Advisors to call now

A newly filed adviser they own, or a new outside advisory or holding business.

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

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.
James Oghigian Pavion Blue Capital, LLC, Newport Beach, Ca
Call-readyindependent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-01-08, where they are not yet registered: Deep Blue Capital
  2026-01-08 (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, Ca
Call-readymixed wealth
- passed the Series 63 on 2026-05-04 after 26 years in the industry
  2026-05-04 (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).
A•••••• R•••• I••••••••• W••••• A•••••••• L••, B•••••••• W•
independent RIA
- is M••••••• Partner of a newly filed adviser, first filed 2026-02-25, where they are not yet registered: O•••••• T•• A•••• M•••••••••
  2026-02-25 (7 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
$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.
A••••• C•••••• I••••••••• W••••• A•••••••• L••, B•••••••• W•
Call-readyindependent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-02-25, where they are not yet registered: O•••••• T•• A•••• M•••••••••
  2026-02-25 (7 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
$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).
W•••••• K••••• C••••••••• F•••••••• N••••••, E••• L••••••••• M•
Call-readynational broker-dealer RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-08-10, where they are not yet registered: S••••• W••••• P•••••••
  2026-08-10 (47 days ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Direct
verified business email (apollo)
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file; 2 parcel(s) owned by these entities on the assessor rolls DFX holds. A measure of business ties, not of book size or clients.
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
M•••••• D•••••••• W•••• F•••• A•••••••, R•••••• P•
Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: G••••••• W••••• M••••••••• L••
  2026-06-05 (4 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
Business ties: Broad: 2 operating or professional businesses, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
D••• V••••••• W•••• F•••• A•••••••, R•••••• P•
Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: G••••• R•••• W••••• M••••••••• L••
  2026-06-05 (4 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Professional
L••••••• profile
Business ties: Broad: 2 operating or professional businesses, 2 investment vehicles on file. A measure of business ties, not of book size or clients.
N•••••• V•••• V•••• I••••••••• I•••, L••• M•••• F•
Call-readystate-registered adviser
- is Ceo of a newly filed adviser, first filed 2026-07-20, where they are not yet registered: S• F••••
  2026-07-20 (2 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
D••••• B•••• W•••• F•••• A•••••••, A••••••• N•
Call-readybroker-dealer affiliated
- is F•••••• And C••••••• O•••••• of a newly filed adviser, first filed 2026-04-02, where they are not yet registered: O••••• H••••••• P•••••• W••••• M•••••••••
  2026-04-02 (6 months ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (hunter)
Business ties: Extensive: 6 operating or professional businesses, 7 investment vehicles on file. A measure of business ties, not of book size or clients.
J••••• V••• W•••• F•••• A•••••••, F••••••• V•••••• C•
broker-dealer affiliated
- is M••••••• Partner/C•••• C••••••••• O•••••• of a newly filed adviser, first filed 2026-06-30, where they are not yet registered: P•••••• C•••••• M••••••••• L••
  2026-06-30 (3 months ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Professional
L••••••• profile
Business ties: Some: 2 operating or professional businesses, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••••• S•••••• O•••••••• F•••••••• S••••••• L••, B••••••••• A•
independent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-08-24, where they are not yet registered: S••••••••• C•••••• L••
  2026-08-24 (33 days 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
Not estimable
Book not estimable
Team
3 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).
Before a call: practice size.
A•••• C•••• W••• M••••••• A•••••••, H••••••• M•
independent RIA
- is M••••••• M••••• of a newly filed adviser, first filed 2025-12-02, where they are not yet registered: T••••••• C•••••• M•••••••••
  2025-12-02 (10 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
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email (firm_website)
Before a call: practice size.
S••••• L•••••••• A••••••• W••••• A•••••••, S••••••••• A•
independent RIA
- is O•••• of a newly filed adviser, first filed 2026-08-13, where they are not yet registered: R•• C•••••• L••
  2026-08-13 (44 days 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
Not estimable
Book not estimable
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).
Before a call: practice size.
J•••• H••••••• O•••• A••••••• S•••••••• L••, A••••••• G•
broker-dealer affiliated
- owns 50% to 75% of a newly filed adviser, first filed 2026-09-15, where they are not yet registered: P••••••••• P••••••• • W•••••
  2026-09-15 (11 days ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Business ties: Some: 1 real-estate entity, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C••••••••• B•••• O•••• A••••••• S•••••••• L••, A••••••• G•
broker-dealer affiliated
- owns 50% to 75% of a newly filed adviser, first filed 2026-09-15, where they are not yet registered: P••••••••• P••••••• • W•••••
  2026-09-15 (11 days ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
K•••• M••• P•••••• A•••••• G••••• L••, M••••••••• N•
broker-dealer affiliated
- is P•••••••• of a newly filed adviser, first filed 2026-08-06, where they are not yet registered: W•••• H••• F•••••••• I••
  2026-08-06 (51 days ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
K•••• M••• P•••••• A•••••• G••••• L••, M••••••••• N•
broker-dealer affiliated
- owns 75% or more of a newly filed adviser, first filed 2026-08-06, where they are not yet registered: W•••• H••• F•••••••• I••
  2026-08-06 (51 days ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
T••• L••••• I••••• L••, C•••• N•••• N•
independent RIA
- is M••••••• Partner of a newly filed adviser, first filed 2026-06-10, where they are not yet registered: T•••••
  2026-06-10 (4 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
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
D•••• M•••••• I••••• L••, I••••••••• I•
independent RIA
- is M••••••• Partner of a newly filed adviser, first filed 2026-06-10, where they are not yet registered: T•••••
  2026-06-10 (4 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
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Business ties: Broad: 3 operating or professional businesses, 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
K••• J•••• F••• C•••••• M•••••••••, S• C••••••• M•
Call-readyindependent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-06-02, where they are not yet registered: S••••••• G•••• C••••••
  2026-06-02 (4 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
