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

Jackson Crowe Mycio Wealth Partners, LLC, Philadelphia, Pa
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At independent RIAs, 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: 31 related advisors, 1 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.
Kaley Ryan Mycio Wealth Partners, LLC, Philadelphia, Pa
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At independent RIAs, 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: 40 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Stephen Rennard Mycio Wealth Partners, LLC, Philadelphia, Pa
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At independent RIAs, 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: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••••• M•••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• L••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• B•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Z•••••• T••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 45 related advisors, 15 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•• R•• M••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 45 related advisors, 15 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E•••• K•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 42 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
W•••••• R••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 31 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••• S••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J•••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 31 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P••• F••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 31 related advisors, 1 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.
J•••• B•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; career context; joined the current firm under a year ago.
R••• S•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
E•••• A••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 31 related advisors, 1 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.
M•••••• I•••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
A•••••••• K•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
C••••••• H••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; career context; joined the current firm under a year ago.
D•••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J•••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••••• S••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 36 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• G•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• M••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 39 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••••• L••• V••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 37 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••••• A••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 36 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••••• M•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• P•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 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
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••••• S•••••••• H•••••• T••••••• • K•••• L••, G••••••••• S•
broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)
  2026-07-21 (2 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
catch-all email (domain accepts every address, unverifiable) at htk.com; firm main line; firm contact form or inbox
Who else to call: 1 related advisor (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••••• L••• H•••••• T••••••• • K•••• L••, G••••••••• S•
broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)
  2026-07-21 (2 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
catch-all email (domain accepts every address, unverifiable) at htk.com; firm main line; firm contact form or inbox
Who else to call: 2 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•••• G•••••••• H•••••• T••••••• • K•••• L••, G••••••••• S•
broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)
  2026-07-21 (2 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•••••••• H•••••• K••••• A••••••• S•••••••• L••, D•••••• T•
broker-dealer affiliated
- 67% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (2 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••• K••••• A••••••• S•••••••• L••, D•••••• T•
broker-dealer affiliated
- 67% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (2 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.
R••••• B••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)
  2026-07-16 (2 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 $25M to $500M, revenue $100K to $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 12 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
G•••••• H•••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)
  2026-07-16 (2 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 $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: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••• H•••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)
  2026-07-16 (2 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 $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: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
W•••••• S••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 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.
M•••••• L•••••• L•• F•••••••• L••, D•••••• C•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-10)
  2026-07-10 (3 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
Before a call: practice size; joined the current firm under a year ago.
W••••••••• J••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 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.
A•••• L•••••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 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: 1 related advisor (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.