Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Offices that lost 20% or more of their advisors in 180 days.
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- Timothy Tomalavage Mycio Wealth Partners, LLC, Philadelphia, Paindependent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (2 months 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
- Direct
- verified business email at myciowp.com (hunter); LinkedIn profile
Who else to call: 42 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
- Ross Harryhill Mycio Wealth Partners, LLC, Philadelphia, Paindependent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (2 months 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: 42 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- William Stanley Mycio Wealth Partners, LLC, Philadelphia, Paindependent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (2 months 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: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- A•••••• V••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J••••••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 31 related advisors, 1 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.
- J•••••• C•••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 31 related advisors, 1 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.
- K•••• R••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 40 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- S•••••• R•••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J••••••• M•••••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- D•••• L••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J•••• B•••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- Z•••••• T••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 45 related advisors, 15 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- R•• R•• M••••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 45 related advisors, 15 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- E•••• K•••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 42 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- W•••••• R••••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 31 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•••• S••••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- J•••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 31 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- P••• F••••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 31 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J•••• B•••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 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.
- R••• S•••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- E•••• A••••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 31 related advisors, 1 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.
- M•••••• I•••••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- A•••••••• K•••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- C••••••• H••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 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.
- D•••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- J•••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- R••••• S••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 36 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- D•••• G•••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- D•••• M••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 39 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- D••••• L••• V••••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 37 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- K••••• A••••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 36 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- C••••••••• M•••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J••••• P•••••• M•••• W••••• P•••••••• L••, P••••••••• P•independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)2026-07-22 (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
- Firm level
- firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- R••••• S•••••••• H•••••• T••••••• • K•••• L••, G••••••••• S•broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)2026-07-21 (2 months ago). At B•••••••••, 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
- Firm level
- catch-all email (domain accepts every address, unverifiable) at htk.com; firm main line; firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- J••••• L••• H•••••• T••••••• • K•••• L••, G••••••••• S•broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)2026-07-21 (2 months ago). At B•••••••••, 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
- Firm level
- catch-all email (domain accepts every address, unverifiable) at htk.com; firm main line; firm contact form or inbox
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.
- J•••• G•••••••• H•••••• T••••••• • K•••• L••, G••••••••• S•broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)2026-07-21 (2 months ago). At B•••••••••, 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
- Firm level
- firm contact form or inbox
Before a call: practice size.
- L•••• F••••••••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)2026-07-20 (2 months 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 deschutesinvestment.com (firm_website); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- R•••••• P•••• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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
- Direct
- verified business email at truist.com (hunter)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- M•••••• M••••••• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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
- Direct
- verified business email at truist.com (hunter)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- A•••• B•••••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)2026-07-20 (2 months 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 deschutesinvestment.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
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.