Advisors to call now

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

Changes on what you follow · Describe your platform to see fit

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

James Martin Nordwand Advisors, Radnor, Pa
Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-15)
  2026-06-15 (3 months ago). At independent RIAs, 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
LinkedIn profile; professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Philip Greenblatt Easterly Investment Partners LLC, Beverly, Ma
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-06-09)
  2026-06-09 (4 months ago). Across all advisors, 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
Before a call: practice size.
Joshua Schachter Easterly Investment Partners LLC, Beverly, Ma
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-06-09)
  2026-06-09 (4 months ago). Across all advisors, 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
Before a call: practice size.
J••• S••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 months 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; portable $50M to $500M, revenue $250K to $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; provider email at umb.com, not verified
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
K••• O••••••••• N•••••• I•••, M••••••••• M•
independent RIA
- this office went from 15 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-04-07)
  2026-04-07 (6 months 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
L••••••• profile; professional profile page
Before a call: practice size.
M•••••• S•••••••• S•••••••• A•••••••• L••, P••••••• N•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-03-30)
  2026-03-30 (6 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% 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
No team seen
Contact
Professional
L••••••• profile
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.
R••• H•••••• F••••••••• F•••••••• P•••••••, S••••••• W•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-03-27)
  2026-03-27 (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
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
L••••••• profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
J•• G••••• F••••••••• F•••••••• P•••••••, S••••••• W•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-03-27)
  2026-03-27 (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
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
L••••••• profile
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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
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
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
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
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
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.
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.
Missing: a usable practice size; 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
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
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
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
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
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
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.
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
J••••• B••••• C••••••• S••••••••• I•••, 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
No team seen
Contact
Professional
L••••••• profile; catch-all email at citizensbank.com, not verified
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
C••• R••••• T••••••• F•••••••• A•••••••• L••, S•• A••••••• T•
independent RIA
- 43% 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
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
J••••• S•••••• 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
No team seen
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J•••• D••••••• 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
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).
Before a call: practice size; joined the current firm under a year ago.
J••••• M••••••• S••••• I••••••••• M••••••••• L••, T•••••• A•
independent RIA
- this office went from 11 to 6 registered advisors over the last year, with 6 leaving for other firms (latest 2026-08-14)
  2026-08-14 (43 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 securehorizonfinancialplanning.com, not verified
Business ties: Broad: 2 operating or professional businesses, 1 investment vehicle on file; 1 with an SEC Form D filing. 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••••• P••••• S••••• I••••••••• M••••••••• L••, T•••••• A•
independent RIA
- this office went from 11 to 6 registered advisors over the last year, with 6 leaving for other firms (latest 2026-08-14)
  2026-08-14 (43 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
L••••••• profile; catch-all email at securehorizonfinancialplanning.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: 3 related advisors, 3 on a link type measured as carrying moves (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.
C•••••• R•••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
L••••••• profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
P••••••• S••••• G•••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
Before a call: practice size.
S••••• N•••••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
Before a call: practice size.
A•••••••• A•••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
L••••••• profile; catch-all email at fi3advisors.com, not verified
Missing: a usable practice size; who works with them (team unresolved).
S••••• M••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
K•••••• S•••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
L••••••• profile; catch-all email at fi3advisors.com, not verified
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
G•••••• K••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
L••••••• profile; catch-all email at fi3advisors.com, not verified
R•• G••••• A••••• I••••••••• C•••••••••, B•••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 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
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
I•••• P••••• A••••• I••••••••• C•••••••••, B•••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 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
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.

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