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.
High-value opportunities one key field short of a call: finish the research, then call.
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- Matthew Mai Price Financial Group Wealth Management, Inc., Portland, OrCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)2026-07-02 (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).
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable $147M to $165M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- 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).
Missing: a meaningful reason.
- Mateusz Sudol Price Financial Group Wealth Management, Inc., Portland, OrCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)2026-07-02 (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).
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable $147M to $165M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason.
- Nicholas Rygiel Protocol Wealth, LLC, Denver, CoCall-readyindependent RIA
- passed the Series 63 on 2026-05-28 after 14 years in the industry, not as part of a firm licensing class2026-05-28 (4 months ago). At independent RIAs, 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
- $100M+
- Team book $100M to $250M; portable $64M to $113M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- LinkedIn profile; professional profile page; catch-all email at protocolcheck.com, not verified
Missing: who works with them (team unresolved).
- A••••• R••••• V•••••• W••••• P•••••••, M•••••• H•••• N•Call-readyindependent RIA
- passed the Series 63 on 2025-09-30 after 15 years in the industry, not as part of a firm licensing class2025-09-30 (12 months ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable $87M to $97M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- M••• B•••• B•••• F•••••••• S•••••••• I•••, N•••••• B••••• C•Call-readyindependent RIA
- passed an adviser exam (S65) on 2026-07-24 after 32 years in the industry, not as part of a same-week firm licensing class2026-07-24 (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
- $100M+
- Team book $100M to $250M; portable $142M to $159M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at boyerfs.com, not verified
Who else to call: 3 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.