Advisors to call now

Anything dated in the last 90 days, measured or not.

Changes on what you follow · Describe your platform to see fit

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

Adam Niebanck Nottingham Advisors Inc., Amherst, Ny
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). 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
firm contact form or inbox
Kristopher Hacker Nottingham Advisors Inc., Amherst, Ny
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). 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
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Bret Valerio Nottingham Advisors Inc., Amherst, Ny
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). 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
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).
A•••••••• S•••••••• M••••• S••••••, M••••• F•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-07-03. null went to I•• C••••••• L••
  2026-07-03 (3 months ago). At W••••••••, 10.7% with this moved within a year against 5.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A••••• C••• to I•• C••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
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).
M•••• B•••• M••••• S••••••, A•••••••• F•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-07-03. null went to I•• C••••••• L••
  2026-07-03 (3 months ago). At W••••••••, 10.7% with this moved within a year against 5.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A••••• C••• to I•• C••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
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).
R••• D••••••• M••••• S••••••, W••• D•• M•••••• I•
wirehouse
- passed an adviser exam (S65) on 2026-07-02 after 3 years in the industry, not as part of a same-week firm licensing class
  2026-07-02 (3 months ago). At M••••• S••••••, 8.3% with this moved within a year against 3.7% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 44 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J•••• P••••• I••••••••• R••••••• C•••, C••••••••• I•
independent RIA
- passed the Series 63 on 2026-07-02 after 22 years in the industry, not as part of a firm licensing class
  2026-07-02 (3 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 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 contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
T••••• L•••••• W•••••••• A•••• M••••••••• I•••, P••••••••• N•
institutional manager
- passed the Series 63 on 2026-07-02 after 26 years in the industry, not as part of a firm licensing class
  2026-07-02 (3 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 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 contact form or inbox
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••••• B••••• T••••••• I••••••••• M••••••••• I•••, R•••••••• V•
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-07-02 after 15 years in the industry, not as part of a same-week firm licensing class
  2026-07-02 (3 months ago). At T•••••••, 13.0% with this moved within a year against 4.7% without it (2.8x, 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
inferred email (firm style, deliverability sampled) at thrivent.com
Before a call: practice size; joined the current firm under a year ago.
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.
M•••••• K•••• T••••••• I••••••••• M••••••••• I•••, A•••••• C•
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-06-29 after 11 years in the industry, not as part of a same-week firm licensing class
  2026-06-29 (3 months ago). At T•••••••, 13.0% with this moved within a year against 4.7% without it (2.8x, 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
inferred email (firm style, deliverability sampled) at thrivent.com
Before a call: practice size; joined the current firm under a year ago.
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).
E•••• L••••• M••••• S••••••, N•• Y•••• N•
wirehouse
- passed an adviser exam (S65) on 2026-06-27 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-06-27 (3 months ago). At M••••• S••••••, 8.3% with this moved within a year against 3.7% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Before a call: practice size.
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.
L•••• L••••• T• P•••••• C••••• W••••• L••, P•••••••• M•
bank affiliated
- passed the Series 63 on 2026-06-26 after 8 years in the industry, not as part of a firm licensing class
  2026-06-26 (3 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 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 contact form or inbox
Before a call: practice size.
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).
C•••••• S••••• 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.
J•••••• G••••• 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.
B••••••• R••••••••• 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).
N•••• B•••••••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• D••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••• G••••••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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
Before a call: practice size.
D•••• W••••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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
Before a call: practice size.
V•••• V• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• E•••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.

Previous321 to 360 of 2,430Next

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.