Advisors to call now

Anything dated in the last 90 days, measured or not.

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

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

Jesse Porter Compound Planning, Inc., New York, Ny
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: joined the current firm 8 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at compoundplanning.com (firm_website); LinkedIn profile
Who else to call: 28 related advisors, 27 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
Chintan Mehta Wells Fargo Advisors, Charlotte, Nc
wirehouse
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: joined the current firm 5 months ago; 5 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at wellsfargo.com (hunter); LinkedIn profile
Missing: a usable practice size; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
Steven Wright Morgan Stanley, Columbus, Oh
wirehouse
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter)
Who else to call: 14 related advisors, 14 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
N••••••• K••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C•••••• S•
wirehouse
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (apollo); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
S••••• B•••• K••• W••••• A•••••••, O••••••• P•••• K•
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: 1.5 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at keenwealthadvisors.com (hunter)
Who else to call: 23 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a dated reason to call now.
Before a call: a dated reason to call now; practice size.
M••• G•••••• S•••••• P••••••• I••••••••• A•••••••• L••, B•••••• M•
broker-dealer affiliated
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: 1 earlier move from an incumbent firm to an independent or newly formed one; 1.8 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at stewardpartners.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
S•••••• R•••• C•••••• W••••• M••••••••• L••, N••••••••• I•
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: joined the current firm 9 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at calamos.com (hunter)
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
B•••••• M•••••• I••••• F••••••••, H••••••• 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 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at lpl.com (firm_website)
Who else to call: 13 related advisors, 13 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
N•••••• P•••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at sfr1.com (firm_website); direct line printed for this person; LinkedIn profile
Before a call: a dated reason to call now; practice size.
C•••• P••••• M••••• S••••••, N•••• C•
wirehouse
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: joined the current firm 6 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter)
Who else to call: 19 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
W•••••• L•••• S•••• I••••• S••••••••• L••, C••••••• T•
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: 1.3 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at mcadamsgroupllc.com (firm_website)
Business ties: Some: 1 operating or professional business, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
W•••••• A•••••••• O••••••• A•••• M••••••••• L••, B••••••••• A•
bank affiliated
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at oakworth.com (firm_website)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••••••• S••••• B••••••• S••••••••• C••••, R••••••••• N•
broker-dealer affiliated
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at brightonsecurities.com (firm_website); direct line printed for this person
Who else to call: 25 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
S•••••• A•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, H•• S••••••• A•
wirehouse
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: joined the current firm 1 month ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
T•••••• P••••• M••••• S••••••, C••••••• S••••••• C•
wirehouse
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: joined the current firm 9 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter)
Who else to call: 35 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
S•••••• S••••••• A•••• C•••••• P•••••••• L••, A••••••• G•
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: joined the current firm 5 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at arcuscp.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
T••• K••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••• I•
wirehouse
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: joined the current firm 1 month ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 27 related advisors, 27 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
G••• B••• G•••••••• F•••••••• G••••• L••, O••••••• T••••••• 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: 1.6 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at goldstonefinancialgroup.com (hunter); LinkedIn profile
Who else to call: 37 related advisors, 23 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J•••••• H•••••••• D•••••• C•••••• C•••••••••, D•••••• 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
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at destinycapital.com (firm_website)
Who else to call: 38 related advisors, 38 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S•••• B•••• P••••••• A•••••••, M••••••••• O•
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at pinnacleadvisors.com (firm_website)
Who else to call: 7 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B••••••• A•••• E•••••• A••••••• G••••• L••, G•••••••• V••••••• C•
brokerage advisory
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: joined the current firm 5 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at empower.com (apollo); LinkedIn profile
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
J••••• N••• M••••• W••••• M••••••••• L••, W•••••••• 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at moderawealth.com (firm_website)
Before a call: a dated reason to call now; practice size.
J•••• V•••••••• G•••••• H••••• A•••••••• I•••, H••••••• T•
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: joined the current firm 7 months ago.
Timing
Model band only
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 at graniteharbor.com (apollo); LinkedIn profile
Who else to call: 16 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
R••••• P••••••• M••••• S••••••, T••••• F•
wirehouse
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter); LinkedIn profile
Before a call: a dated reason to call now; practice size.
M•••••• W•••• M••••• S••••••, P•••••••• O•
wirehouse
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter)
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
A••• L••• C••••••• I••••••••• C•••••• I••, A••••••• G•
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: 6 prior firm moves; 1.6 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at crawfordinvestment.com (firm_website)
Who else to call: 22 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a dated reason to call now.
Before a call: a dated reason to call now; practice size.
M• T•• I••••• F••••••••, H••••••• 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 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at intrua.com (firm_website); LinkedIn profile
Who else to call: 14 related advisors, 13 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
D•••• B•••••• A•••• W••••• M••••••••• L••, 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 on many small effects, none decisive.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at avior.com (firm_website)
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: a dated reason to call now; practice size.
L••• B••••• M••••• S••••••, S••••• U•
wirehouse
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: 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (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: 10 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
T•••••• C•••••• C••••••• P•••••••• I•••, N•• Y•••• 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: joined the current firm 11 months ago; 5 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at compoundplanning.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 33 related advisors, 20 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
A••• K•••• P••••••• A•••••••, M••••••••• O•
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at pinnacleadvisors.com (firm_website)
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: 8 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
E••••• K••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, M••••• P•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter)
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
P••••• K••••••• M••••••••• C•••••• M••••••••• 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: 4 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at mcmllc.com (hunter); 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).
Before a call: a dated reason to call now; practice size.
P•••••• F••••••••• A••••• C•••••• A••••••• L••, B•••••• M•
mixed wealth
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at anchorcapital.com (firm_website)
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
E••• H•• A••••• W••••• M••••••••• 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: joined the current firm 8 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at austinwealthmgmt.com (firm_website)
Who else to call: 13 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
R••••• M•••• D••••• M•••• A•••••••• L••, G•••••••• A•
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: joined the current firm 4 months ago; 4 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at domainmoney.com (hunter); LinkedIn profile
Business ties: No outside business, investment or board involvement on file; 2 community membership(s) without an officer or board role.
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
C•••••• G••••• S•••••• W••••• P•••••••• L••, S•• D••••• C•
broker-dealer affiliated
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: 7 prior firm moves; joined the current firm 11 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
direct line printed for this person
Who else to call: 37 related advisors, 18 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
M••••• S•••••• D•••••• W••••• M••••••••• L••, S•• P••••••••• F•
asset manager
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: 5 prior firm moves; 1.7 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at dynastyfp.com (apollo); LinkedIn profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
R•••••• N•••••••• T•• F•••••••• A•••••••, H••••••• T•
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at kingdomwealthmgt.com (firm_website)
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
R••••• H•••• L•••• S••••• T•••• A•••••••• L••, N•• Y•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Exceptional 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at summittrail.com (apollo)
Who else to call: 8 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.

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