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.
- George Beylouni Bey-Douglas, LLC Investment Counsel, Atlanta, Gaindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%). 2 went to Waterloo Capital2026-08-25 (32 days ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.Stuart Canzeri to Waterloo Capital; David Hughes to Waterloo Capital
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Waterloo Capital2026-08-25 (32 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.Stuart Canzeri to Waterloo Capital; David Hughes to Waterloo Capital
- Timing
- Strong 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: mid-move on the record.
- Adam Hill Bey-Douglas, LLC Investment Counsel, Atlanta, Gaindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%). 2 went to Waterloo Capital2026-08-25 (32 days ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.Stuart Canzeri to Waterloo Capital; David Hughes to Waterloo Capital
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Waterloo Capital2026-08-25 (32 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.David Hughes to Waterloo Capital; Stuart Canzeri to Waterloo Capital
- Timing
- Strong 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
- Professional
- professional profile page
Before a call: mid-move on the record.
- Edward Moore Bey-Douglas, LLC Investment Counsel, Atlanta, Gaindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%). 2 went to Waterloo Capital2026-08-25 (32 days ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.Stuart Canzeri to Waterloo Capital; David Hughes to Waterloo Capital
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Waterloo Capital2026-08-25 (32 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.David Hughes to Waterloo Capital; Stuart Canzeri to Waterloo Capital
- Timing
- Strong 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
- Firm level
- firm contact form or inbox
Before a call: mid-move on the record.