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.
Someone who moved firms with this advisor before has just left.
- Eric Figarsky Clearview Wealth Management, Irvine, CaCall-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days2026-06-23 (3 months ago). At independent RIAs, 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.Mark Phillips to Farther
- 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
- Firm level
- firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
- Nicholas Bautista Clearview Wealth Management, Irvine, CaCall-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days2026-06-23 (3 months ago). At independent RIAs, 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.Mark Phillips to Farther
- 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
- Firm level
- firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
- Henry Hasty Idle Hill Advisors LLC, Greenville, ScCall-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days2026-09-08 (18 days ago). At independent RIAs, 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.Christopher Wright to Creekmur Asset Management, Llc
- 1 known colleague moved to an independent RIA in the last 180 days2026-05-18 (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.James Yarbrough to Seacrest Wealth Management, 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
- 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).
- K••••••••• L•••• T••••• W••••• P••••••• L••, B••••••••• G•independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days2026-08-24 (33 days 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.F•••••• N••••• to T••••• C•••••• M••••••••• L••
- 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
- 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).
Before a call: joined the current firm under a year ago.
- D••• L•••••• B••••• A•••••••, G•••••••• V••••••• C•independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days2026-07-13 (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.A••••• B••••••••• to C••••••••• F•••••••• N••••••
- 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
- Unresolved
- no contact route found
Business ties: On file: 1 financial services. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route; joined the current firm under a year ago.
- J•••• C•••••• K•••••• L••, C••••••••• S•mixed wealth
- 1 person who moved firms with this advisor before left the current firm in the last 180 days2026-06-01 (4 months ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.M•••••• R••• to I••••••• C•••••• M••••••••• L••
- 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
- Unresolved
- no contact route found
Before a call: a contact route.
- M••••• R••••••• T•••••••• P•••••••• L••, E••••• M•Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days2026-05-08 (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.C••••••• R••••••• to F•••••• D•• S••••••••• L••
- 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
- Firm level
- firm contact form or inbox
- G•••••• C••••••• T•• C••••••• G•••• L••, W••••••• M•Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days2026-04-07 (6 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.J••• M•••••• to I••••••••• W••••• C••••••• L••
- 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
- published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
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.