DFX Intelligence
For recruiters
Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
High-value opportunities one key field short of a call: finish the research, then call.
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- Gregory Clifford The Clifford Group LLC, Wayland, MaCall-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-07. null went to Integrated Wealth Concepts LLC2026-04-07 (6 months ago). At independent RIAs, 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).John Murtagh to INTEGRATED WEALTH CONCEPTS LLC
- Timing
- Timing
- Value
- $100M+
- Team book $100M to $250M; portable $211M to $236M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at thecliffordgrp.com (firm_website); LinkedIn profile
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).
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