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.
A newly filed adviser they own, or a new outside advisory or holding business.
- Anthony Rossi Integrated Wealth Advisors, LLC, Bellevue, Waindependent RIA
- is Managing Partner of a newly filed adviser, first filed 2026-02-25, where they are not yet registered: Optimal Tax Asset Management2026-02-25 (7 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
- $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
- Direct
- verified business email (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- Austin Collins Integrated Wealth Advisors, LLC, Bellevue, WaCall-readyindependent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-02-25, where they are not yet registered: Optimal Tax Asset Management2026-02-25 (7 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
- $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
- Direct
- verified business email (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
- Jason Wenk Graetz Wealth, Jenison, Miindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days2026-08-14 (43 days 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.Jonathan Spatz to Foundations Investment Advisors Llc
- 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
- Direct
- verified business email (hunter)
Before a call: joined the current firm under a year ago.