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

Christine Munn Steward Partners Investment Advisory, LLC, New York, Ny
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 broker-dealer affiliated firms, 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, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Ali Geranmayeh Steward Partners Investment Advisory, LLC, New York, Ny
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 broker-dealer affiliated firms, 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; joined the current firm under a year ago.
Joseph Morris The Millstone Evans Group, LLC, Boulder, Co
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 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; 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
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••••• T•••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
D••••• C•••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Who else to call: 5 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.
A••••• H•••••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Who else to call: 11 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.
B•••••• M•••••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Who else to call: 11 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•••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
G••••• C•••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Who else to call: 30 related advisors, 25 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; joined the current firm under a year ago.
C•••••• S•••• R••••• I••••••••• A•••••••• I••, W••••••••• D•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (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.
D•••• C••• P••• A••••• S••••••••• L••, R•••••• V•
broker-dealer affiliated
- 23% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (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
provider email, not verified at the firm's domain
Before a call: practice size.
C••••••• M••••• P••• A••••• S••••••••• L••, R•••••• V•
broker-dealer affiliated
- 23% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (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
provider email, not verified at the firm's domain
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• M•••••• R••••• I••••••••• A•••••••• I••, W••••••••• D•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (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•••• M•••••• P•••••••• A•••••••, W••••••••• V•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (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
provider email, not verified at the firm's domain
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L••• G••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••• W•••••• E•••••• A••••••• G••••• L••, D•••••• T•
brokerage advisory
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 months ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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 empower.com; firm main line
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
E••••• D••••• N••••••••• A••••••• I•••, A••••••• N•
mixed wealth
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 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: 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: joined the current firm under a year ago.
S••• C••••• N••••••••• A••••••• I•••, A••••••• N•
mixed wealth
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 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: 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: joined the current firm under a year ago.
A••• N••••••• N••••••••• A••••••• I•••, A••••••• N•
mixed wealth
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 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
K••••••••• H••••• N••••••••• A••••••• I•••, A••••••• N•
mixed wealth
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 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: 1 related advisor (teammates, former teammates, office peers and business partners).
B••• V•••••• N••••••••• A••••••• I•••, A••••••• N•
mixed wealth
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 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
Missing: a usable practice size; who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
J••••• C••• F••••• F•••••••• G••••• I•••, M•••••••• N•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-07-03)
  2026-07-03 (3 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; 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
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
L• G•••••••• F••••• F•••••••• G••••• I•••, M•••••••• N•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-07-03)
  2026-07-03 (3 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; 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
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J•••• S•••• F••••• F•••••••• G••••• I•••, M•••••••• N•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-07-03)
  2026-07-03 (3 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; 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
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
S•••• G•••••••• F••••• F•••••••• G••••• I•••, M•••••••• N•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-07-03)
  2026-07-03 (3 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; 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
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
S•••• M••••• R•••• V••••••• L••, M••••••••• L•
state-registered adviser
- 20% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (3 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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• B•••••• R•••• V••••••• L••, M••••••••• L•
state-registered adviser
- 20% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (3 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••••• J••••• R•••• V••••••• L••, M••••••••• L•
state-registered adviser
- 20% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (3 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••• M•••••• S•••••• P••••••• I••••••••• A•••••••• L••, M••••••••• N•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (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; joined the current firm under a year ago.
C••• S••••• O••••• W••••• G••••• L••, O••••••• F•
independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (3 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: 17 related advisors, 5 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).
K•••• T•••• S•••••• P••••••• I••••••••• A•••••••• L••, M••••••••• N•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (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, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••••• R••••••••• S•••••• P••••••• I••••••••• A•••••••• L••, M••••••••• N•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (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.
J••• D•••••• S•••••• P••••••• I••••••••• A•••••••• L••, M••••••••• N•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (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.
C••••••••• M•••••• O••••• W••••• G••••• L••, O••••••• F•
independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (3 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: 5 related advisors, 5 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).
S••••• T•••••• O••••• W••••• G••••• L••, O••••••• F•
independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (3 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: 11 related advisors, 6 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).
M••••••• T••••• G•• S••••••••, O••••••• F•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-06-26)
  2026-06-26 (3 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: 10 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C•••• W••••••••• G•• S••••••••, O••••••• F•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-06-26)
  2026-06-26 (3 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
catch-all email (domain accepts every address, unverifiable) at gfgsolutions.com; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
C•••••• G••••• N••• G•• S••••••••, O••••••• F•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-06-26)
  2026-06-26 (3 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: 11 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
A••••• G••• N••••••••• M••••• I••••••••• S•••••••••, M••••••••• W•
no RAUM reported
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-26)
  2026-06-26 (3 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 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
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 3 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.
M•••••• F••••••••• G•• S••••••••, O••••••• F•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-06-26)
  2026-06-26 (3 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: 10 related advisors (teammates, former teammates, office peers and business partners).

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