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.
Anything dated in the last 90 days, measured or not.
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- Naushad Virji Virji Investments, Inc., Lake Mary, FlCall-readystate-registered adviser
- is Ceo of a newly filed adviser, first filed 2026-07-20, where they are not yet registered: Sp Funds2026-07-20 (2 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+
- Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at virjiinvestments.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
- Richard Grider My Prosper Team, Lehi, UtCall-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 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).
- 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).
- Timothy Leonard Wells Fargo Advisors, Westlake, OhCall-readywirehouse
- this office went from 13 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-19)2026-08-19 (38 days ago). At Wells Fargo, 8.3% with this moved within a year against 5.3% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Timing
- measured at this firm
- 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 wellsfargoadvisors.com (apollo); LinkedIn profile
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- K•••••• S••••••• R••••• P••••••••• M••••••••• L••, M••••••••• P•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 at retirepittsburgh.com (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).
Before a call: a dated reason to call now.
- R•••••• K•••• R••••• P••••••••• M••••••••• L••, M••••••••• P•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 retirepittsburgh.com (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).
Before a call: a dated reason to call now.
- J•••• C••• V••••••• L••, R••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 brightonsecurities.com (firm_website); direct line printed for this person
Before a call: a dated reason to call now.
- J••••• R•••••• B•••••• W••••• M••••••••• L••, S•• L••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 breiterwealth.com (firm_website)
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- B•••••• M•••••• M•••••• W••••• M•••••••••, P•••••••• A•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 montoyawealth.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).
Before a call: a dated reason to call now.
- K••• D•••••• E••••• J••••, M•••••••• L•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 edwardjones.com (apollo); LinkedIn profile
Before a call: a dated reason to call now.
- M••••••• P•••••• S•• F•••••••• P•••••••• L••, N•• Y•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 smpfp.com (firm_website)
Before a call: a dated reason to call now.
- J•••• R•••••••• S••••• P•••• A••••••• L••, L••• O•••••• O•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 at planserene.com (firm_website)
Before a call: a dated reason to call now.
- B•••••• O••• T•••••••• F•••••••• L••, H••••••••• N•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 trusttreefinancial.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
- S••• M•••••• A••••••••• F•••••••• S•••••••• L••, P••• B•••• G••••••• F•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 ampf.com (hunter)
Before a call: a dated reason to call now.
- P•••• G••••• A••••••••• F•••••••• S•••••••• L••, O••••••• T••••••• I•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 ampf.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- R•••• H••••••••• A••••••••• F•••••••• S•••••••• L••, G••••••••• S•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 ampf.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
- E••• F•••••••• A••••••••• F•••••••• S•••••••• L••, P•••••••• M•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 ampf.com (hunter)
Before a call: a dated reason to call now.
- B•••• B••• B••• W••••• M•••••••••, D••••••••• W•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 at wealthtender.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
- D••••• P••••••• B••••• C•••••• C••••••••• L••, N•••••• B••••• C•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 mybridgecapital.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- R•••• R••••• G••• R••••• A•••••••• L••, P••• B•••• G••••••• F•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 at greyrhodesadvisors.com (firm_website)
Before a call: a dated reason to call now.
- B•••• H•••••• A•••••• F•••••••• G••••• L••, A••••••• N•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 amherstfinancialgroup.com (firm_website)
Before a call: a dated reason to call now.
- W•••• M••••••• J••• M••••• S••••••••• L••, M•••••••• L•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $25M+
- Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
- Team
- No team seen
- Contact
- Direct
- verified business email at jpmorgan.com (apollo)
Before a call: a dated reason to call now.
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