DFX Intelligence
For recruiters
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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- Daniel Mccurry Commonwealth Financial Network, Pittsburgh, PaCall-readynational broker-dealer RIA
- this office went from 20 to 14 registered advisors over the last year, with 6 leaving for other firms (latest 2026-04-13)2026-04-13 (6 months ago). At national broker-dealer RIAs, 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
- $25M+
- Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- William Hatcher Commonwealth Financial Network, Alpharetta, GaCall-readynational broker-dealer RIA
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-08-20)2026-08-20 (37 days ago). At national broker-dealer RIAs, 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
- Brian Francis Commonwealth Financial Network, Overland Park, KsCall-readynational broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)2026-07-07 (3 months ago). At national broker-dealer RIAs, 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
- C••••• Y•••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•Call-readynational broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)2026-07-07 (3 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
- S•••• H••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•Call-readynational broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)2026-07-07 (3 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; 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 at most $100M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at equipyourfuture.com (firm_website)
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 at most $100M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
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: 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 at most $100M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
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 at most $100M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Missing: who works with them (team unresolved).
- W•••••• J•••• C••••••••• F•••••••• N••••••, C•••••••• M•Call-readynational broker-dealer RIA
- this office went from 17 to 11 registered advisors over the last year, with 6 leaving for other firms (latest 2026-01-30)2026-01-30 (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
- $25M+
- Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; the full regulatory record; who works with them (team unresolved).
- A••••• M•••• C••••••••• F•••••••• N••••••, A••••••••• P•Call-readynational 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Direct
- verified business email at commonwealth.com (apollo)
Missing: a usable practice size; who works with them (team unresolved).
- B••• H•••• C••••••••• F•••••••• N••••••, P••••• T•Call-readynational broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-31)2025-12-31 (9 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Direct
- verified business email at guidedpf.com (apollo); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- T•••••• L•••••• W•••• F•••• A•••••••, W•••••••• O•Call-readywirehouse
- this office went from 13 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-19)2026-08-19 (38 days ago). At W•••• F••••, 8.3% with this moved within a year against 5.3% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Timing
- measured at this firm
- 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: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- A•••• D•••• A••••••••• F•••••••• S•••••••• L••, R••••••••• T•Call-readynational broker-dealer RIA
- this office went from 12 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-07-08)2026-07-08 (3 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Timing
- measured at this firm
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- provider email, not verified at the firm's domain
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- K•••• K••••• J••• M••••• S••••••••• L••, S••••••••• I•Call-readywirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- R••• H•••••••• J••• M••••• S••••••••• L••, S••••••••• I•Call-readywirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- E••••• A••••••• J••• M••••• S••••••••• L••, I•••••• T•Call-readywirehouse
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-03-04)2026-03-04 (7 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- A•••• M••• A••••••••• F•••••••• S•••••••• L••, F•••••••• T•Call-readynational broker-dealer RIA
- this office went from 21 to 10 registered advisors over the last year, with 13 leaving for other firms (latest 2026-02-10)2026-02-10 (8 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Timing
- measured at this firm
- 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 ampf.com (hunter)
Missing: a usable practice size; the full regulatory record; 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.