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.
A newly filed adviser they own, or a new outside advisory or holding business.
- Anthony Christensen Access Wealth Management, LLC, Louisville, Kyindependent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-04-13, where they are not yet registered: Access Real Estate, LLC2026-04-13 (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 days2026-06-03 (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.
- James Oghigian Pavion Blue Capital, LLC, Newport Beach, CaCall-readyindependent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-01-08, where they are not yet registered: Deep Blue Capital2026-01-08 (9 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
- $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
- Cynthia Aragon Brentview Investment Management, LLC, Los Angeles, CaCall-readymixed wealth
- passed the Series 63 on 2026-05-04 after 26 years in the industry2026-05-04 (5 months 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
- $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).
- I•••••• D•• F••••• X••••• W••••• L••, M••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: owner of an adviser first filed in the last year where they are not yet registered.
- Timing
- Model band only
- 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: a dated reason to call now.
- J••• H••••• V•••••• I••••••••• M•••••••••, C••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
- Direct
- published business email (firm_website)
Before a call: a dated reason to call now.
- J••• K•• N•••• O•• C•••••• M••••••••• L••, G••••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now.
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