Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Books with a lower bound of $250M or more, at person or team scope.
Changes on what you follow · Describe your platform to see fit
- Matthew Greve Fortitude Financial LLC, Spokane, WaCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-08)2026-06-08 (4 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 $141M to $251M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- professional profile page
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: a meaningful reason; the current role; who works with them (team unresolved).
- Dean Solomon Hillcrest Financial Group, Thousand Oaks, CaCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (4 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 $500M to $1B; portable $483M to $539M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- LinkedIn profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- Noelle Seipp Fortitude Financial LLC, Spokane, WaCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-08)2026-06-08 (4 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 $141M to $251M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Professional
- professional profile page
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: a meaningful reason; the current role.
- B••••••• C•••• F•••••••• F•••••••• L••, S••••••• W•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-08)2026-06-08 (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
- $250M+
- Team book $250M to $500M; portable $141M to $251M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Professional
- professional profile page
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: a meaningful reason; the full regulatory record.
- J••••• L•••• F•••••••• F•••••••• L••, S••••••• W•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-08)2026-06-08 (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
- $250M+
- Team book $250M to $500M; portable $239M to $267M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Professional
- professional profile page
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: a meaningful reason.
- D•••• H••••••••• H•••••••• F•••••••• G••••, T••••••• O•••• C•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (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
- $250M+
- Team book $500M to $1B; portable $483M to $539M, revenue at most $10M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
- A••••• P•••• H•••••••• F•••••••• G••••, T••••••• O•••• C•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (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
- $250M+
- Team book $500M to $1B; portable $284M to $505M, revenue at most $10M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason.
- P•••• W•••• K•••••• C••••••• L••, G••• A••••• V•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-09)2026-06-09 (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
- $250M+
- Team book $250M to $500M; portable $256M to $286M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at kinlochcapital.com, not verified
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- J••••••• B•••••• K•••••• C••••••• L••, G••• A••••• V•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-09)2026-06-09 (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
- $250M+
- Team book $250M to $500M; portable $151M to $268M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at kinlochcapital.com, not verified
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- A•••••• C••••••••• A••••• W••••• M••••••••• L••, L••••••••• K•independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-04-13, where they are not yet registered: A••••• R••• E•••••• L••2026-04-13 (6 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
- $250M+
- Team book $250M to $500M; portable $304M to $340M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at accesswm.com, not verified
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- M•••••• K•••••••• F••••••••• L••, N•• O••••••• L•Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-09-22)2026-09-22 (4 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
- $250M+
- Team book $500M to $1B; portable $711M to $795M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- R•••••• R••••• F••••••••• L••, N•• O••••••• L•independent RIA
- 50% of this office left for other firms in the last six months (latest 2026-09-22)2026-09-22 (4 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
- $250M+
- Team book $500M to $1B; portable $418M to $745M, 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 (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- A•••• U•••••• K••••••• F•••••••• L••, N•• H••••• C•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-22)2026-06-22 (3 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 $500M to $1B; portable $292M to $521M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the full regulatory record; the current role; who works with them (team unresolved).
- A••• B••••••••• H•••••••• F•••••••• G••••, T••••••• O•••• C•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (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
- $250M+
- Team book $500M to $1B; portable $284M to $505M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved).
- J••• H••••••••• H•••••••• F•••••••• G••••, T••••••• O•••• C•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (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
- $250M+
- Team book $500M to $1B; portable $284M to $505M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- B••••• T••••••• K•••••• C••••••• L••, G••• A••••• V•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-09)2026-06-09 (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
- $250M+
- Team book $250M to $500M; portable $151M to $268M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at kinlochcapital.com, not verified
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).
- C•••••• R•••• I••••••••• C•••••••••, S••••••••• A•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)2026-06-02 (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
- $250M+
- Team book $250M to $500M; portable $188M to $335M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved).
- J••••••• R•••• I••••••••• C•••••••••, S••••••••• A•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)2026-06-02 (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
- $250M+
- Team book $250M to $500M; portable $188M to $335M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
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: a meaningful reason; the current role; who works with them (team unresolved).
- M•••••• P••••••• I••••••••• C•••••••••, S••••••••• A•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)2026-06-02 (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
- $250M+
- Team book $250M to $500M; portable $188M to $335M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved).
- V•••••• H••••••• A•••• C•••• C•••••• L••, F••• C••••••• C•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)2026-05-11 (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
- $250M+
- Team book $250M to $500M; portable $244M to $435M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
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: the current role; who works with them (team unresolved).
