DFX Intelligence
For recruiters
Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Someone who moved firms with this advisor before has just left.
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- Hilgardt Lamprecht The Life Wealth Group, Winter Garden, FlCall-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (3 months ago). At 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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to LPL2026-07-12 (3 months ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).Alexander Triska to LPL
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- LinkedIn profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 7 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
- Hilton Lamprecht The Life Wealth Group, Winter Garden, FlCall-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (3 months ago). At 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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to LPL2026-07-12 (3 months ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).Alexander Triska to LPL
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- LinkedIn profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
- Patrick Rudy Jpl Wealth Management, LLC, Denver, CoCall-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to Gallatin River Capital LLC2026-09-11 (15 days ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).Luke Nagell to GALLATIN RIVER CAPITAL LLC
- 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
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- C•••• B•••• J••• M••••• S••••••••• L••, P••• B•••• G••••••• F•Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to M••••• S••••••2026-04-14 (6 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).M•••••• B•••••••• to M••••• S••••••
- Timing
- Timing
- measured at this firm
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- 4 move with them
- Contact
- Professional
- L••••••• profile; catch-all email at jpmorgan.com, not verified
Who else to call: 2 related advisors, 1 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).
- J•••• Y••••••••• C••• W••••• A•••••••, L••• B••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 8 move with them
- Contact
- Professional
- L••••••• profile; 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).
- M• T••••• C••• W••••• A•••••••, L••• B••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 8 move with them
- 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).
- K•••••• N••••••• C••• W••••• A•••••••, S•••••••• R••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 8 move with them
- Contact
- Professional
- professional profile page
Who else to call: 8 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- M••• R••••••• S•••••••• W••••• M•••••••••, S•••••• F•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to S•••••••• E••••• P•••••••• L••2026-09-03 (23 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).D•••• K••••• to S•••••••• E••••• P•••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- S••••• A•••• S•••••••• W••••• M•••••••••, T••••••• C•••• M•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to S•••••••• E••••• P•••••••• L••2026-09-03 (23 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).D•••• K••••• to S•••••••• E••••• P•••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
- W•••••• S••••••• R•••••••• A•••••••• L••, E••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).R••• C••••• to C••••••• W••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- A•••••••• S••••••••• R•••••••• A•••••••• L••, E••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).R••• C••••• to C••••••• W••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- D•••• S•••••• R•••••••• A•••••••• L••, E••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).R••• C••••• to C••••••• W••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
- C•••••• B••••• R•••••••• A•••••••• L••, E••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).R••• C••••• to C••••••• W••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- 1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- C••••••••• R••••• R•••••••• A•••••••• L••, E••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).R••• C••••• to C••••••• W••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- 1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.