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

Constantine Moutsatsos Citigroup Global Markets Inc., Larchmont, Ny
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 Citi, 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.
Brice Gehman Strategic Advisers LLC, Midlothian, Va
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 BROKERAGE_ADVISORY, 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.
Justin King Strategic Advisers LLC, Midlothian, Va
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 BROKERAGE_ADVISORY, 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•••• 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.
D••••• 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.
G•••••• B••••••• O•••• P••• A•••• M••••••••• L••, N••••••••• T•
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-08-10)
  2026-08-10 (47 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: 3 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•••• M••••• O•••• P••• A•••• M••••••••• L••, N••••••••• T•
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-08-10)
  2026-08-10 (47 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C•••• D••• O•••• P••• A•••• M••••••••• L••, N••••••••• T•
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-08-10)
  2026-08-10 (47 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• B••• O•••• P••• A•••• M••••••••• L••, N••••••••• T•
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-08-10)
  2026-08-10 (47 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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••••• S••••••• J•• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 15 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.
C••• S•••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 15 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.
S•••• S••••••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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 peakretirementplanning.com (apollo)
Business ties: Some: 1 real-estate entity, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 17 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.
C•••••• K•••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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 peakretirementplanning.com (hunter)
Who else to call: 17 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••• S•••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 17 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.
T•••• N•••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 17 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.
E••• H•••••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 16 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.
C•••• J••••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 15 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; joined the current firm under a year ago.
D•••• W••••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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 peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 13 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.
O••• B••••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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 peakretirementplanning.com (hunter)
Who else to call: 13 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.
C•••••• R•••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
L••••••• profile
Who else to call: 17 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.
P••••••• S••••• G•••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
Professional
L••••••• profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• N•••••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••• V••••••• C•••••• G•••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
Firm level
firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• R••••••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••••• G••••• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• L••• G•••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
Firm level
firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
F•••• R••••••• C••••••• G•••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
Firm level
firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
I•••••• S•••••• A••••• G•••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
Firm level
firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; career context; joined the current firm under a year ago.
M•••••• N••••• G•••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
Firm level
firm contact form or inbox
Before a call: practice size.
A•• L•••• M•••••••• P••• G•••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 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
Firm level
firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
S••••••• K••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•
no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 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
Direct
verified business email at nm.com (hunter)
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
A••••• W•••••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•
no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 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
Direct
verified business email at nm.com (hunter)
Who else to call: 15 related advisors, 8 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.
T•••• L• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at tiaa.org (hunter); LinkedIn profile
Business ties: Some: 1 operating or professional business 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.
G•• T•••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at tiaa.org (hunter); LinkedIn profile
Before a call: practice size.
S••• F••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at tiaa.org (hunter); LinkedIn profile
Before a call: practice size.
T•••••• L••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at tiaa.org (hunter); LinkedIn profile
Before a call: practice size.
J•••• C•••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at tiaa.org (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
P••••••• E•••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at tiaa.org (apollo)
Who else to call: 2 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.
G•••••• B•••••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•
no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 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
Direct
published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• J•••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Before a call: practice size.

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