Advisors to call now

High-value opportunities one key field short of a call: finish the research, then call.

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

Bret Everson My Prosper Team, Lehi, Ut
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)
  2026-07-01 (3 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
$25M+
Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile; professional profile page
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Tyler Hansen My Prosper Team, Lehi, Ut
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)
  2026-07-01 (3 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
$25M+
Team book $50M to $100M; portable $50M to $55M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile; professional profile page
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Donald Soard Soard Financial Management, LLC, Edmond, Ok
Call-readystate-registered adviser
- passed the Series 63 on 2026-03-16 after 15 years in the industry, not as part of a firm licensing class
  2026-03-16 (6 months ago). Across all advisors, 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
$25M+
Team book $50M to $100M; portable $36M to $65M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at soardfinancial.com (apollo); LinkedIn profile
Missing: who works with them (team unresolved).
J••••• P•••• M•• F•••••••• C•••, F••••• M••••• T•
Call-readystate-registered adviser
- passed the Series 63 on 2026-02-26 after 16 years in the industry, not as part of a firm licensing class
  2026-02-26 (7 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
$25M+
Team book $50M to $100M; portable $49M to $87M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at doctorsfs.com; firm contact form or inbox
Missing: who works with them (team unresolved).
J••••• S••••••••• Q••••• F•••••••• H••••••• L••, K•••• T•
Call-readystate-registered adviser
- passed the Series 63 on 2025-09-26 after 5 years in the industry, not as part of a firm licensing class
  2025-09-26 (12 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
$25M+
Team book $50M to $100M; portable $42M to $75M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at quiverfinancial.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
C•••••• S•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••
  2026-04-15 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
verified business email at ml.com (apollo); LinkedIn profile
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
G••••••• B••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D••••• B••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••
  2026-04-15 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 40 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
H••••• M•••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days 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
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
C••••• B••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days 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
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
W•••••• O••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days 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
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
P•••• W••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•• M••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-18. null went to S•••••••• A••••••• L••
  2026-05-18 (4 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  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
Direct
verified business email at ml.com (hunter)
Who else to call: 29 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
J•••• D•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, H••••••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-18. null went to S•••••••• A••••••• L••
  2026-05-18 (4 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  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
Direct
verified business email at ml.com (hunter)
Who else to call: 23 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
K••• L•••• K••••• A••••••• S•••••••• L••, A••••••••• G•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-04-01)
  2026-04-01 (6 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
B•••••• H•••• K••••• A••••••• S•••••••• L••, A••••••••• G•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-04-01)
  2026-04-01 (6 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
S••••• G•••••••• K••••• A••••••• S•••••••• L••, A••••••••• G•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-04-01)
  2026-04-01 (6 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
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 at westmichiganadvisors.com (firm_website)
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
H••••••• L•••••••• T•• L••• W••••• G••••, W••••• G•••••• F•
Call-readyindependent 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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••
  2026-07-12 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••••• T••••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Professional
L••••••• profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 10 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
H••••• L•••••••• T•• L••• W••••• G••••, W••••• G•••••• F•
Call-readyindependent 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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••
  2026-07-12 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••••• T••••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Professional
L••••••• profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 11 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
H•• M•• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-08. null went to M••••• S••••••
  2026-06-08 (4 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  K• N••• to M••••• S••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 55 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
C•••••••• R•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L• J••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-01. null went to J•••••••
  2026-05-01 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••••• B•••• to J•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Who else to call: 45 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
J•••• G•••••••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-01. null went to A•••• F•••••••• P•••••••• L••
  2026-04-01 (6 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).
  T••• L••••• to A•••• F•••••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at cuefinancial.com (firm_website)
Who else to call: 10 related advisors, 5 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.
T•••• C••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-01. null went to A•••• F•••••••• P•••••••• L••
  2026-04-01 (6 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).
  T••• L••••• to A•••• F•••••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at cuefinancial.com (firm_website)
Who else to call: 6 related advisors, 5 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.
K••• J•••• F••• C•••••• M•••••••••, S• C••••••• M•
