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

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
Todd Iglehart Family Legacy Financial Solutions, LLC, Cary, Nc
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-31 (57 days ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  John Lyon to Rossby Financial, Llc
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
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Tasha Mauss Samara Capital, Beaverton, Or
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-07 (3 months ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Miles Lewis to Becker Capital Management, Inc.; Christopher Jackson to Pure Financial Advisors, Llc
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
T••••• D••••• S••••••• F•••••••• G••••, S•• D••••• C•
Call-readyindependent RIA
- 3 known colleagues moved to an independent RIA in the last 180 days. 3 went to M••••• C•••••• G••••
  2026-07-02 (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.
  K•••••• C•••• to M••••• C•••••• G••••; R••••• K•••• to M••••• C•••••• G••••; A•••••• Z•••••• to M••••• C•••••• G••••
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
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C••••• H•••• H•••• • A••••••••• W••••• M••••••••• L••, C•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-01 (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.
  K•••••• B•••••••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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).
E••• F••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-23 (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.
  M••• P••••••• to F••••••
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
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
N••••••• B••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-23 (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.
  M••• P••••••• to F••••••
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
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
E••• I•••• L••••••••• W••••• M••••••••• I•••, P••••••• A•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-10 (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••• T•••••• to C• A•••••••• L••
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
J••••••• I•••• I•••• F•••••••• G••••• L••, A•• A••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-05 (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.
  D••••••• D•••••• to F••••••••• I••••••••• A••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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•••••• I•••• I•••• F•••••••• G••••• L••, A•• A••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-05 (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.
  D••••••• D•••••• to F••••••••• I••••••••• A••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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).
W••• R••••• S••••• • R••••• F•••••••• S•••••••• I•••, O••••• B••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-07 (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.
  G••••• J•••••• to C••• L••
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
M••• H•••••• M•••••• A•••••••• L••, M••••••••• W•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-29 (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.
  J••••• G•••••• to N•••••••• P•••••••• L••
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
D••••• M•••••• C•••••••• C•••••• L••, A••••••••• V•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to A•••••• W••••• M••••••••• L••
  2026-04-20 (5 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.
  M•••• B••••••••• to A•••••• W••••• M••••••••• L••; S••• G•••• to A•••••• W••••• M••••••••• L••
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
R••• A••••••• C•••••••• C•••••• L••, A••••••••• V•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to A•••••• W••••• M••••••••• L••
  2026-04-20 (5 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.
  M•••• B••••••••• to A•••••• W••••• M••••••••• L••; S••• G•••• to A•••••• W••••• M••••••••• L••
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
R••••• B•••••• S••••• W•••••, L••••••••• M•
Call-readymixed wealth
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-02 (6 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.
  L•••••• G••••••••• to C• A••••••• S•••••••
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
A••••• M•••• S••••• C••••••, B••••••••• O•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-03-31 (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.
  C••••••••• J•••••• to P••• F•••••••• A•••••••• L••
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
S•••••• F••••• D•••••• S••••• C••••••, S•••• L••••• M•
Call-readyindependent RIA
- passed the Series 65 on 2025-10-17 after 29 years in the industry
  2025-10-17 (11 months ago). At I•••••••••, 8.6% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
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
V••••••• D••••• B•••••• W••••• C••••••••• L••, S••••• G••••• I•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 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.
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••; L•••• W•••• to I••••••••• W••••• C••••••• L••
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
H•••• H•••• I••• H••• A••••••• L••, G••••••••• S•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-08 (18 days 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.
  C••••••••• W••••• to C••••••• A•••• M••••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-18 (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•••• Y•••••••• to S••••••• W••••• M••••••••• L••
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
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•••• R••• A••• P••••••• • W•••••, S••••••••• O•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to F••••• C•••••• A•••••••• L••
  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.
  B••• L••••• to F••••• C•••••• A•••••••• L••; M•••••• J•••••••• to F••••• C•••••• A•••••••• L••
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
E•••••• L•••• M••••• G••••• L••, C•••• G•••••• F•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-28 (29 days 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.
