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

Barbara Dettmer Banco Do Brasil Securities LLC, Miami, Fl
state-registered adviser
- 36% of this office left for other firms in the last six months (latest 2026-09-08)
  2026-09-08 (18 days ago). Across all advisors, 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 bancodobrasilsecurities.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
Sarah Chambers UBS Financial Services Inc., West Palm Beach, Fl
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At UBS, 13.4% with this moved within a year against 5.5% without it (2.5x, 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: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Robert Damante UBS Financial Services Inc., West Palm Beach, Fl
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At UBS, 13.4% with this moved within a year against 5.5% without it (2.5x, 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
Before a call: practice size.
R••••• W•••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 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: 13 related advisors (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•••• S•••••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 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
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: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
S••• R••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 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
Before a call: practice size.
M•••••• R•••• A•••• C••••••, W••••• P•
independent RIA
- this office went from 17 to 12 registered advisors over the last year, with 6 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days 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: 20 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P•••• L•••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 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: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••••• B•••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 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: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• D•••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 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: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L••• B•••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 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: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• R•••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 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: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• A••••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 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
Before a call: practice size.
M•••••• A••••••• M• H••••••• S••••••••• I•••, L•••••
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-03)
  2026-09-03 (23 days 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
catch-all email (domain accepts every address, unverifiable) at mfin.com; firm contact form or inbox
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
A••• C••••• M• H••••••• S••••••••• I•••, L•••••
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-03)
  2026-09-03 (23 days 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; joined the current firm under a year ago.
J••• D••••• M• H••••••• S••••••••• I•••, L•••••
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-03)
  2026-09-03 (23 days 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
catch-all email (domain accepts every address, unverifiable) at mfin.com; firm contact form or inbox
Before a call: practice size.
G•••••• D•••••• M• H••••••• S••••••••• I•••, L•••••
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-03)
  2026-09-03 (23 days 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.
R•••••• N•••••• M• H••••••• S••••••••• I•••, L•••••
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-03)
  2026-09-03 (23 days 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.
P•••• M•••• T••••••• I••••••••• M••••••••• I•••, M•••••••• N•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-27)
  2026-08-27 (30 days ago). At T•••••••, 11.6% with this moved within a year against 4.7% without it (2.5x, 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 thrivent.com
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• B•••••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days 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 main line; firm contact form or inbox
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
T••••• M••••••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days 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 main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
R••••• D•••• R• M• D•••• I••, P•••••••• M•
independent RIA
- this office went from 9 to 1 registered advisors over the last year, with 8 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days 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
catch-all email (domain accepts every address, unverifiable) at hmpayson.com; firm main line; firm contact form or inbox
Who else to call: 22 related advisors, 1 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.
A••••• S••••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days 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).
- passed an adviser exam (S65) on 2025-11-29 after 15 years in the industry, not as part of a same-week firm licensing class
  2025-11-29 (10 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 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 main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
A••• M•••••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days 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 main line; firm contact form or inbox
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
L•••• B•••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days 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 main line; firm contact form or inbox
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
Before a call: practice size.
M•••••• M•••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days 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 main line; firm contact form or inbox
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
L•••• P••••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days 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 main line; firm contact form or inbox
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
S••••• V•••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days 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 main line; firm contact form or inbox
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
J•••• R•••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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
inferred email (firm style, deliverability sampled) at equitable.com
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• E•••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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
inferred email (firm style, deliverability sampled) at equitable.com
Before a call: practice size.
S•••• B••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• V•••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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
inferred email (firm style, deliverability sampled) at equitable.com
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• H••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% 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
inferred email (firm style, deliverability sampled) at equitable.com
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• Y•••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E••• A•••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••••• S••••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••• C••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• N••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••• S••••••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••• M••••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.

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.