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.
Offices that lost 20% or more of their advisors in 180 days.
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- Jamie Brunner Benjamin F. Edwards & Company, Incorporated, Decatur, Ilbroker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-30)2026-06-30 (3 months 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
- 2-person high-confidence team
- Contact
- Unresolved
- no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- Todd Brunner Benjamin F. Edwards & Company, Incorporated, Decatur, Ilbroker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-30)2026-06-30 (3 months 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
- 2-person high-confidence team
- Contact
- Unresolved
- no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- Amy Raisman Janney Montgomery Scott LLC, Ft. Lauderdale, Flbroker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-06-29)2026-06-29 (3 months ago). At broker-dealer affiliated firms, 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
- 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.
- W•••••• S••••• J••••• M••••••••• S•••• L••, F•• L••••••••• F•broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-06-29)2026-06-29 (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
- 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.
- A••••• S••••• N••••••••• M••••• I••••••••• S•••••••••, M••••••••• W•no RAUM reported
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-26)2026-06-26 (3 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 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: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- T•••• C••• O••••••••• S••••••••• I•••, H•••••• A•broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-26)2026-06-26 (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
- 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.
- J••••• B••••• A••••• A•• P••••••• S•••••••, L•• A••••••• C•broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-22)2026-06-22 (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
- Unresolved
- no contact route found
Before a call: practice size; a contact route.
- B•••• M•••••• U•• F•••••••• S••••••• I•••, S•••••••• F•wirehouse
- 24% of this office left for other firms in the last six months (latest 2026-06-16)2026-06-16 (3 months 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
Business ties: Broad: 2 operating or professional businesses, 1 real-estate entity, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
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.
- J•••• B••••• L•••••• U•• F•••••••• S••••••• I•••, S•••••••• F•wirehouse
- 24% of this office left for other firms in the last six months (latest 2026-06-16)2026-06-16 (3 months 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- J•••• M••••• N••••••• A•••••••, R•••••• P•independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-15)2026-06-15 (3 months 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
- Professional
- L••••••• profile; professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
- C••••••••• B•••• N••••••• A•••••••, R•••••• P•independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-15)2026-06-15 (3 months 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
- Unresolved
- no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
- T••••• K••••• O•••• W•••••• I•••, B••••••••• M•broker-dealer affiliated
- this office went from 11 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-06-12)2026-06-12 (4 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
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- D••••• G••••• N••••••••• M••••• I••••••••• S•••••••••, S••••••• W•no RAUM reported
- this office went from 15 to 10 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-10)2026-06-10 (4 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 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.
- M•••••• O••••• N••••••••• M••••• I••••••••• S•••••••••, S••••••• W•no RAUM reported
- this office went from 15 to 10 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-10)2026-06-10 (4 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 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.
- P••••• G••••••••• E••••••• I••••••••• P••••••• L••, B••••••• M•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-06-09)2026-06-09 (4 months 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
- Professional
- professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J••••• S•••••••• E••••••• I••••••••• P••••••• L••, B••••••• M•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-06-09)2026-06-09 (4 months 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
- Professional
- professional profile page
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J•••••• J•••• M•• I•••••••• S•••••••• L••, J••••••••• F•broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-05)2026-06-05 (4 months ago). At M••••••••• ••••, 16.8% with this moved within a year against 5.6% without it (3.0x, 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 (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- M•••••• G•••••• C• P••••••• C•••, P•••••••• O•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-02)2026-06-02 (4 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
- Unresolved
- no contact route found
Who else to call: 25 related advisors, 25 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- B•••• B••••••• B••••••••• W•••••, L••••••• N•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-28)2026-05-28 (4 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
- Unresolved
- no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
- M•••••• M••••• W•••••• S••••••••• I•••, J••••••• F•broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-05-22)2026-05-22 (4 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••• S••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)2026-05-12 (5 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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; portable $50M to $500M, revenue $250K to $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; provider email at umb.com, not verified
Before a call: joined the current firm under a year ago.
