Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

Samuel Barrington LPL Financial LLC, Jacksonville, Fl
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At LPL, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Marc Hsu to Empower Advisory Group, Llc
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
Scott Farnsworth LPL Financial LLC, Salt Lake City, Ut
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At LPL, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Marc Hsu to Empower Advisory Group, Llc
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
Colleen Rittenhouse LPL Financial LLC, Cincinnati, Oh
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At LPL, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Marc Hsu to Empower Advisory Group, Llc
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••• T••••••• L•• F•••••••• L••, D••• C•••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••• B••• to U••• B•••••• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••••• S••••• L•• F•••••••• L••, L•• A••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••• B••• to U••• B•••••• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•••••••• T••••••• L•• F•••••••• L••, S•• J•••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••• B••• to U••• B•••••• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• M•••••• L•• F•••••••• L••, I•••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••• B••• to U••• B•••••• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
P••• B•••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••• B••• to U••• B•••••• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
P•••• W••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•• M••••• C•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-18 (4 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• R••••• to S•••••••• A••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• D•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, H••••••••• N•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-18 (4 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• R••••• to S•••••••• A••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••• R••••• L•• F•••••••• L••, R•••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-27 (5 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  J•••••• L•••• to P••••••••• S••••••••• C•••••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• P••••• R••••• W• B•••• • C•• I•••••••••, G••• A••••• V•
mixed wealth
- passed the Series 63 on 2026-03-30 after 22 years in the industry
  2026-03-30 (6 months ago). At A••, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
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 contact route.
R••••• S•••••• R••••• W• B•••• • C•• I•••••••••, A••••••• V•
mixed wealth
- passed the Series 63 on 2025-10-28 after 16 years in the industry
  2025-10-28 (11 months ago). At A••, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
E••• B••••• C••••••, M••••• F•
independent RIA
- 3 of the 9 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices
  2026-09-03 (23 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  W•••••• V•••••• to R••••••• W••••• M•••••••••; J••• B••• to M•• C•••••• M••••••••• L••; P•••• S•••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-03 (23 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  W•••••• V•••••• to R••••••• W••••• M•••••••••; J••• B••• to M•• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
G•••••• D••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D••••• G•••••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••••• N••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• K••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••• B•••••• P•• A•••••••, P••••••• A•
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to O•••••••••
  2026-08-26 (31 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; S••• F••• to L•• F•••••••• L••; M••••• K••• to O••••••••• and 2 more
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; R••••• M•••• to D••••• M•••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
professional profile page
Before a call: practice size.
D••••• K••••• P•• A•••••••, P••••••• A•
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to O•••••••••
  2026-08-26 (31 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; S••• F••• to L•• F•••••••• L••; M••••• K••• to O••••••••• and 2 more
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; R••••• M•••• to D••••• M•••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
professional profile page
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G•••••• L••••••• P•• A•••••••, P••••••• A•
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to O•••••••••
  2026-08-26 (31 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; S••• F••• to L•• F•••••••• L••; M••••• K••• to O••••••••• and 2 more
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; R••••• M•••• to D••••• M•••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••••• S•••••• O•••••••• F•••••••• S••••••• L••, B••••••••• A•
independent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-08-24, where they are not yet registered: S••••••••• C•••••• L••
  2026-08-24 (33 days ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L••• P•••• T•• L••• W••••• G••••, W••••• G•••••• F•
independent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%)
  2026-07-12 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A•••••••• T••••• to L•• F•••••••• L••; J••••• C••••••••• to S••••• W••••• A•••••••• I•••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-12 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A•••••••• T••••• to L•• F•••••••• L••; J••••• C••••••••• to S••••• W••••• A•••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
G•••• J••••• L•• F•••••••• L••, C•••••••• A•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-11 (5 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S•••••••• S•••••• to S••••••• M••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• E•••••• L•• F•••••••• L••, O•• V•••••• A•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-11 (5 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S•••••••• S•••••• to S••••••• M••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•••• F•••• L•• F•••••••• L••, P••••••• A•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-13 (6 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• K•••••••• to P•• W••••• M•••••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
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 contact route.
M•••••• P•••••••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-13 (6 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• K•••••••• to P•• W••••• M•••••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
T•••••• H••••• L•• F•••••••• L••, E••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-13 (6 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• K•••••••• to P•• W••••• M•••••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
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 contact route.
N•••••• A•••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-03-27 (6 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••••• G••••••• to A••••• A•• P••••••• S•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
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 contact route.
R••• M••••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-03-27 (6 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••••• G••••••• to A••••• A•• P••••••• S•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
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 contact route.
R••• B•••• L•• F•••••••• L••, S•••• A••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-03-27 (6 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••••• G••••••• to A••••• A•• P••••••• S•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•••• C•••• W••• M••••••• A•••••••, H••••••• M•
independent RIA
- is M••••••• M••••• of a newly filed adviser, first filed 2025-12-02, where they are not yet registered: T••••••• C•••••• M•••••••••
  2025-12-02 (10 months ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email (firm_website)
Before a call: practice size.
M•••••• P•••••••• L•• F•••••••• L••, C••••••• T•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-15 (11 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M•••••• J•••••• to R•• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• M••••••• L•• F•••••••• L••, T•• W••••••••• T•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-15 (11 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M•••••• J•••••• to R•• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C••••••••• M••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-15 (11 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M•••••• J•••••• to R•• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• T••••• L•• F•••••••• L••, B•••••• R••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-10 (16 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K••••••• T•••••• to C•••••••• G••••• M•••••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
T•••••• M•• L•• F•••••••• L••, B•••••• R••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-10 (16 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K••••••• T•••••• to C•••••••• G••••• M•••••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
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.
T••••• R•••••• P•• A•••••••, P••••••• A•
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to O•••••••••
  2026-08-26 (31 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; S••• F••• to L•• F•••••••• L••; M••••• K••• to O••••••••• and 2 more
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; R••••• M•••• to D••••• M•••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• L•••••••• A••••••• W••••• A•••••••, S••••••••• A•
independent RIA
- is O•••• of a newly filed adviser, first filed 2026-08-13, where they are not yet registered: R•• C•••••• L••
  2026-08-13 (44 days ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm contact form or inbox
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.
M••• M••••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- 6 of the 21 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-08-06 (51 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S••••• S••••• to C••••• I••••••••• A••••••• L••; J•• F•••••••• to E•••••• A••••••• G••••• L••; J•••• B•••• to C••••••••• W••••• A•••••••• L••; M•••••• I•••• to M••••••••• R••••••••• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email (hunter)
Before a call: practice size.

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