Advisors to call now

Books with a lower bound of $250M or more, at person or team scope.

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

Timothy Macarak Members Wealth LLC, Media, Pa
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $238M to $266M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email at memberswealthllc.com (apollo); LinkedIn profile
Who else to call: 42 related advisors, 36 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
David Silver Instrumental Wealth, LLC, Tampa, Fl
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: 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.
Stephanie Baity Alliance Financial, Carlisle, Pa
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $136M to $242M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at lpl.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•••• S••••••• S•••• F•••••••• A•••••••, C••••••• 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 $131M to $234M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at salusfa.com (firm_website); 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.
D••••• G•••••• I••••••••• P•••••• W••••• A••••••• L••, S•• D••••• 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 $217M to $243M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at ipwadvisors.com (hunter); 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).
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••• F•••••• O•••• C•••••• M••••••••• L••, S•• D••••• 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 $185M to $330M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at orioncapitalmgmt.com (firm_website)
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: 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••••• C••••• A•••••• W••••• M••••••••• L••, K•••••••• 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 $173M to $308M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at archwaywealthstl.com (firm_website)
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.
D••••• P•••••• H•• F•••••••• G••••, E••••••• 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 $148M to $263M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at hwafinancialgroup.com (firm_website); LinkedIn profile
Who else to call: 18 related advisors, 16 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•••••••• V• L••• O•• I••••••••• P•••••••, A•••••• 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 $133M to $237M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at investliveoak.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; mid-move on the record.
V••• C•••••••• S••••••• F•••••••• L••, A•••••• 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 $199M to $353M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at settannicpa.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; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
E•••• M•••• M•••• W••••• A••••••• L••, M••••••••• 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 $248M to $441M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mccaywealth.com (firm_website)
Who else to call: 4 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•••• B••••• B••••••••• 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 $150M to $267M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at birchcreekwealth.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.
A•••• L• B•••• C•••••• A•••••••• L••, O••••••• C•••• 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 $125M to $222M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bisoncapadvisors.com (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.
R•••• D•••••• 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: 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••• H••••• P••••• C•••••• M••••••••• L••, T•• W••••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $454M to $507M, 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: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
M••• B••••••• C••••••••• A•••••••, T•••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $225M to $252M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at cstonegroup.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.
P••••• T••••••• M••••••• C•••••• M••••••••• L••, D•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Personal book $356M; portable $303M to $338M, revenue $500K to $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at monhegancapital.com (firm_website)
Before a call: a dated reason to call now.
J••• F•••••• M••••••• P•••••• W•••••• L••, P••••••••• 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 $136M to $242M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at magnoliapw.com (firm_website); 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.
K••• M•••••• R••••••••• W••••• M•••••••••, C••••••• 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 $453M to $807M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at riverpointwealth.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; joined the current firm under a year ago.
T•••• T••••••••• E••••• F•••••••• P••••••• L••, M••••••• 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 $278M to $496M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at enrichpartners.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J•••• P•••••• K•••••• C•••••• M••••••••• L••, R•••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $920M to $1.6B (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at kancap.com (firm_website); LinkedIn profile
Who else to call: 10 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; joined the current firm under a year ago.
K••• S•••• C••••• C•••••• G••••, E••••••••• 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 $141M to $252M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at coopercapgroup.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.
K•••• T••••• F••, A••••••• 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 $159M to $283M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at fmiardmore.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.
M••••••• W•••• T•••••• W••••• M••••••••• L••, 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 $200M to $355M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at trinity-wealth.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.
B•••• V••••••••• S•••••• F•••••••• C•••••••• I•••, W••••••••• 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 $269M to $301M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at swisherfinancial.com (firm_website)
Who else to call: 4 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.
N••••••• B••••••••• G••••• S•••••••• N•••••• O•••, J••••••• F•
independent 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.
D••••• B•••••• P••••• C•••••• M••••••••• L••, T•• W••••••••• T•
independent 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.
A••••• W••••• W••• T••••• F••••••••, B••••• 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 $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.

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