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.
Anything dated in the last 90 days, measured or not.
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- William Kemple Commonwealth Financial Network, East Longmeadow, MaCall-readynational broker-dealer RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-08-10, where they are not yet registered: Savlan Wealth Partners2026-08-10 (47 days 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
- 2 move with them
- Contact
- Professional
- LinkedIn profile; catch-all email at commonwealth.com, not verified
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file; 2 parcel(s) owned by these entities on the assessor rolls DFX holds. A measure of business ties, not of book size or clients.
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- Ryan Robertson My Prosper Team, Lehi, UtCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (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
- $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
- LinkedIn 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).
Missing: who works with them (team unresolved).
- Bret Everson My Prosper Team, Lehi, UtCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (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
- $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
- LinkedIn profile; professional profile page
Missing: who works with them (team unresolved).
- T•••• H••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (3 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
- $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
Missing: who works with them (team unresolved).
- D•••• H•••••• A••• P•••••••, S•• P••••••••• F•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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).
Before a call: a dated reason to call now.
- W•••••• A••••• A••• P•••••••, S•• P••••••••• F•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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).
Before a call: a dated reason to call now.
- A••• W••••• C•••••, B•••••• T•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
Before a call: a dated reason to call now; joined the current firm under a year ago.
- C•••••• S•••••••• S•••••••• W••••• G••••, N••••••••• I•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
Before a call: a dated reason to call now.
- S•••• M••• S•• F•••••••• P•••••••• L••, F•••• C•••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
Before a call: a dated reason to call now.
- F•••• B••• A•••• S••••••••• I••, L••••• I•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
Before a call: a dated reason to call now.
- L••• C•••••• B• W••••• A•••••••• L••, E••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
Before a call: a dated reason to call now.
- R••••• E•••• A•••••• F•••••••• G••••• L••, A••••••• N•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
Before a call: a dated reason to call now.
- K•••• C•••••••• W•••••••• G••••• A•••• M•••••••••, A•••••• T•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
Before a call: a dated reason to call now.
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