Advisors to call now

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

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

Andrew Giannone Forefront Analytics, LLC, Wayne, Pa
mixed wealth
- 4 of the 16 advisors at this office left in the last 180 days (25%). 3 went to Ethos Financial Group, LLC
  2026-09-04 (22 days ago). Across all advisors, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Louis Rivera to Ethos Financial Group, Llc; Jack Costello to Ethos Financial Group, Llc; Larissa Costello to Ethos Financial Group, Llc; Steven Cacciutti to Consolidated Portfolio Review Corp
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, 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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: mid-move on the record.
Casey Monsen Keeler Thomas Management LLC, Orem, Ut
independent RIA
- 5 of the 11 advisors at this office left in the last 180 days (45%). 5 went to Tanara Wealth Management LLC
  2026-04-08 (6 months ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Alex Graham to Tanara Wealth Management Llc; James Belliston to Tanara Wealth Management Llc; Roger Lowe to Tanara Wealth Management Llc; Tyler Thompson to Tanara Wealth Management Llc and 1 more
- 5 known colleagues moved to an independent RIA in the last 180 days. 5 went to Tanara Wealth Management LLC
  2026-04-08 (6 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.
  Tyler Thompson to Tanara Wealth Management Llc; Roger Lowe to Tanara Wealth Management Llc; James Belliston to Tanara Wealth Management Llc; Alex Graham to Tanara Wealth Management Llc and 1 more
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
firm contact form or inbox
Before a call: mid-move on the record.
Edward Moore Bey-Douglas, LLC Investment Counsel, Atlanta, Ga
independent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%). 2 went to Waterloo Capital
  2026-08-25 (32 days ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Stuart Canzeri to Waterloo Capital; David Hughes to Waterloo Capital
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Waterloo Capital
  2026-08-25 (32 days 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.
  David Hughes to Waterloo Capital; Stuart Canzeri to Waterloo Capital
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
Before a call: mid-move on the record.
M•••••• R••• T•• S•••••• G••••, S•• P••••••••• F•
Call-readystate-registered adviser
- 4 of the 11 advisors at this office left in the last 180 days (36%), against a median of 0% across the firm's other offices. 3 went to S•••••• W••••• P•••••••• L••
  2026-07-06 (3 months ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B•••••• to S•••••• W••••• P•••••••• L••; J•••• L••••• to S•••••• W••••• P•••••••• L••; J•••• W•••••• to S•••••• W••••• P•••••••• L••; E••••• K•••••• to L•• F•••••••• L••
Timing
Strong 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
J•••• W•••• P•••••••• A•••••••, W••••••••• V•
Call-readybroker-dealer affiliated
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to H••••••••• F•••••••• G••••
  2026-07-07 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  R••• D•••••• to H••••••••• F•••••••• G••••; K•••••• F•••• to H••••••••• F•••••••• G••••
Timing
Strong timing
Value
Under $25M
Personal book under $100M; portable under $100M, revenue under $1M
Team
No team seen
Contact
Firm level
provider email, not verified
V•••••• C••••••• C•••••••• I••••••••• R••••••• A•••••••• I•••, C••• H•••• P•
broker-dealer affiliated
- 3 of the 9 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 3 went to L••••• F•••••••• G••••
  2026-08-25 (32 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  H•••• C••••••• to L••••• F•••••••• G••••; A•••••••• L••••• to L••••• F•••••••• G••••; R••••• L••••• to L••••• F•••••••• G••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••• W••••• C•••••••• I••••••••• R••••••• A•••••••• I•••, B••• R••••• F•
broker-dealer affiliated
- 9 of the 16 advisors at this office left in the last 180 days (56%), against a median of 0% across the firm's other offices. 9 went to L•• F•••••••• L••
  2026-07-13 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••• L•••••• to L•• F•••••••• L••; T••••• R••• to L•• F•••••••• L••; I••• U•••••• to L•• F•••••••• L••; F•••••••• T•••• to L•• F•••••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
G•••••• L••••••• 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
3 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••• B•••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 3 of the 12 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 3 went to M••••• S••••••
  2026-07-10 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B••••••••• to M••••• S••••••; A••••• G•••••• to M••••• S••••••; D••••• D••••••• to M••••• S••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
P•••• D•••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 3 of the 12 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 3 went to M••••• S••••••
  2026-07-10 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B••••••••• to M••••• S••••••; A••••• G•••••• to M••••• S••••••; D••••• D••••••• to M••••• S••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
D••••• R••••••• J••• M••••• S••••••••• L••, A•••••• C•
wirehouse
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices
  2026-06-18 (3 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B••••••• G•••••• to S•••; S••••• C••• to P•• W••••• M•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
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)); provider email, not verified
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; joined the current firm under a year ago.
