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.
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- Anthony Christensen Access Wealth Management, LLC, Louisville, Kyindependent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-04-13, where they are not yet registered: Access Real Estate, LLC2026-04-13 (6 months ago). At independent RIAs, 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
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- LinkedIn profile; catch-all email at accesswm.com, not verified
Before a call: joined the current firm under a year ago.
- James Oghigian Pavion Blue Capital, LLC, Newport Beach, CaCall-readyindependent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-01-08, where they are not yet registered: Deep Blue Capital2026-01-08 (9 months ago). At independent RIAs, 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
- $250M+
- Team book $250M to $500M; portable at most $500M, 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 pavionbluecapital.com
Missing: who works with them (team unresolved).
- Cynthia Aragon Brentview Investment Management, LLC, Los Angeles, CaCall-readymixed wealth
- passed the Series 63 on 2026-05-04 after 25 years in the industry, not as part of a firm licensing class2026-05-04 (5 months 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
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at brentviewim.com (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved).
- A•••••• R•••• I••••••••• W••••• A•••••••• L••, B•••••••• W•independent RIA
- is M••••••• Partner 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).
Before a call: joined the current firm under a year ago.
- 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.
- W•••••• K••••• C••••••••• F•••••••• N••••••, E••• L••••••••• M•Call-readynational broker-dealer RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-08-10, where they are not yet registered: S••••• W••••• P•••••••2026-08-10 (47 days 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- 2 move with them
- Contact
- Professional
- L••••••• 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).
- M•••••• D•••••••• W•••• F•••• A•••••••, R•••••• P•Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: G••••••• W••••• M••••••••• L••2026-06-05 (4 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Direct
- verified business email at wellsfargoadvisors.com (apollo); LinkedIn profile
Business ties: Broad: 2 operating or professional businesses, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
- D••• V••••••• W•••• F•••• A•••••••, R•••••• P•Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: G••••• R•••• W••••• M••••••••• L••2026-06-05 (4 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Professional
- L••••••• 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.
Missing: a usable practice size; who works with them (team unresolved).
- N•••••• V•••• V•••• I••••••••• I•••, L••• M•••• F•Call-readystate-registered adviser
- is Ceo of a newly filed adviser, first filed 2026-07-20, where they are not yet registered: S• F••••2026-07-20 (2 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
- $25M+
- Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at virjiinvestments.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
- D••••• B•••• W•••• F•••• A•••••••, A••••••• N•Call-readybroker-dealer affiliated
- is F•••••• And C••••••• O•••••• of a newly filed adviser, first filed 2026-04-02, where they are not yet registered: O••••• H••••••• P•••••• W••••• M•••••••••2026-04-02 (6 months 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Direct
- verified business email at wellsfargo.com (hunter); LinkedIn profile
Business ties: Extensive: 6 operating or professional businesses, 7 investment vehicles on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; the current role; who works with them (team unresolved).
- J••••• V••• W•••• F•••• A•••••••, F••••••• V•••••• C•broker-dealer affiliated
- is M••••••• Partner/C•••• C••••••••• O•••••• of a newly filed adviser, first filed 2026-06-30, where they are not yet registered: P•••••• C•••••• M••••••••• L••2026-06-30 (3 months 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
- 7 move with them
- Contact
- Professional
- L••••••• 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).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
- T•••••• S•••••• O•••••••• F•••••••• S••••••• L••, B••••••••• A•independent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-08-24, where they are not yet registered: S••••••••• C•••••• L••2026-08-24 (33 days 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
- 3 move with them
- Contact
- Direct
- published business email at strategencecapital.com (firm_website); LinkedIn profile
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).
Before a call: practice size.
- A•••• C•••• W••• M••••••• A•••••••, H••••••• M•independent RIA
- is M••••••• M••••• of a newly filed adviser, first filed 2025-12-02, where they are not yet registered: T••••••• C•••••• M•••••••••2025-12-02 (10 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
- 3 move with them
- Contact
- Direct
- published business email at westmichiganadvisors.com (firm_website)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- S••••• L•••••••• A••••••• W••••• A•••••••, S••••••••• A•independent RIA
- is O•••• of a newly filed adviser, first filed 2026-08-13, where they are not yet registered: R•• C•••••• L••2026-08-13 (44 days 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
- 2 move with them
- Contact
- Firm level
- firm main 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).
Before a call: practice size.
- S•••••• T••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•Call-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (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
- Not estimable
- Book not estimable
- Team
- 2 move with them
- Contact
- Direct
- verified business email at lindenthomas.com (hunter); LinkedIn profile
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
- J•••• H••••••• O•••• A••••••• S•••••••• L••, A••••••• G•broker-dealer affiliated
- owns 50% to 75% of a newly filed adviser, first filed 2026-09-15, where they are not yet registered: P••••••••• P••••••• • W•••••2026-09-15 (11 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
- 2-person high-confidence team
- Contact
- Unresolved
- no contact route found (only unverified leads)
Business ties: Some: 1 real-estate entity, 1 nonprofit or civic board/officer role 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).
Missing: a usable practice size; a contact route; the current role.
Before a call: practice size; a contact route.
- C••••••••• B•••• O•••• A••••••• S•••••••• L••, A••••••• G•broker-dealer affiliated
- owns 50% to 75% of a newly filed adviser, first filed 2026-09-15, where they are not yet registered: P••••••••• P••••••• • W•••••2026-09-15 (11 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
- 2-person high-confidence team
- Contact
- Unresolved
- no contact route found
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- K•••• M••• P•••••• A•••••• G••••• L••, M••••••••• N•broker-dealer affiliated
- is P•••••••• of a newly filed adviser, first filed 2026-08-06, where they are not yet registered: W•••• H••• F•••••••• I••2026-08-06 (51 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
- 2-person high-confidence team
- Contact
- Unresolved
- no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
- K•••• M••• P•••••• A•••••• G••••• L••, M••••••••• N•broker-dealer affiliated
- owns 75% or more of a newly filed adviser, first filed 2026-08-06, where they are not yet registered: W•••• H••• F•••••••• I••2026-08-06 (51 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
- 2-person high-confidence team
- Contact
- Unresolved
- no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
- 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.
