Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

Andrew Giannone Forefront Analytics, LLC, Wayne, Pa
mixed wealth
- 4 of the 16 advisors at this office left in the last 180 days (25%). 3 went to Ethos Financial Group, LLC
  2026-09-04 (22 days ago). Across all advisors, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Louis Rivera to Ethos Financial Group, Llc; Jack Costello to Ethos Financial Group, Llc; Larissa Costello to Ethos Financial Group, Llc; Steven Cacciutti to Consolidated Portfolio Review Corp
Timing
Strong timing
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
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: mid-move on the record.
Melissa Gannon Castle Wealth Management, Boynton Beach, Fl
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months 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.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc; Amber Dakar to J.P. Morgan Securities Llc
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 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.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc
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
published business email (firm_website)
Scott Worley Castle Wealth Management, Boynton Beach, Fl
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months 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.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc; Amber Dakar to J.P. Morgan Securities Llc
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 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.
  Lori Fernicola to Fortis Capital Advisors, Llc; Nicholas Darzentas to Fortis Capital Advisors, Llc
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
published business email (firm_website)
M•••••• K••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
independent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to F••••• C•••••• A•••••••• L••
  2026-07-06 (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.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••; L••• F•••••••• to F••••• C•••••• A•••••••• L••; A•••• D•••• to J••• M••••• S••••••••• L••
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
published business email (firm_website)
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Before a call: joined the current firm under a year ago.
M•••• K••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
independent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to F••••• C•••••• A•••••••• L••
  2026-07-06 (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.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••; L••• F•••••••• to F••••• C•••••• A•••••••• L••; A•••• D•••• to J••• M••••• S••••••••• L••
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
published business email (firm_website)
Before a call: joined the current firm under a year ago.
C•••••••• W••••• C••••• W••••• M•••••••••, B•••••• B••••• F•
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to F••••• C•••••• A•••••••• L••
  2026-07-06 (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.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••; L••• F•••••••• to F••••• C•••••• A•••••••• L••; A•••• D•••• to J••• M••••• S••••••••• L••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to F••••• C•••••• A•••••••• L••
  2026-07-06 (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.
  L••• F•••••••• to F••••• C•••••• A•••••••• L••; N••••••• D•••••••• to F••••• C•••••• A•••••••• L••
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
published business email (firm_website)
C•••• M••••• K••••• T••••• M••••••••• L••, O•••• U•
independent RIA
- 5 of the 11 advisors at this office left in the last 180 days (45%). 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 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.
  A••• G••••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
- 5 known colleagues moved to an independent RIA in the last 180 days. 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 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.
  R•••• L••• to T••••• W••••• M••••••••• L••; A••• G••••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L•• and 1 more
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
firm contact form or inbox
Before a call: mid-move on the record.
N••••••• D••••• C•••••• C••••••• L••, N••••••• M•
independent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 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.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
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)
Before a call: joined the current firm under a year ago.
J••••••• S••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 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.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
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
Professional
professional profile page
R••••• M••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 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.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
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
Professional
professional profile page
R••• T••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 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.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
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
Professional
professional profile page
M•••• S•••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 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.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
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
Professional
professional profile page
G••••• B••••••• B••••••••• L•• I••••••••• C••••••, A••••••• G•
independent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%). 2 went to W••••••• C••••••
  2026-08-25 (32 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.
  S••••• C•••••• to W••••••• C••••••; D•••• H••••• to W••••••• C••••••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to W••••••• C••••••
  2026-08-25 (32 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.
  S••••• C•••••• to W••••••• C••••••; D•••• H••••• to W••••••• C••••••
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.
A••• H••• B••••••••• L•• I••••••••• C••••••, A••••••• G•
independent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%). 2 went to W••••••• C••••••
  2026-08-25 (32 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.
  S••••• C•••••• to W••••••• C••••••; D•••• H••••• to W••••••• C••••••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to W••••••• C••••••
  2026-08-25 (32 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.
  D•••• H••••• to W••••••• C••••••; S••••• C•••••• to W••••••• C••••••
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.
E••••• M•••• B••••••••• L•• I••••••••• C••••••, A••••••• G•
independent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%). 2 went to W••••••• C••••••
  2026-08-25 (32 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.
  S••••• C•••••• to W••••••• C••••••; D•••• H••••• to W••••••• C••••••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to W••••••• C••••••
  2026-08-25 (32 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.
