For recruiters

Advisors to call now

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

  1. John Bargmann The Pacific Center For Financial Services, Danville, Ca
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-07-02 (3 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.
      Christopher Johnson to The Wealth Consulting Group
    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
  2. Stephen Schliesser The Pacific Center For Financial Services, Danville, Ca
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-07-02 (3 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.
      Christopher Johnson to The Wealth Consulting Group
    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
    LinkedIn profile; professional profile page
  3. Ignacio Pakciarz Bigsur Partners, LLC, Miami, Fl
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-06-23 (3 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.
      Rene Negron to Sierra Capital Llc
    Timing
    Timing
    Value
    $250M+
    Team book $1B+
    Team
    No team seen
    Contact
    Professional
    professional profile page
  4. R••••• I•••••••• B••••• P•••••••• L••, M••••• F•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-06-23 (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.
      R••• N••••• to S••••• C•••••• L••
    Timing
    Timing
    Value
    $250M+
    Team book $1B+
    Team
    No team seen
    Contact
    Professional
    professional profile page
  5. J•••• H•••••• C•••••• C•••••• W••••• M••••••••• L••, A•• A••••• M•
    Call-readymixed wealth
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-06-17 (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.
      W•••••• W••••••• to S••••• A••••••• W•••••• 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
    L••••••• profile

    Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).

  6. S•••••••• K•••• A•• W••••• M••••••••• G••••• L••, M•••••••• L•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-06-12 (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.
      J•••• O•••• to A••••••• W••••• A•••••••
    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
  7. T••••• O•••••••• O•••••••• W••••• A••••••• L••, L••••••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-06-11 (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.
      P••• G•••••• to F•••• P••••••• W•••••• 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
    L••••••• profile; professional profile page
  8. J•••• H••••••••• B••••••••• A••••••• L••, E••• N•••••••• P•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-06-11 (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.
    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
  9. R•••••• L•••• P•••••• M••••••••• A•••••••••, P••••••••• P•
    Call-readyindependent RIA
    Timing
    Timing
    Value
    $250M+
    Team book $1B+
    Team
    No team seen
    Contact
    Professional
    professional profile page
  10. J••••• B••••• S••••• W•••••, S••••••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-19 (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.
      J••••• P••••••• to S•••••••• W•••••• 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
  11. D•• G••• I•• S••••• W•••••, S••••••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-19 (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.
      J••••• P••••••• to S•••••••• W•••••• 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
  12. C•••• S•••••• S••••• W•••••, S••••••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-19 (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.
      J••••• P••••••• to S•••••••• W•••••• 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
  13. K•••••• B••••• S••••• W•••••, S••••••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-19 (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.
      J••••• P••••••• to S•••••••• W•••••• 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
  14. R••• L•••• A••••••••• I•••••••• W••••• M•••••••••, E••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-19 (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.
      F•••••••• S••••• to C••••• W••••• S•••••••••
    Timing
    Timing
    Value
    $250M+
    Team book $1B+
    Team
    No team seen
    Contact
    Professional
    professional profile page
  15. S••• S•••• A••••••••• I•••••••• W••••• M•••••••••, E••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-19 (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.
      F•••••••• S••••• to C••••• W••••• S•••••••••
    Timing
    Timing
    Value
    $250M+
    Team book $1B+
    Team
    No team seen
    Contact
    Professional
    professional profile page
  16. C•••••••• M•••• S••••••••• W••••• M••••••••• I••, C•••••••• A•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-19 (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.
      J••• B•••••• to F••••• 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
    professional profile page
  17. J•••• W•••••••• A••••••••• I•••••••• W••••• M•••••••••, E••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-19 (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.
      F•••••••• S••••• to C••••• W••••• S•••••••••
    Timing
    Timing
    Value
    $250M+
    Team book $1B+
    Team
    No team seen
    Contact
    Professional
    professional profile page
  18. V•••••• H••••••• A•••• C•••• C•••••• L••, F••• C••••••• C•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-11 (5 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.
      N••••••• H•••••••• to C•••••••••
    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
  19. E••••• M•••••••• M•••••••• C•••••• M••••••••• I•••, L••• M•••• F•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-07 (5 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.
    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
  20. J••••• O•••• L•• F•••••••• A••••••• L••, D•••••• T•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-06 (5 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.
      W•••••• P••••• to S••••• M•••••••••
    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
  21. C••••• M••••••• M••••••• W••••• M••••••••• I•••, C••••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-06 (5 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 A•••• D••••••••• 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
  22. M•••••• B•••• M••••••• W••••• M••••••••• I•••, C••••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-06 (5 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 A•••• D••••••••• 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
  23. J••••• M••••••• M••••••• W••••• M••••••••• I•••, C••••••• M•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-05-06 (5 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 A•••• D••••••••• 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
  24. J••• S•••• P•••••• C•••••• A•••••••••, S•• D••••• C•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-04-30 (5 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.
      R••• R••••• to 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
    L••••••• profile
  25. C•••• M•••• F•••••• F••••••••, S•••• B••••••• C•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-04-13 (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.
    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
  26. R••• M•••••• O•• W••••• A••••••• L••, M••••••• W•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-04-10 (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.
      B•••• F•••• to B••••• 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
    professional profile page
  27. T••• M••••• G••••••• M••••• W••••• M••••••••• L••, E••• A•••••• N•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-04-10 (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.
      S••• M••••• to C••••••• P•••••••
    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
  28. W•••••• C•••• C••••••• A••••••••• I••, S•• L••••• M•
    Call-readyindependent RIA
    • passed the Series 65 on 2025-10-17 after 37 years in the industry
      2025-10-17 (11 months ago). At I•••••••••, 8.6% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
    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
  29. J••••• S••••••• F••••• L••••• F•••••••• S••••••••• L••, C•••• N•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-07-31 (57 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.
      J••• L••• to R••••• F••••••••• L••
    Timing
    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
    L••••••• profile

    Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

  30. G••• R••• P•••••• P•••••• W••••• M••••••••• L••, P••• H•••••• F•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-07-03 (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••• Y••••• to E•••• F•••••••• G••••• L••
    Timing
    Timing
    Value
    $100M+
    Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Professional
    professional profile page

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

  31. T••••••• J••••• E••• W••••• A•••••••, A••••••••• G•
    Call-readyindependent RIA
    • 2 known colleagues moved to an independent RIA in the last 180 days
      2026-09-14 (12 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.
      J••••• F••••• to A••••••• W••••• A•••••••; V•• P••••• to I•• A•••••••• L••
    Timing
    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

    Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

  32. A•••••• G•••• A••••••• W••••• M•••••••••, S•••••••• F•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-08-31 (26 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.
      D•••••• H•••• to N••• J••••• W••••• M•••••••••
    Timing
    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
  33. S•••• P•••• B•••••• F••••••••• L••, C••••••• S••••••• C•
    Call-readyindependent RIA
    • 2 known colleagues moved to an independent RIA in the last 180 days
      2026-08-12 (45 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.
      K••••• H••••••• to M•••••• P•••••••; C••• N•••••••• to F•••••••• C•••••• M••••••••• L••
    Timing
    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
  34. B•••• C•••••• B•••••• F••••••••• L••, C••••••• S••••••• C•
    Call-readyindependent RIA
    • 2 known colleagues moved to an independent RIA in the last 180 days
      2026-08-12 (45 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.
      K••••• H••••••• to M•••••• P•••••••; C••• N•••••••• to F•••••••• C•••••• M••••••••• L••
    Timing
    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

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

  35. E••• H•••••• W••••••• I••••••••• A•••••••, B••••••••• V•
    Call-readyindependent RIA
    • 2 known colleagues 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.
      C•••• P•••• to B••••• P••••• A•••••••• L••; W•••••• M••••••• to F•••• P••••••• W•••••• L••
    Timing
    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
  36. M•••••• S••••••• C•• R•••••••••, E••••• M•
    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.
      M••••• O••••••••• to F••••••••• I••••••••• A••••••• L••
    Timing
    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

    Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

  37. M••• J••••••• T•• B••••••••• G••••, B•••••••• S•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-07-20 (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.
      E•••••••• N••••• to C• A•••••••• L••
    Timing
    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
  38. D•••• R•••••••• D•• W••••• M••••••••• L••, S•• J•••• C•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-07-08 (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.
      D••••• D••••• to C••••• P••••••• L••
    Timing
    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
  39. J•••• B••••• P••••••• P•••••• W••••• M••••••••• I•••, P•••••••• O•
    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
    $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
  40. A••• C••••• I••••••••• P••••••• • W••••• M••••••••• L••, W••••••••• I•
    Call-readyindependent RIA
    • 1 known colleague moved to an independent RIA in the last 180 days
      2026-07-06 (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.
      K••• D•••• to D••••••••
    Timing
    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
    L••••••• profile; professional profile page
Previous41 to 80 of 285Next

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.