E••••• P••••••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent RIA
- 2 of the 8 advisors at this office left in the last 180 days (25%). 2 went to R•••• W••••• P•••••••
  2026-05-29 (4 months 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.
  L••••• F•••• to R•••• W••••• P•••••••; M••••• H••• to R•••• W••••• P•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
D•• J••••• A••••• A•••••••, L••••• U•
Call-readyindependent RIA
- 5 of the 11 advisors at this office left in the last 180 days (45%). 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months 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.
  A••• G••••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
- 5 known colleagues moved to an independent RIA in the last 180 days. 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months 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.
  A••• G••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
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: 2 related advisors (teammates, former teammates, office peers and business partners).
B•••• K•••••• C•••••••• I••••••••• R••••••• A•••••••• I•••, C••• H•••• P•
broker-dealer affiliated
- 3 of the 9 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 3 went to L••••• F•••••••• G••••
  2026-08-25 (32 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  H•••• C••••••• to L••••• F•••••••• G••••; A•••••••• L••••• to L••••• F•••••••• G••••; R••••• L••••• to L••••• F•••••••• G••••
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: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• S•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, O••••••• P•••• K•
broker-dealer affiliated
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to C••••••••• W•••••• L••
  2026-08-24 (33 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J• H•• S••••••••• to C••••••••• W•••••• L••; J•••• S••••• to C••••••••• W•••••• L••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to C••••••••• W•••••• L••
  2026-08-24 (33 days ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J• H•• S••••••••• to C••••••••• W•••••• L••; J•••• S••••• to C••••••••• W•••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
M•••••• P••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, O••••••• P•••• K•
broker-dealer affiliated
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to C••••••••• W•••••• L••
  2026-08-24 (33 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J• H•• S••••••••• to C••••••••• W•••••• L••; J•••• S••••• to C••••••••• W•••••• L••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to C••••••••• W•••••• L••
  2026-08-24 (33 days ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J• H•• S••••••••• to C••••••••• W•••••• L••; J•••• S••••• to C••••••••• W•••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
E•••••• C••• T•• W••••• M••••••••• L••, H••••••• T•
other adviser
- 3 of the 14 advisors at this office left in the last 180 days (21%)
  2026-08-24 (33 days ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B••••••• F•••••• to E••••••• A•••••••• L••; J••• S•••••• to M••••••; D••••• H•• to B••••• P••••• A•••••••• L••
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-24 (33 days 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.
  B••••••• F•••••• to E••••••• A•••••••• L••; J••• S•••••• to M••••••; D••••• H•• to B••••• P••••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G•••• K• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 8 of the 36 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 7 went to W•••• F•••• A•••••••
  2026-08-24 (33 days ago). At U••, 14.9% with this moved within a year against 5.5% without it (2.7x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  I•• M•••• to R•• W••••• S••••••••• L••; J••• V••••••••• to W•••• F•••• A•••••••; S•••• W•••• to W•••• F•••• A•••••••; J•• D• A••••••• to W•••• F•••• A••••••• and 2 more
Timing
Strong timing
measured at this firm
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))
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.
S•••• B••••• P••• A••••• S••••••••• L••, G•••••••• V••••••• C•
broker-dealer affiliated
- 3 of the 14 advisors at this office left in the last 180 days (21%), against a median of 0% across the firm's other offices
  2026-08-18 (39 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B••••••• S••••• to T•• P••••••• I•••; R••• H•••• to E••••••••• W••••• M•••••••••; D••••• J•••••• to M•• I•••••••• S•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
D••••• H•••••• C•••••••• I••••••••• R••••••• A•••••••• I•••, B••• R••••• F•
broker-dealer affiliated
- 9 of the 16 advisors at this office left in the last 180 days (56%), against a median of 0% across the firm's other offices. 9 went to L•• F•••••••• L••
  2026-07-13 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••• L•••••• to L•• F•••••••• L••; T••••• R••• to L•• F•••••••• L••; I••• U•••••• to L•• F•••••••• L••; F•••••••• T•••• to L•• F•••••••• L•• and 2 more
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: 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; joined the current firm under a year ago.
I••••• R•••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 3 of the 12 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 3 went to M••••• S••••••
  2026-07-10 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B••••••••• to M••••• S••••••; A••••• G•••••• to M••••• S••••••; D••••• D••••••• to M••••• S••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••••• B••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 3 of the 12 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 3 went to M••••• S••••••
  2026-07-10 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B••••••••• to M••••• S••••••; A••••• G•••••• to M••••• S••••••; D••••• D••••••• to M••••• S••••••
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.