  D•••• H••••• to W••••••• C••••••; S••••• C•••••• to W••••••• C••••••
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.
R••••• C•• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
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)
J••••••• C••••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
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)
A••••• M•••••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
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)
J••• L•• J••• M••••• S••••••••• L••, B•••••• H••••• C•
wirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route.
M•••••• A••••••••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
wirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route.
M•••••• R••• T•• S•••••• G••••, S•• P••••••••• F•
Call-readystate-registered adviser
- 4 of the 11 advisors at this office left in the last 180 days (36%), against a median of 0% across the firm's other offices. 3 went to S•••••• W••••• P•••••••• L••
  2026-07-06 (3 months ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B•••••• to S•••••• W••••• P•••••••• L••; J•••• L••••• to S•••••• W••••• P•••••••• L••; J•••• W•••••• to S•••••• W••••• P•••••••• L••; E••••• K•••••• to L•• F•••••••• L••
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
Firm level
firm contact form or inbox
D••••• W••• J••• M••••• S••••••••• L••, A•••••• C•
Call-readywirehouse
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices
  2026-06-18 (3 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B••••••• G•••••• to S•••; S••••• C••• to P•• W••••• M•••••••••
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)
J••••• L••• J••• M••••• S••••••••• L••, F••• L••••••••• F•
Call-readywirehouse
- 2 of the 7 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-06-09 (4 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  E••• M•••••• to U•• F•••••••• S••••••• I•••; R•••••• B••••• to L•• F•••••••• L••
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)
M•••••• S•••••• J••• M••••• S••••••••• L••, F••• L••••••••• F•
Call-readywirehouse
- 2 of the 7 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-06-09 (4 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  E••• M•••••• to U•• F•••••••• S••••••• I•••; R•••••• B••••• to L•• F•••••••• L••
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)
J•• A•••••• K•• F•••••••• S••••••••• L••, A•••••••• T•
state-registered adviser
- 4 of the 18 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 4 went to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  2026-06-02 (4 months ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  H•••• M••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; J•••• M••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; D•••••• A•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; M•••••• P•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: mid-move on the record.
J•••• W•••• P•••••••• A•••••••, W••••••••• V•
Call-readybroker-dealer affiliated
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to H••••••••• F•••••••• G••••
  2026-07-07 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  R••• D•••••• to H••••••••• F•••••••• G••••; K•••••• F•••• to H••••••••• F•••••••• G••••
Timing
Strong timing
Value
Under $25M
Personal book under $100M; portable under $100M, revenue under $1M
Team
No team seen
Contact
Firm level
provider email, not verified
C•••••••• O•••• P•••••• A•••••• G••••• L••, M••••••••• N•
broker-dealer affiliated
- 15 of the 41 advisors at this office left in the last 180 days (37%), against a median of 0% across the firm's other offices. 14 went to C••••• I••••••••• A••••••• L••
  2026-09-16 (10 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S•••• K••• to C•••••••• I••••••••• R••••••• A•••••••• I•••; J••• L••••• to C••••• I••••••••• A••••••• L••; E••• T••••• to C••••• I••••••••• A••••••• L••; A••••• M••••••• to C••••• I••••••••• A••••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
9 move with them
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; mid-move on the record.
S••••• P••••• O•••• A••••••• S•••••••• L••, M•••••••• I•
broker-dealer affiliated
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
8 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; mid-move on the record.
E••• M••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, M•••• A•
broker-dealer affiliated
- 4 of the 13 advisors at this office left in the last 180 days (31%), against a median of 0% across the firm's other offices. 4 went to L•• F•••••••• L••
  2026-07-07 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B••••••• to L•• F•••••••• L••; M•••• M••••• to L•• F•••••••• L••; J•• M••••• to L•• F•••••••• L••; D••••• M••••• to L•• F•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M••••••• L••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, G•••••••• A•
broker-dealer affiliated
- 2 of the 7 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 2 went to O•••••••
  2026-04-02 (6 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• S•••• to O•••••••; N••••••• S••••••••• to O•••••••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to O•••••••
  2026-04-02 (6 months ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J•••• S•••• to O•••••••; N••••••• S••••••••• to O•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B•••• B•••••• A••••• A•• P••••••• S•••••••, P••••••••• P•
broker-dealer affiliated
- 4 of the 14 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 3 went to L••••• E••• A•••••••
  2026-06-15 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S•••• M•••••••• to F•••• P••••••• W•••••• L••; C••••• G••••• to L••••• E••• A•••••••; L••••••• W•••• to L••••• E••• A•••••••; J••••• S••••• to L••••• E••• A•••••••
- 4 known colleagues moved to an independent RIA in the last 180 days. 3 went to L••••• E••• A•••••••
  2026-06-15 (3 months ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S•••• M•••••••• to F•••• P••••••• W•••••• L••; C••••• G••••• to L••••• E••• A•••••••; L••••••• W•••• to L••••• E••• A•••••••; J••••• S••••• to L••••• E••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email (hunter)
Before a call: practice size.
