Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

Changes on what you follow · Describe your platform to see fit

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

Susan Shum Financial Security Advisory Inc, Virginia Beach, Va
independent RIA
- 21% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 days 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 19 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.
Kelly Taylor Financial Security Advisory Inc, Virginia Beach, Va
independent RIA
- 21% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 days 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 19 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.
Ryan Moore Mariner, Greenville, Sc
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 days 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 5 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.
K••••• D••••••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 19 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.
A•••• R••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 19 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.
A••••• L••••••• M••••••, G••••••••• S•
independent RIA
- 20% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
E••••• C•••••••• F•••••••• S••••••• A••••••• I••, V• B••••• V•
independent RIA
- 29% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• F••••••• L•• F•••••••• L••, P•••••• C•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
B••••••• M•••••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 19 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.
T•••• N•••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 19 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.
D••••• S••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 19 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.
S••••• W••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 19 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.
J••••• B•••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
A•••• V••• L•• F•••••••• L••, P•••••• C•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J••••• F••••••••• D••• A••••••• S•••••••• L••, D•• M•••••• I•
independent RIA
- this office went from 10 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
J••• O•••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
F••••••• P•••• L•• F•••••••• L••, P•••••• C•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D••••• K•••• D••• A••••••• S•••••••• L••, D•• M•••••• I•
independent RIA
- this office went from 10 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
R•••••• W•••••• F•••••••• S••••••• A••••••• I••, V• B••••• V•
independent RIA
- 29% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• I•••••• L•• F•••••••• L••, P•••••• C•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
C••••••••• R••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
E•••••• T•••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C•••••• M••••••• F•••••••• S••••••• A••••••• I••, V• B••••• V•
independent RIA
- 29% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• S•••••• M••••••, G••••••••• S•
independent RIA
- 20% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
K•••• S••••• D••• A••••••• S•••••••• L••, D•• M•••••• I•
independent RIA
- this office went from 10 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
A••••••• O•••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 18 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.
A••••• G••••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 19 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.
A••••• M•••••••• F•••••••• S••••••• A••••••• I••, V• B••••• V•
independent RIA
- 29% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 22 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M••• D••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 25 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
P•••••• K•••• D••• A••••••• S•••••••• L••, D•• M•••••• I•
independent RIA
- this office went from 10 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
W•••••• S•••••• F•••••••• S••••••• A••••••• I••, V••••••• B••••• V•
independent RIA
- 21% 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
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D••••• K•••• D••• A••••••• S•••••••• L••, D•• M•••••• I•
independent RIA
- this office went from 10 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 13 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route; joined the current firm under a year ago.
P•••• M•••• T••••••• I••••••••• M••••••••• I•••, M•••••••• N•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-27)
  2026-08-27 (30 days ago). At T•••••••, 11.6% with this moved within a year against 4.7% without it (2.5x, 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
inferred email (firm style, deliverability sampled) at thrivent.com
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••• D••••••••• T••••••• I••••••••• M••••••••• I•••, M•••••••• N•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-27)
  2026-08-27 (30 days ago). At T•••••••, 11.6% with this moved within a year against 4.7% without it (2.5x, 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
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• C••••• T••••••• I••••••••• M••••••••• I•••, M•••••••• N•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-27)
  2026-08-27 (30 days ago). At T•••••••, 11.6% with this moved within a year against 4.7% without it (2.5x, 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
M•••••• M•••• T••••••• I••••••••• M••••••••• I•••, M•••••••• N•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-27)
  2026-08-27 (30 days ago). At T•••••••, 11.6% with this moved within a year against 4.7% without it (2.5x, 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
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
T•••••• C••••••• T••••••• I••••••••• M••••••••• I•••, M•••••••• N•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-27)
  2026-08-27 (30 days ago). At T•••••••, 11.6% with this moved within a year against 4.7% without it (2.5x, 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
W•••••• O•••••••• T••••••• I••••••••• M••••••••• I•••, M•••••••• N•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-27)
  2026-08-27 (30 days ago). At T•••••••, 11.6% with this moved within a year against 4.7% without it (2.5x, 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
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
P•••••• L•••••• 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
Direct
published business email at cuefinancial.com (firm_website); direct line printed for this person
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; the current role; who works with them (team unresolved).
Before a call: practice size.
P••••• G•••••••• 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
Direct
published business email at cuefinancial.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.

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