Advisors to call now

High-value opportunities one key field short of a call: finish the research, then call.

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

Jacob Ness Kreitler Financial LLC, New Haven, Ct
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 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 Commonwealth
  2026-06-22 (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 $292M to $521M, 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: 5 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).
Dwayne Tyril Kreitler Financial LLC, New Haven, Ct
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 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 Commonwealth
  2026-06-22 (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 $292M to $521M, 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: 5 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).
Brian Franke Integrated Capital Management, Bloomfield Hills, Mi
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 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 $365M to $408M, 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: 4 related advisors (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 $365M to $408M, 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: 4 related advisors (teammates, former teammates, office peers and business partners).
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 $497M to $556M, 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: 5 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).
E•••• W••• E•••••• A•••••••• L••, B•••••••• W•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 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
$250M+
Team book $500M to $1B; portable $471M to $838M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at emeraldadv.com (hunter); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••••• S•••• E•••••• A•••••••• L••, B•••••••• W•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 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
$250M+
Team book $500M to $1B; portable $800M to $894M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at emeraldadv.com (hunter); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
S••• W•••• R••••• W• B•••• • C•• I•••••••••, A••••••••• V•
Call-readymixed wealth
- passed the Series 63 on 2026-08-14 after 26 years in the industry, not as part of a firm licensing class
  2026-08-14 (43 days ago). At A••, 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
$250M+
Book not estimable; portable $143M to $255M
Team
No team seen
Contact
Direct
verified business email at rwbaird.com (hunter)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
A•••••• P•••••• B•••• T••• L••, M••••• F•
institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $173M to $307M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at blacktoro.us (hunter); LinkedIn profile
Who else to call: 2 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.
M•••••• H••• E•••••• A•••••••• L••, B•••••••• W•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 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
$250M+
Team book $500M to $1B; portable $471M to $838M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at emeraldadv.com (hunter)
Who else to call: 3 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.
M•••••• M••••••• E•••••• A•••••••• L••, B•••••••• W•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 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
$250M+
Team book $500M to $1B; portable $471M to $838M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at emeraldadv.com (hunter)
Who else to call: 4 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).
Before a call: joined the current firm under a year ago.
E••• P•••••• P•••••• W••••• S••••••••• L••, C••••••••• C•
Call-readyindependent RIA
- passed the Series 63 on 2026-07-22 after 6 years in the industry, not as part of a firm licensing class
  2026-07-22 (2 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
$250M+
Team book $500M to $1B; portable $250M to $445M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at privatewealthsolutions.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J••• P••••• C••••• F••••••••• L••, G••• A••••• V•
Call-readyindependent RIA
- 60% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (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).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $281M to $314M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at clarisfinancial.com (firm_website); LinkedIn profile
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
D•••••• T••••• C••••• F••••••••• L••, G••• A••••• V•
Call-readyindependent RIA
- 60% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (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).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $165M to $294M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at clarisfinancial.com (firm_website)
Who else to call: 4 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•••••• G••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (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).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $215M to $383M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at castlewm.com (firm_website); LinkedIn profile
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••••• K••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
independent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (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).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $215M to $383M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at castlewm.com (firm_website); LinkedIn profile
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 4 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.
C•••••••• W••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (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).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $366M to $409M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at castlewm.com (firm_website); LinkedIn profile
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
G•••••• K••• A•• I••••••••• P•••••••• L••, N•• Y•••• N•
Call-readyindependent RIA
- passed the Series 63 on 2026-06-29 after 10 years in the industry, not as part of a firm licensing class
  2026-06-29 (3 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
$250M+
Team book $1B+; portable $1.4B to $2.4B (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at arsinvest.com (firm_website)
Missing: who works with them (team unresolved).
N••••••• F••••••• V••••••••• W••••• M••••••••• I•••, R••••••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-18)
  2026-06-18 (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).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $230M to $409M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at vermwealth.com (apollo); LinkedIn profile
Who else to call: 7 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
C•••• D••• V••••••••• W••••• M••••••••• I•••, R••••••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-18)
  2026-06-18 (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).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $230M to $409M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at vermwealth.com (apollo); LinkedIn profile
Who else to call: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
D••••• G•••••• F•••••••• W••••• P•••••••• L••, N••••• L•••• F••••• M•
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).
Timing
Strong timing
Value
$250M+
Team book $1B+; portable $772M to $1.4B (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website); LinkedIn profile
Who else to call: 4 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).
A••••• B•••••• A•••• C•••• C•••••• L••, F••• C••••••• C•
independent 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).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $244M to $435M, 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: 4 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.
R•••• W•••••• F•••••••• W••••• P•••••••• L••, N••••• L•••• F••••• M•
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).
Timing
Strong timing
Value
$250M+
Team book $1B+; portable $772M to $1.4B (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website); LinkedIn profile
Who else to call: 23 related advisors, 20 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 $415M to $464M, 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: 6 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).
S•••••• B••••• F•••••••• W••••• P•••••••• L••, N••••• L•••• F••••• M•
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).
Timing
Strong timing
Value
$250M+
Team book $1B+; portable $772M to $1.4B (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website)
Who else to call: 4 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).
D••••• Q••••••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 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
$250M+
Team book $250M to $500M; portable $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cogentprivatewealth.com (hunter); direct line printed for this person; LinkedIn profile
Missing: who works with them (team unresolved).
D•••• C•••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 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
$250M+
Team book $250M to $500M; portable $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cogentprivatewealth.com (hunter); direct line printed for this person; LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
B•••••• L••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 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
$250M+
Team book $250M to $500M; portable $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cogentprivatewealth.com (hunter)
Who else to call: 17 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J••••••• S••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 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
$250M+
Team book $250M to $500M; portable $261M to $292M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
N••••••• D••••• C•••••• C••••••• L••, N••••••• M•
independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 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
$250M+
Team book $250M to $500M; portable $154M to $274M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Who else to call: 7 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.
R••• T••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 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
$250M+
Team book $250M to $500M; portable $154M to $274M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••• S•••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 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
$250M+
Team book $250M to $500M; portable $154M to $274M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Who else to call: 5 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).
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 $384M to $430M, 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: 4 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••• S•••••••• T••• W••••• A••••••• G••••, C•••• G•••••• F•
Call-readymixed wealth
- passed the Series 63 on 2026-08-03 after 23 years in the industry, not as part of a firm licensing class
  2026-08-03 (54 days ago). At A••, 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).
E••• F••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to F••••••
  2026-06-23 (3 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).
  M••• P••••••• to F••••••
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).
N••••••• B••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to F••••••
  2026-06-23 (3 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).
  M••• P••••••• to F••••••
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).

1 to 40 of 68Next

The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.