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.
High-value opportunities one key field short of a call: finish the research, then call.
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- Marc Shachtman True Wealth Advisory Group, Coral Gables, FlCall-readymixed wealth
- passed the Series 63 on 2026-08-03 after 23 years in the industry, not as part of a firm licensing class2026-08-03 (54 days ago). Across all advisors, 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
- $100M+
- Team book $100M to $250M; portable $204M to $228M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at truewealthadvisorygroup.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).
- Eric Figarsky Clearview Wealth Management, Irvine, CaCall-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to Farther2026-06-23 (3 months ago). At independent RIAs, 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).Mark Phillips to FARTHER
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable $152M to $170M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at clearviewfpg.com (hunter)
Who else to call: 3 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).
- Nicholas Bautista Clearview Wealth Management, Irvine, CaCall-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to Farther2026-06-23 (3 months ago). At independent RIAs, 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).Mark Phillips to FARTHER
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable $152M to $170M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at clearviewfpg.com (apollo); LinkedIn profile
Who else to call: 3 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).
- 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 $120M to $214M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at lanebrothers.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
- M•••••• P•••• Z•••••• R••••••••• P•••••••, R•• B•••• N•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)2026-06-03 (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
- $100M+
- Team book $100M to $250M; portable $86M to $154M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at zynergyretirement.com (hunter)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- 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 $105M to $187M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at iwadirect.com (firm_website)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: 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 $179M to $200M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at iwadirect.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- M•••••• K••• K••• F•••••••• G••••, C••••••••• F•Call-readyindependent RIA
- passed the Series 63 on 2026-01-15 after 8 years in the industry, not as part of a firm licensing class2026-01-15 (8 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable $61M to $109M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at raymondjames.com (apollo); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- G•••••• C••••••• T•• C••••••• G•••• L••, W••••••• M•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-07. null went to I••••••••• W••••• C••••••• L••2026-04-07 (6 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).J••• M•••••• to I••••••••• W••••• C••••••• L••
- Timing
- Timing
- Value
- $100M+
- Team book $100M to $250M; portable $211M to $236M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at thecliffordgrp.com (firm_website); 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).
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