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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- Michael Dechiario Wells Fargo Advisors, Radnor, PaCall-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: Goalpost Wealth Management, LLC2026-06-05 (4 months ago). Across all advisors, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
- Timing
- Strong timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Direct
- verified business email at wellsfargoadvisors.com (apollo); LinkedIn profile
Business ties: Broad: 2 operating or professional businesses, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 34 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
- Benjamin Vondrak Balanced Plan Financial Investment Advisors, Inc., Hermitage, TnCall-readystate-registered adviser
- passed the Series 63 on 2026-04-14 after 10 years in the industry, not as part of a firm licensing class2026-04-14 (6 months 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
- $25M+
- Team book $25M to $50M; portable $24M to $43M, revenue at most $500K (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at balancedplanfinancial.com (apollo); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- Naushad Virji Virji Investments, Inc., Lake Mary, FlCall-readystate-registered adviser
- is Ceo of a newly filed adviser, first filed 2026-07-20, where they are not yet registered: Sp Funds2026-07-20 (2 months ago). Across all advisors, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
- Timing
- Strong timing
- Value
- $25M+
- Team book $25M to $50M; portable $17M to $30M, revenue at most $500K (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at virjiinvestments.com (hunter); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- R•••••• G••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (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
- $25M+
- Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at equipyourfuture.com (firm_website)
Who else to call: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- R••• R•••••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (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
- $25M+
- Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- B••• E•••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (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
- $25M+
- Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 4 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).
- T•••• H••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (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
- $25M+
- Team book $50M to $100M; portable $50M to $55M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- D••••• S•••• S•••• F•••••••• M••••••••• L••, E•••••• O•Call-readystate-registered adviser
- passed the Series 63 on 2026-03-16 after 15 years in the industry, not as part of a firm licensing class2026-03-16 (6 months ago). At A••, 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
- $25M+
- Team book $50M to $100M; portable $36M to $65M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at soardfinancial.com (apollo); LinkedIn profile
Missing: who works with them (team unresolved).
- J••••• P•••• M•• F•••••••• C•••, F••••• M••••• T•Call-readystate-registered adviser
- passed the Series 63 on 2026-02-26 after 16 years in the industry, not as part of a firm licensing class2026-02-26 (7 months ago). At A••, 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
- $25M+
- Team book $50M to $100M; portable $49M to $87M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at doctorsfs.com; firm contact form or inbox
Missing: who works with them (team unresolved).
- J••••• S••••••••• Q••••• F•••••••• H••••••• L••, K•••• T•Call-readystate-registered adviser
- passed the Series 63 on 2025-09-26 after 5 years in the industry, not as part of a firm licensing class2025-09-26 (12 months ago). At A••, 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
- $25M+
- Team book $50M to $100M; portable $42M to $75M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at quiverfinancial.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.