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

Jon Bowles Secure Investment Management, LLC, Tucson, Az
independent RIA
- this office went from 11 to 6 registered advisors over the last year, with 6 leaving for other firms (latest 2026-08-14)
  2026-08-14 (43 days ago). At independent RIAs, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at securehorizonfinancialplanning.com; firm main line; firm contact form or inbox
Business ties: Broad: 1 operating or professional business, 2 nonprofit or civic board/officer roles on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
Jeremy Rabalais Secure Investment Management, LLC, Tucson, Az
independent RIA
- this office went from 11 to 6 registered advisors over the last year, with 6 leaving for other firms (latest 2026-08-14)
  2026-08-14 (43 days ago). At independent RIAs, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at securehorizonfinancialplanning.com; firm main line; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
Jared Keating Secure Investment Management, LLC, Tucson, Az
independent RIA
- this office went from 11 to 6 registered advisors over the last year, with 6 leaving for other firms (latest 2026-08-14)
  2026-08-14 (43 days ago). At independent RIAs, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at securehorizonfinancialplanning.com; firm main line; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
T••••• K••••••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
G•••••• G•••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D•••••• S•••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••• M••••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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••• K••••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C••••• O•••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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.
E••• M•••••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
A••••• S•••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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.
E••• B••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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.
D•••••• F••••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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.
W•••••• L••••••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
K•••• R•••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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••• H•••••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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.
H•••• B•••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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.
Q••••• B•••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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••••• D••••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
A••••• J•••••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
A•••••• M••••••• F•••••• F•••••••• A•••••••• L••, W••••••••• D•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-13)
  2026-08-13 (44 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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.
T•• S•••• A•• F•••••••• A•••••••• L••, R••••••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 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 apifinancialadvisors.com (apollo)
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; the current role; who works with them (team unresolved).
Before a call: practice size.
R•••••• C•••• A•• F•••••••• A•••••••• L••, R••••••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 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 apifinancialadvisors.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
N••• Q••• A•• F•••••••• A•••••••• L••, R••••••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 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 apifinancialadvisors.com (hunter)
Before a call: practice size.
N••••• T••••• A•• F•••••••• A•••••••• L••, R••••••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 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
Firm level
firm contact form or inbox
Who else to call: 4 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: practice size.
W••• B••••• A•• F•••••••• A•••••••• L••, R••••••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 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
Firm level
firm contact form or inbox
Before a call: practice size.
A••••••• P•••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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.
N•••••••• S••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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•••• C••••••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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•••••• K•••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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.
A•••••••• L••• C•••••••• G••••• M•••••• I•••, L••••••••• N•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At C•••, 22.4% with this moved within a year against 8.8% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
A•••••• N••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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.
A••••• M••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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.
A••••• J•••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
P•••• M•• C•••••••• G••••• M•••••• I•••, L••••••••• N•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At C•••, 22.4% with this moved within a year against 8.8% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
T••••••• W••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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.
A•••••• A•••• C•••••••• G••••• M•••••• I•••, L••••••••• N•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At C•••, 22.4% with this moved within a year against 8.8% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D•••••• B••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
W•••••• G••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C•••••• C••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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.

Previous841 to 880 of 2,291Next

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.