Advisors to call now

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

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

James Oghigian Pavion Blue Capital, LLC, Newport Beach, Ca
Call-readyindependent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-01-08, where they are not yet registered: Deep Blue Capital
  2026-01-08 (9 months ago). At independent RIAs, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
provider email, not verified
Eric Puckett Private Wealth Solutions, LLC, Calabasas, Ca
Call-readyindependent RIA
- passed the Series 63 on 2026-07-22 after 6 years in the industry
  2026-07-22 (2 months ago). At independent RIAs, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Amber Roemer Capital Consulting & Asset Management, Lincoln, Ne
Call-readyindependent RIA
- passed the Series 63 on 2026-06-26 after 11 years in the industry
  2026-06-26 (3 months ago). At independent RIAs, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
T•••••• M••••••• E••••• W••••• M••••••••• L••, T••••• A•
Call-readyindependent RIA
- passed the Series 63 on 2026-09-15 after 15 years in the industry
  2026-09-15 (11 days ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
M•••••• R••• T•• S•••••• G••••, S•• P••••••••• F•
Call-readystate-registered adviser
- 4 of the 11 advisors at this office left in the last 180 days (36%), against a median of 0% across the firm's other offices. 3 went to S•••••• W••••• P•••••••• L••
  2026-07-06 (3 months ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B•••••• to S•••••• W••••• P•••••••• L••; J•••• L••••• to S•••••• W••••• P•••••••• L••; J•••• W•••••• to S•••••• W••••• P•••••••• L••; E••••• K•••••• to L•• F•••••••• L••
Timing
Strong timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
D••••• S•••• S•••• F•••••••• M••••••••• L••, E•••••• O•
Call-readystate-registered adviser
- passed the Series 63 on 2026-03-16 after 16 years in the industry
  2026-03-16 (6 months ago). At A••, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J••••• P•••• M•• F•••••••• C•••, F••••• M••••• T•
Call-readystate-registered adviser
- passed the Series 63 on 2026-02-26 after 16 years in the industry
  2026-02-26 (7 months ago). At A••, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J••••• S••••••••• Q••••• F•••••••• H••••••• L••, K•••• T•
Call-readystate-registered adviser
- passed the Series 63 on 2025-09-26 after 5 years in the industry
  2025-09-26 (12 months ago). At A••, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
E••••• P••••••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent RIA
- 2 of the 8 advisors at this office left in the last 180 days (25%). 2 went to R•••• W••••• P•••••••
  2026-05-29 (4 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  L••••• F•••• to R•••• W••••• P•••••••; M••••• H••• to R•••• W••••• P•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
D•• J••••• A••••• A•••••••, L••••• U•
Call-readyindependent RIA
- 5 of the 11 advisors at this office left in the last 180 days (45%). 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••• G••••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
- 5 known colleagues moved to an independent RIA in the last 180 days. 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A••• G••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
M•••••• N•••• M••••••• F•••••••• G••••, B•••••• M•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-03 (23 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  W•••••• V•••••• to R••••••• W••••• M•••••••••; J••• B••• to M•• C•••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Firm level
firm contact form or inbox
D••••• T•••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-22 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B••• T••••••••• to C••••••••• F•••••••• N••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
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.
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C•••••• K••••••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-22 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B••• T••••••••• to C••••••••• F•••••••• N••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
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).
C•••• N••••••••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-22 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••• D••••• to M•• W•••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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).
M•••• G••••• H••••••• O•• W••••• A•••••••, S•••• R••• B••••• F•
Call-readyindependent RIA
- 3 known colleagues moved to an independent RIA in the last 180 days. 2 went to C••• L••
  2026-06-12 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J•••••• M•••••• to W•••••••• W••••• D•••••• L••; R••••• F•••• to C••• L••; M•••••• F•••••• to C••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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).
S•••• B••••••••• H••••••• O•• W••••• A•••••••, R•••••• A•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-03 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• F•••••• to C••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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).
S••••• L•• T•••••••• W••••• A•••••••, W••••• C••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-08 (18 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  H••••• K•••• to A••••• W••••• P•••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
A••••• S•••••• T•••••••• W••••• A•••••••, W••••• C••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-08 (18 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  H••••• K•••• to A••••• W••••• P•••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J••••• C•••••••• K••••••••• W••••• A•••••••, B••••••••• P•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-08 (18 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••• G••••• to S••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R••••• Y•••• K••••••••• W••••• A•••••••, B••••••••• P•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-08 (18 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••• G••••• to S••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
