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

Matthew Simpson Fi3 Financial Advisors, LLC, Indianapolis, In
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (55 days ago). At independent RIAs, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Adam Griggs Summit Global Investments, LLC, Bountiful, Ut
mixed wealth
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-03. null went to Your Ia, LLC
  2026-08-03 (55 days ago). Across all advisors, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Joshua Ekola to YOUR IA, LLC
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.
Kathleen Tillman Esi Financial Advisors, Richmond, Va
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (55 days ago). At broker-dealer affiliated firms, 11.2% with this moved within a year against 5.3% without it (2.1x, 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
V••• J•••••• P•••••• A•••••• G••••• L••, C••••••••• C•
broker-dealer affiliated
- passed the Series 63 on 2026-08-03 after 7 years in the industry, not as part of a firm licensing class
  2026-08-03 (55 days ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 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: 7 related advisors, 1 on a link type measured as carrying moves (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••••• D•••• A••••••••• F•••••••• S•••••••• L••, B••••• A••••• O•
national broker-dealer RIA
- passed an adviser exam (S66) on 2026-08-03 after 26 years in the industry, not as part of a same-week firm licensing class
  2026-08-03 (55 days ago). At A•••••••••, 8.9% with this moved within a year against 4.3% 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
Before a call: practice size; a contact route.
R••• P••••• F•••••••• S•••• A•••••••• I•••, S•• D••••• C•
independent RIA
- passed the Series 63 on 2026-08-01 after 7 years in the industry, not as part of a firm licensing class
  2026-08-01 (57 days ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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 financialsense.com (firm_website)
Who else to call: 40 related advisors, 33 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
D••••• B••••• T••••••• I••••••••• M••••••••• I•••, B••••••••• M•
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-08-01 after 8 years in the industry, not as part of a same-week firm licensing class
  2026-08-01 (57 days ago). At T•••••••, 13.0% with this moved within a year against 4.7% without it (2.8x, 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
Firm level
inferred email (firm style, deliverability sampled) at thrivent.com
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
L••• C•••• J••••• M••••••••• S•••• L••, M•••••• C•
broker-dealer affiliated
- passed the Series 65 on 2026-08-01 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-08-01 (57 days ago). At B•••••••••, 13.6% with this moved within a year against 5.3% without it (2.6x, 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••• L••••• A••••••••• F•••••••• S•••••••• L••, B••••••••• C•
national broker-dealer RIA
- passed an adviser exam (S66) on 2026-08-01 after 21 years in the industry, not as part of a same-week firm licensing class
  2026-08-01 (57 days ago). At A•••••••••, 8.9% with this moved within a year against 4.3% 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
Before a call: practice size; a contact route; joined the current firm under a year ago.
C•••• H••• P•••••••• S••••••••• I•••, D•• M•••••• I•
broker-dealer affiliated
- passed the Series 63 on 2026-07-31 after 12 years in the industry, not as part of a firm licensing class
  2026-07-31 (58 days ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 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
Firm level
catch-all email (domain accepts every address, unverifiable) at principal.com; firm contact form or inbox
Before a call: practice size.
K•••• F•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, B•••••••• M•
wirehouse
- passed an adviser exam (S66) on 2026-07-31 after 4 years in the industry, not as part of a same-week firm licensing class
  2026-07-31 (58 days ago). At M••••••, 13.7% with this moved within a year against 5.9% without it (2.3x, 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
Before a call: practice size; a contact route; joined the current firm under a year ago.
M•••••• M•••• E••••• J••••, S•• L••••• M•
national broker-dealer RIA
- passed an adviser exam (S66) on 2026-07-31 after 10 years in the industry, not as part of a same-week firm licensing class
  2026-07-31 (58 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
Before a call: practice size; a contact route; joined the current firm under a year ago.
A••••• A•••• M••••• S••••••, M••••• F•
wirehouse
- passed an adviser exam (S66) on 2026-07-31 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-07-31 (58 days ago). At M••••• S••••••, 8.3% with this moved within a year against 3.7% without it (2.2x, 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
Before a call: practice size; a contact route.
B•••••• F••••• C••••• I••••••••• A••••••• L••, C••••••• N•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-07-31 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-07-31 (58 days ago). At C•••••, 11.3% with this moved within a year against 5.1% without it (2.2x, 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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
M••• V••••••••• O•••• W•••••• I•••, F• L••••••••• • F•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-07-31 after 31 years in the industry, not as part of a same-week firm licensing class
  2026-07-31 (58 days ago). At O••••, 9.3% with this moved within a year against 4.3% without it (2.2x, 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
Before a call: practice size; a contact route.
