DFX Intelligence
For recruiters
Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
A dated fact that historically went with moving, on a practice worth the call.
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- Henry Hasty Idle Hill Advisors LLC, Greenville, ScCall-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-08. null went to Creekmur Asset Management, LLC2026-09-08 (18 days ago). At independent RIAs, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).Christopher Wright to CREEKMUR ASSET MANAGEMENT, LLC
- 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
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- Kevin Lane Lane Brothers Investment Counsel, Prescott, AzCall-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-08-31)2026-08-31 (26 days 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
- $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
Missing: a usable practice size; who works with them (team unresolved).
- Amber Roemer Capital Consulting & Asset Management, Lincoln, NeCall-readyindependent RIA
- passed the Series 63 on 2026-06-26 after 11 years in the industry, not as part of a firm licensing class2026-06-26 (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: SEC IAPD individual feed, exam records (dated exam passes).
- 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
Missing: a usable practice size; who works with them (team unresolved).
- G•••• G•••••••• Z•••••• R••••••••• P•••••••, R•• B•••• N•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)2026-06-03 (4 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
- $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
Missing: a usable practice size; who works with them (team unresolved).
- M•••••• Z••••••••• Z•••••• R••••••••• P•••••••, R•• B•••• N•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)2026-06-03 (4 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
- $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
Missing: a usable practice size; who works with them (team unresolved).
- R••• Z••••••••• Z•••••• R••••••••• P•••••••, R•• B•••• N•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)2026-06-03 (4 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
- $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
Missing: a usable practice size; who works with them (team unresolved).
- M••••• R••••••• T•••••••• P•••••••• L••, E••••• M•Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to F•••••• D•• S••••••••• L••2026-05-08 (5 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).C••••••• R••••••• to F•••••• D•• S••••••••• L••
- 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
Missing: a usable practice size; who works with them (team unresolved).
- J••••• Q•••• I••••••••• W••••• A•••••••• L••, I••••••••• O•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)2026-04-28 (5 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
- $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
- office line; 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).
Missing: a usable practice size; who works with them (team unresolved).
- J•••• L•••••• P••••••• W•••••• L••, D•••••• C•Call-readyindependent RIA
- passed the Series 63 on 2026-03-25 after 16 years in the industry, not as part of a firm licensing class2026-03-25 (6 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
- $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
- catch-all email (domain accepts every address, unverifiable) at protocolcheck.com
Missing: a usable practice size; who works with them (team unresolved).
- S•••••• F••••• D•••••• S••••• C••••••, S•••• L••••• M•Call-readyindependent RIA
- passed an adviser exam (S65) on 2025-10-17 after 28 years in the industry, not as part of a same-week firm licensing class2025-10-17 (11 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- 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
Missing: a usable practice size; a contradiction to resolve; who works with them (team unresolved).
- R••••• M••••••• A••••••••• C••••••••• L••, W•••••••• M•Call-readystate-registered adviser
- passed an adviser exam (S65) on 2025-10-16 after 25 years in the industry, not as part of a same-week firm licensing class2025-10-16 (12 months ago). At A••, 7.2% with this moved within a year against 4.9% without it (1.5x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- 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
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
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