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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- Gerard Ransing MML Investors Services, LLC, Rockville, Mdbroker-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 MassMutual (MML), 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.
- Jeffrey Sanchez Wealth Management Cpas, LLC, Salt Lake City, Utindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page; catch-all email at wealthcpas.com, not verified
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: career context; joined the current firm under a year ago.
- Preston Lee Wealth Management Cpas, LLC, Salt Lake City, Utindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page; catch-all email at wealthcpas.com, not verified
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- Tamra Williams Wealth Management Cpas, LLC, Salt Lake City, Utindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- Kyle Moriyama Wealth Management Cpas, LLC, Salt Lake City, Utindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page; catch-all email at wealthcpas.com, not verified
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- R••••• B••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)2026-07-16 (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; portable $25M to $500M, revenue $100K to $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 12 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- G•••••• H•••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- J••• H•••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- M••••••• V••••• H••••• A•••• W••••• M••••••••• L••, A•••••••• W•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-15)2026-07-15 (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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- B••••••• J•••••• A•••• W••••• M••••••••• L••, A•••••••• W•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-15)2026-07-15 (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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- T••••• P••••••••• A•••• W••••• M••••••••• L••, A•••••••• W•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-15)2026-07-15 (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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- M•••••• K••••• A•••• W••••• M••••••••• L••, A•••••••• W•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-15)2026-07-15 (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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- M•••••• D••••• A•••• W••••• M••••••••• L••, A•••••••• W•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-15)2026-07-15 (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, 2 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•••• W••••• S•••••• N••••••• • C••••••• I•••••••••, R••••••• C•national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-15)2026-07-15 (2 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- M•••••••• W••••• S•••••• N••••••• • C••••••• I•••••••••, R••••••• C•national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-15)2026-07-15 (2 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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; joined the current firm under a year ago.
- P••• S••••••• S•••••• N••••••• • C••••••• I•••••••••, R••••••• C•national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-15)2026-07-15 (2 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- R••• O•• S•••••• N••••••• • C••••••• I•••••••••, R••••••• C•national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-15)2026-07-15 (2 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- V•••••• B••••• C•••••• C••••• G••••• I•••, I••••••••• I•no RAUM reported
- 20% of this office left for other firms in the last six months (latest 2026-07-14)2026-07-14 (3 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
- Unresolved
- no contact route found
Before a call: practice size; a contact route.
- D••••• M•••••• C•••••• C••••• G••••• I•••, I••••••••• I•no RAUM reported
- 20% of this office left for other firms in the last six months (latest 2026-07-14)2026-07-14 (3 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
- Unresolved
- no contact route found
Before a call: practice size; a contact route.
- K•••••• H••••• C•••••• C••••• G••••• I•••, I••••••••• I•no RAUM reported
- 20% of this office left for other firms in the last six months (latest 2026-07-14)2026-07-14 (3 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
- Unresolved
- no contact route found
Before a call: practice size; a contact route.
- C••••• W••• C•••••• C••••• G••••• I•••, I••••••••• I•no RAUM reported
- 20% of this office left for other firms in the last six months (latest 2026-07-14)2026-07-14 (3 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
- Unresolved
- no contact route found
Before a call: practice size; a contact route.
- A••••• W•••••• T•• L••• W••••• G••••, W••••• G•••••• F•independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (3 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- 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: a contact route; joined the current firm under a year ago.
- F•••••• S• A•••• T•• L••• W••••• G••••, W••••• G•••••• F•independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (3 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- 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: a contact route; joined the current firm under a year ago.
- R•••••• S•••••• T•• L••• W••••• G••••, W••••• G•••••• F•independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (3 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- 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: a contact route; joined the current firm under a year ago.
- J••••• J•••• T•• L••• W••••• G••••, W••••• G•••••• F•independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (3 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 10 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
- D••••• D••• S•••••••• A••••••• L••, S••••••••• C•brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)2026-07-11 (3 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.
- J•••• S•••••• S•••••••• A••••••• L••, S••••••••• C•brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)2026-07-11 (3 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.
- G••••••••• J•••• S•••••••• A••••••• L••, S••••••••• C•brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)2026-07-11 (3 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.
- A•••• B••• S•••••••• A••••••• L••, S••••••••• C•brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)2026-07-11 (3 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.
- E••••• V••••• C••••••••• S•••••••• A••••••• L••, S••••••••• C•brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)2026-07-11 (3 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.
- K•••••• F••••• S•••••••• A••••••• L••, S••••••••• C•brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)2026-07-11 (3 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.
- S•••• R•••••• S•••••••• A••••••• L••, S••••••••• C•brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)2026-07-11 (3 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.
- P•••• S•••• S•••••••• A••••••• L••, S••••••••• C•brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)2026-07-11 (3 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
Who else to call: 1 related advisor, 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.
- K•••• C•••• S•••••••• A••••••• L••, S••••••••• C•brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)2026-07-11 (3 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.
- W•••••• S••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)2026-07-10 (3 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.
- M•••••• L•••••• L•• F•••••••• L••, D•••••• C•broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-10)2026-07-10 (3 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at lpl.com
Before a call: practice size; joined the current firm under a year ago.
- W••••••••• J••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)2026-07-10 (3 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.
- A•••• L•••••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)2026-07-10 (3 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
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- C•••••••• M••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)2026-07-10 (3 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
Who else to call: 2 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•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)2026-07-10 (3 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
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
The advisor names past the first 5 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.