Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

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

Joshua Bailey Muirfield Wealth Advisors LLC, Charlotte, Nc
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-21 (5 months 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.
  Leslie Ortiz-Quiroz to Focus Partners Wealth, Llc
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
Firm level
firm contact form or inbox
Philip Bailey Muirfield Wealth Advisors LLC, Charlotte, Nc
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-21 (5 months 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.
  Leslie Ortiz-Quiroz to Focus Partners Wealth, Llc
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
Firm level
office line; firm contact form or inbox
Barbara Ray Bridge Generations Wealth Management, Millcreek, Ut
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-08 (6 months 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.
  James Belliston to Tanara Wealth Management Llc
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
Firm level
firm contact form or inbox
F••••• W•••••• E•••• W••••• M••••••••• L••, S•• D••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-01 (6 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.
  R••• M•••••• to H••••••• W••••• P•••••••
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
Firm level
firm contact form or inbox
S•••• B••••••• E•••• W••••• M••••••••• L••, S•• D••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-01 (6 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.
  R••• M•••••• to H••••••• W••••• P•••••••
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
Firm level
firm contact form or inbox
D•••••• B••••• P••••••• W••••• A•••••••, R•••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-03-31 (6 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•••• Y•••••• to B•••• W••••• M••••••••• L••
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
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
H•••• W••••••••• S••••••••• P•••••••• L••, B••••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-03-31 (6 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•••••• F••••• to C••••••• P•••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
S••••• G••••••• K••••• C•••••• W••••• I•••••••••, S•••••••• P•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-03-27 (6 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••••• C••••• to F••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
office line; firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
S••••••• C••••• C•••••••••, G•••••••• M•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to A••••• W•••••
  2026-09-22 (4 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.
  K••• M••••• to A••••• W•••••; M••• H••• to A••••• W•••••
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
Firm level
firm contact form or inbox
F•••••••• P••••••• E••••••••• A•••••••• L••, F•••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-22 (4 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.
  S••••• K••••••• to A••••• W•••••
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
Firm level
firm contact form or inbox
A••• G••••••• D••••• • B•••• I••••••••• A••••••• L••, P••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-18 (8 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.
  M••• L•••••• to G•••• V••••• A•••••• G••••• 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
Firm level
firm contact form or inbox
M••••• G••••••• D••••• • B•••• I••••••••• A••••••• L••, P••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-18 (8 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.
  M••• L•••••• to G•••• V••••• A•••••• G••••• 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
Firm level
office line; firm contact form or inbox
S•••• F••••• F••••• O••••• R•••••••• L••, B•••••••• M•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-14 (12 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.
  M••• A••••••• to A•••••• W••••• M••••••••• L••; D•••• Y•••••• to B•••• W••••• M••••••••• 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
Firm level
firm contact form or inbox
J••••• E•••••• T••••• C•••••• P•••••••, M••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 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.
  K•••• C••• to V•••••• F••••••••
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
Firm level
provider email, not verified; firm contact form or inbox
D•••• B••••• T•••••••• W••••• A•••••••, S•• F••••••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-08 (18 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.
  H••••• K•••• to A••••• W••••• P•••••••
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
Firm level
firm contact form or inbox
A••••• O•••• T•••••••• W••••• A•••••••, S•• F••••••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-08 (18 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.
  H••••• K•••• to A••••• W••••• P•••••••
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
Firm level
provider email, not verified; firm contact form or inbox
M••••••• C••••••• O••••• P•••••• W••••• L••, N•• Y•••• N•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  W•••••• V•••••• to R••••••• W••••• M•••••••••; J••• B••• to M•• C•••••• M••••••••• L••
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
Firm level
firm contact form or inbox
J•••••• S•••••• J••• K••• A•••••••• I•••, W••••• C••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  M•••••• F••••• S•••••• to P••• F•••••••• 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
Firm level
provider email, not verified
F••• L••••••• L•• D••••• • B••• I••, N••••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  T••••• D•••••• to V••••••• C•••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Firm level
firm contact form or inbox
M••• S•••• L•• D••••• • B••• I••, N••••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  T••••• D•••••• to V••••••• C•••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Firm level
firm contact form or inbox
L••••• A•••• L•• D••••• • B••• I••, N••••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  T••••• D•••••• to V••••••• C•••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Firm level
firm contact form or inbox
C••••••••• P•••• L•• D••••• • B••• I••, N••••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  T••••• D•••••• to V••••••• C•••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Firm level
firm contact form or inbox
F•••••• B••• L•• D••••• • B••• I••, N••••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  T••••• D•••••• to V••••••• C•••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Firm level
firm contact form or inbox
W•••••• N•••••• T••••• • C••••••, S•••• L••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-02 (24 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.