- R••• B••• A••••• A•••••••, L••••• U•independent RIA
- this office went from 11 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-04-08)2026-04-08 (6 months 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
- 2-person high-confidence team
- Contact
- Direct
- verified business email at andinaadvisors.com (hunter)
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••••• D•••• A••••• A•••••••, L••••• U•independent RIA
- this office went from 11 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-04-08)2026-04-08 (6 months 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
- 2-person high-confidence team
- Contact
- Direct
- verified business email at andinaadvisors.com (hunter)
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
- D••••• C•••••••• N•••••• I•••, M••••••••• M•independent RIA
- this office went from 15 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-04-07)2026-04-07 (6 months 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
- verified business email at nepsis.com (hunter); LinkedIn profile
Who else to call: 23 related advisors, 23 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- K••• O••••••••• N•••••• I•••, M••••••••• M•independent RIA
- this office went from 15 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-04-07)2026-04-07 (6 months 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
- Professional
- L••••••• profile; professional profile page
Who else to call: 21 related advisors, 21 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- D•••••• C••• Y••• I•• L••, S•• G•••••• U•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-06)2026-04-06 (6 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
- Unresolved
- no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
- M•••••• S•••••••• S•••••••• A•••••••• L••, P••••••• N•broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-03-30)2026-03-30 (6 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
- Professional
- L••••••• 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).
Before a call: practice size.
- G••••• S•••••• S•••••••• A•••••••• L••, P••••••• N•broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-03-30)2026-03-30 (6 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
- Unresolved
- no contact route found
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- R••• H•••••• F••••••••• F•••••••• P•••••••, S••••••• W•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-03-27)2026-03-27 (6 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
- 2-person high-confidence team
- Contact
- Professional
- L••••••• profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
- J•• G••••• F••••••••• F•••••••• P•••••••, S••••••• W•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-03-27)2026-03-27 (6 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
- 2-person high-confidence team
- Contact
- Professional
- L••••••• profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
- C•••• P•••••• C••••••••• F•••••••• N••••••, A••••••••• P•national broker-dealer RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-15)2026-01-15 (8 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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
- 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.
- G•••• F•••••• N••••••••• M••••• I••••••••• S•••••••••, B•••• R••••• L•no RAUM reported
- this office went from 16 to 9 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-13)2026-01-13 (9 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 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: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- S••• F•••• N••••••••• M••••• I••••••••• S•••••••••, B•••• R••••• L•no RAUM reported
- this office went from 16 to 9 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-13)2026-01-13 (9 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 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: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- M•••••• Z••••••• L•• F•••••••• L••, D••••• I•••••• S•broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-12-09)2025-12-09 (10 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
- No team seen
- Contact
- Unresolved
- no contact route found
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; a contact route.
- R••• B•••• L•• F•••••••• L••, D••••• I•••••• S•broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-12-09)2025-12-09 (10 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
- No team seen
- Contact
- Unresolved
- no contact route found
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; a contact route.
- D••••• W••• O•••• W•••••• I•••, C•••••• I•broker-dealer affiliated
- this office went from 16 to 11 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-09)2025-12-09 (10 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: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- E•••• M•••••• I••••••••• F•••••••• G••••• L••, C•••••••• C•broker-dealer affiliated
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2025-11-26)2025-11-26 (10 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
- 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).
Before a call: practice size.
- B•••• J••••••• R•••• F••••••••• L••, G••••••••• O•independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-11-07)2025-11-07 (11 months 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
- C•••••••• P•••••••• R•••• F••••••••• L••, G••••••••• O•independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-11-07)2025-11-07 (11 months 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
- A••• T•••••• R•• C•••••• M••••••• L••, R•• B•••• N•national broker-dealer RIA
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2025-10-02)2025-10-02 (12 months ago). At R••, 10.8% with this moved within a year against 3.7% without it (2.9x, 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 (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
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