Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

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

Marc Shachtman True Wealth Advisory Group, Coral Gables, Fl
Call-readymixed wealth
- passed the Series 63 on 2026-08-03 after 23 years in the industry
  2026-08-03 (54 days ago). Across all advisors, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Austin Collins Integrated Wealth Advisors, LLC, Bellevue, Wa
Call-readyindependent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-02-25, where they are not yet registered: Optimal Tax Asset Management
  2026-02-25 (7 months ago). At independent RIAs, 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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Amber Roemer Capital Consulting & Asset Management, Lincoln, Ne
Call-readyindependent RIA
- passed the Series 63 on 2026-06-26 after 11 years in the industry
  2026-06-26 (3 months ago). At independent RIAs, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
A••••• R••••• V•••••• W••••• P•••••••, M•••••• H•••• N•
Call-readyindependent RIA
- passed the Series 63 on 2025-09-30 after 16 years in the industry
  2025-09-30 (12 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
R•••• S•••• C•••• S•• F••••••••• L•, P••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-03 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S•••• P•••••• to C••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
J••• P•••••• C•••• S•• F••••••••• L•, P••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-03 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S•••• P•••••• to C••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
A••••• H••••• C•••• S•• F••••••••• L•, P••••••• T•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-03 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S•••• P•••••• to C••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
J••••• S••••••• F••••• L••••• F•••••••• S••••••••• L••, C•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-31 (57 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••• L••• to R••••• F••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T••• I••••••• F••••• L••••• F•••••••• S••••••••• L••, C•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-31 (57 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••• L••• to R••••• F••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T•••• M•••• S••••• C••••••, B••••••••• O•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-07 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••• L•••• to B••••• C•••••• M••••••••• I•••; C••••••••• J•••••• to P••• F•••••••• A•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J•••• D•••••• C••••••••• P•••••••• M•••••••••, O••••••• P•••• K•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-06 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••• P•••• to I•••••• F•••••••• S•••••••; R•• E•••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
D•••• T••••••• H••••••• A•••• M••••••••• L••, B•••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••• P•••• to I•••••• F•••••••• S•••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
D••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-03 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M••• Y••••• to E•••• F•••••••• G••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
M••••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-03 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M••• Y••••• to E•••• F•••••••• G••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
G••• R••• P•••••• P•••••• W••••• M••••••••• L••, P••• H•••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-03 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M••• Y••••• to E•••• F•••••••• G••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
T••••• D••••• S••••••• F•••••••• G••••, S•• D••••• C•
Call-readyindependent RIA
- 3 known colleagues moved to an independent RIA in the last 180 days. 3 went to M••••• C•••••• G••••
  2026-07-02 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••••• C•••• to M••••• C•••••• G••••; R••••• K•••• to M••••• C•••••• G••••; A•••••• Z•••••• to M••••• C•••••• G••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
P••• R••••••• H•••• • A••••••••• W••••• M••••••••• L••, C•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-01 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••••• B•••••••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
C••••• H•••• H•••• • A••••••••• W••••• M••••••••• L••, C•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-01 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••••• B•••••••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
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).
E••• F••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-23 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• P••••••• to F••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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: 1 related advisor (teammates, former teammates, office peers and business partners).
N••••••• B••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-23 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• P••••••• to F••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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: 1 related advisor (teammates, former teammates, office peers and business partners).
P•••• G••••• A••• W••••• P•••••••, C••••••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-16 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  F•••••• C••••••• to M••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
E••• I•••• L••••••••• W••••• M••••••••• I•••, P••••••• A•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-10 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••• T•••••• to C• A•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J••••••• I•••• I•••• F•••••••• G••••• L••, A•• A••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-05 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D••••••• D•••••• to F••••••••• I••••••••• A••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
J•••••• I•••• I•••• F•••••••• G••••• L••, A•• A••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-05 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D••••••• D•••••• to F••••••••• I••••••••• A••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
J••••••• D•••• S••••• C••••••• I•••, L•• V••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-19 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••••• P••••••• to S•••••••• W•••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
W••• R••••• S••••• • R••••• F•••••••• S•••••••• I•••, O••••• B••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-07 (5 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  G••••• J•••••• to C••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
M••• H•••••• M•••••• A•••••••• L••, M••••••••• W•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-29 (5 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••••• G•••••• to N•••••••• P•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
R•••••• C•••••• I••••••••• W••••• S•••••••••, C••••••• S••••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-20 (5 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••• G•••• to A•••••• W••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
D••••• M•••••• C•••••••• C•••••• L••, A••••••••• V•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to A•••••• W••••• M••••••••• L••
  2026-04-20 (5 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••• B••••••••• to A•••••• W••••• M••••••••• L••; S••• G•••• to A•••••• W••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
R••• A••••••• C•••••••• C•••••• L••, A••••••••• V•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to A•••••• W••••• M••••••••• L••
  2026-04-20 (5 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M•••• B••••••••• to A•••••• W••••• M••••••••• L••; S••• G•••• to A•••••• W••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J••••••• H••• I••••••••• P••••••• • I•••••••••, C•••••• C•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-07 (6 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R••• B••••• to P•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
C••••••••• F••• I••••••••• P••••••• • I•••••••••, C•••••• C•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-07 (6 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R••• B••••• to P•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
G••••• G••••• F••••••• W••••• A•••••••• L••, I•••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-06 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  R••• C•••••• to M••••• A•••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)
R••••• B•••••• S••••• W•••••, L••••••••• M•
Call-readymixed wealth
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-02 (6 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  L•••••• G••••••••• to C• A••••••• S•••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
A••••• M•••• S••••• C••••••, B••••••••• O•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-03-31 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C••••••••• J•••••• to P••• F•••••••• A•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
S•••••• F••••• D•••••• S••••• C••••••, S•••• L••••• M•
Call-readyindependent RIA
- passed the Series 65 on 2025-10-17 after 29 years in the industry
  2025-10-17 (11 months ago). At I•••••••••, 8.6% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
T•••••• D••••• D••••• W••••• M••••••••• L••, O•• B••••• I•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-16 (10 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  W•••• S••••• to B••• A••••••••• I••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
V••••••• D••••• B•••••• W••••• C••••••••• L••, S••••• G••••• I•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••; L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
A••••• C••••••• B••••••••• F•••••••• A•••••••• L••, B•••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-14 (12 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  M••• A••••••• to A•••••• W••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
T••••••• J••••• E••• W••••• A•••••••, A••••••••• G•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-14 (12 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••••• F••••• to A••••••• W••••• A•••••••; V•• P••••• to I•• A•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

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