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

Teddy Ruchai Citizens Securities, Inc., Brooklyn, Ny
bank affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-25)
  2026-06-25 (3 months ago). At bank-affiliated firms, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at citizensbank.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
Devon Rogers U.S. Bancorp Advisors, LLC, Tempe, Az
bank affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At bank-affiliated firms, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at usbank.com
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
Dale Spahr U.S. Bancorp Advisors, LLC, Tempe, Az
bank affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At bank-affiliated firms, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at usbank.com
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• R•••• U••• B•••••• A•••••••• L••, T••••• A•
bank affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at usbank.com
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• N••• M••••• S••••••, F••••••• I•
wirehouse
- 43% of this office left for other firms in the last six months (latest 2026-06-18)
  2026-06-18 (3 months ago). At W••••••••, 8.9% with this moved within a year against 5.1% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
N•• G•••• M••••• S••••••, F••••••• C•
wirehouse
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 months ago). At W••••••••, 8.9% with this moved within a year against 5.1% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Before a call: practice size.
S••••• B••••• M••••• S••••••, F••••••• C•
wirehouse
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 months ago). At W••••••••, 8.9% with this moved within a year against 5.1% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Before a call: practice size.
J•••• R••••• F•••• T•••• S••••••••• I•••, F••••••••• O•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at 53.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••• H••••• A••••••••• F•••••••• S•••••••• L••, R••••••••• N•
national broker-dealer RIA
- this office went from 24 to 18 registered advisors over the last year, with 6 leaving for other firms (latest 2026-05-15)
  2026-05-15 (4 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Before a call: practice size.
L••••• H•••••• M••••• S••••••, C•••••••• P•
wirehouse
- 20% of this office left for other firms in the last six months (latest 2026-05-15)
  2026-05-15 (4 months ago). At W••••••••, 8.9% with this moved within a year against 5.1% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Before a call: practice size.
E••• S•••••• M••••• S••••••, P••••••• N•
wirehouse
- 20% of this office left for other firms in the last six months (latest 2026-04-27)
  2026-04-27 (5 months ago). At W••••••••, 8.9% with this moved within a year against 5.1% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
N••• P••••••• J••• M••••• S••••••••• L••, S••••••••• I•
wirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)
  2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••••• F••••• J••• M••••• S••••••••• L••, I•••••• T•
wirehouse
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-03-04)
  2026-03-04 (7 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
S•••• B••••••••• J••• M••••• S••••••••• L••, I•••••• T•
wirehouse
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-03-04)
  2026-03-04 (7 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.

Previous481 to 494 of 494

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.