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

William Kemple Commonwealth Financial Network, East Longmeadow, Ma
Call-readynational broker-dealer RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-08-10, where they are not yet registered: Savlan Wealth Partners
  2026-08-10 (47 days 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
2 move with them
Contact
Direct
verified business email (apollo)
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file; 2 parcel(s) owned by these entities on the assessor rolls DFX holds. A measure of business ties, not of book size or clients.
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
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 (apollo)
Business ties: Broad: 2 operating or professional businesses, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Rodney Chu J.P. Morgan Securities LLC, Beverly Hills, Ca
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At wirehouses, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Justin Koroyan to Citigroup Global Markets Inc.; Brooke Bodner to Private Advisor Group, Llc
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 (apollo)
J••••••• C••••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
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 (apollo)
A••••• M•••••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
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 (apollo)
D••••• W••• J••• M••••• S••••••••• L••, A•••••• C•
Call-readywirehouse
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices
  2026-06-18 (3 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B••••••• G•••••• to S•••; S••••• C••• to P•• W••••• M•••••••••
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 (apollo)
J••••• L••• J••• M••••• S••••••••• L••, F••• L••••••••• F•
Call-readywirehouse
- 2 of the 7 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-06-09 (4 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  E••• M•••••• to U•• F•••••••• S••••••• I•••; R•••••• B••••• to L•• F•••••••• L••
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 (apollo)
M•••••• S•••••• J••• M••••• S••••••••• L••, F••• L••••••••• F•
Call-readywirehouse
- 2 of the 7 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-06-09 (4 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  E••• M•••••• to U•• F•••••••• S••••••• I•••; R•••••• B••••• to L•• F•••••••• L••
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 (apollo)
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 (hunter)
Business ties: Extensive: 6 operating or professional businesses, 7 investment vehicles on file. A measure of business ties, not of book size or clients.
C•••• B•••• J••• M••••• S••••••••• L••, P••• B•••• G••••••• F•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-14 (6 months ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M•••••• B•••••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
4 move with them
Contact
Direct
verified business email (apollo)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K•••••• S••••••• R••••• P••••••••• M••••••••• L••, M••••••••• P•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (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.
  S••••••• B•••• to O•••••• C•••••••• A•••••••• L••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 10 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T•••• M••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
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 (apollo)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R•••••• K•••• R••••• P••••••••• M••••••••• L••, M••••••••• P•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (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.
  S••••••• B•••• to O•••••• C•••••••• A•••••••• L••
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 (firm_website)
Who else to call: 10 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••••• S• C•••• B•••• F•••••••• G••••• L••, C•••• C••••• M•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-05-28 (4 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.
  A••••• F••••••• to V••••• P••••••• W••••• A•••••••; K••• F•••••• to A••••••• S••••••• N••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 8 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
F•••• B••••• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
Call-readynational broker-dealer RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to E••••• J••••
  2026-04-29 (5 months ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• H•••••• to E••••• J••••; W•••••• M••••• to E••••• J••••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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).
F•••• B••••• J•• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
Call-readynational broker-dealer RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to E••••• J••••
  2026-04-29 (5 months ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• H•••••• to E••••• J••••; W•••••• M••••• to E••••• J••••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
published business email (firm_website)
B•••••• M•••••• M•••••• W••••• M•••••••••, P•••••••• A•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-21 (5 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.
  D•••• W••••••••• to C••••••••• F••••••••
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 (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).
R••••• B••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
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 (apollo)
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••• S•••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
J•••• L••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
B•••••• Z•••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
B•••• B••• B••• W••••• M•••••••••, D••••••••• W•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-18 (8 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.
  W•••• P•••••••• to F•••••••• S•••••• G•••• I••
Timing
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
published business email (firm_website)
R•••• R••••• G••• R••••• A•••••••• L••, P••• B•••• G••••••• F•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  A•••••••• S••••• to C•••••• A•••• M••••••••• L••
Timing
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
published business email (firm_website)
M••••••• P•••••• S•• F•••••••• P•••••••• L••, N•• Y•••• N•
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
$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 (firm_website)
B•••••• O••• T•••••••• F•••••••• L••, H••••••••• N•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-21 (36 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.
  D••••• P••••••• to C•••••• F•••••••• M••••••••• L••; M•••••• P••• to V••••• C•••••• M••••••••• L••
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 (firm_website)
W•••••• H•••••• C••••••••• F•••••••• N••••••, A••••••••• G•
Call-readynational broker-dealer RIA
- 3 of the 10 advisors at this office left in the last 180 days (30%), against a median of 0% across the firm's other offices. 3 went to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  2026-08-20 (37 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  N•••••••• L•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; P•••• R•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; S•••••• G•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
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 (apollo)
J•••• C••• V••••••• L••, R••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-30 (58 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•••••• G••••• to R•• A•••••••• L••
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 (firm_website); direct line printed for this person
D••••• P••••••• B••••• C•••••• C••••••••• L••, N•••••• B••••• C•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-20 (2 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.
  K•••• M••••• to A•• W••••• A•••••••• L••
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 (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
J•••• R•••••••• S••••• P•••• A••••••• L••, L••• O•••••• O•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-15 (2 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.
  B••••••• Y•••• to C••••••• P•••••••
Timing
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
published business email (firm_website)
C••••• Y•••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
Call-readynational broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 months ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• and 2 more
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 (apollo)
S•••• H••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
Call-readynational broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 months ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• and 2 more
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 (apollo)
R•••••• G••••• M• P•••••• T•••, L•••• U•
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.
  R•••••• A••••••• to O••••• W••••• M•••••••••
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 (firm_website)
B•••• H•••••• A•••••• F•••••••• G••••• L••, A••••••• N•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-25 (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.
  L•••• P••••• to S•••••• F•••••••• A•••••••
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 (firm_website)
T•••••• B•••• Y•• W•••••, N•• A•••••• O•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-23 (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.
  A•••• M•••••• to F•••••••• L••• A•••••••
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 (firm_website)
G••••••• M••••••• R••••• G••••• I•••, P••••••• M•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-13 (5 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.
  K•••• S•••• to F••••• I•••••••••
Timing
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
published business email (firm_website); direct line printed for this person
A••• C••••• A•• A••••••• F•••••••• L••, M••••••• C•••• T•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-11 (5 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.
  S••••• V••••••••• to C••••••••• I••••••••• A•••••••• L••
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 (firm_website)
W•••••• D•••• O••••••• • D•••• I•••, W••••••••• N•
Call-readystate-registered adviser
- passed the Series 65 on 2025-12-01 after 35 years in the industry
  2025-12-01 (10 months ago). At A••, 6.8% with this moved within a year against 4.9% without it (1.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-01 (5 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.
  W••••• A••••• to L••••••• W••••• M•••••••••
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 (firm_website)
D••• S•••••• S•••••• W••••• P••••••• L••, P•••••• O•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-01 (5 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.
  J••••• M•••• to C••••• P••••••• L••
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 (firm_website)
P•••• W••••• 7•• W•••••• L••, D•••••••• N•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-21 (5 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.
  J•••• H•••••• to A••••••• W••••• M••••••••• L••
Timing
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
published business email (firm_website)
M•••••• M•••••• V•••••• P•••• M••••••••• I•••, N•••• O••••• U•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-08 (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.
  J•••• B•••••••• to T••••• W••••• M••••••••• L••
Timing
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
published business email (firm_website)

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