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

Scott Harris Larson Financial Group, LLC, Saint Louis, Mo
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
verified business email at larson.com (hunter)
Who else to call: 25 related advisors, 25 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.
Michelle Rudd Summit Trail Advisors, LLC, New York, Ny
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
verified business email at summittrail.com (hunter); LinkedIn profile
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.
Dale Bartlett Principal Securities, Inc., Overland Park, Ks
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: 3 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at principal.com (apollo)
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
E••• S•••••• O•• C•••••• M••••••••• L••, W••••••• V••••••• 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, mainly on conditions measured as going with moving: 7 prior firm moves; 1 earlier move from an incumbent firm to an independent or newly formed one; 1.3 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 onecapital.com (apollo); LinkedIn profile
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: 6 related advisors, 4 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.
D•••• B••••• M••••• S••••••, G••••••••• D•
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 10 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: 49 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.
J••• R•••••• 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 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 summittrail.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).
Before a call: a dated reason to call now; practice size.
L••• N••••• L•• E••••••••• L••, M••••• F•
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: 4 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
E•••••• M•••••••• C••••••••• F•••••••• N••••••, W••••••••• N•
national broker-dealer 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
verified business email at commonwealth.com (apollo)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
C••••• P••••••• 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 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)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B•••• S•••••• I••••••••• F•••••••• G••••• 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: 6 prior firm moves; 2.0 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 ifgsd.com (hunter)
Before a call: a dated reason to call now; practice size.
P••• B••••• G••••• R•••••• R••••••••• L••, D•••••• 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: 5 prior firm moves; 1.0 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 goldenreserve.com (hunter)
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: a dated reason to call now; practice size.
S•••• S••••••• T•• I••••••••• A•••• M••••••••• L••, P•••••••• O•
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: owner of an adviser first filed in the last year where they are not yet registered.
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
verified business email at tru-ind.com (apollo); 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: 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.
Z•••••• G•••• R••••• I••••••••• A•••••••• I••, C•••••• 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.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at realtawealth.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
S••••• T••••• E•••••• A••••••• G••••• L••, C••••••••• T•
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: 4 prior firm moves.
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.
S•••• M••••• B•••••••• L••, W••••••••• S•
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
verified business email at balefirewealth.com (hunter)
Who else to call: 5 related advisors, 4 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•••••• D•••••••• M••••• S••••••, S••••• O•
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: 3 prior firm moves; 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)
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•••••• D••••• 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 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 goldstonefinancialgroup.com (hunter)
Who else to call: 36 related advisors, 10 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••• J•••• T••••• A••••••• S•••••••• I•••, W••••• G•••••• F•
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: 9 prior firm moves; joined the current firm 8 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at truist.com (hunter); LinkedIn profile
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
N••••• T••••• N••••••••• M••••• I••••••••• S•••••••••, L•••• F•
no RAUM reported
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: 1.7 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 nm.com (hunter)
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.
P•••• H••••••••• D••••••••• L••, W••••••••• D•
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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at diversifiedllc.com (hunter); LinkedIn profile
Who else to call: 19 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.
M•••••• S•••••• A•••••••• A••••••• G•••• I•••, 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at armstrongadvisory.com (hunter)
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
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.
B•••• E•••••• G••••• S•••• W••••• M••••••••• L••, C•••••••• 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, 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 peekwealth.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: 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.
V•••••• F••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, A••••••• G•
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 (hunter)
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.
P•••••• C••••••• E••••• F•••••••• G••••, C••••••• I•
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: joined the current firm 10 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at embreefinancial.com (firm_website)
Who else to call: 30 related advisors, 30 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.
J•••• C••••• R••••••••• A•••••••, W••••••••• D•
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
verified business email at riversedgeadvisors.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: 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.
T••••• S•••••• S••••••• S•••••, W••• D•• M•••••• 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: joined the current firm 4 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at syversonstrege.com (firm_website)
Who else to call: 13 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.
N••••••• O•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•••• G•••••• U•
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
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 3 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.
B••••••• R•• P••••••••• C•••••• A•••••••, W•••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Exceptional band.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at prosperitycapitaladvisors.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.
C••••••• K•••••• 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); LinkedIn profile
Who else to call: 19 related advisors, 3 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.
D•••• L••• 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.
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: 11 related advisors, 3 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.
M•••••• M•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N•• H••• P•••• N•
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)
Who else to call: 1 related advisor (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.
D•••••• G•••••• F•••• C•••••• A••••••• S•••••••, A•••• H•
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: 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 firstcommand.com (adapter:first_command); direct line printed for this person
Before a call: a dated reason to call now; practice size.
C••••• T•••••••• G••••• S•••• W••••• M••••••••• L••, C•••••••• 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: joined the current firm 11 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at peekwealth.com (firm_website); LinkedIn profile
Who else to call: 2 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.
H••••• S•••• 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: 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 keenwealthadvisors.com (hunter); LinkedIn profile
Who else to call: 22 related advisors, 1 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; joined the current firm under a year ago.
Y••••• R••••••• F•••• C•••••• A••••••• S•••••••, A•••• H•
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: 1.1 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 firstcommand.com (adapter:first_command); direct line printed for this person; LinkedIn profile
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
S••• C•••• T•• W••••• A•••••••• 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 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 thewealthalliance.com (apollo)
Who else to call: 11 related advisors, 1 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•••• G•• G•••• W••••• F••••••••, S••••••••• 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, 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
verified business email at greatwatersfinancial.com (hunter); L•••edIn profile
Who else to call: 23 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; 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.
J••••••• H•••••••• 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
verified business email at pinnacleadvisors.com (hunter); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
R••• P•••• P•••• C•••••• M••••••••• 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 Elevated band.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at paynecm.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
B•••• M••••••• N•••••• W••••• M•••••••••, D••••••• I•
bank 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: 6 prior firm moves; joined the current firm 7 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at nicoletbank.com (hunter); direct line printed for this person; LinkedIn profile
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 9 related advisors, 2 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; joined the current firm under a year ago.

Previous441 to 480 of 1,383Next

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.