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.
Offices that lost 20% or more of their advisors in 180 days.
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- 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).
- Grace Gallagher Zynergy Retirement Planning, Red Bank, NjCall-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 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).
- Michela Zacharczyk Zynergy Retirement Planning, Red Bank, NjCall-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 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).
- 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).
- 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).
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