Advisors to call now

Anything dated in the last 90 days, measured or not.

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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, not as part of a firm licensing class
  2026-08-03 (54 days ago). Across all advisors, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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 at truewealthadvisorygroup.com (firm_website); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Matthew Mai Price Financial Group Wealth Management, Inc., Portland, Or
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (3 months 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
$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: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason.
Mateusz Sudol Price Financial Group Wealth Management, Inc., Portland, Or
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (3 months 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
$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).
Missing: a usable practice size; a meaningful reason.
H•••• H•••• I••• H••• A••••••• L••, G••••••••• S•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-08. null went to C••••••• A•••• M••••••••• L••
  2026-09-08 (18 days 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).
  C••••••••• W••••• to C••••••• A•••• M••••••••• L••
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
Who else to call: 1 related advisor, 1 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•••• L••• L••• B••••••• I••••••••• C••••••, P•••••••• A•
Call-readyindependent RIA
- 40% 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
$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 at lanebrothers.com (hunter); LinkedIn profile
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).
K•••• L••• L••• B••••••• I••••••••• C••••••, P•••••••• A•
Call-readyindependent RIA
- 40% 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
$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
Missing: a usable practice size; who works with them (team unresolved).
D•••• R••• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (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
$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 at pricefg.com (hunter); LinkedIn profile
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
M••••• R•••••••• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (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
$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
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
A•••• R••••• C•••••• C••••••••• • A•••• M•••••••••, L••••••• N•
Call-readyindependent RIA
- passed the Series 63 on 2026-06-26 after 11 years in the industry, not as part of a firm licensing class
  2026-06-26 (3 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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
Missing: a usable practice size; who works with them (team unresolved).
M••• B•••• B•••• F•••••••• S•••••••• I•••, N•••••• B••••• C•
Call-readyindependent RIA
- passed an adviser exam (S65) on 2026-07-24 after 32 years in the industry, not as part of a same-week firm licensing class
  2026-07-24 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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; catch-all email at boyerfs.com, not verified
Missing: a usable practice size; who works with them (team unresolved).

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