D•••••• R••••••••• L•• F•••••••• L••, H••••••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-31. null went to P•• W••••• M•••••••••
  2026-07-31 (58 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••••• L••••• to P•• W••••• M•••••••••
Timing
Strong timing
measured at this firm
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•• L••• L•• F•••••••• L••, S••••••••• C•
broker-dealer affiliated
- passed the Series 63 on 2026-07-31 after 32 years in the industry, not as part of a firm licensing class
  2026-07-31 (58 days ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
M•••••• N•••• T•••• L••, L••• F•••••• I•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (59 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 tsgroupllc.com (firm_website)
Who else to call: 7 related advisors, 5 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).
K••••••• S•••• S•••• • R••••••• I••, O••••••• P•••• K•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (59 days ago). At I•••••••••, 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
Direct
published business email at steppandrothwell.com (firm_website)
R••• L••••• S•••• • R••••••• I••, O••••••• P•••• K•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (59 days ago). At I•••••••••, 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
Direct
published business email at steppandrothwell.com (firm_website)
Who else to call: 12 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M••••••• N••••• S•••• • R••••••• I••, O••••••• P•••• K•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (59 days ago). At I•••••••••, 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
Direct
published business email at steppandrothwell.com (firm_website)
Who else to call: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M•••••• P••••• M••••• S••••••, C•••••••• O•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-30. null went to N•• E••• W•••••
  2026-07-30 (59 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).
  L•••• W•••• to N•• E••• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter)
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•• G•••••• S•••• • R••••••• I••, O••••••• P•••• K•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (59 days ago). At I•••••••••, 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
Direct
published business email at steppandrothwell.com (firm_website)
Who else to call: 14 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
H••••• R••••••• S•••• • R••••••• I••, O••••••• P•••• K•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (59 days ago). At I•••••••••, 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
Direct
published business email at steppandrothwell.com (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D••••• N•••• T•••• L••, L••• F•••••• I•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (59 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 tsgroupllc.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
D••••• B••••• T•••• L••, L••• F•••••• I•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (59 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 tsgroupllc.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
K•••••• E•••• S•••• • R••••••• I••, O••••••• P•••• K•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (59 days ago). At I•••••••••, 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
Direct
published business email at steppandrothwell.com (firm_website)
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
L•••••• D•••• B••••• C•••••• M••••••••• I•••, D•••••• O•
mixed wealth
- passed the Series 63 on 2026-07-30 after 26 years in the industry, not as part of a firm licensing class
  2026-07-30 (59 days 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).
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, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C••••••• M••••••• O•••• W•••••• I•••, B•••••• M•
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-07-30 after 14 years in the industry, not as part of a same-week firm licensing class
  2026-07-30 (59 days ago). At O••••, 9.3% with this moved within a year against 4.3% without it (2.2x, 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
Before a call: practice size; a contact route.
P•••••• S•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, T••• R••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-30. null went to J•••••••
  2026-07-30 (59 days ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••••• G••••••• to J•••••••
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: 20 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route.
Before a call: practice size; a contact route.
N•••••••• F••••• T••••••• I••••••••• M••••••••• I•••, R••••••• N•
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-07-30 after 9 years in the industry, not as part of a same-week firm licensing class
  2026-07-30 (59 days ago). At T•••••••, 13.0% with this moved within a year against 4.7% without it (2.8x, 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: 1 related advisor (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•••••••• S•••••••• R•• C•••••• M••••••• L••, W•••••••• C•
national broker-dealer RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (59 days ago). At R••, 9.4% with this moved within a year against 3.7% without it (2.6x, 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••••• I•••• E••••• J••••, L••••••••• G•
national broker-dealer RIA
- passed an adviser exam (S66) on 2026-07-30 after 23 years in the industry, not as part of a same-week firm licensing class
  2026-07-30 (59 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
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.
T•••• W••••••• E•••••• A••••••• G••••• L••, G•••••••• V••••••• C•
brokerage advisory
- passed the Series 63 on 2026-07-29 after 7 years in the industry, not as part of a firm licensing class
  2026-07-29 (2 months ago). At B•••••••••, 9.5% with this moved within a year against 4.5% 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
Firm level
provider email, not verified at the firm's domain
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
D•••• A••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, A••••••••• N•
wirehouse
- passed an adviser exam (S66) on 2026-07-29 after 3 years in the industry, not as part of a same-week firm licensing class
  2026-07-29 (2 months ago). At M••••••, 13.7% with this moved within a year against 5.9% without it (2.3x, 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: 48 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•••• C••••• I••••••••• A••••••• L••, O••••••••• N•
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-07-29 after 31 years in the industry, not as part of a same-week firm licensing class
  2026-07-29 (2 months 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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
Z•••••• R••••• W•••• F•••• A•••••••, S•••• A••• C•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-07-29 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-07-29 (2 months ago). At W•••• F••••, 10.6% with this moved within a year against 5.3% without it (2.0x, 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
Before a call: practice size; a contact route; joined the current firm under a year ago.
R•• G••••• A••••• I••••••••• C•••••••••, B•••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
I•••• P••••• A••••• I••••••••• C•••••••••, B•••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P••• S••••••• A••••• I••••••••• C•••••••••, B•••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.

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