Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

Changes on what you follow · Describe your platform to see fit

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

Emily Meisinger The Advocate Group, LLC, Minnetonka, Mn
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 days 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Hunter Hillstrom The Advocate Group, LLC, Minnetonka, Mn
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 days 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website)
Who else to call: 13 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Sean Ohagan The Advocate Group, LLC, Minnetonka, Mn
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 days 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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
E•••••••• K••••••• T•• A••••••• G••••• L••, M••••••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website)
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
B•••••• S••• T•• A••••••• G••••• L••, M••••••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website); LinkedIn profile
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 19 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
M•••••• C••••••• T•• A••••••• G••••• L••, M••••••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at theadvocategroup.com (firm_website); LinkedIn profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
M•••••• C•••••• N•••••, M••••••••• N•
Call-readymixed wealth
- 50% of this office left for other firms in the last six months (latest 2026-08-05)
  2026-08-05 (52 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; 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: 3 related advisors (teammates, former teammates, office peers and business partners).
M•••••• F•••• N•••••, M••••••••• N•
Call-readymixed wealth
- 50% of this office left for other firms in the last six months (latest 2026-08-05)
  2026-08-05 (52 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; 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: 3 related advisors (teammates, former teammates, office peers and business partners).
A•••••••• A•••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
No team seen
Contact
Professional
L••••••• profile; catch-all email at fi3advisors.com, not verified
Who else to call: 16 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
S••••• M••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
No team seen
Contact
Professional
professional profile page
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
K•••••• S•••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
No team seen
Contact
Professional
L••••••• profile; catch-all email at fi3advisors.com, not verified
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 17 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
G•••••• K••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
No team seen
Contact
Professional
L••••••• profile; catch-all email at fi3advisors.com, not verified
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
N••••• K••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 14 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T•••• R•••••••• C•••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at fi3advisors.com; firm contact form or inbox
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
I••• H•••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
M•••••• S•••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
M•••••• N•••• T•••• L••, L••• F•••••• I•
Call-readyindependent RIA
- 43% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tsgroupllc.com (firm_website)
Who else to call: 7 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
K••••••• S•••• S•••• • R••••••• I••, O••••••• P•••• K•
Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (58 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at steppandrothwell.com (firm_website)
R••• L••••• S•••• • R••••••• I••, O••••••• P•••• K•
Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (58 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at steppandrothwell.com (firm_website)
Who else to call: 12 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M••••••• N••••• S•••• • R••••••• I••, O••••••• P•••• K•
Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (58 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at steppandrothwell.com (firm_website)
Who else to call: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
A•• G•••••• S•••• • R••••••• I••, O••••••• P•••• K•
Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (58 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at steppandrothwell.com (firm_website)
Who else to call: 14 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D••••• N•••• T•••• L••, L••• F•••••• I•
Call-readyindependent RIA
- 43% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tsgroupllc.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
D••••• B••••• T•••• L••, L••• F•••••• I•
Call-readyindependent RIA
- 43% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tsgroupllc.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
K•••••• E•••• S•••• • R••••••• I••, O••••••• P•••• K•
Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (58 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at steppandrothwell.com (firm_website)
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
S•••••• P••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M•••••• M••••••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
E•••••••• M••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M•••••• B•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D•••• K•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 8 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R•••••• E•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
E••• F•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
P•••••• L•• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
Call-readyindependent 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
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).
T•••• W••••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
Call-readyindependent 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
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).
K••• M••••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
Call-readyindependent 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
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•
Call-readyindependent 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•
Call-readyindependent 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•
Call-readyindependent 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).
S•••• M•••••••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at millstoneevansgroup.com (hunter); LinkedIn profile
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M••••••• S•••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at millstoneevansgroup.com (hunter); LinkedIn profile
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T••• N••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (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 $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at millstoneevansgroup.com (hunter); LinkedIn profile
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

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