Advisors to call now

Valuable practices with nothing current: worth knowing, not worth a call today.

Changes on what you follow · Describe your platform to see fit

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

Declan Wolfe Abra Capital Management, LP, San Francisco, Ca
mixed wealth
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $285M to $318M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at abra.com (hunter); LinkedIn profile
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Johanna Moya Evoadvisors, Plano, Tx
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $169M to $300M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at evoadvisers.com (hunter)
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Eric Moss Greystone Financial Group, LLC, Bloomfield Hills, Mi
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $247M to $440M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at greystonefg.com (hunter); LinkedIn profile
Who else to call: 10 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
D•••• T•••••• B••••• F•••••••• S••••••••• C••••, R••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 7 prior firm moves; 1.9 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $155M to $275M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at beaconfinancialstrategies.com (hunter)
Who else to call: 13 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S•••••• M•••••• L•••• W••••• L••, E•••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $320M to $569M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at librawealth.com (hunter)
Who else to call: 40 related advisors, 40 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
E••• L••••• L••••• W••••• M••••••••• I•••, M•••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 2.0 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $157M to $279M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at lwealthmanagement.com (apollo); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S••• T••••• A••••• P•••••• W•••••, O••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $1B+; portable $727M to $1.3B (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at alpineprivatewealth.com (firm_website)
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
G•••••••• D•••••••• I••••••••• W•••••• L••, T••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $254M to $452M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at instrumentalwealth.com (firm_website)
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
A••••• K••• W••••••• W••••• M•••••••••, A•• A••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $182M to $323M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at windrockwealth.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors, 13 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
R••••• T•••• L••••••• F•••••••• S••••••••• I•••, W•••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $179M to $318M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at lifespanfinancial.biz (hunter)
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
K••••••••• K•••• R••••••••• P••••••• G••••• L••, M••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $188M to $334M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at rpgretire.com (firm_website)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S•••• T•••• A•••••• A••••••• A••••••••• L••, H•••••••• H•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $134M to $239M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at andrewsllc.com (hunter); LinkedIn profile
Who else to call: 10 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J••••••• M•••• M••••• I••••••••• G••••• L••, K••••• C•••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $354M to $396M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at marketadvisorygroup.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
M••• Z••••• S••••••••• P•••••• L••, N••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $468M to $834M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at stonebrookprivate.com (firm_website)
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S•••••• G•••••• C•••• I••••••••• C•••••• C•••••••••, C••••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 4 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $255M to $357M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at chaseinv.com (hunter)
Who else to call: 20 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
C•••••• S••••••••• A••••• I••••••••• M•••••••••, A•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $185M to $330M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at archerim.com (hunter); LinkedIn profile
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J•••• L••• C•••••• F•••••••• L••, M•••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.9 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $140M to $249M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at conquis.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
M•••••• A•••••• B••••• G••••••••• W••••• M•••••••••, S•••• M••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $130M to $231M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at bridgewm.com (hunter)
Who else to call: 8 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S••••• D••••••••• E•••••• A•••••••• L••, A•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.5 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $1B+; portable $550M to $980M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at enclaveadvisors.com (hunter); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
K••• H••• W••••••••• C•••••• M••••••••• L••, E••••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $355M to $632M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wealthbridgecm.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
I•••• S••••• R•••••• • C•••••• A•••••••• L••, N•• Y•••• N•
institutional manager
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $475M to $845M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at robotti.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
B••••• S•••••• K••••••••• C••••••• I•••, C••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $188M to $335M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at kleinfeldercapital.com (hunter); LinkedIn profile
Who else to call: 8 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
M•••• T••••• R•••••• W•••••• L••, F••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $197M to $351M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at reframewealth.com (hunter); LinkedIn profile
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J•••••• R••• J•• F•••••••• G•••• L••, I•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.8 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $176M to $314M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at jdmfinance.com (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
D•••• S•••• C•••• W••• W••••• M••••••••• L••, I••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 12 prior firm moves; 2 earlier moves from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $166M to $296M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at currywebb.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: the full regulatory record; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
K••• W•••••• S••••••••• F•••••••• P••••••• L••, L•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 5 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $184M to $327M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at switchpointfinancial.com (hunter); LinkedIn profile
Who else to call: 8 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
W•••• S••••••• P•••••• F•••••••• A••••••••• L••, A••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm; 4 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $181M to $323M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at presperfinancial.com (firm_website)
Who else to call: 10 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
C••••• R•••••• S•••••• • P•••••, C••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $217M to $386M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at santoriandpeters.com (hunter)
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
B•••• L••••••• L••• P••••••• P•••••••• I•••, J••••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $177M to $315M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at lifeplanningpartners.com (hunter)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
K••••••• D••••• N••••••• L••••• A•••••••• I•••, S••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $129M to $230M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at nlria.com (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S•••••••• C••• H••••• D••••••• • A••••••••• I••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $195M to $348M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at hdainvest.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S••• P•••••••• T••••• G••••• • I••••• A•••••••• L••, C••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $164M to $292M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at torreygrowth.com (hunter)
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
F•••••••• L••• L••• I••••••••• M•••••••••, D•••••• T•
institutional manager
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $1B+; portable $1.1B to $1.2B (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at learim.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
M•••••• S•••• A••••••• F•••••••• A•••••••• L•••, M•••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $808M to $903M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at afainvestments.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
A••• C••• P••••••• I••••••••• L••, D••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $1B+; portable $1.2B to $1.4B (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at parksideinv.com (hunter); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
R••• T•••••• F•••• O•• W••••• M••••••••• L••, R••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Book not estimable; portable $269M to $300M, revenue $500K to $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at firstoak.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A••• H••• N•• I•••••• W••••• A•••••••, S•• R••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $198M to $353M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at newinsightwealth.com (hunter)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
C••••••••• E••••••• P••••••• I••••••••• L••, D••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $1B+; portable $1.2B to $1.4B (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at parksideinv.com (hunter); LinkedIn profile
Who else to call: 10 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J••• O••••••• F•••••• I••••••••• M••••••••• I•••, S•••• W••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $284M to $506M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at freedomadvisors.com (hunter)
Who else to call: 12 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
P••• F•••••••• A••••• G••••• A•••• M••••••••• L••, W••• H••••••••• C•
mixed wealth
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 3 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $384M to $430M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at audentgam.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.

1 to 40 of 3,520Next

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.