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

Sydney Verdi Samuelson Robert W. Baird & Co. Incorporated, Quad Cities, Ia
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
Katrina Buhl Robert W. Baird & Co. Incorporated, Scottsdale, Az
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Before a call: practice size; a contact route.
Sharon Zeidler Robert W. Baird & Co. Incorporated, Scottsdale, Az
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••••• H•••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•• P••••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 23 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•••••• W••••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- passed the Series 63 on 2026-07-24 after 6 years in the industry, not as part of a firm licensing class
  2026-07-24 (2 months 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).
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 20 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.
C••••••••• H•••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B•••••• L•••••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••••• V•••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• H•••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A••••• P•••• C••••• I••••••••• A••••••• L••, H•••••••• H•
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-08-17 after 27 years in the industry, not as part of a same-week firm licensing class
  2026-08-17 (40 days ago). At C•••••, 10.5% with this moved within a year against 5.1% 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
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.
C••• L•••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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.
E•••••••• B••••••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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.
J••••• C••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••••• D•••••• L•• F•••••••• L••, F••• M•••• S•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-17. null went to E••••••••
  2026-08-17 (40 days ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•• H•••••• to E••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• G••••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, G•••• R•••••• M•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-17. null went to F•••• T•••• S••••••••• I•••
  2026-08-17 (40 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••••• S••• to F•••• T•••• S••••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 48 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
T••••• M•••••••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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.
A•••• T••••• R•••••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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).
- passed an adviser exam (S66) on 2025-11-06 after 2 years in the industry, not as part of a same-week firm licensing class
  2025-11-06 (11 months ago). At A••, 7.8% with this moved within a year against 4.9% without it (1.6x, 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
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
K•• A•• H•• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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.
J•••• S•••••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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.
E•••••••• W•••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M••••• B•••••• C••••• I••••••••• A••••••• L••, V•• B••••• A•
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-08-17 after 21 years in the industry, not as part of a same-week firm licensing class
  2026-08-17 (40 days ago). At C•••••, 10.5% with this moved within a year against 5.1% 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
Who else to call: 2 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.
J••••• O••••• E••••• J••••, S•• L••••• M•
national broker-dealer RIA
- passed an adviser exam (S66) on 2026-08-17 after 6 years in the industry, not as part of a same-week firm licensing class
  2026-08-17 (40 days ago). At E••••• J••••, 5.9% with this moved within a year against 2.9% without it (2.0x, 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 (only unverified leads)
Before a call: practice size; a contact route; joined the current firm under a year ago.
F•••• L•••••••• L•• F•••••••• L••, S•• L••••• M•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-08-15 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-08-15 (42 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
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
L••••• F•••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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
Direct
verified business email at rncadvice.com (apollo); LinkedIn profile
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: practice size; joined the current firm under a year ago.
S••• H••••••••• T•• A••••••• G••••• L••, M••••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
E•••• M•••••••• T•• A••••••• G••••• L••, M••••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
M•••••• D• G••••• T••••••• F•••••••• A•••••••• L••, S•• A••••••• T•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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
Direct
verified business email at teamworkfinancial.com (hunter)
Who else to call: 3 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; joined the current firm under a year ago.
S•••• H••••••• T•• A••••••• G••••• L••, M••••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 8 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•••• S••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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
Direct
published business email at risenorthcapital.com (firm_website); LinkedIn profile
Before a call: practice size; joined the current firm under a year ago.
H••••• H•••••••• T•• A••••••• G••••• L••, M••••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website)
Who else to call: 13 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
S••• O••••• T•• A••••••• G••••• L••, M••••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
J•••• G•••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-14. null went to F••••••••• I••••••••• A••••••• L••
  2026-08-14 (43 days ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••
- 36% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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
Direct
published business email at rncadvice.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors, 3 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; joined the current firm under a year ago.
E•••••••• K••••••• T•• A••••••• G••••• L••, M••••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website)
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
B•••••• S••• T•• A••••••• G••••• L••, M••••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website); LinkedIn profile
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: 19 related advisors, 7 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).
M•••••• M•• T••••••• F•••••••• A•••••••• L••, S•• A••••••• T•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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
Direct
verified business email at teamworkfinancial.com (hunter)
Who else to call: 7 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
A••••• M••••• T••••••• F•••••••• A•••••••• L••, S•• A••••••• T•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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
Direct
verified business email at teamworkfinancial.com (hunter)
Who else to call: 7 related advisors, 4 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••••••• T•• A••••••• G••••• L••, M••••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
E•••• E•••••••• T•• A••••••• G••••• L••, M••••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website)
Who else to call: 10 related advisors, 2 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: joined the current firm under a year ago.
C••• R••••• T••••••• F•••••••• A•••••••• L••, S•• A••••••• T•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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
Professional
professional profile page
Who else to call: 11 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.

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