Advisors to call now

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

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

Christian Faino Principal Securities, Inc., Marlton, Nj
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 days ago). At broker-dealer affiliated firms, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at principal.com; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
Alexander Morris F/M Investments LLC, Washington, Dc
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-09-02)
  2026-09-02 (24 days ago). Across all advisors, 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
Professional
LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
David Littleton F/M Investments LLC, Washington, Dc
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-09-02)
  2026-09-02 (24 days ago). Across all advisors, 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
Professional
LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• B•••• F•• I••••••••• L••, W••••••••• D•
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-09-02)
  2026-09-02 (24 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
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M••••• H••••••• M••••••, G••••••••• S•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 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
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B••••• Z••••••• L•• F•••••••• L••, P•••••• C•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 days 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
2-person high-confidence team
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.
C•••••• K•••••• L•• F•••••••• L••, P•••••• C•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-31)
  2026-08-31 (26 days 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
2-person high-confidence team
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.
R•• J•••• M••••••, G••••••••• S•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 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
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
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.
A••• V••••••••• T•• W••••• M••••••••• L••, H••••••• T•
other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 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
2-person high-confidence team
Contact
Direct
verified business email at trb.bank (apollo)
Who else to call: 10 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
W••••• A•••• A••••• I••••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 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
2-person high-confidence team
Contact
Professional
L••••••• profile
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
B•••• G••••••• A••••• I••••••••• A••••••• L••, M••••• F•
other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 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
2-person high-confidence team
Contact
Professional
L••••••• profile
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
E•••••• C••• T•• W••••• M••••••••• L••, H••••••• T•
other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 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
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 10 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G•••• K• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••••• S••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
P•••••• M••••••• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Business ties: Broad: 1 operating or professional business, 3 investment vehicles, 1 nonprofit or civic board/officer role, 2 company board seats on file. A measure of business ties, not of book size or clients.
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.
S•••• B••••• P••• A••••• S••••••••• L••, G•••••••• V••••••• C•
broker-dealer affiliated
- 21% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• S••• S•••••••• A••••••• L••, W••••••••• P•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••• H••••• 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
Unresolved
no contact route found
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
L••• D•••• 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
Unresolved
no contact route found
Who else to call: 21 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.
S•••• L•• 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
Unresolved
no contact route found
Who else to call: 21 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.
J••••••• M••••• 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
Unresolved
no contact route found
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
K••• L•••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 36% 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
Team
No team seen
Contact
Direct
verified business email at risenorthcapital.com (hunter); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
R••••• M•••••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 36% 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).
- a prior co-move teammate left the firm for an independent RIA on 2026-07-09. null went to B••••••••• C•••••• M••••••••• L••
  2026-07-09 (3 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).
  S••••• G•••• to B••••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at rncadvice.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
D•••• C••••• I••••••••• F•••••••• P•••••••, C••••••••• F•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
J•••••• M••••••• I••••••••• F•••••••• P•••••••, C••••••••• F•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 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; joined the current firm under a year ago.
R••• B••••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D•••• P•••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 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•••••• K••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•
no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 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
2-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••• B••••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•
no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 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
2-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••• W••••• O•••••••••, B••••••••• M•
institutional manager
- 20% 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
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C••••••• S•••• C•••••• S••••• • C••• I•••, S••••••••• T•
brokerage advisory
- this office went from 12 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-23)
  2026-07-23 (2 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
L• X• S•••••••• A••••••• L••, S••••••••• C•
brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)
  2026-07-11 (3 months ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
I••••• R•••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••••• B••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• F•••••• L•• F•••••••• L••, F••• C••••••• C•
broker-dealer affiliated
- this office went from 43 to 31 registered advisors over the last year, with 15 leaving for other firms (latest 2026-07-01)
  2026-07-01 (3 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••• D••••••• L•• F•••••••• L••, F••• C••••••• C•
broker-dealer affiliated
- this office went from 43 to 31 registered advisors over the last year, with 15 leaving for other firms (latest 2026-07-01)
  2026-07-01 (3 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
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
Unresolved
no contact route found
Who else to call: 32 related advisors, 32 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••••• M••••• L•• F•••••••• L••, F••• C••••••• C•
broker-dealer affiliated
- this office went from 43 to 31 registered advisors over the last year, with 15 leaving for other firms (latest 2026-07-01)
  2026-07-01 (3 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••• D••••••• L•• F•••••••• L••, F••• C••••••• C•
broker-dealer affiliated
- this office went from 43 to 31 registered advisors over the last year, with 15 leaving for other firms (latest 2026-07-01)
  2026-07-01 (3 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
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
Unresolved
no contact route found
Who else to call: 32 related advisors, 32 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.

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