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.
Anything dated in the last 90 days, measured or not.
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- Robert Van Erem Fifth Third Securities, Inc., Frisco, Txbank 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: 8 prior firm moves; 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 53.com (hunter)
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
- Brandon Marinelli Morgan Stanley, West Hartford, Ctwirehouse
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); LinkedIn profile
Business ties: On file: 1 real estate. A measure of business ties, not of book size or clients.
Who else to call: 37 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- David Metzger Northwestern Mutual Investment Services,LLC, Chicago, Ilno RAUM reported
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.
- Timing
- Model band only
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- verified business email at nm.com (hunter)
Who else to call: 28 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- L••• 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 Highly elevated band.
- Timing
- Model band only
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- verified business email at prosperitycapitaladvisors.com (hunter)
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
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.
- K••• M••••• T••••••• I••••••••• M••••••••• I•••, M••••••••• 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: joined the current firm 7 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 thrivent.com (hunter)
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (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.
- B•••• S••••• H••••• B••••• S••••••••• L••, B••••••••• I•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 howardbailey.com (hunter)
Who else to call: 6 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; practice size.
- C•••••••• P••••• S••••••••• W•••••, S•••••• N•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: 4 prior firm moves.
- Timing
- Model band only
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at sagefinancialnetwork.com (firm_website)
Who else to call: 16 related advisors, 16 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.
- C•••• B•••••••• M••••• S••••••, D•••••• T•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: 6 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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- M•••••• P••••••••• V••••• N••••••• A••••••• I••, B••••••••• P•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 valleynationalgroup.com (firm_website); LinkedIn profile
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- C••••• S•••• A•••• W••••• M••••••••• L••, S••••••••• A•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 avior.com (firm_website)
Who else to call: 13 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.
- E•••••••• W••••••• M••• W•••••, 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: 8 prior firm moves; 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 maiawealth.com (hunter)
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
- A••••• F••••• N••••• C•••••• M•••••••••, 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 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 novarecapital.com (hunter); LinkedIn profile
Who else to call: 19 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••••• D••••• M•••••• P•••••••, M••••••• 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: joined the current firm 12 months ago; 3 prior firm moves.
- Timing
- Model band only
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at themadisonpartners.com (firm_website); direct line printed for this person
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.
- J••••• P••• 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: 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: 9 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.
- S•••• C••••• M••••• S••••••, W••• H•••••••• 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: 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 morganstanley.com (hunter)
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.
- B••• H•••• F••••••, 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: joined the current firm 7 months ago; 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 farther.com (hunter)
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
- B••• N••••• F••••• M••••• W••••• A•••••••• L••, 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.
- Timing
- Model band only
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at us.forvismazars.com (firm_website)
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.
- H•••••• B•••••• F••••• M••••• W••••• A•••••••• 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.
- Timing
- Model band only
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- verified business email at us.forvismazars.com (hunter); LinkedIn profile
Before a call: a dated reason to call now; practice size.
- W•••••• P••••• 1••• C•••••• P•••••••, G••••••••• 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 $322M to $574M, revenue at most $10M (transfer share is a judgment)
- Team
- 4 move with them
- Contact
- Direct
- verified business email at 1808capital.com (hunter)
Who else to call: 9 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.
- M•••••• N•••• M••••••• F•••••••• G••••, 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 $154M to $274M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at meetmarathon.com (hunter)
Who else to call: 9 related advisors, 6 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•••••• C••••• 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 $478M to $534M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at strongboxwealth.com (firm_website); LinkedIn profile
Who else to call: 6 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.
- B•• S•••••• S••••• A•••••••••, S•••• R•••• 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 $298M to $332M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at sonomaallocations.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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K•••• D•••••••• O•• • O•• W••••• M••••••••• L••, 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 $326M to $364M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at oneplusonewealth.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: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- T••• G•••• S••••• A•••••••••, S•••• R•••• 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 $298M to $332M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at sonomaallocations.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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- G••••• D•••••• D•••••• W•••••, M•••••• 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 $757M to $847M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at druckerwealth.com (hunter); LinkedIn profile
Who else to call: 3 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.
- B•••••• T••••• T••••• H•••••• C•••••• M•••••••••, R•••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $399M to $446M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at taylorhoffman.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.
- R••••• B•••••• U••••• W••••• S•••••••••, B••• R••••• 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 $324M to $362M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at uwsgroup.com (apollo); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• A••••••• U••••• W••••• S•••••••••, B••• R••••• 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 $191M to $340M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at uwsgroup.com (apollo); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
- M•••••• G••••• D••••••• F•••••••• G•••• L••, W••••••••• 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 $266M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at dovetailfin.com (firm_website)
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.
- K••••••• R•••••• D•••••• W•••••, M•••••• 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 $446M to $793M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at druckerwealth.com (hunter)
Who else to call: 3 related advisors, 2 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••••••••• T••••• A••••••• P•••••• W•••••• L••, C••••• H•••• 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 $447M to $796M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at atlanticpwa.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.
- A•• C•••••••• C•••••••••, 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 $240M to $269M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at covingtonalsina.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••••• B•••• A••••••• P•••••• W•••••• L••, C••••• H•••• 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 $760M to $849M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at atlanticpwa.com (hunter); 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••••• C•••••••• K••••••••• W••••• A•••••••, B••••••••• 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 $288M to $322M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at keyvantage.com (apollo); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
- N••• K•••••• B•••, 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 $233M to $415M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at baldwinclarke.com (firm_website); LinkedIn profile
Who else to call: 5 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••••••• C••••• C•••••••••, G•••••••• 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 $303M to $539M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at cogentbluewealth.com (hunter)
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•••••• T••••••••• F•••••••• P•••••••, B•••••••• 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 $137M to $244M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at truewealthfp.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.
- B•••• C•••••• N••••••• I••••••••• A•••••••, I••••••••• 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 $137M to $243M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at normandyia.com (firm_website); 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•••• O••••• P••• S••••• A•••••••• L••, N•• O••••••• L•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $393M to $440M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at plumstreetadvisors.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K••• J••••••• H••• N••• W•••••• L••, D••••••••• 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 $608M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at highnotewealth.com (firm_website); LinkedIn profile
Who else to call: 3 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.
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.