DFX Intelligence
For recruiters
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 dated fact that historically went with moving, on a practice worth the call.
Changes on what you follow · Describe your platform to see fit
- Marc Shachtman True Wealth Advisory Group, Coral Gables, FlCall-readymixed wealth
- passed the Series 63 on 2026-08-03 after 23 years in the industry, not as part of a firm licensing class2026-08-03 (54 days ago). Across all advisors, 11.8% with this moved within a year against 4.9% without it (2.4x, 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 at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at truewealthadvisorygroup.com (firm_website); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
- 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 at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Professional
- professional profile page
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; 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 at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Professional
- professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
- E••• F••••••• C•••••••• W••••• M•••••••••, I•••••• C•Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to F••••••2026-06-23 (3 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).M••• P••••••• to F••••••
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at clearviewfpg.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- N••••••• B••••••• C•••••••• W••••• M•••••••••, I•••••• C•Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to F••••••2026-06-23 (3 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).M••• P••••••• to F••••••
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at clearviewfpg.com (apollo); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- A••••• C•••••• I••••••••• W••••• A•••••••• L••, B•••••••• W•Call-readyindependent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-02-25, where they are not yet registered: O•••••• T•• A•••• M•••••••••2026-02-25 (7 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at integratedwa.com (hunter); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
- H•••• H•••• I••• H••• A••••••• L••, G••••••••• S•Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-08. null went to C••••••• A•••• M••••••••• L••2026-09-08 (18 days ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).C••••••••• W••••• to C••••••• A•••• M••••••••• L••
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
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: a usable practice size; who works with them (team unresolved).
- M•••• L••• L••• B••••••• I••••••••• C••••••, P•••••••• A•Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-08-31)2026-08-31 (26 days 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at lanebrothers.com (hunter); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- K•••• L••• L••• B••••••• I••••••••• C••••••, P•••••••• A•Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-08-31)2026-08-31 (26 days 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
- D•••• R••• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•Call-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 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at pricefg.com (hunter); LinkedIn profile
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
- M••••• R•••••••• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•Call-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 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- A•••• R••••• C•••••• C••••••••• • A•••• M•••••••••, L••••••• N•Call-readyindependent RIA
- passed the Series 63 on 2026-06-26 after 11 years in the industry, not as part of a firm licensing class2026-06-26 (3 months ago). At I•••••••••, 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 at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
- G•••• G•••••••• Z•••••• R••••••••• P•••••••, R•• B•••• N•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)2026-06-03 (4 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
- M•••••• Z••••••••• Z•••••• R••••••••• P•••••••, R•• B•••• N•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)2026-06-03 (4 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
- R••• Z••••••••• Z•••••• R••••••••• P•••••••, R•• B•••• N•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)2026-06-03 (4 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
- J•••• C•••••• K•••••• L••, C••••••••• S•mixed wealth
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-01. null went to I••••••• C•••••• M••••••••• L••2026-06-01 (4 months ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).M•••••• R••• to I••••••• C•••••• M••••••••• L••
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: a contact route.
- N••••••• R••••• P••••••• W•••••• L••, D•••••• C•Call-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 I•••••••••, 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 at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page; catch-all email at protocolcheck.com, not verified
Missing: a usable practice size; who works with them (team unresolved).
- M••••• R••••••• T•••••••• P•••••••• L••, E••••• M•Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to F•••••• D•• S••••••••• L••2026-05-08 (5 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).C••••••• R••••••• to F•••••• D•• S••••••••• L••
- Timing
- Strong timing
- Value
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
- A••••• K•••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)2026-04-28 (5 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at iwadirect.com (firm_website)
Missing: a usable practice size; the current role; who works with them (team unresolved).
- W•••••• T•••••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)2026-04-28 (5 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at iwadirect.com (firm_website)
Missing: a usable practice size; who works with them (team unresolved).
- C••••••••• K••••••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)2026-04-28 (5 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at iwadirect.com (firm_website)
Missing: a usable practice size; who works with them (team unresolved).
- J••••• Q•••• I••••••••• W••••• A•••••••• L••, I••••••••• O•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)2026-04-28 (5 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
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- office line; firm contact form or inbox
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: a usable practice size; who works with them (team unresolved).
- J•••• L•••••• P••••••• W•••••• L••, D•••••• C•Call-readyindependent RIA
- passed the Series 63 on 2026-03-25 after 16 years in the industry, not as part of a firm licensing class2026-03-25 (6 months ago). At I•••••••••, 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 at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at protocolcheck.com
Missing: a usable practice size; who works with them (team unresolved).
- M•••••• K••• K••• F•••••••• G••••, C••••••••• F•Call-readyindependent RIA
- passed the Series 63 on 2026-01-15 after 8 years in the industry, not as part of a firm licensing class2026-01-15 (8 months ago). At I•••••••••, 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 at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at raymondjames.com (apollo); LinkedIn profile
Missing: a usable practice size; 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 at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Missing: a usable practice size; who works with them (team unresolved).
- S•••••• F••••• D•••••• S••••• C••••••, S•••• L••••• M•Call-readyindependent RIA
- passed an adviser exam (S65) on 2025-10-17 after 28 years in the industry, not as part of a same-week firm licensing class2025-10-17 (11 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 at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a usable practice size; a contradiction to resolve; 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 at most $250M, 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
Missing: a usable practice size; who works with them (team unresolved).
- G•••••• C••••••• T•• C••••••• G•••• L••, W••••••• M•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-07. null went to I••••••••• W••••• C••••••• L••2026-04-07 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).J••• M•••••• to I••••••••• W••••• C••••••• L••
- Timing
- Timing
- Value
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at thecliffordgrp.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- R••••• M••••••• A••••••••• C••••••••• L••, W•••••••• M•Call-readystate-registered adviser
- passed an adviser exam (S65) on 2025-10-16 after 25 years in the industry, not as part of a same-week firm licensing class2025-10-16 (12 months ago). At A••, 7.2% with this moved within a year against 4.9% without it (1.5x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $100M+
- Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a usable practice size; the full regulatory record; 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.