Advisors to call now

Anything dated in the last 90 days, measured or not.

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

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

Justin Brahim Citizens Securities, Inc., Pittsburgh, Pa
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 bank-affiliated firms, 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
LinkedIn 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.
Adam Burton Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dallas, Tx
wirehouse
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-20. null went to Advice And Planning Services
  2026-08-20 (37 days ago). At Merrill, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Estevan Escarsega to ADVICE AND PLANNING SERVICES
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
LinkedIn 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).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
Katherine Phillips Aristotle Capital Management, LLC, Boston, Ma
other adviser
- passed the Series 63 on 2026-08-19 after 16 years in the industry, not as part of a firm licensing class
  2026-08-19 (38 days ago). Across all advisors, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size; joined the current firm under a year ago.
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.
P••• S••••••• 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.
E•••• A•• P•••••••• A•••••••, N••••••••• T•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-07-23)
  2026-07-23 (2 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; provider email at the firm's domain, not verified
Before a call: practice size.
T•••••• F•••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•
other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (2 months 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; professional profile page; catch-all email at deschutesinvestment.com, not verified
Before a call: practice size; joined the current firm under a year ago.
M•••••••• H••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•
other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (2 months 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; professional profile page
Before a call: practice size.
S•••••• P••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (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
M•••••• M••••••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (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
E•••••••• M••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (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
M•••••• B•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (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
L••••••• profile; professional profile page
D•••• K•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (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
R•••••• E•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (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
E••• F•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (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
J•••••• S•••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)
  2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page; catch-all email at wealthcpas.com, not verified
Before a call: joined the current firm under a year ago.
P•••••• L•• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)
  2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page; catch-all email at wealthcpas.com, not verified
T•••• W••••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)
  2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
A•••••• S•••••• P••••••••• F•••••••• A•• I••••••••• I•••, W••••••• H••••• C•
Call-readyindependent RIA
- passed the Series 63 on 2026-07-16 after 20 years in the industry, not as part of a firm licensing class
  2026-07-16 (2 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K••• M••••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)
  2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page; catch-all email at wealthcpas.com, not verified
M••••••• V••••• H••••• A•••• W••••• M••••••••• L••, A•••••••• W•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-15)
  2026-07-15 (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.
B••••••• J•••••• A•••• W••••• M••••••••• L••, A•••••••• W•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-15)
  2026-07-15 (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; joined the current firm under a year ago.
T••••• P••••••••• A•••• W••••• M••••••••• L••, A•••••••• W•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-15)
  2026-07-15 (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; joined the current firm under a year ago.
M•••••• K••••• A•••• W••••• M••••••••• L••, A•••••••• W•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-15)
  2026-07-15 (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.
M•••••• D••••• A•••• W••••• M••••••••• L••, A•••••••• W•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-15)
  2026-07-15 (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
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; joined the current firm under a year ago.
D••••• F•••••• R••••• I••••••••• A•••••••• I••, W••••••••• D•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (3 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
professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••• N•••• E•••••• A••••••• G••••• L••, D•••••• T•
brokerage advisory
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 months ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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 empower.com, not verified
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.

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