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email (hunter)
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 (teammates, former teammates, office peers and business partners).
M•••••• A••••••• F••• C•••••• M•••••••••, S•• C••••••• M•
Call-readyindependent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-06-02, where they are not yet registered: S••••••• G•••• C••••••
  2026-06-02 (4 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
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
D••••• D•••• M•••• W••••• M••••••••• L••, N•••••• F•
independent RIA
- is M••••••• M••••• of a newly filed adviser, first filed 2026-04-02, where they are not yet registered: W•••••• R••••• • M•••• W••••• M••••••••• L••
  2026-04-02 (6 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email (firm_website)
Before a call: practice size.
A••••• N••••••••• P•••••••• R•••••••• A•••••• G••••• I•••, P••• 1•• C••••• C••••••
independent RIA
- is C•••• E•••••••• O•••••• of a newly filed adviser, first filed 2026-09-21, where they are not yet registered: F•••••• P•••••• W••••• M••••••••• C••••
  2026-09-21 (5 days 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email (firm_website)
Before a call: practice size.
P•••• C•••••• W•••• F•••• A•••••••, G••••••••• C•
broker-dealer affiliated
- owns 75% or more of a newly filed adviser, first filed 2026-08-31, where they are not yet registered: S•••••• P•••••• W•••••
  2026-08-31 (26 days ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile
Business ties: Broad: 3 operating or professional businesses, 1 company board seat on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
M•••••• M•••• P•• A•••••••, P••••••• A•
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to O•••••••••
  2026-08-26 (31 days 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.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; S••• F••• to L•• F•••••••• L••; M••••• K••• to O••••••••• and 2 more
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 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.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; R••••• M•••• to D••••• M•••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
L•••• G•••• T•• M••••• G••••• L••, B••••••••• T•
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-08-22, where they are not yet registered: P•••• O•• P•••••• W•••••
  2026-08-22 (35 days 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (apollo)
Before a call: practice size.
J•••• Z••• W•••• F•••• A•••••••, I••••••••• I•
broker-dealer affiliated
- owns 75% or more of a newly filed adviser, first filed 2026-08-20, where they are not yet registered: F•••• W••••• M••••••••• L••
  2026-08-20 (37 days ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (hunter)
Before a call: practice size.
M•••••• W•••••• A••••••• W••••• A•••••••, S••••••••• A•
independent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-08-13, where they are not yet registered: R•• C•••••• L••
  2026-08-13 (44 days 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
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
J••••• M••••• L••••• W••••• M••••••••• L••, B••••• I•
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-07-21, where they are not yet registered: A••••• P•••••• W••••• L••
  2026-07-21 (2 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).
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-31 (57 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.
  B••••••• S••••••• to E• W••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (hunter)
Before a call: practice size.
Q•••••• S••••• G•••••••• C•••••• M••••••••• L••, L••• T•••• C•
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to F•••••• W•••••
  2026-07-02 (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.
  J•••••• W••• to F•••••• W•••••; B•••• S••••• to A••; A••••• C••••••• to F•••••• W•••••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to F•••••• W•••••
  2026-07-02 (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.
  A••••• C••••••• to F•••••• W•••••; J•••••• W••• to F•••••• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
E••• N••••• D••••••• S••••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- is P•••••••• of a newly filed adviser, first filed 2026-06-30, where they are not yet registered: D••••••• I• L••
  2026-06-30 (3 months ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (apollo)
Before a call: practice size.
K••• R•• K•• A••••••• S••••••• L••, C••••••••• T•
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-06-29, where they are not yet registered: R•• F•••••••• P•••••••
  2026-06-29 (3 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email (firm_website)
Before a call: practice size.
D••• B•••••••• F•••• F••••••••, M••••••••• M•
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-06-24, where they are not yet registered: B••••••••• I••••••••• L••
  2026-06-24 (3 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (hunter)
Before a call: practice size.
W•••••• G•••• W••••• W•••• A•••••••• I••, E••••••••• C•
independent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-06-22, where they are not yet registered: S•••••••• F••••• I•••
  2026-06-22 (3 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (apollo)
Before a call: practice size.
D•••• S•••••• W••••• W•••• A•••••••• I••, E••••••••• C•
independent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-06-22, where they are not yet registered: S•••••••• F••••• I•••
  2026-06-22 (3 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (apollo)
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
J••• S•••••• W•••• F•••• A•••••••, E• S••••••• C•
wirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-19, where they are not yet registered: A••••••• F••••• W••••• O••••• L••
  2026-06-19 (3 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
Business ties: Some: 2 operating or professional businesses on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
J••••• K••• H•• W••••• A•••••••, L•• A••••••• C•
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-06-03, where they are not yet registered: K••• A•••• M•••••••••
  2026-06-03 (4 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email (firm_website)
Before a call: joined the current firm under a year ago.
M••••••• A•••• F••• C•••••• M•••••••••, F•••••• T•
independent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-06-02, where they are not yet registered: S••••••• G•••• C••••••
  2026-06-02 (4 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
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (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.
G•••• Z•••• E••••• F•••••••• M••••••••• C••••••• L••, H••••••• N•
Call-readyindependent RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-05-29, where they are not yet registered: O•••••••• C•••••• A••••••• L••
  2026-05-29 (4 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
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
provider email, not verified; firm contact form or inbox

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