DFX Intelligence

RIA Intelligence

For recruiters

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:DirectProfessionalFirm levelCall-ready only
  1. Frank Fiore Truist Advisory Services, Inc., Palm Beach Gardens, Fl
    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 bank-affiliated firms, 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.

  2. Timothy Cooper Deschutes Investment Consulting, LLC, Portland, Or
    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). Across all advisors, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Direct
    published business email at deschutesinvestment.com (firm_website)

    Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size.

  3. Timothy Foley Deschutes Investment Consulting, LLC, Portland, Or
    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). Across all advisors, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Professional
    LinkedIn profile; professional profile page; catch-all email at deschutesinvestment.com, not verified

    Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; joined the current firm under a year ago.

  4. M•••••••• H••• 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
    Professional
    L••••••• profile; professional profile page

    Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size.

  5. T••••• W•••••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  6. S•••••••• C•••••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  7. K•••••••• D••••••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  8. A••••• B••••••••• 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
    Unresolved
    no contact route found

    Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a usable practice size; a contact route; who works with them (team unresolved).

    Before a call: practice size; a contact route.

  9. A••••• B••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  10. C••• M••••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  11. B•••••• R•••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  12. S•••••• C•••••••• I• 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
    Unresolved
    no contact route found

    Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  13. W•••••• B•••••• 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
    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.

  14. M•••••• B••••••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  15. C••••• F•••••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  16. A••••• B•••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  17. B•••• G••••••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  18. G•••••• C•••• F•••••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  19. J••••• 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
    Unresolved
    no contact route found

    Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  20. A••••• R••••••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  21. J•• S••••••• S•••••••• A••••••• L••, F••• M••••• F•
    brokerage advisory
    • 21% of this office left for other firms in the last six months (latest 2026-07-20)
      2026-07-20 (2 months 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.

  22. L••• 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
    Unresolved
    no contact route found

    Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  23. S•••••• P••• K•• F••••••••• I•••, W••• C••••••• P•
    independent RIA
    • 20% of this office left for other firms in the last six months (latest 2026-07-17)
      2026-07-17 (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: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

  24. M•••••• M••••••••• K•• F••••••••• I•••, W••• C••••••• P•
    independent RIA
    • 20% of this office left for other firms in the last six months (latest 2026-07-17)
      2026-07-17 (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: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

  25. E•••••••• M••••• K•• F••••••••• I•••, W••• C••••••• P•
    independent RIA
    • 20% of this office left for other firms in the last six months (latest 2026-07-17)
      2026-07-17 (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: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

  26. M•••••• B•••••• K•• F••••••••• I•••, W••• C••••••• P•
    independent RIA
    • 20% of this office left for other firms in the last six months (latest 2026-07-17)
      2026-07-17 (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
    L••••••• profile; professional profile page

    Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

  27. D•••• K•••••• K•• F••••••••• I•••, W••• C••••••• P•
    independent RIA
    • 20% of this office left for other firms in the last six months (latest 2026-07-17)
      2026-07-17 (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: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

  28. R•••••• E•••••• K•• F••••••••• I•••, W••• C••••••• P•
    independent RIA
    • 20% of this office left for other firms in the last six months (latest 2026-07-17)
      2026-07-17 (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: 9 related advisors (teammates, former teammates, office peers and business partners).

  29. E••• F•••••• K•• F••••••••• I•••, W••• C••••••• P•
    independent RIA
    • 20% of this office left for other firms in the last six months (latest 2026-07-17)
      2026-07-17 (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: 9 related advisors (teammates, former teammates, office peers and business partners).

  30. K•••••••• H•••••• K••••• A••••••• S•••••••• L••, D•••••• T•
    broker-dealer affiliated
    • 67% of this office left for other firms in the last six months (latest 2026-07-17)
      2026-07-17 (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.

  31. T•• S••• K••••• A••••••• S•••••••• L••, D•••••• T•
    broker-dealer affiliated
    • 67% of this office left for other firms in the last six months (latest 2026-07-17)
      2026-07-17 (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.

  32. J••••••• C••••• M•• I•••••••• S•••••••• L••, R••••••••• M•
    broker-dealer affiliated
    • this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-17)
      2026-07-17 (2 months ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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: 7 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  33. J••• H••• M•• I•••••••• S•••••••• L••, R••••••••• M•
    broker-dealer affiliated
    • this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-17)
      2026-07-17 (2 months ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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: 11 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  34. S•••• W•••• M•• I•••••••• S•••••••• L••, R••••••••• M•
    broker-dealer affiliated
    • this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-17)
      2026-07-17 (2 months ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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: 7 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  35. J•••• E•••• M•• I•••••••• S•••••••• L••, R••••••••• M•
    broker-dealer affiliated
    • this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-17)
      2026-07-17 (2 months ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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: 7 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  36. T••••• C••••• M•• I•••••••• S•••••••• L••, R••••••••• M•
    broker-dealer affiliated
    • this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-17)
      2026-07-17 (2 months ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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: 7 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  37. J•••• H••••• M•• I•••••••• S•••••••• L••, R••••••••• M•
    broker-dealer affiliated
    • this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-17)
      2026-07-17 (2 months ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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.

  38. J•••• S••••••• M•• I•••••••• S•••••••• L••, R••••••••• M•
    broker-dealer affiliated
    • this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-17)
      2026-07-17 (2 months ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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: 7 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  39. R••••• L•••• M•• I•••••••• S•••••••• L••, R••••••••• M•
    broker-dealer affiliated
    • this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-17)
      2026-07-17 (2 months ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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: 7 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  40. P••••••• B•••••• K•• F••••••••• I•••, W••• C••••••• P•
    independent RIA
    • 20% of this office left for other firms in the last six months (latest 2026-07-17)
      2026-07-17 (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
    Unresolved
    no contact route found

    Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: a contact route.

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