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

Anna Bogorodchenko Hillcrest Financial Group, Thousand Oaks, Ca
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 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
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Missing: a meaningful reason; who works with them (team unresolved).
Bailey Thornton Kinloch Capital, LLC, Glen Allen, Va
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-09)
  2026-06-09 (4 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
$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 kinlochcapital.com, not verified
Missing: who works with them (team unresolved).
Charles Rossi Intelligent Capitalworks, Scottsdale, Az
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)
  2026-06-02 (4 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
$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; professional profile page
Missing: a meaningful reason; who works with them (team unresolved).
J••••••• R•••• I••••••••• C•••••••••, S••••••••• A•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)
  2026-06-02 (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
$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
L••••••• profile; professional profile page
Missing: a meaningful reason; the current role; who works with them (team unresolved).
M•••••• P••••••• I••••••••• C•••••••••, S••••••••• A•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)
  2026-06-02 (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
$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
L••••••• profile; professional profile page
Missing: a meaningful reason; who works with them (team unresolved).
V•••••• R•••• I••••••••• C•••••••••, S••••••••• A•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)
  2026-06-02 (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
$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
firm main line; firm contact form or inbox
Missing: a meaningful reason; the full regulatory record; who works with them (team unresolved).
D••••• G•••••• F•••••••• W••••• P•••••••• L••, N••••• L•••• F••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (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
$250M+
Team book $1B+
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
R•••• W•••••• F•••••••• W••••• P•••••••• L••, N••••• L•••• F••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (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
$250M+
Team book $1B+
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
B•• L••••••• A•••• C•••• C•••••• L••, F••• C••••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (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).
- a prior co-move teammate left the firm for an independent RIA on 2026-05-11. null went to C•••••••••
  2026-05-11 (5 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).
  N••••••• H•••••••• to C•••••••••
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 acorncreekcapital.com (hunter)
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: who works with them (team unresolved).
S•••••• B••••• F•••••••• W••••• P•••••••• L••, N••••• L•••• F••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (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
$250M+
Team book $1B+
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website)
Missing: a usable practice size; who works with them (team unresolved).
S••••• M•••••• A•••• C•••• C•••••• L••, F••• C••••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (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
$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 acorncreekcapital.com (hunter)
Missing: the current role; who works with them (team unresolved).
V•••••• H••••••• A•••• C•••• C•••••• L••, F••• C••••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (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
$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
professional profile page
Missing: the current role; who works with them (team unresolved).
D••••• M••••••••• U•• A•••• M•••••••••, N•• Y•••• N•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (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
$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
firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved).
H•••• B••• U•• A•••• M•••••••••, N•• Y•••• N•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (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
$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
firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved).
B••••• M••••••••• U•• A•••• M•••••••••, N•• Y•••• N•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (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
$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
firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved).
C•••• M••••••••• U•• A•••• M•••••••••, N•• Y•••• N•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (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
$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
firm contact form or inbox
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Missing: a meaningful reason; who works with them (team unresolved).
D••••• Q••••••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 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
$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 cogentprivatewealth.com (hunter); direct line printed for this person; LinkedIn profile
Missing: who works with them (team unresolved).
D•••• C•••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 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
$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 cogentprivatewealth.com (hunter); direct line printed for this person; LinkedIn profile
Missing: who works with them (team unresolved).
B•••••• L••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 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
$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 cogentprivatewealth.com (hunter)
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: who works with them (team unresolved).
K•••• M••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 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
$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
firm main line; firm contact form or inbox
Missing: who works with them (team unresolved).
J••••••• S••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 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
$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 commonsllc.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
R••• T••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 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
$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 commonsllc.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
M•••• S•••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 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
$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 commonsllc.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
R••••• M••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 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
$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
professional profile page
Missing: who works with them (team unresolved).
M•••••• M•• 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
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.
M•••••• S•••• 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
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.
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).
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).
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).
D••••• M•••••• C••••••••• F•••••••• N••••••, P••••••••• P•
Call-readynational broker-dealer RIA
- this office went from 20 to 14 registered advisors over the last year, with 6 leaving for other firms (latest 2026-04-13)
  2026-04-13 (6 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
W•••••• H•••••• C••••••••• F•••••••• N••••••, A••••••••• G•
Call-readynational broker-dealer RIA
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-08-20)
  2026-08-20 (37 days ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
B•••• F•••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
Call-readynational broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).

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