Advisors to call now

High-value opportunities one key field short of a call: finish the research, then call.

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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 $215M to $382M, 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: 4 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).
James Oghigian Pavion Blue Capital, LLC, Newport Beach, Ca
Call-readyindependent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-01-08, where they are not yet registered: Deep Blue Capital
  2026-01-08 (9 months ago). At independent RIAs, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $377M to $421M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at pavionbluecapital.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Annette Campos Riverplace Capital Management Inc, Jacksonville, Fl
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (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).
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $134M to $238M, 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: 8 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).
T•••• G•••••••• G••••• B•••••••• W••••• M••••••••• L••, M••••• F•
Call-readymixed wealth
- 20% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (3 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable $345M to $615M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J••• A•••• T•••• B•••••••• W••••• M••••••••• L••, M••••• F•
Call-readymixed wealth
- 20% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (3 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable $345M to $615M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 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).
G••••• E•••• B•••••••• W••••• M••••••••• L••, M••••• F•
Call-readymixed wealth
- 20% of this office left for other firms in the last six months (latest 2026-06-29)
  2026-06-29 (3 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable $345M to $615M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
K•••• M••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 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
$250M+
Team book $250M to $500M; portable $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
H•••• H•••• I••• H••• A••••••• L••, G••••••••• S•
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 C••••••• A•••• M••••••••• L••
  2026-09-08 (18 days ago). At I•••••••••, 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).
  C••••••••• W••••• to C••••••• A•••• M••••••••• L••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $91M to $102M, 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: 6 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
K•••• L••• L••• B••••••• I••••••••• C••••••, P•••••••• A•
Call-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 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 $204M to $228M, 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
A•••• R••••• C•••••• C••••••••• • A•••• M•••••••••, L••••••• N•
Call-readyindependent RIA
- passed the Series 63 on 2026-06-26 after 11 years in the industry, not as part of a firm licensing class
  2026-06-26 (3 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $109M to $195M, 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: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
G•••• G•••••••• 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 $86M to $154M, 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: 7 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).
M•••••• 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 $86M to $154M, 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: 7 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).
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 $147M to $164M, 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: 6 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).
M••••• R••••••• T•••••••• P•••••••• L••, E••••• M•
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 F•••••• D•• S••••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 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).
  C••••••• R••••••• to F•••••• D•• S••••••••• L••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $160M to $179M, 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: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: 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 $105M to $187M, 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: 9 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).
J•••• L•••••• P••••••• W•••••• L••, D•••••• C•
Call-readyindependent RIA
- passed the Series 63 on 2026-03-25 after 16 years in the industry, not as part of a firm licensing class
  2026-03-25 (6 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $64M to $113M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at protocolcheck.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J••••• P•••• M•• F•••••••• C•••, F••••• M••••• T•
Call-readystate-registered adviser
- passed the Series 63 on 2026-02-26 after 16 years in the industry, not as part of a firm licensing class
  2026-02-26 (7 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable $49M to $87M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at doctorsfs.com; firm contact form or inbox
Missing: who works with them (team unresolved).
H••••• M•••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days 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
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
C••••• B••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days 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
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
W•••••• O••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days 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
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
K••• L•••• K••••• A••••••• S•••••••• L••, A••••••••• G•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-04-01)
  2026-04-01 (6 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
B•••••• H•••• K••••• A••••••• S•••••••• L••, A••••••••• G•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-04-01)
  2026-04-01 (6 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
S••••• G•••••••• K••••• A••••••• S•••••••• L••, A••••••••• G•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-04-01)
  2026-04-01 (6 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
D•••• N•••••• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at sofi.com
Who else to call: 38 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.

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