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.
Someone who moved firms with this advisor before has just left.
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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).
- Kristopher Lewis Tuttle Wealth Partners LLC, Brookhaven, Gaindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-24. null went to Tuttle Capital Management, LLC2026-08-24 (33 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).Frances Newton to TUTTLE CAPITAL 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).
Before a call: joined the current firm under a year ago.
- Morgan Ranstrom Trailhead Planners, LLC, Edina, MnCall-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, LLC2026-05-08 (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).