  S•••••• W••••• to M••••••
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
Firm level
firm contact form or inbox
C•••• C••••• L••• L••••• I••••••••• S•••••••• L••, O••••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-28 (29 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.
  P••• S••••••• to C•••••• B••••• A•••••••
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
Firm level
firm contact form or inbox
I•••••• G••••• A••••••• C•••••• M••••••••• L••, B•••••• B••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-21 (36 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.
  D••••• P••••••• to C•••••• F•••••••• M••••••••• 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
Firm level
firm contact form or inbox
S•••• E•••• G•• C•••••• M••••••••• C• I••, T••••••• O•••• C•
Call-readyindependent RIA
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-20 (37 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.
  O••••• P•••• to C••• L••; C••••••••• W••• to M••••••; H••••• D••••• to I••••••••• D••••• A•••••••• L••
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
Firm level
provider email, not verified; firm contact form or inbox
J•••• M••••••• S••••• F•••••••• M•••••••••, S•• A••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-13 (44 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.
  T••••• M•••• to T••••••• A•••• M••••••••• L••
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
Firm level
firm contact form or inbox
J•••• K••••••• S••••• F•••••••• M•••••••••, S•• A••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-13 (44 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.
  T••••• M•••• to T••••••• A•••• M••••••••• L••
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
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
B••••• G•••••• I••••••• W••••• M•••••••••, T••••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-06 (51 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.
  P••• L••••••• to O••••••• W•••••
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
Firm level
firm contact form or inbox
D•••• E••• I••••••• W••••• M•••••••••, M••••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-06 (51 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.
  P••• L••••••• to O••••••• W•••••
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
Firm level
firm contact form or inbox
J•••• B•••••• W••••• • B•••••• C•••••• M••••••••• L••, O•••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-27 (2 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.
  C••••••••• Y•••• to F••••••
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
Firm level
firm contact form or inbox
J•••••• K••• L••••• W••••• M•••••••••, S••• L••• C•••• U•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-24 (2 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.
  R••••• D• O••••••• to S••••••• F•••••••• G••••
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
Firm level
firm contact form or inbox
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J•• G•••••••• L••••• W••••• M•••••••••, S••• L••• C•••• U•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-24 (2 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.
  R••••• D• O••••••• to S••••••• F•••••••• G••••
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
Firm level
firm contact form or inbox
B•••• C••••• C••••••••, L••••••••• K•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-20 (2 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.
  B•••• L•••• to R•• 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
Firm level
firm contact form or inbox
W•••••• K••••••• C••••• F••• W••••• P•••••••• L••, C••••• F•••• P•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-17 (2 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.
  R•• M•••• to B•• W•••••• L••
Timing
Timing
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Firm level
firm contact form or inbox
M•••••• G•••••••• P••••• W••••• M•••••••••, L••• O•••••• O•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-17 (2 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.
  B••••• M•••••• to C••••• P••••••• L••; J••••• D•••• to W••••• E••••••••• A••••••• S•••••••• L••
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
Firm level
firm contact form or inbox
J••••• C•••••••• B••••••••• A••••••• G••••• L••, F•••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-16 (2 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.
  K•••• L• M••• to S• 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
Firm level
firm contact form or inbox
K•••• H••• B••••••••• A••••••• G••••• L••, F•••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-16 (2 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.
  K•••• L• M••• to S• 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
Firm level
firm contact form or inbox
D•••• E•••• B••••••••• A••••••• G••••• L••, F•••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-16 (2 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.
  K•••• L• M••• to S• 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
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.