Advisors to call now

Books with a lower bound of $250M or more, at person or team scope.

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

Ashley Boone Wealthspring, Long Beach, Ca
independent RIA
- passed the Series 63 on 2026-03-31 after 18 years in the industry
  2026-03-31 (6 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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
Before a call: mid-move on the record.
Jay Douglas Wealthspring, Long Beach, Ca
independent RIA
- passed the Series 63 on 2025-10-15 after 27 years in the industry
  2025-10-15 (12 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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
Before a call: mid-move on the record.
Anthony Christensen Access Wealth Management, LLC, Louisville, Ky
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-04-13, where they are not yet registered: Access Real Estate, LLC
  2026-04-13 (6 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).
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-03 (4 months ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Travis Jaggers to Oxinas Partners Wealth Management
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
provider email, not verified; firm contact form or inbox
Before a call: joined the current firm under a year ago.
J•••• O••••••• P••••• B••• C••••••• L••, N•••••• B••••• C•
Call-readyindependent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-01-08, where they are not yet registered: D••• B••• C••••••
  2026-01-08 (9 months ago). At I•••••••••, 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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
provider email, not verified
A••••• G••••••• F•••••••• A••••••••• L••, W••••• P•
mixed wealth
- 4 of the 16 advisors at this office left in the last 180 days (25%). 3 went to E•••• F•••••••• G••••• L••
  2026-09-04 (22 days ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  L•••• R••••• to E•••• F•••••••• G••••• L••; J••• C••••••• to E•••• F•••••••• G••••• L••; L•••••• C••••••• to E•••• F•••••••• G••••• L••; S••••• C•••••••• to C••••••••• P•••••••• R••••• C•••
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (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).
Before a call: mid-move on the record.
E••• P•••••• P•••••• W••••• S••••••••• L••, C••••••••• C•
Call-readyindependent RIA
- passed the Series 63 on 2026-07-22 after 6 years in the industry
  2026-07-22 (2 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
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
M•••••• G••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to F••••• C•••••• A•••••••• L••
  2026-07-06 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••; L••• F•••••••• to F••••• C•••••• A•••••••• L••; A•••• D•••• to J••• M••••• S••••••••• L••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to F••••• C•••••• A•••••••• L••
  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.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••; L••• F•••••••• to F••••• C•••••• A•••••••• L••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
S•••• W••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to F••••• C•••••• A•••••••• L••
  2026-07-06 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••; L••• F•••••••• to F••••• C•••••• A•••••••• L••; A•••• D•••• to J••• M••••• S••••••••• L••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to F••••• C•••••• A•••••••• L••
  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.
  L••• F•••••••• to F••••• C•••••• A•••••••• L••; N••••••• D•••••••• to F••••• C•••••• A•••••••• L••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
M•••••• K••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
independent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to F••••• C•••••• A•••••••• L••
  2026-07-06 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••; L••• F•••••••• to F••••• C•••••• A•••••••• L••; A•••• D•••• to J••• M••••• S••••••••• L••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Before a call: joined the current firm under a year ago.
M•••• K••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
independent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to F••••• C•••••• A•••••••• L••
  2026-07-06 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••; L••• F•••••••• to F••••• C•••••• A•••••••• L••; A•••• D•••• to J••• M••••• S••••••••• L••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Before a call: joined the current firm under a year ago.
C•••••••• W••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to F••••• C•••••• A•••••••• L••
  2026-07-06 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••; L••• F•••••••• to F••••• C•••••• A•••••••• L••; A•••• D•••• to J••• M••••• S••••••••• L••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to F••••• C•••••• A•••••••• L••
  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.
  L••• F•••••••• to F••••• C•••••• A•••••••• L••; N••••••• D•••••••• to F••••• C•••••• A•••••••• L••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
G•••••• K••• A•• I••••••••• P•••••••• L••, N•• Y•••• N•
Call-readyindependent RIA
- passed the Series 63 on 2026-06-29 after 11 years in the industry
  2026-06-29 (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: IAPD individual record: exam date.
Timing
Strong timing
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Direct
published business email (firm_website)
C•••••• A••••• B•••••••• I••••••••• M••••••••• L••, L•• A••••••• C•
Call-readymixed wealth
- passed the Series 63 on 2026-05-04 after 26 years in the industry
  2026-05-04 (5 months ago). At A••, 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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
C•••• M••••• K••••• T••••• M••••••••• L••, O•••• U•
independent RIA
- 5 of the 11 advisors at this office left in the last 180 days (45%). 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••• G••••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
