Advisors to call now

Someone who moved firms with this advisor before has just left.

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

Adam Burton Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dallas, Tx
wirehouse
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-20 (37 days ago). At Merrill, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Estevan Escarsega to Advice And Planning Services; Jorge Delgado to Wells Fargo Advisors
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
LinkedIn profile
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Jacob Ness Kreitler Financial LLC, New Haven, Ct
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-22 (3 months ago). At independent RIAs, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Beau Tillinghast to Commonwealth Financial Network
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Patrick Rudy Jpl Wealth Management, LLC, Denver, Co
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-11 (15 days ago). At independent RIAs, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  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).
A••••• B•••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••; L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 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: practice size.
B••••• M•••••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••; L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B••••••• J•••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• W•••• to I••••••••• W••••• C••••••• L••; B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B••••••• F••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• W•••• to I••••••••• W••••• C••••••• L••; B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
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).
Before a call: practice size.
T•••••• W••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••; L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: practice size.
K••••• H••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• W•••• to I••••••••• W••••• C••••••• L••; B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: practice size.
B•••• L••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••; L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 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: practice size.
G••••• R••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• W•••• to I••••••••• W••••• C••••••• L••; B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
professional profile page
Before a call: practice size.
C••••••••• K••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• W•••• to I••••••••• W••••• C••••••• L••; B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: practice size.
E•••• C••••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• W•••• to I••••••••• W••••• C••••••• L••; B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••••• Z•••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• W•••• to I••••••••• W••••• C••••••• L••; B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: practice size.
B•••••• H••• F•••• A•••••• S••••••••• L••, L••••• F•
platform or SMA manager
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-27 (2 months ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A••••• R••••••••• to M••••• G•••• I••••••••• A•••••••• L••; J••••• C•• to P•••••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Professional
professional profile page
Before a call: practice size.
J•••• Y••••••••• C••• W••••• A•••••••, L••• B••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-15 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
8 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M• T••••• C••• W••••• A•••••••, L••• B••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-15 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
8 move with them
Contact
Professional
professional profile page
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K•••••• N••••••• C••• W••••• A•••••••, S•••••••• R••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-15 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
8 move with them
Contact
Professional
professional profile page
Who else to call: 8 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K••• J••••••• H••••••••• F•••••••• A•••••••, G••••••• M•
bank affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-10 (16 days ago). At B•••••••••, 14.9% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C••••••••• J•••••• to M••••• S••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
L••••••• profile
Who else to call: 12 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; mid-move on the record.
C•••••• H•••••••• N•••• G••••, R••••••••• N•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-21 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D••••• D•••••• to C••••• I••••••••• A••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-24 (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.
  T••••• Q•••• to B••• H•••••• E•••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Before a call: practice size.
A••• M••••• N•••• G••••, R•••••••• • N•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-21 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D••••• D•••••• to C••••• I••••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Before a call: practice size.
A•••••• S•••••••• N•••• G••••, R•••••••• • N•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-21 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D••••• D•••••• to C••••• I••••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Before a call: practice size.
K••• T•••• N•••• G••••, D•••••• C•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-21 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D••••• D•••••• to C••••• I••••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: practice size.
R••••• B••••••••• N•••• G••••, J••••••• F•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-21 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D••••• D•••••• to C••••• I••••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Before a call: practice size.
B••••••• D••••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-29 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  H••••• B••••••• to E•••••• A••••••• G••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 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.
  K•••• C••• to V•••••• F••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 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: practice size.
L•••• M•••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-29 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  H••••• B••••••• to E•••••• A••••••• G••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 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.
  K•••• C••• to V•••••• F••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 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: practice size.
A••••• B•••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-29 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  H••••• B••••••• to E•••••• A••••••• G••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 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.
  K•••• C••• to V•••••• F••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 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: practice size.
S••••• P•••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-29 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  H••••• B••••••• to E•••••• A••••••• G••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 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.
  K•••• C••• to V•••••• F••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 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: practice size.
M••• R••••••• S•••••••• W••••• M•••••••••, S•••••• F•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-03 (23 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• K••••• to S•••••••• E••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
S••••• A•••• S•••••••• W••••• M•••••••••, T••••••• C•••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-03 (23 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• K••••• to S•••••••• E••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
M•••••• B••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-29 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  H••••• B••••••• to E•••••• A••••••• G••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-11 (4 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.
  W•••••• W••••• to M••••• G••••• A••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 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: practice size.
R••••• B•••• A•••• W••••• A•••••••• L••, W••••••••• G•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-14 (6 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Before a call: practice size.
M•••••• C••••• A•••• W••••• A•••••••• L••, K••••••••• T•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-14 (6 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••• N••••• A•••• W••••• A•••••••• L••, K••••••••• T•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-14 (6 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Before a call: practice size.
D•••• R•••••• A•••• W••••• A•••••••• L••, C••••••• I•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-14 (6 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
L••••••• profile; professional profile page
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.
W•••••• S••••••• R•••••••• A•••••••• L••, E••••••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-13 (6 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
A•••••••• S••••••••• R•••••••• A•••••••• L••, E••••••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-13 (6 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D•••• S•••••• R•••••••• A•••••••• L••, E••••••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-13 (6 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
C••••• L•••••• M••••••••• A•••••••• L••, N•• Y•••• N•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-29 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  E••• M••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Professional
L••••••• profile
Who else to call: 6 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••• G••••••• M••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-09 (4 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C••• T•••••• to S•••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.

1 to 40 of 99Next

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.