Advisors to call now

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

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

Michael Kirschman Freegulliver, LLC, New Orleans, La
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 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 at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Missing: who works with them (team unresolved).
Raymond Rathle Freegulliver, LLC, New Orleans, La
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 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 at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
Patrick Rudy Jpl Wealth Management, LLC, Denver, Co
Call-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 LLC
  2026-09-11 (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).
R••••• M•••••••• C•••••• W••••• M•••••••••, C••••••• N•
independent RIA
- passed an adviser exam (S65) on 2026-07-14 after 5 years in the industry, not as part of a same-week firm licensing class
  2026-07-14 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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
Before a call: joined the current firm under a year ago.
C••••••••• R•••• T•••••••• W••••• A•••••••, W••••• C••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 12 months ago.
Timing
Model band only
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
L••••••• profile; catch-all email at treehousewealth.com, not verified
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
C••••••••• G••••••••• F••• O••••• A•••••••, S•••• M•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 5 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
K•••• M••••• S••••• A•••••••••, S•••• R•••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••• G••••••• G••••••• G••••• I••, L••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at gebhardtgroupinc.com, not verified
Before a call: a dated reason to call now.
J••• S••••••••• F•••••• F•••••••• P••••••• L••, O••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
L••••••• profile; catch-all email at ffpforme.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).
Before a call: a dated reason to call now.
J••••• M••••••••• S•••••• W••••• M••••••••• G••••• L••, J••••••••• • F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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
Before a call: a dated reason to call now; mid-move on the record.
D•••• E••• I••••••• W••••• M•••••••••, M••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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
L••••••• profile; catch-all email at 2iadvisors.com, not verified
Before a call: a dated reason to call now.
J•••••• K••• L••••• W••••• M•••••••••, S••• L••• C•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at lefavi.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: a dated reason to call now.
J••••• B••• O•• W••••• A••••••• L••, N••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; 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: a dated reason to call now; joined the current firm under a year ago.
J•• G•••••••• L••••• W••••• M•••••••••, S••• L••• C•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at lefavi.com, not verified
Before a call: a dated reason to call now.
C••••••• S•••••• S•••••• W••••• M••••••••• G••••• L••, J••••••••• • F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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
Before a call: a dated reason to call now; mid-move on the record.
C•••••• C•••••• C•••••• P••••••• P••••••• L••, C••••••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at capassoplanningpartners.com, not verified
Before a call: a dated reason to call now.
B•••• C••••••••• W•••• • F••••• L••, B•••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at welchforbes.com, not verified
Before a call: a dated reason to call now.
H•••• G•••••••• G•••• S••••• F••••••••• L••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page; catch-all email at grovestreetfiduciary.com, not verified
Before a call: a dated reason to call now.
W•••••• K••• F•••••• D•• S••••••••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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).
Before a call: a dated reason to call now.
T••••••• D•••• A••••• A•••• M••••••••• L••, B•••••• M•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Professional
professional profile page; catch-all email at aureus-asset.com, not verified
Before a call: a dated reason to call now.
J••• B••••••• T•• P•••••• C••••• F•• F•••••••• S•••••••, D•••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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; catch-all email at pcfsonline.com, not verified
Before a call: a dated reason to call now.
M••• W•••••••• A••••••• F••••• O•••••• L••, B••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; 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 aurelius.net, 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: a dated reason to call now.
J••••• S•••••• A•••• C••••••, L••• F•••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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
Before a call: a dated reason to call now.
J••••• C•••••••• B••••••••• A••••••• G••••• L••, F•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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
L••••••• profile; catch-all email at bridgewealth.com, not verified
Before a call: a dated reason to call now.
L••••• M•••••• F••• O••••• A•••••••, S•••• M•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page; catch-all email at fiveoceansadvisors.com, not verified
Before a call: a dated reason to call now.
C•••••••• F••••••••• C••••••••• W••••• M•••••••••, W•••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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
L••••••• profile
Before a call: a dated reason to call now.
S•••••• S••••••••• T•• P•••••• C••••• F•• F•••••••• S•••••••, D•••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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
L••••••• profile; professional profile page; catch-all email at pcfsonline.com, not verified
Before a call: a dated reason to call now.
C••• J•••••• G•••• S••••• F••••••••• L••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page; catch-all email at grovestreetfiduciary.com, not verified
Before a call: a dated reason to call now.
K•••• H••• B••••••••• A••••••• G••••• L••, F•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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
L••••••• profile; catch-all email at bridgewealth.com, not verified
Before a call: a dated reason to call now.
C•••• C••••• L••• L••••• I••••••••• S•••••••• L••, O••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at lenkladner.com, not verified
Before a call: a dated reason to call now.
D•••• E•••• B••••••••• A••••••• G••••• L••, F•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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
L••••••• profile; catch-all email at bridgewealth.com, not verified
Before a call: a dated reason to call now.

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