- R••••• M••••••• C•••••• C••••••• L••, N••••••• M•Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)2026-04-06 (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 $154M to $274M, 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, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- B••••••• D••••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••2026-05-29 (4 months ago). At I•••••••••, 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).H••••• B••••••• to E•••••• A••••••• G••••• L••
- Timing
- Timing
- Value
- $250M+
- Book not estimable; portable $1.2B to $2.2B
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 9 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).
- S••••• P•••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••2026-05-29 (4 months ago). At I•••••••••, 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).H••••• B••••••• to E•••••• A••••••• G••••• L••
- Timing
- Timing
- Value
- $250M+
- Book not estimable; portable $1.2B to $2.2B
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved).
- P•••••• R••• J•• W••••• M••••••••• L••, D•••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••2026-09-11 (15 days ago). At I•••••••••, 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).L••• N••••• to G••••••• R•••• C•••••• L••
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $500M to $559M, revenue at most $10M (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).
Missing: who works with them (team unresolved).
- R••••• M•••••••• C•••••• W••••• M•••••••••, C••••••• N•independent RIA
- passed an adviser exam (S65) on 2026-07-14 after 5 years in the industry, not as part of a same-week firm licensing class2026-07-14 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $321M to $572M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- C••••••••• K•••• P••••••• C••••••, N•••••• B••••• C•independent RIA
- passed an adviser exam (S65) on 2026-03-02 after 42 years in the industry, not as part of a same-week firm licensing class2026-03-02 (7 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $1B+; portable $817M to $1.5B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Before a call: joined the current firm under a year ago.
- J•••• K•••••••• D•••• A•••• M••••••••• L••, M••••••• T•independent RIA
- passed an adviser exam (S65) on 2025-12-13 after 28 years in the industry, not as part of a same-week firm licensing class2025-12-13 (10 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $1B+; portable $764M to $1.4B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- J••• G•••• S•••••••• W••••• M••••••••• G••••, N•• Y•••• N•independent RIA
- passed an adviser exam (S65) on 2025-12-09 after 8 years in the industry, not as part of a same-week firm licensing class2025-12-09 (10 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $416M to $741M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- R••••• S•••••• S•••• W••••• M••••••••• L••, F••••••••• T•Call-readymixed wealth
- passed the Series 65 on 2025-09-25 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer2025-09-25 (12 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $223M to $312M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved).
- S•••• S•••••••• A• E••••••••• L••• F••••••••• L••, I••••••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $129M to $230M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- D••••• W•••• S••••••••• P••••••••• L••, C••••••••• 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: joined the current firm 6 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $141M to $251M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at successfulportfolios.com, not verified
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J••• V••••• U••••• F•••••••• P••••••• G•••• L••, H••••••••• N•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: 1.3 years at the current firm; 4 prior firm moves.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $174M to $309M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 26 related advisors, 24 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- F•••••• C••••••• A••••••• I••••••••• G••••• L••, B••••••• 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: joined the current firm 4 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $298M to $530M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page; catch-all email at affinityinvestmentgroup.com, not verified
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J•• M•••• F••• O••••• A•••••••, G••••••••• T•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: joined the current firm 8 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $228M to $406M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- S•••• S•••• H•••••• I••• W••••• A•••••••, B••••••••• V•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: 7 prior firm moves; 2.0 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $237M to $423M, 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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••••• O•••• L•• F•••••••• A••••••• L••, D•••••• T•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: 1 earlier move from an incumbent firm to an independent or newly formed one.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $228M to $406M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- 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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• R••••• A••••••• F••••• O•••••• L••, B••••••• N•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: 1.1 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $158M to $281M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page; catch-all email at aurelius.net, not verified
Who else to call: 8 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••••• A••••• C•••••••• W•••••• L••, C••••••••• O•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: joined the current firm 6 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $253M to $451M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- M••• Y• D••••••• W••••• M••••••••• L••, T•••••• T•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: joined the current firm 1 month ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $167M to $297M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page; catch-all email at dovetailwealth.com, not verified
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- C••••••••• R•••• T•••••••• W••••• A•••••••, W••••• C••••• C•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: joined the current firm 12 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $299M to $531M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at treehousewealth.com, not verified
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); a dated reason to call now.
Before a call: a dated reason to call now.
The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.