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

O'Zell Golden J.P. Morgan Securities LLC, Los Angeles, Ca
wirehouse
- passed the Series 63 on 2026-07-23 after 10 years in the industry, not as part of a firm licensing class
  2026-07-23 (2 months ago). At wirehouses, 14.4% with this moved within a year against 5.1% 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
Before a call: practice size; a contact route; joined the current firm under a year ago.
Matthew Alcorn Advice And Planning Services, Evanston, Il
broker-dealer affiliated
- 40% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (3 months 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).
- passed an adviser exam (S66) on 2026-07-23 after 27 years in the industry, not as part of a same-week firm licensing class
  2026-07-23 (2 months ago). At broker-dealer affiliated firms, 8.8% with this moved within a year against 5.3% without it (1.7x, 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.
Jean Paryl Charles Schwab & Co., Inc., Southlake, Tx
brokerage advisory
- this office went from 12 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-23)
  2026-07-23 (2 months ago). At BROKERAGE_ADVISORY, 23.0% with this moved within a year against 4.5% without it (5.2x, 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C•••••• O••••• C•••••• S••••• • C••• I•••, S••••••••• T•
brokerage advisory
- this office went from 12 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-23)
  2026-07-23 (2 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• B•••••• P•••••••• A•••••••, N••••••••• T•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-07-23)
  2026-07-23 (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
Unresolved
no contact route found
Before a call: practice size; a contact route.
T••••• C••••••• S•• A••••••• I••, F•••••• T•
state-registered adviser
- passed the Series 63 on 2026-07-23 after 29 years in the industry, not as part of a firm licensing class
  2026-07-23 (2 months 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: 15 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••••• P•••••••• A•••••••, N••••••••• T•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-07-23)
  2026-07-23 (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
Unresolved
no contact route found
Before a call: practice size; a contact route.
M•••••• C•••••••• C•••••• S••••• • C••• I•••, S••••••••• T•
brokerage advisory
- this office went from 12 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-23)
  2026-07-23 (2 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
E••• E•••••• C•••••• S••••• • C••• I•••, S••••••••• T•
brokerage advisory
- this office went from 12 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-23)
  2026-07-23 (2 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• I••••••••• P•••••••• A•••••••, N••••••••• T•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-07-23)
  2026-07-23 (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
Unresolved
no contact route found
Before a call: practice size; a contact route.
A•• D••••• C•••••• S••••• • C••• I•••, S••••••••• T•
brokerage advisory
- this office went from 12 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-23)
  2026-07-23 (2 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C•••••• D••••••••• C••••• I••••••••• A••••••• L••, G•••••• C•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-07-23 after 15 years in the industry, not as part of a same-week firm licensing class
  2026-07-23 (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
Before a call: practice size; a contact route; joined the current firm under a year ago.
T•••••• 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
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.
M•••• M••••• A••••••••• F•••••••• S•••••••• L••, W••••••• K•
national broker-dealer RIA
- passed the Series 63 on 2026-07-22 after 5 years in the industry, not as part of a firm licensing class
  2026-07-22 (2 months ago). At N•••••••••, 10.3% with this moved within a year against 3.9% without it (2.7x, 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
Direct
verified business email at ampf.com (hunter)
Who else to call: 18 related advisors, 16 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•••••• B••••• F••••• I•••••••••, L••• B••••• I•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-22. null went to S•••••••• A••••••• L••
  2026-07-22 (2 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  K•••• W••••• to S•••••••• A••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at fi.com (apollo); LinkedIn profile
Before a call: practice size.
M•••••• G••••••••• M•••••••• W••• A•••• M••••••••• L••, L•• A••••••• C•
independent RIA
- passed the Series 63 on 2026-07-22 after 10 years in the industry, not as part of a firm licensing class
  2026-07-22 (2 months 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
Team
No team seen
Contact
Direct
published business email at manhattanwest.com (firm_website)
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R••• 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: 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•••••• 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.
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.

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