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.
Anything dated in the last 90 days, measured or not.
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- Michael Kirschman Freegulliver, LLC, New Orleans, LaCall-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 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 $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).
- Raymond Rathle Freegulliver, LLC, New Orleans, Laindependent 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 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 $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.
- Matthew Mai Price Financial Group Wealth Management, Inc., Portland, OrCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)2026-07-02 (3 months ago). At independent RIAs, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable $147M to $165M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- 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.
- M•••••• S•••• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)2026-07-02 (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
- $100M+
- Team book $100M to $250M; portable $147M to $165M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason.
- M••••• R•••••••• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)2026-07-02 (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
- $100M+
- Team book $100M to $250M; portable $87M to $154M, revenue at most $5M (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).
Missing: a meaningful reason; who works with them (team unresolved).
- W•••••• K••••• C••••••••• F•••••••• N••••••, E••• L••••••••• M•Call-readynational broker-dealer RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-08-10, where they are not yet registered: S••••• W••••• P•••••••2026-08-10 (47 days 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
- 2 move with them
- Contact
- Professional
- L••••••• profile; catch-all email at commonwealth.com, not verified
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file; 2 parcel(s) owned by these entities on the assessor rolls DFX holds. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
- R••• R•••••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (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
- $25M+
- Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- B••• E•••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (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
- $25M+
- Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (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: who works with them (team unresolved).
- T•••• H••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (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
- $25M+
- Team book $50M to $100M; portable $50M to $55M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- J••••• 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
- S•••• B•••••• P•• A•••••••, P••••••• A•independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)2026-08-26 (31 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Professional
- professional profile page
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
- D••••• K••••• P•• A•••••••, P••••••• A•independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)2026-08-26 (31 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Professional
- professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- J••••• B••••• C••••••• P•••••• W•••••, P••••••••• P•bank affiliated
- this office went from 9 to 6 registered advisors over the last year, with 4 leaving for other firms (latest 2026-08-20)2026-08-20 (37 days ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Professional
- L••••••• profile; catch-all email at citizensbank.com, not verified
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- J•••• C•••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-08-14)2026-08-14 (43 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- J••••• M••••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-08-14)2026-08-14 (43 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- T••••• R•••••• P•• A•••••••, P••••••• A•independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)2026-08-26 (31 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- H••••••• L•••••••• T•• L••• W••••• G••••, W••••• G•••••• F•Call-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••2026-07-12 (3 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).A•••••••• T••••• to L••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- L••••••• profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 10 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
- H••••• L•••••••• T•• L••• W••••• G••••, W••••• G•••••• F•Call-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••2026-07-12 (3 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).A•••••••• T••••• to L••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- L••••••• profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 11 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
- A•••••••• M••••• F•• I••••••••• L••, W••••••••• D•asset manager
- 20% of this office left for other firms in the last six months (latest 2026-09-02)2026-09-02 (24 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- D•••• L•••••••• F•• I••••••••• L••, W••••••••• D•asset manager
- 20% of this office left for other firms in the last six months (latest 2026-09-02)2026-09-02 (24 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- W••••• A•••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- Contact
- Professional
- L••••••• profile
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- B•••• G••••••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- Contact
- Professional
- L••••••• profile
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- A••••• M•••••• L•• F•••••••• L••, R••••••••• C•broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at lpl.com, not verified
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- A•••••• S•••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 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).
Before a call: practice size.
- J••••• G•••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 32 related advisors, 32 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- K••• W••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- F•••••••• M•••• B•••• D• B••••• S••••••••• L••, M••••• F•state-registered adviser
- 36% of this office left for other firms in the last six months (latest 2026-09-08)2026-09-08 (18 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at bancodobrasilsecurities.com, not verified
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- M••• G•••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- measured at this firm
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at ubs.com, not verified
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- T••• Z•••••••• A•••• I••••••••• G••••, W••••• P•independent RIA
- this office went from 17 to 12 registered advisors over the last year, with 6 leaving for other firms (latest 2026-09-04)2026-09-04 (22 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page; catch-all email at aldeninvestmentgroup.com, not verified
Business ties: Some: 2 real-estate entities on file. A measure of business ties, not of book size or clients.
Who else to call: 13 related advisors, 13 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- P•••• C•••••• W•••• F•••• A•••••••, G••••••••• C•broker-dealer affiliated
- owns 75% or more of a newly filed adviser, first filed 2026-08-31, where they are not yet registered: S•••••• P•••••• W•••••2026-08-31 (26 days 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
- No team seen
- Contact
- Professional
- L••••••• profile
Business ties: Broad: 3 operating or professional businesses, 1 company board seat on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
- D•••••• W•••••••• P•• A•••••••, P••••••• A•independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)2026-08-26 (31 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
- C••• W••••• P•• A•••••••, P••••••• A•independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)2026-08-26 (31 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
- L••••• L••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 12 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J••• T••••• T•• W••••• M••••••••• L••, H••••••• T•other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- M•••• L•••••• P•••••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 11 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- R•••••• R••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- G•••••• P•••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- B•••• K••••• S•••• L••, F••• W••••• T•independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)2026-08-21 (36 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; 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: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- J•••• B•••••• S•••• L••, F••• W••••• T•independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)2026-08-21 (36 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- K•••• B••••••• S•••• L••, F••• W••••• T•Call-readyindependent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)2026-08-21 (36 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; 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: 7 related advisors (teammates, former teammates, office peers and business partners).
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.