DFX Intelligence
For recruiters
Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Someone who moved firms with this advisor before has just left.
Changes on what you follow · Describe your platform to see fit
- Marc Ruemmler Stonepath Wealth Management, Stuart, FlCall-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to Signature Equity Partners, LLC2026-09-03 (23 days ago). At independent RIAs, 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).David Knight to SIGNATURE EQUITY PARTNERS, LLC
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- 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; who works with them (team unresolved).
- Steven Adams Stonepath Wealth Management, Traverse City, MiCall-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to Signature Equity Partners, LLC2026-09-03 (23 days ago). At independent RIAs, 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).David Knight to SIGNATURE EQUITY PARTNERS, LLC
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Professional
- LinkedIn profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
- William Sneckner Ridgegate Advisors, LLC, Englewood, CoCall-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to Crusonia Wealth Advisors LLC2026-04-13 (6 months ago). At independent RIAs, 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).Ryan Csrnko to CRUSONIA WEALTH ADVISORS LLC
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- A•••••••• S••••••••• R•••••••• A•••••••• L••, E••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).R••• C••••• to C••••••• W••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- D•••• S•••••• R•••••••• A•••••••• L••, E••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).R••• C••••• to C••••••• W••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
- G••••• S•••• R•••••••• A•••••••• L••, E••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).R••• C••••• to C••••••• W••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 5 move with them
- Contact
- Firm level
- firm main line
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- J•••• K••••• K••••• W••••• M••••••••• I•••, F•••••• M•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••2026-08-24 (33 days 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).D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at kaydanwealth.com (hunter); LinkedIn profile
- M••••• B•••• K••••• W••••• M••••••••• I•••, F•••••• M•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••2026-08-24 (33 days 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).D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- J••••••• S••••• K••••• W••••• M••••••••• I•••, F•••••• M•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••2026-08-24 (33 days 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).D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Firm level
- firm contact form or inbox
- N••••••• S••••••• T•• S••••••• G••••, S••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••2026-06-22 (3 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).S••• O•••••• to E••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at thesalvettigroup.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
- M••••• H••••• T•• S••••••• G••••, S••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••2026-06-22 (3 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).S••• O•••••• to E••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at thesalvettigroup.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
- A•••••• S••••••• T•• S••••••• G••••, S••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••2026-06-22 (3 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).S••• O•••••• to E••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
- D•••• D•••• C••• W••••• A•••••••, L••• B••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (3 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).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 8 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- D•••• C••••• C••• W••••• A•••••••, L••• B••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (3 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).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 8 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- D•••• T•••••••• C••• W••••• A•••••••, L••• B••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (3 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).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at cruxwealth.com (firm_website)
Who else to call: 8 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- G•••• C•••••• C••• W••••• A•••••••, L••• B••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (3 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).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- 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
- published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 9 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- T•••• H••••• C••• W••••• A•••••••, L••• B••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••2026-06-15 (3 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).C••••• A•••••••• to B•••••••• I••••••••• G••••
- Timing
- 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
- published business email at cruxwealth.com (firm_website)
Who else to call: 9 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- C•••••• B••••• R•••••••• A•••••••• L••, E••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).R••• C••••• to C••••••• W••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- 1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- C••••••••• R••••• R•••••••• A•••••••• L••, E••••••••• C•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).R••• C••••• to C••••••• W••••• A••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- 1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- B•••• H••••• J••• M••••• S••••••••• L••, I•••••• C•Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••2026-06-02 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).B•••••• H••••• to W•••• F••••
- Timing
- Timing
- measured at this firm
- Value
- Not estimable
- Book not estimable; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- K•••••• B•••••••• C••••• C•••••• A•••••••• L••, V••• B••••• F•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-22. null went to M••• A••••••• S•••••••• L••2026-05-22 (4 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).P•••••• T••••• to M••• A••••••• S•••••••• L••
- Timing
- Timing
- Value
- Not estimable
- Book not estimable; portable $500M and up, revenue $2M and up (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Previous41 to 61 of 61
The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.