- 5 known colleagues moved to an independent RIA in the last 180 days. 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (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.
  T•••• T••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; A••• G••••• to T••••• W••••• M••••••••• L•• and 1 more
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: mid-move on the record.
N••••••• D••••• C•••••• C••••••• L••, N••••••• M•
independent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)
Before a call: joined the current firm under a year ago.
J••••••• S••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
R••••• M••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
R••• T••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
M•••• S•••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
W•••••• P••••• 1••• C•••••• P•••••••, G••••••••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-22 (2 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•••••• H•••• to F••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
professional profile page
M•••••• C••••••• T•• C••••••, P••••• T•
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.
  M•••••• D•••••• to G•• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email (firm_website)
S•••••••• W••••••• T•• C••••••, P••••• T•
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.
  M•••••• D•••••• to G•• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email (firm_website)
M•••••• N•••• M••••••• F•••••••• G••••, B•••••• M•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-03 (23 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•••••• V•••••• to R••••••• W••••• M•••••••••; J••• B••• to M•• C•••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Firm level
firm contact form or inbox
D••• J•••• B•••••••• W••••• P•••••••, B••••••• C•
independent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-17 (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.
  G••• W••• to C••••••••• I••••••••• A•••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
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.
C•••••• C••••• S•••••••• W•••••• L••, L•••• S•••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  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.
  G••• J•••• to S••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
K•••• D•••••••• O•• • O•• W••••• M••••••••• L••, J••••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  A•••••••• S••••• to C•••••• A•••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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).
B•• S•••••• S••••• A•••••••••, S•••• R•••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-28 (29 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.
  A•••••• C••••••• to D•••••••• W••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
T••• G•••• S••••• A•••••••••, S•••• R•••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-28 (29 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.
  A•••••• C••••••• to D•••••••• W••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
K•••• M••••• S••••• A•••••••••, S•••• R•••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-28 (29 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.
  A•••••• C••••••• to D•••••••• W••••• M••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
B•••• F••••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 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.
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-22 (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.
  J••• D••••• to M•• W•••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
E••• S•••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 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.
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-22 (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.
  J••• D••••• to M•• W•••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
J•••• N••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-22 (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.
  B••• T••••••••• to C••••••••• F•••••••• N••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D••••• T•••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-22 (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.
  B••• T••••••••• to C••••••••• F•••••••• N••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C•••••• K••••••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-22 (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.
  B••• T••••••••• to C••••••••• F•••••••• N••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C•••• N••••••••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 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.
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-22 (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.
  J••• D••••• to M•• W•••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
B•••• L•••••• T•• C••••••, P••••• T•
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.
  M•••••• D•••••• to G•• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
B•••• J•••• T•• C••••••, P••••• T•
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.
  M•••••• D•••••• to G•• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••••• D••••• T•• C••••••, P••••• T•
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.
  M•••••• D•••••• to G•• W••••• M•••••••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M•••• G••••• H••••••• O•• W••••• A•••••••, S•••• R••• B••••• F•
Call-readyindependent RIA
- 3 known colleagues moved to an independent RIA in the last 180 days. 2 went to C••• L••
  2026-06-12 (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•••••• M•••••• to W•••••••• W••••• D•••••• L••; R••••• F•••• to C••• L••; M•••••• F•••••• to C••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
S•••• B••••••••• H••••••• O•• W••••• A•••••••, R•••••• A•
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.
  M•••••• F•••••• to C••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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).

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