Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

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

Dean Vetsikas Wells Fargo Advisors, Radnor, Pa
Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: Golden Ratio Wealth Management LLC
  2026-06-05 (4 months ago). Across all advisors, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Professional
LinkedIn profile
Business ties: Broad: 2 operating or professional businesses, 2 investment vehicles on file. A measure of business ties, not of book size or clients.
Naushad Virji Virji Investments, Inc., Lake Mary, Fl
Call-readystate-registered adviser
- is Ceo of a newly filed adviser, first filed 2026-07-20, where they are not yet registered: Sp Funds
  2026-07-20 (2 months ago). Across all advisors, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile; professional profile page
David Harpool Avid Planning, St. Petersburg, Fl
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-30 (3 months ago). Across all advisors, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Kevin Stevens to Facet
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (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).
W•••••• A••••• A••• P•••••••, S•• P••••••••• F•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-30 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• S•••••• to F••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (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).
S•••• M••• S•• F•••••••• P•••••••• L••, F•••• C•••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-31 (26 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••••• H•••• to N••• J••••• W••••• M•••••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
L••• C•••••• B• W••••• A•••••••• L••, E••••• I•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-20 (37 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  O••••• P•••• to C••• L••; C••••••••• W••• to M••••••
Timing
Timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
C•••••• S•••••••• S•••••••• W••••• G••••, N••••••••• I•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-17 (40 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A••••• F•••••••• to W•••••• W•••••
Timing
Timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
K•••• C•••••••• W•••••••• G••••• A•••• M•••••••••, A•••••• T•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-10 (47 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A•• C••••• to L••••• W••••• M••••••••• L••; S••• F••••• to J•••• T•••••• I••••••••• P•••••••• L••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
R••• R•••••••• M• P•••••• T•••, L•••• U•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-01 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R•••••• A••••••• to O••••• W••••• M•••••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; 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).
B••• E•••••• M• P•••••• T•••, L•••• U•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-01 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R•••••• A••••••• to O••••• W••••• M•••••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
T•••• H••••• M• P•••••• T•••, L•••• U•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-01 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R•••••• A••••••• to O••••• W••••• M•••••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
R••••• E•••• A•••••• F•••••••• G••••• L••, A••••••• N•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-25 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  L•••• P••••• to S•••••• F•••••••• A•••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
L••• H•••••• V•••••• A•••••••, W••••••• H••••• C•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-16 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J•••• O•••••• to A•••••• F••••• O•••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
C•••••• D•••••• C•• F•••••••• L••, B•••••••• N•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-15 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  B•••••• S•••••••• to S•••••••• W••••• M••••••••• L••
Timing
Timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
G•••• S•••••• S••••• F•••••••• G•••• L••, M••••••••• H••••••• O•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to M•••••• W••••• M•••••••••
  2026-06-15 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••••• B••••• to M•••••• W••••• M•••••••••; R••••• W•••••• to M•••••• W••••• M•••••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
S••••• Q•••• A••••••••• W••••• M••••••••• L••, V••••••••• W•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-11 (4 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A•• M••••••• to S••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
H••••• P••••••• F•••••• W•••••, S••••• O•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-22 (4 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R•• S•••• to A••••••• F••••••••• L•••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
W•••••• S•••••• S•••••• F•••••••• A•••••••, E•••••• O•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-22 (4 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M••••••• R••••••• to D••••••••• C••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
F•••• M••••• T••••• P•••• F••••••••• I•••, S•• D••••• C•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-28 (5 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• H•••• to K•••• W••••• L••
Timing
Timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
M••••• J•••••• W••••• W••••• M••••••••• G••••• L• L• C•, N••••••••• T•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-27 (5 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S•••• J•••••• to K•••••••• W••••• M••••••••• L••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
A••••• M••••••• P•••••••• F••••••••, F•••••• C•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-07 (6 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C••••••••• C••••••• to P•••••••• L••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
D••••• W•••••• D••••• F•••••••• A•••••••• L••, D•••••• T•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-03-30 (6 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••••• B••••• to B••••• P••••• A•••••••• L••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
J•••• B•••• B•••• W••••• M•••••••••, D•••••• M•
Call-readystate-registered adviser
- passed the Series 65 on 2025-09-26 after 43 years in the industry
  2025-09-26 (12 months ago). At A••, 6.8% with this moved within a year against 4.9% without it (1.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page

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