Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Someone who moved firms with this advisor before has just left.
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- Jacob Ness Kreitler Financial LLC, New Haven, CtCall-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 Commonwealth2026-06-22 (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, CtCall-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 Commonwealth2026-06-22 (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, MiCall-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).
- 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).
- M•••••• B•••••• R•• W••••• M••••••••• L••, N•••••• B••••• C•Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-03-30. null went to A•••• O•• W••••• M••••••••• L••2026-03-30 (6 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).T••••• H•••••• to A•••• O•• W••••• M••••••••• L••
- 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 rba-wealth.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).
- J••• J•••••• J•• W••••• M••••••••• L••, H•••••••• R••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••2026-09-11 (15 days 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).L••• N••••• to G••••••• R•••• C•••••• L••
- Timing
- 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
- published business email at jplwm.com (firm_website)
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: who works with them (team unresolved).
- D•••• K•••• R••••••••• P••••••• G••••• L••, M••••• N•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-04. null went to S••••• O•• S••••••••• I•••2026-09-04 (22 days 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).N•••••• D•••• to S••••• O•• S••••••••• I•••
- Timing
- 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 rpgretire.com (firm_website)
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).
- B•••• H••••• F•••••• I••••••••• M••••••••• I•••, S•••• W••••••• C•Call-readyindependent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-10. null went to 3• A•••••• G••••• I•••2026-08-10 (47 days 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).S•••• H••••• to 3• A•••••• G••••• I•••
- Timing
- 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 freedomadvisors.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).
- L•••• K•••••••• M••••• I••••••••• G••••• L••, W••••••• K•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-21. null went to R•• I••••••••• L••2026-05-21 (4 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).D•••••• M••••• to R•• I••••••••• L••
- Timing
- 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 marketadvisorygroup.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- G•••••• G••••••• R••••••• W••••• M••••••••• L••, I•••• T••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Direct
- published business email at rocklinewealth.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
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