Call-readyindependent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-06-02, where they are not yet registered: S••••••• G•••• C••••••
  2026-06-02 (4 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email at fyracapital.com (hunter); LinkedIn profile
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
N•••••• K•••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- passed an adviser exam (S66) on 2026-01-05 after 4 years in the industry, not as part of a same-week firm licensing class
  2026-01-05 (9 months ago). At E••••••••, 12.9% with this moved within a year against 8.1% without it (1.6x, 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 equitable.com (hunter)
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
M•••••• S•••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 22 related advisors, 2 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.
K••• G•••••• F•••••• F•••••••• A•••••••• L••, M••••• F•
independent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (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
Team
No team seen
Contact
Direct
verified business email at floridafa.com (hunter); LinkedIn profile
Who else to call: 50 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
W•••••• S•••••• F•••••• F•••••••• A•••••••• L••, M••••• F•
independent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (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
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at floridafa.com, not verified
Who else to call: 50 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
F•••• D•••••• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 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
Professional
L••••••• profile; catch-all email at sofi.com, not verified
Who else to call: 38 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
D•••• N•••••• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 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
Firm level
catch-all email (domain accepts every address, unverifiable) at sofi.com
Who else to call: 38 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
J••• S•••••• W•••• F•••• A•••••••, E• S••••••• C•
wirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-19, where they are not yet registered: A••••••• F••••• W••••• O••••• L••
  2026-06-19 (3 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 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
No team seen
Contact
Professional
L••••••• profile; provider email at wellsfargo.com, not verified
Business ties: Some: 2 operating or professional businesses on file. A measure of business ties, not of book size or clients.
Who else to call: 22 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
B••••••• D••••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••
  2026-05-29 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  H••••• B••••••• to E•••••• A••••••• G••••• L••
Timing
Timing
Value
$250M+
Book not estimable; portable $1.2B to $2.2B
Team
5 move with them
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).
Missing: who works with them (team unresolved).
R••••• B••••• S•••••••• A•••••••• L••, N•••• H••••• C•
Call-readybroker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-09. null went to C••••••• P•••••••
  2026-09-09 (17 days ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••• G••••••••• to C••••••• P•••••••
Timing
Timing
Value
$250M+
Book not estimable; portable $1.3B to $1.9B
Team
2 move with them
Contact
Direct
direct line printed for this person; LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
S•••••• F•••••• S•••••••• A•••••••• L••, N•••• H••••• C•
Call-readybroker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-09. null went to C••••••• P•••••••
  2026-09-09 (17 days ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••• G••••••••• to C••••••• P•••••••
Timing
Timing
Value
$250M+
Book not estimable; portable $1.3B to $1.9B
Team
2 move with them
Contact
Direct
direct line printed for this person; LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J••• J•••••• J•• W••••• M••••••••• L••, H•••••••• R••••• C•
Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••
  2026-09-11 (15 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••• N••••• to G••••••• R•••• C•••••• L••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable $500M to $559M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at jplwm.com (firm_website)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
P•••••• R••• J•• W••••• M••••••••• L••, D•••••• C•
Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••
  2026-09-11 (15 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••• N••••• to G••••••• R•••• C•••••• L••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable $500M to $559M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
D•••• K•••• R••••••••• P••••••• G••••• L••, M••••• N•
Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-04. null went to S••••• O•• S••••••••• I•••
  2026-09-04 (22 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  N•••••• D•••• to S••••• O•• S••••••••• I•••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable $319M to $357M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at rpgretire.com (firm_website)
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
B•••• H••••• F•••••• I••••••••• M••••••••• I•••, S•••• W••••••• C•
Call-readyindependent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-10. null went to 3• A•••••• G••••• I•••
  2026-08-10 (47 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• H••••• to 3• A•••••• G••••• I•••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable $284M to $506M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at freedomadvisors.com (hunter)
Who else to call: 11 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
L•••• K•••••••• M••••• I••••••••• G••••• L••, W••••••• K•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-21. null went to R•• I••••••••• L••
  2026-05-21 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••••• M••••• to R•• I••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable $354M to $396M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at marketadvisorygroup.com (hunter)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
W•••••• C•••• C••••••• A••••••••• I••, S•• L••••• M•
Call-readyindependent RIA
- passed an adviser exam (S65) on 2025-10-17 after 37 years in the industry, not as part of a same-week firm licensing class
  2025-10-17 (11 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable $814M to $910M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cortlandassociates.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M••• B•••• B•••• F•••••••• S•••••••• I•••, N•••••• B••••• C•
Call-readyindependent RIA
- passed an adviser exam (S65) on 2026-07-24 after 32 years in the industry, not as part of a same-week firm licensing class
  2026-07-24 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable $142M to $159M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at boyerfs.com, not verified
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).

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