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.
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- Dean Solomon Hillcrest Financial Group, Thousand Oaks, CaCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (4 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
- $250M+
- Team book $500M to $1B; portable $483M to $539M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- LinkedIn profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- Jeremy Lewis Fortitude Financial LLC, Spokane, WaCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-08)2026-06-08 (4 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
- $250M+
- Team book $250M to $500M; portable $239M to $267M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason.
- Andrew Price Hillcrest Financial Group, Thousand Oaks, CaCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (4 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
- $250M+
- Team book $500M to $1B; portable $284M to $505M, revenue at most $10M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Professional
- LinkedIn profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason.
- P•••• W•••• K•••••• C••••••• L••, G••• A••••• V•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-09)2026-06-09 (4 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
- $250M+
- Team book $250M to $500M; portable $256M to $286M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at kinlochcapital.com, not verified
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- J••••••• B•••••• K•••••• C••••••• L••, G••• A••••• V•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-09)2026-06-09 (4 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
- $250M+
- Team book $250M to $500M; portable $151M to $268M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at kinlochcapital.com, not verified
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- M•••••• K•••••••• F••••••••• L••, N•• O••••••• L•Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-09-22)2026-09-22 (4 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
- $250M+
- Team book $500M to $1B; portable $711M to $795M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- R•••••• R••••• F••••••••• L••, N•• O••••••• L•independent RIA
- 50% of this office left for other firms in the last six months (latest 2026-09-22)2026-09-22 (4 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
- $250M+
- Team book $500M to $1B; portable $418M to $745M, 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 (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- B••••• T••••••• K•••••• C••••••• L••, G••• A••••• V•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-09)2026-06-09 (4 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
- $250M+
- Team book $250M to $500M; portable $151M to $268M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at kinlochcapital.com, not verified
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- R••••• M••••••• C•••••• C••••••• L••, N••••••• M•Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)2026-04-06 (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
- $250M+
- Team book $250M to $500M; portable $154M to $274M, 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).
Missing: who works with them (team unresolved).
- B••••••• D••••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••2026-05-29 (4 months ago). At I•••••••••, 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).H••••• B••••••• to E•••••• A••••••• G••••• L••
- Timing
- Timing
- Value
- $250M+
- Book not estimable; portable $1.2B to $2.2B
- Team
- 5 move with them
- 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).
Missing: who works with them (team unresolved).
- P•••••• R••• J•• W••••• M••••••••• L••, D•••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••2026-09-11 (15 days ago). At I•••••••••, 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).L••• N••••• to G••••••• R•••• C•••••• L••
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $500M to $559M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
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.