B•••••• T••••• T••••• H•••••• C•••••• M•••••••••, R•••••••• V•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to W••••• E••••••••• A••••••• S•••••••• L••
  2026-09-02 (24 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J•••••• D•••••••• to W••••• E••••••••• A••••••• S•••••••• L••; L••••••• J•••••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
R••••• B•••••• U••••• W••••• S•••••••••, B••• R••••• I•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-01 (25 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• N•• to S•••••• W••••• A••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J•••• A••••••• U••••• W••••• S•••••••••, B••• R••••• I•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-01 (25 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• N•• to S•••••• W••••• A••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••• S••••••••• F•••••• F•••••••• P••••••• L••, O••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-20 (2 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  B•••• L•••• to R•• A•••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
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).
C•••••• D•••••••• P••••••• H••• W••••• M•••••••••, A•• A••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-17 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  W•••••• W••••••• to S••••• A••••••• W•••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
J••• C•••• P••••••• H••• W••••• M•••••••••, A•• A••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-17 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  W•••••• W••••••• to S••••• A••••••• W•••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
D••••• T••••• P•••• F•••••••• P•••••••• L••, T••••• F•
Call-readymixed wealth
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-12 (4 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  E•••• G•••••• to R••• F•••••••• P•••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
R•••• M•••••• P•••• F•••••••• P•••••••• L••, T••••• F•
Call-readymixed wealth
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-12 (4 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  E•••• G•••••• to R••• F•••••••• P•••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
P•••• W•••• K•••••• C••••••• L••, G••• A••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-09 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  P••••••• S•••••• to A•••• P•••••• W••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
A••••• B••••• Z• C•••••• P•••••••, R•••••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-09 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  P••••••• S•••••• to A•••• P•••••• W••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
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••••••• B•••••• K•••••• C••••••• L••, G••• A••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-09 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  P••••••• S•••••• to A•••• P•••••• W••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
S••• M••••• Z• C•••••• P•••••••, R•••••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-09 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  P••••••• S•••••• to A•••• P•••••• W••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
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•••••• B•••••• L•••••••• F•••••••• P••••••• I•••, S•••• C•••• S•••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-04 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• F••••••••• to F••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
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).
M••• R•••• L•••••••• F•••••••• P••••••• I•••, S•••• C•••• S•••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-04 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• F••••••••• to F••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
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).
T•••••• M•••••• M•••••• W••••• L••, M••••• P•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-05-11 (5 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C•••• C••••••• to I•••••••• A••••••• S••••••••; D••••• V••••••••• to N•••••••• A•••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
J••••• B••••• M•••••••• W••••• A••••••• L••, C••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-21 (5 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  L••••• O••••••••• to F•••• P••••••• W•••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
P••••• B••••• M•••••••• W••••• A••••••• L••, C••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-21 (5 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  L••••• O••••••••• to F•••• P••••••• W•••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
office line; firm contact form or inbox
B•••••• R•• B••••• G••••••••• W••••• M•••••••••, M••••••••• U•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-08 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J•••• B•••••••• to T••••• W••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
F••••• W•••••• E•••• W••••• M••••••••• L••, S•• D••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-01 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R••• M•••••• to H••••••• W••••• P•••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
S•••• B••••••• E•••• W••••• M••••••••• L••, S•• D••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-01 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R••• M•••••• to H••••••• W••••• P•••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox

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