Advisors to call now

A newly filed adviser they own, or a new outside advisory or holding business.

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

Anthony Christensen Access Wealth Management, LLC, Louisville, Ky
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-04-13, where they are not yet registered: Access Real Estate, LLC
  2026-04-13 (6 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).
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-03 (4 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.
  Travis Jaggers to Oxinas Partners Wealth Management
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
provider email, not verified; firm contact form or inbox
Before a call: joined the current firm under a year ago.
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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
provider email, not verified
Steven Lichtblau Arkadios Wealth Advisors, Scottsdale, Az
independent RIA
- is Owner of a newly filed adviser, first filed 2026-08-13, where they are not yet registered: Rbg Capital LLC
  2026-08-13 (44 days 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
Not estimable
Book not estimable
Team
2 move with them
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: practice size.
M•••••• M•••• P•• A•••••••, P••••••• A•
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to O•••••••••
  2026-08-26 (31 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; S••• F••• to L•• F•••••••• L••; M••••• K••• to O••••••••• and 2 more
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 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.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; R••••• M•••• to D••••• M•••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
M•••••• W•••••• A••••••• W••••• A•••••••, S••••••••• A•
independent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-08-13, where they are not yet registered: R•• C•••••• L••
  2026-08-13 (44 days ago). At I•••••••••, 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
J••• S•••••• W•••• F•••• A•••••••, E• S••••••• C•
wirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-19, where they are not yet registered: A••••••• F••••• W••••• O••••• L••
  2026-06-19 (3 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Business ties: Some: 2 operating or professional businesses on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
G•••• Z•••• E••••• F•••••••• M••••••••• C••••••• L••, H••••••• N•
Call-readyindependent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-05-29, where they are not yet registered: O•••••••• C•••••• A••••••• L••
  2026-05-29 (4 months ago). At I•••••••••, 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
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
provider email, not verified; firm contact form or inbox
D••• D•••••••• G••••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
other adviser
- is P•••••••• of a newly filed adviser, first filed 2025-12-02, where they are not yet registered: G••••••••• I••••••••• L••• A•••••••• L••
  2025-12-02 (10 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
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).
Before a call: practice size.
R•••••• P•••• P•••• I••••••••• M••••••••• L••, N•• Y•••• N•
asset manager
- owns 25% to 50% of a newly filed adviser, first filed 2025-09-29, where they are not yet registered: V••••••••• A•••••••• L••
  2025-09-29 (12 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
G••• S•••••••• C•••••••• W••••• S••••••••• L••, C••••••• I•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-06 (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.
  K•••• G••••• to P•••••••• L••
Timing
Timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
I•••••• D•• F••••• X••••• W••••• L••, M••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: owner of an adviser first filed in the last year where they are not yet registered.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
W••••• G•••••• K• R• F•••••••• L••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: owner of an adviser first filed in the last year where they are not yet registered.
Timing
Model band only
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
provider email, not verified; firm contact form or inbox
Business ties: Some: 2 operating or professional businesses, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A•••••• M••••• E••••• F•••••••• M••••••••• C••••••• L••, B•••••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: owner of an adviser first filed in the last year where they are not yet registered.
Timing
Model band only
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
provider email, not verified; firm contact form or inbox
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Before a call: a dated reason to call now.
J••••• G••••••• T•• A•••••••• I•••, S•••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 5 prior firm moves; 1.3 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Before a call: a dated reason to call now; practice size.
R••••• O•••• T•• A•••••••• I•••, S•••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 3 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Business ties: Some: 2 operating or professional businesses on file. A measure of business ties, not of book size or clients.
Before a call: a dated reason to call now; practice size.
F••••••• P•• T•• A•••••••• I•••, M••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: joined the current firm 10 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified; firm contact form or inbox
Business ties: Some: 2 operating or professional businesses on file. A measure of business ties, not of book size or clients.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
B•••• A•••• S••••••• P•••••••, G••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.8 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Business ties: Some: 1 operating or professional business, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Before a call: a dated reason to call now; practice size.
J••• K•• N•••• O•• C•••••• M••••••••• L••, G••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
D••••• C•••• J••• M••••• S••••••••• L••, W••••••• V••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Before a call: a dated reason to call now; practice size.
J•••• N••• F•••••••• T•••••••••, G••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Business ties: Extensive: 4 operating or professional businesses, 3 real-estate entities, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B•••• S•••••••• C•••••••• F••••••••• I•••, S••••••••• A•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
J•••• J••• J••• M••••• S••••••••• L••, S•• A••••••• T•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
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: a dated reason to call now; practice size; joined the current firm under a year ago.
C••••••••• Z••• C•• I••••••••• L•••, H••••••• T•
asset manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now; practice size.
A••••• Z••••••• A••• I••••••••• P••••••• L•, N•• Y•••• N•
asset manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now; practice size.
H••••• R••••••••• U•• F•••••••• S••••••• I•••, B••• R••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
ESTIMATED email an address at ubs.com (style first.last@ubs.com reproduced 74 of 75 confident provider/published addresses at this firm (95% CI 93% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Business ties: Some: 1 investment vehicle, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Before a call: a dated reason to call now; practice size.
K••• T••• J••• M••••• S••••••••• L••, B••••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Business ties: Broad: 1 operating or professional business, 1 real-estate entity, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Before a call: a dated reason to call now; practice size.

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