B•••• M•••••• U•• F•••••••• S••••••• I•••, S•••••••• F•
wirehouse
- 4 of the 18 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 3 went to S•••••• P••••••• I••••••••• A•••••••• L••
  2026-06-16 (3 months ago). At U••, 14.9% with this moved within a year against 5.5% without it (2.7x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• L•••• to S•••••• P••••••• I••••••••• A•••••••• L••; S•••• Z••••••• to S•••••• P••••••• I••••••••• A•••••••• L••; W••• L•••• to S•••••• P••••••• I••••••••• A•••••••• L••; J•••• P•••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
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: Broad: 2 operating or professional businesses, 1 real-estate entity, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••• M•••••• W•••• F•••• A•••••••, H••••••• T•
broker-dealer affiliated
- 5 of the 13 advisors at this office left in the last 180 days (38%), against a median of 0% across the firm's other offices. 5 went to M•• F•••••••• A•••••••• L••
  2026-05-21 (4 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  M••••• A•••••• to M•• F•••••••• A•••••••• L••; N••••••• R••••• to M•• F•••••••• A•••••••• L••; C••• T••••• to M•• F•••••••• A•••••••• L••; L•••• D••••• to M•• F•••••••• A•••••••• L•• and 1 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
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; mid-move on the record.
K••• D••••••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- 4 of the 12 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 3 went to N•••••••• P•••••••• L••
  2026-09-22 (4 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••••• B••••••• to N•••••••• P•••••••• L••; N•••••••• B••••••• to N•••••••• P•••••••• L••; L•••• M•••••••• to N•••••••• P•••••••• L••; D••••• S••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size; joined the current firm under a year ago.
M•••• K•••••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- 4 of the 12 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 3 went to N•••••••• P•••••••• L••
  2026-09-22 (4 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••••• B••••••• to N•••••••• P•••••••• L••; N•••••••• B••••••• to N•••••••• P•••••••• L••; L•••• M•••••••• to N•••••••• P•••••••• L••; D••••• S••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
- 3 known colleagues moved to an independent RIA in the last 180 days. 3 went to N•••••••• P•••••••• L••
  2026-09-22 (4 days ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  L•••• M•••••••• to N•••••••• P•••••••• L••; A••••• B••••••• to N•••••••• P•••••••• L••; N•••••••• B••••••• to N•••••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
B•••• B•••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- 4 of the 12 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 3 went to N•••••••• P•••••••• L••
  2026-09-22 (4 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••••• B••••••• to N•••••••• P•••••••• L••; N•••••••• B••••••• to N•••••••• P•••••••• L••; L•••• M•••••••• to N•••••••• P•••••••• L••; D••••• S••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
- 3 known colleagues moved to an independent RIA in the last 180 days. 3 went to N•••••••• P•••••••• L••
  2026-09-22 (4 days ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  L•••• M•••••••• to N•••••••• P•••••••• L••; A••••• B••••••• to N•••••••• P•••••••• L••; N•••••••• B••••••• to N•••••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
D•••••• P•••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- 4 of the 12 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 3 went to N•••••••• P•••••••• L••
  2026-09-22 (4 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••••• B••••••• to N•••••••• P•••••••• L••; N•••••••• B••••••• to N•••••••• P•••••••• L••; L•••• M•••••••• to N•••••••• P•••••••• L••; D••••• S••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
- 3 known colleagues moved to an independent RIA in the last 180 days. 3 went to N•••••••• P•••••••• L••
  2026-09-22 (4 days ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A••••• B••••••• to N•••••••• P•••••••• L••; N•••••••• B••••••• to N•••••••• P•••••••• L••; L•••• M•••••••• to N•••••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
T••••• C•••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- 9 of the 20 advisors at this office left in the last 180 days (45%). 3 went to V••• F•••••••• A•••••••• I•••
  2026-09-17 (9 days ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  I•• S••••••• to C••••••••• W••••• A•••••••• L••; R••• W••••• to W••••• T••••• W••••• S••••••••• L••; B•••• T•••••••• to E•••••• A••••••• G••••• L••; Z•••••• P••••• to I••••••• P•••••••• S•••••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
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; joined the current firm under a year ago.