  K•••• G••••• to F•••• C••••••
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
G•••••• P••••• L••• M••••• G••••• L••, C•••• G•••••• F•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-28 (29 days 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.
  K•••• G••••• to F•••• C••••••
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
C••••••• C••••••••• P•••••• A•••• M••••••••• I••, K•••••••• W•
Call-readyindependent RIA
- 3 known colleagues moved to an independent RIA in the last 180 days. 2 went to C••••••
  2026-08-20 (37 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.
  S•••••• G••••• to F••••• C•••••• A•••••••• L••; S•••• K•••••• to C••••••; A•••••• E••••••••• to C••••••
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
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
K•••••• L••••••• P•••••• C••••• G•••• A•••• M•••••••••, G••••••••• N•
Call-readyindependent RIA
- 3 known colleagues moved to an independent RIA in the last 180 days. 2 went to C••••••
  2026-08-18 (39 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.
  S••••• H•••••• to B••••• P••••• A•••••••• L••; E••• S•••• to C••••••; E•••• J••••• to C••••••
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
E•••• O••••• T••••• W••••• A•••••••, C•••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-14 (43 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.
  A••••• R••••• to G•••• R•••• F••••••••
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
N••••••• C•••••• B•••••• F••••••••• L••, C••••••• S••••••• C•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-12 (45 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••••• H••••••• to M•••••• P•••••••; C••• N•••••••• to F•••••••• C•••••• M••••••••• L••
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
A•••• A••••••• F•• W••••• M•••••••••, C••••••••• C•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to A•••••••• C•••••• L••
  2026-07-31 (57 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••••• H••• to A•••••••• C•••••• L••; R••• D•• to A•••••••• C•••••• L••
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
W••••• G••••••• R••••••••• W•••••, N•• Y•••• N•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-28 (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.
  J•••• C••••••• to C••••• P••••••• L••; F•••••• C••••••• to M••••••
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
M••• B•••• B•••• F•••••••• S•••••••• I•••, N•••••• B••••• C•
Call-readyindependent RIA
- passed the Series 65 on 2026-07-24 after 32 years in the industry
  2026-07-24 (2 months ago). At I•••••••••, 8.6% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
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
J••• L•••• L•••• W••••• M•••••••••, V••••••••• I•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-21 (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.
  D••••• G•••••• to K••••••••• L••
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
D•• G•••••• G•••••• W••••• A•••••••• L••, L••••••••• K•
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
$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•••••• E•••• R•• W••••• A••••••• L••, M••••••• T•
Call-readyindependent RIA
- 4 known colleagues moved to an independent RIA in the last 180 days. 4 went to C•••••• B••••• A•••••••
  2026-07-16 (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.
  S••• G•••• to C•••••• B••••• A•••••••; D•••• W•••••• to C•••••• B••••• A•••••••; C•••• L•• R•••• to C•••••• B••••• A•••••••; P•••• G•••• to C•••••• B••••• A•••••••
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
D•••••• N••••• C••••••••• W••••• A••••••• L••, C••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-14 (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• V•••• to C••••••
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
J•••••• R•••••• A••••••• F•••••••• G••••, D••••••••• P•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to F••••• C•••••• A•••••••• L••
  2026-07-06 (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.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••; L••• F•••••••• to F••••• C•••••• A•••••••• L••
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
P••• S••••• V•••••, M••••••• P•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-30 (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.
  B••••••• N•••••• to F••••• I•••••••••
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
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
H••••• C•••••• B••••• W•••••, O••••••• P•••• K•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-29 (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.
  B••••• S••••••• to A••••••• F••••••••• L•••
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
J••••• L••• O•• W••••• I••••••••, B••• R••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-25 (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.
  C••••••••• C•••••• to C••• I••••••••• A•••••••• I•••
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
J••••• C••• C••• C•••••••, A••••••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-25 (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.
  A••••• S•••• to A••••••• F••••••••• L•••
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
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R•••••• M••••••••• S••••• P•••••• W••••• L••, N•••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-10 (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••• T•••••• to C• A•••••••• L••
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
J••• W•••••••• D••••••• I••••••••• I•••, S•• D••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-10 (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.
  C•••• F••••• to C• A•••••••• L••
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

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