Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

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

Jonathan Straus Commons Capital, LLC, Needham, Ma
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to Radius Capital Advisors
  2026-04-06 (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.
  Kimball Halsey to Radius Capital Advisors; Helen Jamieson to Radius Capital Advisors
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
Professional
professional profile page
Robert Manschot Commons Capital, LLC, Needham, Ma
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to Radius Capital Advisors
  2026-04-06 (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.
  Kimball Halsey to Radius Capital Advisors; Helen Jamieson to Radius Capital Advisors
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
Professional
professional profile page
Rose Thompson Commons Capital, LLC, Needham, Ma
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to Radius Capital Advisors
  2026-04-06 (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.
  Kimball Halsey to Radius Capital Advisors; Helen Jamieson to Radius Capital Advisors
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
Professional
professional profile page
M•••• S•••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (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.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
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
Professional
professional profile page
A••••• R••••• V•••••• W••••• P•••••••, M•••••• H•••• N•
Call-readyindependent RIA
- passed the Series 63 on 2025-09-30 after 16 years in the industry
  2025-09-30 (12 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
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
Professional
professional profile page
D••• V••••••• W•••• F•••• A•••••••, R•••••• P•
Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: G••••• R•••• W••••• M••••••••• L••
  2026-06-05 (4 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
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Professional
L••••••• profile
Business ties: Broad: 2 operating or professional businesses, 2 investment vehicles on file. A measure of business ties, not of book size or clients.
N•••••• V•••• V•••• I••••••••• I•••, L••• M•••• F•
Call-readystate-registered adviser
- is Ceo of a newly filed adviser, first filed 2026-07-20, where they are not yet registered: S• F••••
  2026-07-20 (2 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
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
J••••• V••• W•••• F•••• A•••••••, F••••••• V•••••• C•
broker-dealer affiliated
- is M••••••• Partner/C•••• C••••••••• O•••••• of a newly filed adviser, first filed 2026-06-30, where they are not yet registered: P•••••• C•••••• M••••••••• L••
  2026-06-30 (3 months ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 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
7 move with them
Contact
Professional
L••••••• profile
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: 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.
S•••• B•••••• 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
Professional
professional profile page
Before a call: practice size.
D••••• K••••• 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
Professional
professional profile page
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••••• R•••••• 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
2 move with them
Contact
Professional
professional profile page
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.
R•••••• W••••• 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
Professional
professional profile page
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R•••• C••• 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
Professional
professional profile page
W•••••• P••••• 1••• C•••••• P•••••••, G••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-22 (2 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•••••• H•••• to F••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
professional profile page
B•• S•••••• S••••• A•••••••••, S•••• R•••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-28 (29 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.
  A•••••• C••••••• to D•••••••• W••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
T••• G•••• S••••• A•••••••••, S•••• R•••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-28 (29 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.
  A•••••• C••••••• to D•••••••• W••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
K•••• M••••• S••••• A•••••••••, S•••• R•••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-28 (29 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.
  A•••••• C••••••• to D•••••••• W••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
J•••• N••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-22 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B••• T••••••••• to C••••••••• F•••••••• N••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
P•••••• R••• J•• W••••• M••••••••• L••, D•••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-11 (15 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L••• N••••• to G••••••• R•••• C•••••• L••
Timing
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
Professional
professional profile page
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
E•••• W••• E•••••• A•••••••• L••, B•••••••• W•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-30 (58 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.
  M•••• H••••• to C••••••••• W••••• M•••••••••
Timing
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
Professional
L••••••• profile
M•••••• S•••• E•••••• A•••••••• L••, B•••••••• W•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-30 (58 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.
  M•••• H••••• to C••••••••• W••••• M•••••••••
Timing
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
Professional
L••••••• profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
A•• C•••••••• C•••••••••, J••••••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-07 (3 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.