S•••• M••••••• A••••• A•• P••••••• S•••••••, P••••••••• P•
broker-dealer affiliated
- 4 of the 14 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 3 went to L••••• E••• A•••••••
  2026-06-15 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S•••• M•••••••• to F•••• P••••••• W•••••• L••; C••••• G••••• to L••••• E••• A•••••••; L••••••• W•••• to L••••• E••• A•••••••; J••••• S••••• to L••••• E••• A•••••••
- 4 known colleagues moved to an independent RIA in the last 180 days. 3 went to L••••• E••• A•••••••
  2026-06-15 (3 months ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S•••• M•••••••• to F•••• P••••••• W•••••• L••; C••••• G••••• to L••••• E••• A•••••••; L••••••• W•••• to L••••• E••• A•••••••; J••••• S••••• to L••••• E••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
K••••••• S••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, F••••••••• A•
broker-dealer affiliated
- 6 of the 18 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 6 went to W•••••••• W••••• D•••••• L••
  2026-06-12 (4 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A•••••• R••••• to W•••••••• W••••• D•••••• L••; A••••• W••••••• to W•••••••• W••••• D•••••• L••; J•••••• M•••••• to W•••••••• W••••• D•••••• L••; D••••• R•••••• to W•••••••• W••••• D•••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
V•••••• C••••••• C•••••••• I••••••••• R••••••• A•••••••• I•••, C••• H•••• P•
broker-dealer affiliated
- 3 of the 9 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 3 went to L••••• F•••••••• G••••
  2026-08-25 (32 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  H•••• C••••••• to L••••• F•••••••• G••••; A•••••••• L••••• to L••••• F•••••••• G••••; R••••• L••••• to L••••• F•••••••• G••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
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.
A••• W••••• C•••••••• I••••••••• R••••••• A•••••••• I•••, B••• R••••• F•
broker-dealer affiliated
- 9 of the 16 advisors at this office left in the last 180 days (56%), against a median of 0% across the firm's other offices. 9 went to L•• F•••••••• L••
  2026-07-13 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••• L•••••• to L•• F•••••••• L••; T••••• R••• to L•• F•••••••• L••; I••• U•••••• to L•• F•••••••• L••; F•••••••• T•••• to L•• F•••••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
S•••• M••••• J••• M••••• S••••••••• L••, A•••••• C•
wirehouse
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices
  2026-06-18 (3 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B••••••• G•••••• to S•••; S••••• C••• to P•• W••••• M•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Professional
L••••••• profile
Before a call: practice size; joined the current firm under a year ago.
M••••• C•••• J••• M••••• S••••••••• L••, F••• L••••••••• F•
wirehouse
- 2 of the 7 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-06-09 (4 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  E••• M•••••• to U•• F•••••••• S••••••• I•••; R•••••• B••••• to L•• F•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Professional
L••••••• profile
Before a call: practice size; joined the current firm under a year ago.
C•••••• B•••••• W•••• F•••• A•••••••, J••••••••• F•
broker-dealer affiliated
- 11 of the 35 advisors at this office left in the last 180 days (31%), against a median of 0% across the firm's other offices. 11 went to G•••••• W•••••
  2026-04-29 (5 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  R••••• T••••••••• to G•••••• W•••••; A••• W•••• to G•••••• W•••••; J•••••• W•••• to G•••••• W•••••; G•••• G•••••••• to G•••••• W••••• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; mid-move on the record.
S••• M•••••• O•••• A••••••• S•••••••• L••, M•••••••• I•
broker-dealer affiliated
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R•••••• W••••• to L•• F•••••••• L••; R••••• W••••• to L•• F•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; mid-move on the record.
L••• L•••••• O•••• A••••••• S•••••••• L••, M•••••••• I•
broker-dealer affiliated
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; mid-move on the record.

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