Missing: a usable practice size; who works with them (team unresolved).
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.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- K••• J•••• F••• C•••••• M•••••••••, S• C••••••• M•Call-readyindependent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-06-02, where they are not yet registered: S••••••• G•••• C••••••2026-06-02 (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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at fyracapital.com (hunter); LinkedIn profile
Business ties: Some: 1 operating or professional business on file. 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.
- M•••••• A••••••• F••• C•••••• M•••••••••, S•• C••••••• M•Call-readyindependent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-06-02, where they are not yet registered: S••••••• G•••• C••••••2026-06-02 (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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at fyracapital.com (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
- D••••• D•••• M•••• W••••• M••••••••• L••, N•••••• F•independent RIA
- is M••••••• M••••• of a newly filed adviser, first filed 2026-04-02, where they are not yet registered: W•••••• R••••• • M•••• W••••• M••••••••• L••2026-04-02 (6 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
- Direct
- published business email at moranwm.com (firm_website)
Before a call: practice size.
- A••••• N••••••••• P•••••••• R•••••••• A•••••• G••••• I•••, P••• 1•• C••••• C••••••independent RIA
- is C•••• E•••••••• O•••••• of a newly filed adviser, first filed 2026-09-21, where they are not yet registered: F•••••• P•••••• W••••• M••••••••• C••••2026-09-21 (5 days 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
- Direct
- published business email at prginc.net (firm_website)
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.
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
- M•••••• M•••• P•• A•••••••, P••••••• A•independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)2026-08-26 (31 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Firm level
- firm main line; firm contact form or inbox
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
- L•••• G•••• T•• M••••• G••••• L••, B••••••••• T•independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-08-22, where they are not yet registered: P•••• O•• P•••••• W•••••2026-08-22 (35 days 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
- Direct
- verified business email at themathergroup.com (apollo); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- J•••• Z••• W•••• F•••• A•••••••, I••••••••• I•broker-dealer affiliated
- owns 75% or more of a newly filed adviser, first filed 2026-08-20, where they are not yet registered: F•••• W••••• M••••••••• L••2026-08-20 (37 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
- Direct
- verified business email at wellsfargo.com (hunter); LinkedIn profile
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
- M•••••• W•••••• A••••••• W••••• A•••••••, S••••••••• A•independent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-08-13, where they are not yet registered: R•• C•••••• L••2026-08-13 (44 days 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
- Firm level
- firm contact form or inbox
Before a call: practice size.
- J••••• M••••• L••••• W••••• M••••••••• L••, B••••• I•independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-07-21, where they are not yet registered: A••••• P•••••• W••••• L••2026-07-21 (2 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
- Direct
- verified business email at legacywealthmg.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- Q•••••• S••••• G•••••••• C•••••• M••••••••• L••, L••• T•••• C•Call-readyindependent RIA
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-02)2026-07-02 (3 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 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.
Missing: a usable practice size; the current role; who works with them (team unresolved).
- E••• N••••• D••••••• S••••••••• L••, N•• Y•••• N•broker-dealer affiliated
- is P•••••••• of a newly filed adviser, first filed 2026-06-30, where they are not yet registered: D••••••• I• L••2026-06-30 (3 months 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
- Direct
- verified business email at dominarisecurities.com (apollo); LinkedIn profile
Before a call: practice size.
- K••• R•• K•• A••••••• S••••••• L••, C••••••••• T•independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-06-29, where they are not yet registered: R•• F•••••••• P•••••••2026-06-29 (3 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
- Direct
- published business email at lpl.com (firm_website)
Before a call: practice size.
- D••• B•••••••• F•••• F••••••••, M••••••••• M•independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-06-24, where they are not yet registered: B••••••••• I••••••••• L••2026-06-24 (3 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
- Direct
- verified business email at focusfinancial.com (hunter); LinkedIn profile
Before a call: practice size.
- W•••••• G•••• W••••• W•••• A•••••••• I••, E••••••••• C•independent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-06-22, where they are not yet registered: S•••••••• F••••• I•••2026-06-22 (3 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
- Direct
- verified business email at wealthwatchadvisors.com (apollo); LinkedIn profile
Before a call: practice size.
- D•••• S•••••• W••••• W•••• A•••••••• I••, E••••••••• C•independent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-06-22, where they are not yet registered: S•••••••• F••••• I•••2026-06-22 (3 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
- Direct
- verified business email at wealthwatchadvisors.com (apollo); LinkedIn profile
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- J••• S•••••• W•••• F•••• A•••••••, E• S••••••• C•wirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-19, where they are not yet registered: A••••••• F••••• W••••• O••••• L••2026-06-19 (3 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
- L••••••• profile; provider email at wellsfargo.com, not verified
Business ties: Some: 2 operating or professional businesses on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- J••••• K••• H•• W••••• A•••••••, L•• A••••••• C•independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-06-03, where they are not yet registered: K••• A•••• M•••••••••2026-06-03 (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
- Direct
- published business email at hcrwealth.com (firm_website); LinkedIn profile
Before a call: joined the current firm under a year ago.
- M••••••• A•••• F••• C•••••• M•••••••••, F•••••• T•independent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-06-02, where they are not yet registered: S••••••• G•••• C••••••2026-06-02 (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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at fyracapital.com (hunter)
Before a call: joined the current firm under a year ago.
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