  J•••• D••••••••• to A•• W••••• M••••••••• L••
Timing
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
Professional
professional profile page
M••••••• W• T•••• F••••••••, M•••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-22 (4 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.
  S••••• K••••••• to A••••• W•••••
Timing
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
Professional
L••••••• profile
L••••• M•••••• F••• O••••• A•••••••, S•••• M•••••• C•
Call-readyindependent RIA
- 1 known colleague 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.
  M••• C••••••• to F••••••
Timing
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
Professional
L••••••• profile; professional profile page
C••••••••• G••••••••• F••• O••••• A•••••••, S•••• M•••••• C•
Call-readyindependent RIA
- 1 known colleague 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.
  M••• C••••••• to F••••••
Timing
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
Professional
L••••••• profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
C••••••••• R•••• T•••••••• W••••• A•••••••, W••••• C••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-08 (18 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.
  H••••• K•••• to A••••• W••••• P•••••••
Timing
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
Professional
L••••••• profile
C•••• C••••••••• C•••••••• C••••••, U•••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-28 (29 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.
  W•••••• G•••••• to I•• C••••••• L••
Timing
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
Professional
professional profile page
A•• H•••••• A••••••• F••••••••• I•••, M•••••• V•
Call-readyindependent RIA
- 1 known colleague 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.
  S••••• T•••••• to E•••••• W••••• M••••••••• L••
Timing
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
Professional
professional profile page
J••••• V•• N••• A••••••• F••••••••• I•••, M•••••• V•
Call-readyindependent RIA
- 1 known colleague 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.
  S••••• T•••••• to E•••••• W••••• M••••••••• L••
Timing
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
Professional
professional profile page
H•••• G•••••••• G•••• S••••• F••••••••• L••, P••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-14 (43 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.
  A••••• R••••• to G•••• R•••• F••••••••
Timing
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
Professional
L••••••• profile; professional profile page
C••• J•••••• G•••• S••••• F••••••••• L••, P••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-14 (43 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.
  A••••• R••••• to G•••• R•••• F••••••••
Timing
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
Professional
professional profile page
J••••• S•••••• A•••• C••••••, L••• F•••••• I•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-13 (44 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.
  A••• H••••••••• to F••••• I•••••••••
Timing
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
Professional
professional profile page
M••• W•••••••• A••••••• F••••• O•••••• L••, B••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-11 (46 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.
  T•••••• M••••••• to T•••• W••••• P•••••••• L••
Timing
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
Professional
professional profile page
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
S•••••• L•••••••• C•••••• T•••• A•••••••, M••••••••• S•••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-27 (2 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.
  C••••••••• Y•••• to F••••••
Timing
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
Professional
professional profile page
J•••• O••••• P••• S••••• A•••••••• L••, N•• O••••••• L•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-17 (2 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.
  S•••• G•••••• to C••••• P••••••• L••
Timing
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
Professional
professional profile page
D••• P••• I••••• C••••••• L••, R••••••••• M•
Call-readyindependent RIA
- 3 known colleagues moved to an independent RIA in the last 180 days. 2 went to C••••• P••••••• L••
  2026-07-17 (2 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.
  I•••• P•••••• to C••••• P••••••• L••; B••••• M•••••• to C••••• P••••••• L••; J••••• D•••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
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
Professional
professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
J••••• D••• F•••••••• P••••••••• T••••• • W•••• L••, H••••••• T•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-16 (2 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.
  S••••• B•••• to C•••••• B••••• A•••••••; S••••• H••••••••• to S••••
Timing
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
Professional
professional profile page
W•••••• K••• F•••••• D•• S••••••••• L••, H••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-09 (3 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.
  P•••••• K••••• to E•••••••• P•••• W••••• P•••••••• L••
Timing
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
Professional
professional profile page
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T••••••• D•••• A••••• A•••• M••••••••• L••, B•••••• M•
Call-readyinstitutional manager
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-08 (3 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.
  T••••• W••• to M••••• F••••• O•••••
Timing
Timing
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Professional
professional profile page
J•••• N••••••••• M••••• W••••• A•••••••• L••, B••••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-07 (3 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•••• L•••• to B••••• C•••••• M••••••••• I•••
Timing
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
Professional
L••••••• profile; professional profile page

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