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

Paul Sullivan Archer Investment Corporation, Bethesda, Md
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 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
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Eddie Ard Primerica Advisors, Nashville, Tn
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 broker-dealer affiliated firms, 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
LinkedIn profile; provider email at the firm's domain, not verified
Before a call: practice size.
Timothy Foley Deschutes Investment Consulting, LLC, Portland, Or
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). 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
LinkedIn profile; professional profile page; catch-all email at deschutesinvestment.com, not verified
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
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
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
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
Who else to call: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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
Who else to call: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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
Who else to call: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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
Who else to call: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
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
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
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
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
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
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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
Who else to call: 5 related advisors, 1 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
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
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
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
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
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
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
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
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: 9 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
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.
E•••• I••••••• 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; provider email at kahilla.com, not verified
Before a call: practice size.
C••••• R••••• O•••• W•••••• I•••, S•• P••••••••• F•
broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-06)
  2026-07-06 (3 months 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
professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Q•••••• S••••• G•••••••• C•••••• M••••••••• L••, L••• T•••• C•
Call-readyindependent RIA
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-02)
  2026-07-02 (3 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Who else to call: 7 related advisors, 6 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).
W•••••• S•••••• F•••••• F•••••••• A•••••••• L••, M••••• F•
independent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (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
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at floridafa.com, not verified
Who else to call: 50 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
M•••••• G••••• R•• A•••••••• L••, P••••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (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
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile
Who else to call: 26 related advisors, 22 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.
N••••••• S•••• R•• A•••••••• L••, P••••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (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
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
F•••• D•••••• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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 sofi.com, not verified
Who else to call: 38 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
S•• C••• L•• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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 sofi.com, not verified
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
R••••• G•••••• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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 sofi.com, not verified
Who else to call: 4 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.
A•••••• G••••••••• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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 sofi.com, not verified
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
Before a call: practice size.
J••••• J••••••• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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 sofi.com, not verified
Who else to call: 38 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the full regulatory record.
Before a call: practice size.
J••• A•••••• V•••• F•••••••• A•••••••• I•••, W••• D•• M•••••• I•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-18)
  2026-06-18 (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
L••••••• profile; catch-all email at corebridgefinancial.com, not verified
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
J••••• B••••• S••••• W••••• P•••••••, C••••••••• N•
independent RIA
- 38% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (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).
- passed an adviser exam (S65) on 2026-06-17 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-06-17 (3 months ago). At I•••••••••, 9.4% with this moved within a year against 5.4% without it (1.7x, 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 $500M, 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).
Before a call: joined the current firm under a year ago.
M•••••• N•••• S••••• W••••• P•••••••, C••••••••• N•
Call-readyindependent RIA
- 38% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (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
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: Broad: 3 operating or professional businesses, 2 real-estate entities 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; who works with them (team unresolved).
O•• B••••••• S••••• W••••• P•••••••, C••••••••• N•
Call-readyindependent RIA
- 38% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (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
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, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
B•••• R••• E•••••••• W••••• M•••••••••, S•• F••••••••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (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
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 19 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••••• Z••• U•• F•••••••• S••••••• I•••, G•••• F••••• N•
wirehouse
- 40% of this office left for other firms in the last six months (latest 2026-06-10)
  2026-06-10 (4 months ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 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 real-estate entity on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
R•••••• S••• E••••••• I••••••••• P••••••• L••, B••••••• M•
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). 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: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.

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