Advisors to call now

Anything dated in the last 90 days, measured or not.

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

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

Laura Retta UBS Financial Services Inc., Plano, Tx
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At UBS, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
Andre Leao Azimut Investment Advisors LLC, Miami, Fl
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). Across all advisors, 10.7% with this moved within a year against 4.9% without it (2.2x, 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: 12 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
Jordan Castleton Strategic Advisers LLC, Sandy, Ut
brokerage advisory
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-24)
  2026-08-24 (33 days ago). At BROKERAGE_ADVISORY, 23.0% with this moved within a year against 4.5% without it (5.2x, 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•••••• I••••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
H••••• V••••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
J••• S•• R•••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
R•••••• B••••••• A••••• I••••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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: 10 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.
S•••••• C•••• A••••• I••••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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: 10 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.
S••• T••••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
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•••••• E•••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
M•••••• E•••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
P•••••• M• E•••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
M•••• H•••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
J••• T••••• S••••• I••••••••• A•••••••• L••, A••••••• T•
broker-dealer affiliated
- this office went from 69 to 10 registered advisors over the last year, with 27 leaving for other firms (latest 2026-08-24)
  2026-08-24 (33 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
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; the current role; who works with them (team unresolved).
Before a call: a contact route.
S••• K••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
L•••••• L•• S•••••••• A••••••• L••, S••••• U•
brokerage advisory
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-24)
  2026-08-24 (33 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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•••••• W•••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
T••• S••••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
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••• T••••• S•••••••• A••••••• L••, S••••• U•
brokerage advisory
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-24)
  2026-08-24 (33 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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•••• P••• S•••••••• A••••••• L••, S••••• U•
brokerage advisory
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-24)
  2026-08-24 (33 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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•••••• S•••• S•••••••• A••••••• L••, S••••• U•
brokerage advisory
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-24)
  2026-08-24 (33 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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.
L••••• S•••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S•••••• B•••••• A••••• I••••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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: 11 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.
M••••••• H••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 76 related advisors, 65 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
J••• K•••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
S•••• L•••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
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••••• P•••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
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•••• A•••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
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
Who else to call: 3 related advisors, 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.
M••••• C••• A••••••••• F•••••••• S•••••••• L••, H••••••• T•
national broker-dealer RIA
- passed an adviser exam (S65) on 2026-08-22 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-08-22 (35 days ago). At A•••••••••, 10.0% with this moved within a year against 4.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
measured at this firm
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.
J•••• S•••••• L•• F•••••••• L••, S•• A••••••• F•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-08-22 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-08-22 (35 days ago). At L••, 8.9% with this moved within a year against 4.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S•••• P•••••• C•••••• S••••• • C••• I•••, O••••••• F•
brokerage advisory
- passed the Series 63 on 2026-08-22 after 23 years in the industry, not as part of a firm licensing class
  2026-08-22 (35 days ago). At B•••••••••, 9.5% with this moved within a year against 4.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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.
J••• G••••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at strittmatterwealth.com (hunter)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
D•••• T•••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at strittmatterwealth.com (hunter)
Who else to call: 7 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
A••••••• M••••••• F•••• C••••••• I••••••• S•••••••• I•••, B•••••• M•
bank affiliated
- passed the Series 63 on 2026-08-21 after 23 years in the industry, not as part of a firm licensing class
  2026-08-21 (36 days ago). At A••, 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at firstcitizens.com (hunter)
Before a call: practice size; joined the current firm under a year ago.
B•••• K••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
J•••• B•••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 5 related advisors (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: joined the current firm under a year ago.
K•••• B••••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
B•••• S••••••••• T••••••• I••••••••• M••••••••• I•••, W•••••••• W•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-08-21 after 25 years in the industry, not as part of a same-week firm licensing class
  2026-08-21 (36 days ago). At T•••••••, 13.0% with this moved within a year against 4.7% without it (2.8x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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
Before a call: practice size.
O••• G••••••• L•• E••••••••• L••, B••••••• C•
broker-dealer affiliated
- passed the Series 65 on 2026-08-21 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-08-21 (36 days ago). At B•••••••••, 13.6% with this moved within a year against 5.3% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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.

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