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.
A newly filed adviser they own, or a new outside advisory or holding business.
- Dean Vetsikas Wells Fargo Advisors, Radnor, PaCall-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 LLC2026-06-05 (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, FlCall-readystate-registered adviser
- is Ceo of a newly filed adviser, first filed 2026-07-20, where they are not yet registered: Sp Funds2026-07-20 (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
- Joseph Volz Wells Fargo Advisors, Fountain Valley, Cabroker-dealer affiliated
- is Managing Partner/Chief Compliance Officer of a newly filed adviser, first filed 2026-06-30, where they are not yet registered: Pelorus Capital Management, LLC2026-06-30 (3 months ago). At broker-dealer affiliated firms, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 7 move with them
- Contact
- Professional
- LinkedIn profile
Business ties: Some: 2 operating or professional businesses, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- T••• L••••• I••••• L••, C•••• N•••• N•independent RIA
- is M••••••• Partner of a newly filed adviser, first filed 2026-06-10, where they are not yet registered: T•••••2026-06-10 (4 months ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
- D•••• M•••••• I••••• L••, I••••••••• I•independent RIA
- is M••••••• Partner of a newly filed adviser, first filed 2026-06-10, where they are not yet registered: T•••••2026-06-10 (4 months ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Business ties: Broad: 3 operating or professional businesses, 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
- P•••• C•••••• W•••• F•••• A•••••••, G••••••••• C•broker-dealer affiliated
- owns 75% or more of a newly filed adviser, first filed 2026-08-31, where they are not yet registered: S•••••• P•••••• W•••••2026-08-31 (26 days ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Business ties: Broad: 3 operating or professional businesses, 1 company board seat on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
- Q•••••• S••••• G•••••••• C•••••• M••••••••• L••, L••• T•••• C•Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to F•••••• W•••••2026-07-02 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to F•••••• W•••••2026-07-02 (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.A••••• C••••••• to F•••••• W•••••; J•••••• W••• to F•••••• W•••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
- J•••••• D•••• W••••• E••••••••• A••••••• S•••••••• L••, D•••••• C•independent RIA
- is C•••• M•••••• And P•••••••• of a newly filed adviser, first filed 2025-12-17, where they are not yet registered: A••••••• S•••••••• G••••2025-12-17 (9 months ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Business ties: Some: 2 investment vehicles on file; 1 co-principal(s) who sit on 3+ Connecticut businesses. A measure of business ties, not of book size or clients.
Before a call: practice size.
- B•••••• P•••• B•••••••• C•••••• M••••••••• L••, N•• Y•••• N•Call-readymixed wealth
- is M••••••• M••••• of a newly filed adviser, first filed 2025-11-26, where they are not yet registered: N•••••• P•••••••• L••2025-11-26 (10 months ago). At A••, 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
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
- N••••• A•••• W•• P•••••••• L••, T•••••• M•Call-readyFORMER_SEC_ADVISER
- 1 known colleague moved to an independent RIA in the last 180 days2026-07-23 (2 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.E••••• E••• to H• W•••••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
- W•••••• H••••••• W•••• F•••• A•••••••, I•••••• C•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Exceptional band, mainly on conditions measured as going with moving: owner of an adviser first filed in the last year where they are not yet registered.
- Timing
- Model band only
- Value
- Not estimable
- Book not estimable
- Team
- 7 move with them
- Contact
- Professional
- L••••••• profile
Business ties: Some: 1 operating or professional business, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 4 related advisors, 4 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; practice size.
- J•••• J••••• W••••• W•••• A•••••••• I••, S•• A••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Exceptional band, mainly on conditions measured as going with moving: owner of an adviser first filed in the last year where they are not yet registered.
- Timing
- Model band only
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Before a call: a dated reason to call now; practice size.
- J••• G•••••••• G•••••••• C•••••• M••••••••• L••, G••••••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Exceptional band, mainly on conditions measured as going with moving: owner of an adviser first filed in the last year where they are not yet registered.
- Timing
- Model band only
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- C•••••• T••••• A•••• W••••• F••••• L••, C••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Business ties: Some: 2 investment vehicles on file. A measure of business ties, not of book size or clients.
Before a call: a dated reason to call now; practice size.
- J•••• C••• W••••• E••••••••• A••••••• S•••••••• L••, P•••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- J••• C••• A••••••• W••••• M••••••••• L••, A•••••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Before a call: a dated reason to call now; practice size.
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.