Advisors to call now

Someone who moved firms with this advisor before has just left.

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

Jodie Gallovich Pfg Advisors, Phoenix, Az
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to Onedigital
  2026-08-26 (31 days ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Christopher Jennings to Titleist Asset Management, Llc; Gavin Grove to Benefit Financial Services Group; Seth Fink to Lpl Financial Llc; Morgan Keil to Onedigital and 2 more
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-01 (6 months ago). At independent RIAs, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Todd Lerner to Advus Financial Partners, Llc
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 days 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.
  Christopher Jennings to Titleist Asset Management, Llc; Gavin Grove to Benefit Financial Services Group; Ramona Maior to Domain Money Advisors, Llc
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Direct
published business email (firm_website)
Who else to call: 9 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Tracy Cuda Pfg Advisors, Phoenix, Az
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to Onedigital
  2026-08-26 (31 days ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Christopher Jennings to Titleist Asset Management, Llc; Gavin Grove to Benefit Financial Services Group; Seth Fink to Lpl Financial Llc; Morgan Keil to Onedigital and 2 more
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-01 (6 months ago). At independent RIAs, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Todd Lerner to Advus Financial Partners, Llc
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 days 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.
  Christopher Jennings to Titleist Asset Management, Llc; Gavin Grove to Benefit Financial Services Group; Ramona Maior to Domain Money Advisors, Llc
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Direct
published business email (firm_website)
Who else to call: 9 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Kyle Lasella Rise North Capital Investment Advisors, Braintree, Ma
independent RIA
- 4 of the 15 advisors at this office left in the last 180 days (27%). 2 went to Money Concepts Advisory Service
  2026-08-14 (43 days ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Brendan Bayron to Foundations Investment Advisors Llc; Samuel Graff to Brookstone Capital Management Llc; Killian Dowd to Money Concepts Advisory Service; Kyle Mortimer to Money Concepts Advisory Service
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-09 (3 months ago). At independent RIAs, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Samuel Graff to Brookstone Capital Management Llc
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (hunter)
Before a call: practice size; joined the current firm under a year ago.
R••••• M•••••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 4 of the 15 advisors at this office left in the last 180 days (27%). 2 went to M•••• C••••••• A••••••• S••••••
  2026-08-14 (43 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; S••••• G•••• to B••••••••• C•••••• M••••••••• L••; K•••••• D••• to M•••• C••••••• A••••••• S••••••; K••• M••••••• to M•••• C••••••• A••••••• S••••••
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-09 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• G•••• to B••••••••• C•••••• M••••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-14 (43 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.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
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).
Before a call: practice size; joined the current firm under a year ago.
M•••• G••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D•••••• T•
wirehouse
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-20 (37 days ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  E•••••• E•••••••• to A••••• A•• P••••••• S•••••••; J•••• D•••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (apollo)
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: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••••• G•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L••••••••• C•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-19 (38 days ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A•••••• C•••••••• to R•• C•••••• M••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
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).
Before a call: practice size.
J•••• G•••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 4 of the 15 advisors at this office left in the last 180 days (27%). 2 went to M•••• C••••••• A••••••• S••••••
  2026-08-14 (43 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; S••••• G•••• to B••••••••• C•••••• M••••••••• L••; K•••••• D••• to M•••• C••••••• A••••••• S••••••; K••• M••••••• to M•••• C••••••• A••••••• S••••••
- 3 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to M•••• C••••••• A••••••• S••••••
  2026-08-14 (43 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; K•••••• D••• to M•••• C••••••• A••••••• S••••••; K••• M••••••• to M•••• C••••••• A••••••• S••••••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-09 (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••••• G•••• to B••••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email (firm_website)
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
R•••• B•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, A•••••• T•
wirehouse
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to W•••• F•••• A•••••••
  2026-08-06 (51 days ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K•••• C•••••• to W•••• F•••• A•••••••; F•••• E•••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•• G••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, A•••••• T•
wirehouse
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to W•••• F•••• A•••••••
  2026-08-06 (51 days ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K•••• C•••••• to W•••• F•••• A•••••••; F•••• E•••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• W••••••••• L•• F•••••••• L••, L•••••••• N•
broker-dealer affiliated
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to C•••••••• I••••••••• R••••••• A•••••••• I•••
  2026-06-24 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  V••••••• T••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••; A•••••• T••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (apollo)
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: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••• D••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, F•••••• T•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-17 (5 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• C•••••• to A•••• W••••• M••••••••• G••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (apollo)
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• F••••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-22 (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.
