Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

Daniel Mccurry Commonwealth Financial Network, Pittsburgh, Pa
Call-readynational broker-dealer RIA
- this office went from 20 to 14 registered advisors over the last year, with 6 leaving for other firms (latest 2026-04-13)
  2026-04-13 (6 months ago). At national broker-dealer RIAs, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
William Hatcher Commonwealth Financial Network, Alpharetta, Ga
Call-readynational broker-dealer RIA
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-08-20)
  2026-08-20 (37 days ago). At national broker-dealer RIAs, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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 commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
Brian Francis Commonwealth Financial Network, Overland Park, Ks
Call-readynational broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At national broker-dealer RIAs, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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 commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
C••••• Y•••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
Call-readynational broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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 commonwealth.com
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
S•••• H••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
Call-readynational broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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 commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
W•••••• J•••• C••••••••• F•••••••• N••••••, C•••••••• M•
Call-readynational broker-dealer RIA
- this office went from 17 to 11 registered advisors over the last year, with 6 leaving for other firms (latest 2026-01-30)
  2026-01-30 (8 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; the full regulatory record; who works with them (team unresolved).
A•••• D•••• A••••••••• F•••••••• S•••••••• L••, R••••••••• T•
Call-readynational broker-dealer RIA
- this office went from 12 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-07-08)
  2026-07-08 (3 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
K•••• K••••• J••• M••••• S••••••••• L••, S••••••••• I•
Call-readywirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)
  2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
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
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
R••• H•••••••• J••• M••••• S••••••••• L••, S••••••••• I•
Call-readywirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)
  2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
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: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
E••••• A••••••• J••• M••••• S••••••••• L••, I•••••• T•
Call-readywirehouse
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-03-04)
  2026-03-04 (7 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
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
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).

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