Advisors to call now

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

Cathy Navarreross Integrated Capital Management, Bloomfield Hills, Mi
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to Creative Financial Designs, Inc.
  2026-05-04 (5 months ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Kenneth Coe to CREATIVE FINANCIAL DESIGNS, INC.
Timing
Strong 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).
Missing: who works with them (team unresolved).
Henry Hasty Idle Hill Advisors LLC, Greenville, Sc
Call-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, LLC
  2026-09-08 (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).
Morgan Ranstrom Trailhead Planners, LLC, Edina, Mn
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 Freedom Day Solutions, LLC
  2026-05-08 (5 months 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).
  Courtney Ranstrom to FREEDOM DAY SOLUTIONS, 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
Missing: a usable practice size; who works with them (team unresolved).
Z•••••• K••• C••••••••• F•••••••• N••••••, B••••••• N•
Call-readynational broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
C••••• T•••• J••• M••••• S••••••••• L••, A••••••• C•
Call-readywirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to C•••
  2026-09-11 (15 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••••• K•••••• to C•••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 3 related advisors, 3 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).
L••• P•••• T•• L••• W••••• G••••, W••••• G•••••• F•
Call-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)
  2026-07-12 (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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••
  2026-07-12 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••••• T••••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lifewealthgroup.com
Who else to call: 4 related advisors, 2 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).
H•••• L•• J••• M••••• S••••••••• L••, C••• O• I•••••••• C•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••
  2026-06-02 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• H••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 4 related advisors, 4 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).
R••• B••••••• J••• M••••• S••••••••• L••, S•••• M•••••• C•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••
  2026-06-02 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• H••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 5 related advisors, 4 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••• R•••••••• J••• M••••• S••••••••• L••, G••••• C•••• N•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••
  2026-08-18 (39 days ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; who works with them (team unresolved).
M••••••••• F••••• J••• M••••• S••••••••• L••, P••••••• M•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••
  2026-08-18 (39 days ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
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).
S•••••••• P•••••• J••• M••••• S••••••••• L••, S••••• I•••••• N•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••
  2026-08-18 (39 days ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
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).
G••••• S•••• R•••••••• A•••••••• L••, E••••••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Firm level
firm main line
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M••••• B•••• K••••• W••••• M••••••••• I•••, F•••••• M•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••
  2026-08-24 (33 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
Timing
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
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••••••• S••••• K••••• W••••• M••••••••• I•••, F•••••• M•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••
  2026-08-24 (33 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
Timing
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
A•••••• S••••••• T•• S••••••• G••••, S••••••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••
  2026-06-22 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••• O•••••• to E••••• A••••••• L••
Timing
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
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
B•••• H••••• J••• M••••• S••••••••• L••, I•••••• C•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••
  2026-06-02 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• H••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K•••••• B•••••••• C••••• C•••••• A•••••••• L••, V••• B••••• F•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-22. null went to M••• A••••••• S•••••••• L••
  2026-05-22 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  P•••••• T••••• to M••• A••••••• S•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable $500M and up, revenue $2M and up (transfer share is a judgment)
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).

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