J•••• S•••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- 9 of the 20 advisors at this office left in the last 180 days (45%). 3 went to V••• F•••••••• A•••••••• I•••
  2026-09-17 (9 days ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  I•• S••••••• to C••••••••• W••••• A•••••••• L••; R••• W••••• to W••••• T••••• W••••• S••••••••• L••; B•••• T•••••••• to E•••••• A••••••• G••••• L••; Z•••••• P••••• to I••••••• P•••••••• S•••••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
I••••• C••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- 9 of the 20 advisors at this office left in the last 180 days (45%). 3 went to V••• F•••••••• A•••••••• I•••
  2026-09-17 (9 days ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  I•• S••••••• to C••••••••• W••••• A•••••••• L••; R••• W••••• to W••••• T••••• W••••• S••••••••• L••; B•••• T•••••••• to E•••••• A••••••• G••••• L••; Z•••••• P••••• to I••••••• P•••••••• S•••••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
L•••••• H••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- 9 of the 20 advisors at this office left in the last 180 days (45%). 3 went to V••• F•••••••• A•••••••• I•••
  2026-09-17 (9 days ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  I•• S••••••• to C••••••••• W••••• A•••••••• L••; R••• W••••• to W••••• T••••• W••••• S••••••••• L••; B•••• T•••••••• to E•••••• A••••••• G••••• L••; Z•••••• P••••• to I••••••• P•••••••• S•••••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
C••••• A•••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- 9 of the 20 advisors at this office left in the last 180 days (45%). 3 went to V••• F•••••••• A•••••••• I•••
  2026-09-17 (9 days ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  I•• S••••••• to C••••••••• W••••• A•••••••• L••; R••• W••••• to W••••• T••••• W••••• S••••••••• L••; B•••• T•••••••• to E•••••• A••••••• G••••• L••; Z•••••• P••••• to I••••••• P•••••••• S•••••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
D•••••• W••••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- 9 of the 20 advisors at this office left in the last 180 days (45%). 3 went to V••• F•••••••• A•••••••• I•••
  2026-09-17 (9 days ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  I•• S••••••• to C••••••••• W••••• A•••••••• L••; R••• W••••• to W••••• T••••• W••••• S••••••••• L••; B•••• T•••••••• to E•••••• A••••••• G••••• L••; Z•••••• P••••• to I••••••• P•••••••• S•••••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Before a call: practice size.
N••••••• T••••••• C••••••••• W••••• M••••••••• L••, D•• P••••• M•
independent RIA
- 3 of the 12 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to C••• L••
  2026-09-16 (10 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.
  T•• D•••• to R•••••• J•••• • A••••••••• I•••; R••••• F•••• to C••• L••; M•••••• F•••••• to C••• L••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to C••• L••
  2026-06-03 (4 months 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.
  M•••••• F•••••• to C••• L••; R••••• F•••• to C••• L••
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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••••• K••••• U•• F•••••••• S••••••• I•••, G••••••••• N•
wirehouse
- 3 of the 10 advisors at this office left in the last 180 days (30%), against a median of 0% across the firm's other offices. 3 went to W•••••• S••••••••• I•••
  2026-09-15 (11 days ago). At U••, 14.9% with this moved within a year against 5.5% without it (2.7x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• C•••••• to W•••••• S••••••••• I•••; K•••• H••••• to W•••••• S••••••••• I•••; S••••• M••••• to W•••••• S••••••••• I•••
Timing
Strong timing
measured at this firm
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))
Before a call: practice size.
R••••• K••••• U•• F•••••••• S••••••• I•••, G••••••••• N•
wirehouse
- 3 of the 10 advisors at this office left in the last 180 days (30%), against a median of 0% across the firm's other offices. 3 went to W•••••• S••••••••• I•••
  2026-09-15 (11 days ago). At U••, 14.9% with this moved within a year against 5.5% without it (2.7x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• C•••••• to W•••••• S••••••••• I•••; K•••• H••••• to W•••••• S••••••••• I•••; S••••• M••••• to W•••••• S••••••••• I•••
Timing
Strong timing
measured at this firm
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))
Before a call: practice size.
J••• A•••••••• U•• F•••••••• S••••••• I•••, G••••••••• N•
wirehouse
- 3 of the 10 advisors at this office left in the last 180 days (30%), against a median of 0% across the firm's other offices. 3 went to W•••••• S••••••••• I•••
  2026-09-15 (11 days ago). At U••, 14.9% with this moved within a year against 5.5% without it (2.7x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• C•••••• to W•••••• S••••••••• I•••; K•••• H••••• to W•••••• S••••••••• I•••; S••••• M••••• to W•••••• S••••••••• I•••
Timing
Strong timing
measured at this firm
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))
Before a call: practice size.
J••• S••••• I• P••••••••• C•••••• A•••••••, W•••••••• O•
independent RIA
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 12% across the firm's other offices
  2026-09-11 (15 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.
  E•••• R••••• to T•••• W••••• P•••••••• L••; A••• C•••• to B•••••••• F•••••••• A•••••••
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; joined the current firm under a year ago.
D•••• R••• P••••••••• C•••••• A•••••••, W•••••••• O•
independent RIA
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 12% across the firm's other offices
  2026-09-11 (15 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.
  E•••• R••••• to T•••• W••••• P•••••••• L••; A••• C•••• to B•••••••• F•••••••• A•••••••
- 4 known colleagues moved to an independent RIA in the last 180 days
  2026-09-11 (15 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.
  E•••• R••••• to T•••• W••••• P•••••••• L••; T••••• W•••• to B••••••••• C•••••• M••••••••• L••; A••• C•••• to B•••••••• F•••••••• A•••••••; D•••••• G•••• to S•••• M•••• G••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Business ties: Broad: 3 operating or professional businesses, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Before a call: practice size.

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