Advisors to call now

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

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

Marc Shachtman True Wealth Advisory Group, Coral Gables, Fl
Call-readymixed wealth
- passed the Series 63 on 2026-08-03 after 23 years in the industry
  2026-08-03 (54 days ago). Across all advisors, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
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 (firm_website)
Austin Collins Integrated Wealth Advisors, LLC, Bellevue, Wa
Call-readyindependent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-02-25, where they are not yet registered: Optimal Tax Asset Management
  2026-02-25 (7 months ago). At independent RIAs, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Randy Smith Clear Sky Financial, LP, Prosper, Tx
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-03 (4 months ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Shawn Peschke to Cwm, Llc
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
J••• P•••••• C•••• S•• F••••••••• L•, P••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-03 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S•••• P•••••• to C••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
A••••• H••••• C•••• S•• F••••••••• L•, P••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-03 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S•••• P•••••• to C••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
J•••• D•••••• C••••••••• P•••••••• M•••••••••, O••••••• P•••• K•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-06 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••• P•••• to I•••••• F•••••••• S•••••••; R•• E•••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
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 (firm_website)
D•••• T••••••• H••••••• A•••• M••••••••• L••, B•••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••• P•••• to I•••••• F•••••••• S•••••••
Timing
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 (firm_website)
D••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-03 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M••• Y••••• to E•••• F•••••••• G••••• L••
Timing
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 (firm_website)
M••••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-03 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M••• Y••••• to E•••• F•••••••• G••••• L••
Timing
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 (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).
P••• R••••••• H•••• • A••••••••• W••••• M••••••••• L••, C•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-01 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••••• B•••••••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
P•••• G••••• A••• W••••• P•••••••, C••••••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-16 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  F•••••• C••••••• to M••••••
Timing
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 (firm_website)
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
J••••••• D•••• S••••• C••••••• I•••, L•• V••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-19 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••••• P••••••• to S•••••••• W•••••• L••
Timing
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 (firm_website)
R•••••• C•••••• I••••••••• W••••• S•••••••••, C••••••• S••••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-20 (5 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••• G•••• to A•••••• W••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
J••••••• H••• I••••••••• P••••••• • I•••••••••, C•••••• C•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-07 (6 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R••• B••••• to P•••••••• L••
Timing
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 (firm_website)
C••••••••• F••• I••••••••• P••••••• • I•••••••••, C•••••• C•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-07 (6 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R••• B••••• to P•••••••• L••
Timing
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 (firm_website)
G••••• G••••• F••••••• W••••• A•••••••• L••, I•••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-06 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R••• C•••••• to M••••• A•••••••
Timing
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 (hunter)
T•••••• D••••• D••••• W••••• M••••••••• L••, O•• B••••• I•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-16 (10 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  W•••• S••••• to B••• A••••••••• I••
Timing
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 (firm_website)
A••••• C••••••• B••••••••• F•••••••• A•••••••• L••, B•••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-14 (12 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M••• A••••••• to A•••••• W••••• M••••••••• L••
Timing
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 (firm_website)
C••• F••••••• W••••••••• I•••••••••, G•••••••• V••••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••••• M••••• to S•••• W••••• P•••••••
Timing
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 (firm_website)
G••• H••••••••• B•••• L•• F•••••••• G••••• L••, B•••• R••••• L•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• C••• to V•••••• F••••••••
Timing
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 (hunter)
G••• R•••• W••••••••• I•••••••••, G•••••••• V••••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••••• M••••• to S•••• W••••• P•••••••
Timing
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 (apollo)
B•••• M•••• F•••••••• R•••••, C••••••••• O•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-03 (23 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  W•••••• V•••••• to R••••••• W••••• M•••••••••; J••• B••• to M•• C•••••• M••••••••• L••
Timing
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 (hunter)
C•••••• B••••• A••••••• W••••• M•••••••••, S•••••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-31 (26 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••••• H•••• to N••• J••••• W••••• M•••••••••
Timing
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 (firm_website)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
N•••• K••• K••• C•••••• A••••••• L••, V•••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-26 (31 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••••• T•••••• to E•••••• W••••• M••••••••• L••
Timing
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 (firm_website); direct line printed for this person
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
W•••••• T••••• K••• C•••••• A••••••• L••, V•••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-26 (31 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••••• T•••••• to E•••••• W••••• M••••••••• L••
Timing
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 (apollo); direct line printed for this person
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K••••••• H•••••• G•••••••• F•••••••• G••••, C•••••• I•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-13 (44 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A••• H••••••••• to F••••• I•••••••••
Timing
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 (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
D••••• G••••• A•••••••• I••••••••• M•••••••••, L••••••••• K•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-05 (52 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• M•••••• to P••••• A••••••• L••
Timing
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 (firm_website)
C•••••• C••••••••• C••••••••• F•••••••• S••••••••• I•••, H••••••• T•
Call-readyinstitutional manager
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-30 (58 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J•••••• H••••• to 1• W••••• A••••••• L••
Timing
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 (firm_website)
N••••• J•••••• M•••••• F•••••••• S•••••••••, F••• W••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-23 (2 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  B•••••• C••• to F••••• I•••••••••
Timing
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 (firm_website)
S•••••• G•••••• G•••••• W••••• A•••••••• L••, L••••••••• K•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-20 (2 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  B•••• L•••• to R•• A•••••••• L••
Timing
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 (firm_website)
D••• G•••••• G•••••• W••••• A•••••••• L••, L••••••••• K•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-20 (2 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  B•••• L•••• to R•• A•••••••• L••
Timing
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 (firm_website)
V•••••• G•••••••• B••••• W••••• A•••••••, L•• V••••• N•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-16 (2 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  W•••••• P••••• to F••••• I•••••••••; C•••••••• S•••••• to L•••••••• A•••••••• L••
Timing
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 (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).
M••• S••••••••• F••••• I••••••••• C••••••••• I•••, M••••••• T•
Call-readyindependent RIA
- 5 known colleagues moved to an independent RIA in the last 180 days. 5 went to C•••••• B••••• A•••••••
  2026-07-16 (2 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••• G•••• to C•••••• B••••• A•••••••; C•••• L•• R•••• to C•••••• B••••• A•••••••; D•••• W•••••• to C•••••• B••••• A•••••••; P•••• G•••• to C•••••• B••••• A••••••• and 1 more
Timing
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 (firm_website)
A••••• H•••• M••••••• W•••••, S•••••• T•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-10 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• W•••••• to P••••••••• F••••••••• L••; A••••• K••••• to E•••••••• P•••• W••••• P•••••••• L••
Timing
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 (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).
R•••• D••••• D•• W••••• M••••••••• L••, S•• J•••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-08 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D••••• D••••• to C••••• P••••••• L••
Timing
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 (firm_website)
T•••• N••••••• D•• W••••• M••••••••• L••, S•• J•••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-08 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D••••• D••••• to C••••• P••••••• L••
Timing
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 (firm_website)
M•••••• S•••••• S•• A•••• A•••• A•••••••, B••• R••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••
Timing
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 (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).
A•••• P•••••• L•••• W••••• M••••••••• L••, G••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-03 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M••• Y••••• to E•••• F•••••••• G••••• L••
Timing
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 (firm_website)
J••••• L••• D••••• L••, H••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-18 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S•••• S••••••• to R•• A•••••••• L••
Timing
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 (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).
A••• S•••• S••••••••• F•••••••• L••, F••• W••••• T•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-06-16 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• M••••• to A••••• W••••• P••••••• L••; R•••• G••••• to M••••••
Timing
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 (firm_website)

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