Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

Jacob Ness Kreitler Financial LLC, New Haven, Ct
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to Commonwealth
  2026-06-22 (3 months ago). At independent RIAs, 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).
  Beau Tillinghast to Commonwealth
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kreitlerfinancial.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Dwayne Tyril Kreitler Financial LLC, New Haven, Ct
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to Commonwealth
  2026-06-22 (3 months ago). At independent RIAs, 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).
  Beau Tillinghast to Commonwealth
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kreitlerfinancial.com (hunter)
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: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Brian Franke Integrated Capital Management, Bloomfield Hills, Mi
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to Creative Financial Designs, Inc.
  2026-05-04 (5 months ago). At independent RIAs, 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).
  Kenneth Coe to CREATIVE FINANCIAL DESIGNS, INC.
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at icapitalmgt.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
E••• S•••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to C••••••• F•••••••• D••••••• I•••
  2026-05-04 (5 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).
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at icapitalmgt.com (firm_website); LinkedIn profile
Missing: who works with them (team unresolved).
C•••••• K••••••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to C•••••••••
  2026-06-22 (3 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).
  B••• T••••••••• to C•••••••••
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kreitlerfinancial.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
E•••• W••• E•••••• A•••••••• L••, B•••••••• W•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 days 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
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at emeraldadv.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
M•••••• S•••• E•••••• A•••••••• L••, B•••••••• W•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 days 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
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at emeraldadv.com (hunter); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
F•••• F••••••• F••••••••• L••, N•• O••••••• L•
Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-09-22)
  2026-09-22 (4 days 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
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at freegulliver.com (apollo)
Missing: the full regulatory record; who works with them (team unresolved).
S••••• L••••• A••••••• W••••• M••••••••• G••••• L••, F••••••••• N•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-02)
  2026-09-02 (24 days 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
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at alliancewmg.com (hunter)
Missing: a meaningful reason; who works with them (team unresolved).
T••••• M••••• A••••••• W••••• M••••••••• G••••• L••, F••••••••• N•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-02)
  2026-09-02 (24 days 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
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at alliancewmg.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 meaningful reason; who works with them (team unresolved).
P•••• B•••• R••••••••• C•••••• M••••••••• I••, J••••••••• F•
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at riverplacecapital.com (firm_website)
Missing: the full regulatory record; who works with them (team unresolved).
J••• P••••• C••••• F••••••••• L••, G••• A••••• V•
Call-readyindependent RIA
- 60% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at clarisfinancial.com (firm_website); LinkedIn profile
Missing: who works with them (team unresolved).
D•••••• T••••• C••••• F••••••••• L••, G••• A••••• V•
Call-readyindependent RIA
- 60% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at clarisfinancial.com (firm_website)
Missing: who works with them (team unresolved).
M•••••• G••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at castlewm.com (firm_website); LinkedIn profile
Missing: who works with them (team unresolved).
S•••• W••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at castlewm.com (firm_website); LinkedIn profile
Missing: the current role; who works with them (team unresolved).
C•••••••• W••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at castlewm.com (firm_website); LinkedIn profile
Missing: who works with them (team unresolved).
N••••••• F••••••• V••••••••• W••••• M••••••••• I•••, R••••••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-18)
  2026-06-18 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at vermwealth.com (apollo); LinkedIn profile
Missing: who works with them (team unresolved).
C•••• D••• V••••••••• W••••• M••••••••• I•••, R••••••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-18)
  2026-06-18 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at vermwealth.com (apollo); LinkedIn profile
Missing: who works with them (team unresolved).
D••••• G•••••• F•••••••• W••••• P•••••••• L••, N••••• L•••• F••••• M•
Call-readyindependent RIA
- 20% 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
$250M+
Team book $1B+
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
R•••• W•••••• F•••••••• W••••• P•••••••• L••, N••••• L•••• F••••• M•
Call-readyindependent RIA
- 20% 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
$250M+
Team book $1B+
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
B•• L••••••• A•••• C•••• C•••••• L••, F••• C••••••• C•
Call-readyindependent RIA
- 20% 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).
- a prior co-move teammate left the firm for an independent RIA on 2026-05-11. null went to C•••••••••
  2026-05-11 (5 months ago). At I•••••••••, 10.0% 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).
  N••••••• H•••••••• to C•••••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at acorncreekcapital.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: who works with them (team unresolved).
S•••••• B••••• F•••••••• W••••• P•••••••• L••, N••••• L•••• F••••• M•
Call-readyindependent RIA
- 20% 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
$250M+
Team book $1B+
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website)
Missing: a usable practice size; who works with them (team unresolved).
S••••• M•••••• A•••• C•••• C•••••• L••, F••• C••••••• C•
Call-readyindependent RIA
- 20% 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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at acorncreekcapital.com (hunter)
Missing: the current role; who works with them (team unresolved).
D••••• Q••••••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cogentprivatewealth.com (hunter); direct line printed for this person; LinkedIn profile
Missing: who works with them (team unresolved).
D•••• C•••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cogentprivatewealth.com (hunter); direct line printed for this person; LinkedIn profile
Missing: who works with them (team unresolved).
B•••••• L••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cogentprivatewealth.com (hunter)
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J••••••• S••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% 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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
R••• T••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% 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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
M•••• S•••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% 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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
M•••• L••• L••• B••••••• I••••••••• C••••••, P•••••••• A•
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 days 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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at lanebrothers.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).
D•••• R••• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•
Call-readyindependent 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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at pricefg.com (hunter); LinkedIn profile
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
A••••• K•••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)
  2026-04-28 (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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at iwadirect.com (firm_website)
Missing: a usable practice size; the current role; who works with them (team unresolved).
W•••••• T•••••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)
  2026-04-28 (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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at iwadirect.com (firm_website)
Missing: a usable practice size; who works with them (team unresolved).
C••••••••• K••••••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)
  2026-04-28 (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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at iwadirect.com (firm_website)
Missing: a usable practice size; 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).
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).
J••• K•••• F••••••••• F•••••••• P•••••••, S•••••• V•••••• W•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-03-27)
  2026-03-27 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at kiepefinancial.com (firm_website); direct line printed for this person; LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
S•••••• T••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•
Call-readyindependent 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
2 move with them
Contact
Direct
verified business email at lindenthomas.com (hunter); LinkedIn profile
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
R•••••• W••••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent 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
2 move with them
Contact
Direct
verified business email at ironwoodwm.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).

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