Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Valuable practices with nothing current: worth knowing, not worth a call today.
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- Nicholas Botticelli Global Strategic Nextgen Ocio, Jupiter, Flindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $805M to $1.4B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at gsisus.com (firm_website); 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.
- Daniel Bingham Peirce Capital Management, LLC, The Woodlands, Txindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $267M to $475M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at peircecap.com (firm_website)
Who else to call: 6 related advisors, 2 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.
- Amanda Writer Wood Tarver Financial, Boise, Idindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $244M to $435M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at woodtarver.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; 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••••• A••••• I••••••••• W•••••• L••, T••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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)
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.
- T•••••• O••••••••• R••••••••• C••••••••• G••••, W••• D•• M•••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $281M to $499M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at uretireright.com (firm_website)
Who else to call: 2 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.
- Z•••••• W•••• P•••••• B• W•••• C••• I••, S•• L••• O•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $159M to $284M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at pbwhite.com (hunter); LinkedIn profile
Who else to call: 1 related advisor (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•••••• G••••• S••••••• C•••••• M••••••••• L••, K••••• C•••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 sterneckcapital.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.
- M•••••• Y•••••••• E•••••••• W••••• A•••••••• L••, P•••••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $236M to $421M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at encompasswa.com (hunter); LinkedIn profile
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.
- A••••• B••• S•••••••• W•••••• L••, L•••• S•••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $281M to $501M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at strongboxwealth.com (firm_website); LinkedIn profile
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.
- P•••••• G••••• R•••••• F••••• L••, B••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $126M to $225M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at robbinsfarley.com (firm_website)
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: 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•••••• L••• V•••• A•••••• G••••• L••, W••••• C••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $252M to $283M, revenue at most $5M
- Team
- No team seen
- Contact
- Direct
- published business email at vistaadvisorgroup.com (firm_website)
Who else to call: 2 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.
- E•••• F•••• S•••• C••• A•••••••• L••, H••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $342M to $610M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at sandycoveadvisors.com (hunter)
Who else to call: 2 related advisors (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.
- S•••••• K••••••••• S••••••••• P•••••• L••, N••••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $796M to $890M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at stonebrookprivate.com (firm_website); LinkedIn profile
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: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C•••• C••••••• C••••••• A•••••••• L••, B••••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $176M to $313M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at caldwellgroupllc.com (firm_website); LinkedIn profile
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.
- A••• S•••• S•••• C•••••• M••••••••• I•••, O•• B•••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $149M to $265M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at sterncm.com (firm_website)
Who else to call: 2 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.
- D••••• D•••••••• D•••••••• • A••••••••• F•••••••• A•••••••• I•••, B••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $325M to $364M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at thedough.com (firm_website)
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.
- D••••• M••••••••• D•• W••••• M••••••••• I•••, S•••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $269M to $301M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at dkmwealth.com (firm_website)
Who else to call: 2 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•••••• B••• S••• A•••••••• L••, E••••••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $288M to $512M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at sageadvisorsllc.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.
- J••••••••• A•••••• D••• A••••••• S••••••• L••, B•••••• F••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $158M to $282M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at centsinc.net (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M••• Z••••••• L••••• G••••• W•••••• L••, I•••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $223M to $398M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at leslieglobalwealth.com (firm_website)
Who else to call: 2 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.
- Z•• T••••• L•••••• W••••• M••••••••• L••, C••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $315M to $352M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at langleywm.com (firm_website)
Who else to call: 17 related advisors, 14 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.
- T•••• B••••• P•• W••••• M••••••••• L••, N•••• W••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $155M to $276M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at ptmwealth.com (firm_website)
Who else to call: 1 related advisor (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•••••••• H• C• D•••••• C••, S••••••••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $155M to $276M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at hcdenison.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; 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••• R•••••••• A•••••••• L••••••••• • C••• I•••, C•••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $309M to $551M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at labrunerie.com (firm_website); LinkedIn profile
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: 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••••• V••••• S••••••••• A••••••• G••••• L••, B••••••••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $161M to $286M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at stewardshipadvisory.com (firm_website); direct line printed for this person
Who else to call: 7 related advisors, 4 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; mid-move on the record.
- C••• W••••••• W••••••••• P•••••••• L••, D••••••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $226M to $401M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at wealthspanpartners.com (firm_website); LinkedIn profile
Who else to call: 2 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•••••• E•••• M••••• A••••••• S•••••••• I•••, J••••••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $248M to $277M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at maddenadvisory.com (firm_website)
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: 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••••• M•••• P•••••• A•••• M••••••••• L••, G•• H•••••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $327M to $366M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at pacificasset.com (hunter)
Who else to call: 5 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.
- J••••• H••••••• S••••••••• W••••• A•••••••• I•••, S•••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $323M to $574M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at shankervalleau.com (firm_website)
Who else to call: 5 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.
- R••••• M•••••• G•••••••• F•••••••• G••••• L••, A•••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $524M to $586M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at greenbushfinancial.com (firm_website)
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.
- E•••• C••••• R•••••• I••••••••• A•••••••• L••, G•••• J•••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $264M to $470M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at rosecap.com (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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•••••• B•••• D•• I••••••••• A•••••••• L••, B•• C•••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
- published business email at dbsia.net (firm_website)
Who else to call: 2 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.
- C••••••••• B•••••• H•• W••••• M••••••••• L••, L••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $139M to $247M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at hbewealth.com (firm_website)
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.
- A••• T••••••••• T••••••••• F••••••••• L••, T•• W••••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $200M to $355M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at threadgillfinancial.com (firm_website)
Who else to call: 1 related advisor (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•••••• L•• C••••••• P••• C•••••• L••, S••••••• S••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $211M to $376M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at congressparkcapital.com (firm_website)
Who else to call: 1 related advisor (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.
- O••••• G••••• F•••••••• F•••• L••, C•••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $400M to $712M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at financialfocusllc.com (firm_website)
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.
- J••••• E•••••• E••• W••••• M••••••••• L••, P•••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $144M to $256M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at echowm.com (firm_website); LinkedIn profile
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.
- A•••• R••••••• B•••• W••••• M••••••••• L••, T•••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $423M to $754M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at baron-wealth.com (firm_website)
Who else to call: 9 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•••••• M•••• T•• M•••••••• C••••••, T••••••••• W•institutional manager
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $673M to $1.2B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at thebrinsmerefunds.com (firm_website)
Who else to call: 2 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.
- C••••• L••• A••••••• F•••••••• S••••••••• L••, D•••••• O•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $201M to $358M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at andersonfinancialstrategies.com (firm_website)
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.
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.