  J••• D••••• to M•• W•••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
E••• S•••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-22 (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.
  J••• D••••• to M•• W•••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
J••• J•••••• J•• W••••• M••••••••• L••, H•••••••• R••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-11 (15 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L••• N••••• to G••••••• R•••• C•••••• L••
- 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.
  D••••• M•••••• to A••••••••• L••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (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).
D•••• K•••• R••••••••• P••••••• G••••• L••, M••••• N•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-04 (22 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N•••••• D•••• to S••••• O•• S••••••••• I•••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, 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).
B•••• H••••• F•••••• I••••••••• M••••••••• I•••, S•••• W••••••• C•
Call-readyindependent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to 3• A•••••• G••••• I•••
  2026-08-10 (47 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S•••• H••••• to 3• A•••••• G••••• I•••; D••••• S••••• to 3• A•••••• G••••• I•••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (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).
B•• L••••••• A•••• C•••• C•••••• L••, F••• C••••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-11 (5 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••••• H•••••••• to C•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, 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).
G•••••• C••••••• T•• C••••••• G•••• L••, W••••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-07 (6 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  J••• M•••••• to I••••••••• W••••• 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
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).
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).
T••• W•••• S••••• F••••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email (firm_website); direct line printed for this person
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• B••••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email (firm_website); direct line printed for this person
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G••••• R•••••• S••••• F••••••••• L••, W•••• P•••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email (firm_website); direct line printed for this person
Before a call: practice size.
B•••• N•••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email (firm_website); direct line printed for this person
Who else to call: 12 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••••• G••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email (firm_website); direct line printed for this person
Before a call: practice size; joined the current firm under a year ago.
B•••• S•••••• S••••• F••••••••• L••, D••••• B••••• F•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email (firm_website); direct line printed for this person
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• P•••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••••• A•••••••• C••• W••••• A•••••••, L••• B••••• C•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-15 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
8 move with them
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).
Before a call: joined the current firm under a year ago.
K•••• C•••••• B••••• F•••••• W••••• M••••••••• L••, W••••••• N•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-07 (5 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  V•••••• D•••• to B•••••••• A•••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
7 move with them
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).
Before a call: practice size; mid-move on the record.
A•••••• B•••••• M••••• S••••••, G•••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 4 teammates (earlier co-movers) left the firm in the last 180 days; 1.3 years at the current firm.
Timing
Timing
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Direct
verified business email (hunter)
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: 8 related advisors, 8 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; practice size.
M•••••• G•••• S•••••••• W••••• M•••••••••, T••••••• C•••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-03 (23 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• K••••• to S•••••••• E••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
L••••• G•••• S•••••••• W••••• M•••••••••, T••••••• C•••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-03 (23 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• K••••• to S•••••••• E••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
N••••••• B•••••• S•••••••• W••••• M•••••••••, T••••••• C•••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-03 (23 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• K••••• to S•••••••• E••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
M•••••• D••••• S•••••••• W••••• M•••••••••, S•••••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-03 (23 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• K••••• to S•••••••• E••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
A••••• C••••••••• N•••••••• P•••••••• L••, M••••••••• M•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-19 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• H••••• to E•••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• M•••••••• N•••••••• P•••••••• L••, I•••••••• W•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-19 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• H••••• to E•••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• M•••••• N•••••••• P•••••••• L••, M••••••••• M•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-19 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• H••••• to E•••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••• H••• N•••••••• P•••••••• L••, M••••••••• M•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-19 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• H••••• to E•••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• D••••••• N•••••••• P•••••••• L••, M••••••••• M•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-19 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• H••••• to E•••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• M••••••• P•• W••••• M•••••••••, A•••••• T•
bank affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-06 (5 months ago). At B•••••••••, 14.9% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email (hunter)
Before a call: practice size.
P••• C••••• A•••• W••••• A•••••••• L••, C••••••• I•
broker-dealer affiliated
- 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 B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
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).
Before a call: practice size.

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