker-dealer affiliated
- is F•••••• And C••••••• O•••••• of a newly filed adviser, first filed 2026-04-02, where they are not yet registered: O••••• H••••••• P•••••• W••••• M•••••••••
  2026-04-02 (6 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
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at wellsfargo.com (hunter); LinkedIn profile
Business ties: Extensive: 6 operating or professional businesses, 7 investment vehicles 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).
D••••• S•••• S•••• F•••••••• M••••••••• L••, E•••••• O•
Call-readystate-registered adviser
- passed the Series 63 on 2026-03-16 after 15 years in the industry, not as part of a firm licensing class
  2026-03-16 (6 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at soardfinancial.com (apollo); LinkedIn profile
Missing: who works with them (team unresolved).
A••••• M•••• C••••••••• F•••••••• N••••••, A••••••••• P•
Call-readynational broker-dealer RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-15)
  2026-01-15 (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
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at commonwealth.com (apollo)
Missing: a usable practice size; who works with them (team unresolved).
B••• H•••• C••••••••• F•••••••• N••••••, P••••• T•
Call-readynational broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-31)
  2025-12-31 (9 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
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at guidedpf.com (apollo); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
V•••••• S••••••• A••••••••• F•••••••• S•••••••• L••, M••••• M••••• M•
Call-readynational broker-dealer RIA
- passed an adviser exam (S65) on 2025-09-29 after 28 years in the industry, not as part of a same-week firm licensing class
  2025-09-29 (12 months ago). At A•••••••••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong 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)
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).
J••••• S••••••••• Q••••• F•••••••• H••••••• L••, K•••• T•
Call-readystate-registered adviser
- passed the Series 63 on 2025-09-26 after 5 years in the industry, not as part of a firm licensing class
  2025-09-26 (12 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at quiverfinancial.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
J••••• S•••••• A••••••••• F•••••••• S•••••••• L••, N•• Y•••• N•
Call-readynational broker-dealer RIA
- passed the Series 65 on 2026-06-17 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-06-17 (3 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
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); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
T•••••• L•••••• W•••• F•••• A•••••••, W•••••••• O•
Call-readywirehouse
- 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.
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
A•••• M••• A••••••••• F•••••••• S•••••••• L••, F•••••••• T•
Call-readynational 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; the full regulatory record; who works with them (team unresolved).
W•••••• D•••• O••••••• • D•••• I•••, W••••••••• N•
Call-readystate-registered adviser
- passed an adviser exam (S65) on 2025-12-01 after 34 years in the industry, not as part of a same-week firm licensing class
  2025-12-01 (10 months ago). At A••, 7.2% with this moved within a year against 4.9% without it (1.5x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at obdw.com (firm_website)
Missing: the full regulatory record; who works with them (team unresolved).
D••••• H••••• A••••••••• F•••••••• S•••••••• L••, S••••••••• M•
Call-readynational broker-dealer RIA
- passed the Series 65 on 2025-09-30 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2025-09-30 (12 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
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).

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