Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

Changes on what you follow · Describe your platform to see fit

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

Lisa Bruce UBS Financial Services Inc., Glens Falls, Ny
wirehouse
- 40% of this office left for other firms in the last six months (latest 2026-06-10)
  2026-06-10 (4 months ago). At UBS, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Charles Duryee Leo Wealth, LLC, Edison, Nj
independent RIA
- this office went from 23 to 14 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-03)
  2026-06-03 (4 months ago). At independent RIAs, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 20 related advisors, 18 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Christakis Charalambous Leo Wealth, LLC, Edison, Nj
independent RIA
- this office went from 23 to 14 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-03)
  2026-06-03 (4 months ago). At independent RIAs, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 21 related advisors, 18 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• G••••• L•• W•••••• L••, E•••••• N•
independent RIA
- this office went from 23 to 14 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-03)
  2026-06-03 (4 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 18 related advisors, 18 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••••••• S•••• L•• W•••••• L••, E•••••• N•
independent RIA
- this office went from 23 to 14 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-03)
  2026-06-03 (4 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 19 related advisors, 16 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••• R•••• L•• W•••••• L••, E•••••• N•
independent RIA
- this office went from 23 to 14 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-03)
  2026-06-03 (4 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 18 related advisors, 18 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• C••••••• L•• W•••••• L••, E•••••• N•
independent RIA
- this office went from 23 to 14 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-03)
  2026-06-03 (4 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; career context; joined the current firm under a year ago.
J••••• G••••••• C• P••••••• C•••, P•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)
  2026-06-02 (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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at csplanningcorp.com; firm main line
Who else to call: 50 related advisors, 50 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J•••• B••••• W•••••• S••••••••• I•••, J••••••• F•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-05-22)
  2026-05-22 (4 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- passed an adviser exam (S65) on 2026-06-01 after 34 years in the industry, not as part of a same-week firm licensing class
  2026-06-01 (4 months ago). At B•••••••••, 8.8% with this moved within a year against 5.3% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
M••• B•••••••• W•••••• S••••••••• I•••, J••••••• F•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-05-22)
  2026-05-22 (4 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
T••• S•••• P•• W••••• M•••••••••, N• O••••••• O•
bank affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-22)
  2026-05-22 (4 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••••• S••••• O••••• A••••••• L••, P•••••••• C•
no RAUM reported
- 20% of this office left for other firms in the last six months (latest 2026-05-22)
  2026-05-22 (4 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G••••• N••••••• P•• W••••• M•••••••••, N• O••••••• O•
bank affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-22)
  2026-05-22 (4 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
V•••••• M••• P•• W••••• M•••••••••, N• O••••••• O•
bank affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-22)
  2026-05-22 (4 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• F••••• P•• W••••• M•••••••••, N• O••••••• O•
bank affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-22)
  2026-05-22 (4 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• R••••• P•• W••••• M•••••••••, N• O••••••• O•
bank affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-22)
  2026-05-22 (4 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• L••• W•••••• S••••••••• I•••, D•••••• T•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-05-21)
  2026-05-21 (4 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
J••• W•••••••• W•••••• S••••••••• I•••, D•••••• T•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-05-21)
  2026-05-21 (4 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• S•••• W•••••• S••••••••• I•••, D•••••• T•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-05-21)
  2026-05-21 (4 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
K••• P••••••• L•• F•••••••• L••, M•••••• I•
broker-dealer affiliated
- this office went from 10 to 3 registered advisors over the last year, with 8 leaving for other firms (latest 2026-05-20)
  2026-05-20 (4 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Business ties: Some: 2 real-estate entities 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).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
W•••••• R•••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
D••••• J•••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
W•••••• B•••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 19 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.
G•••••• D•••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••••• S••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••• W•••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L••• C••••••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
A•••••••• B••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
C•••••••• S••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
S••••• M•••••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• M••••••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at nationwide.com; firm contact form or inbox
Before a call: practice size.
S••••• G•••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B••••••• E•••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
C••••• V••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
J••••• A••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at nationwide.com
Before a call: practice size.
J•••• S••••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• V•••••• N••••••••• S••••••••• L••, C•••••••• O•
no RAUM reported
- 29% of this office left for other firms in the last six months (latest 2026-05-14)
  2026-05-14 (5 months 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at nationwide.com; firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• G•••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at umb.com; firm contact form or inbox
Before a call: practice size.
C•••• A•••••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
T••••• T••••• S••••• W••••• L••, B••••••••• M•
independent RIA
- 33% 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
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox

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.