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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- Bradley Salo California Capital Management, Burbank, Caindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $305M to $340M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at calcapmgt.com (firm_website)
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.
- Louis Pelz Core Capital Management And Research Inc., Houston, Txmixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $254M to $284M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at ccmr.io (firm_website)
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.
- William Newbold Terril & Company, Saint Louis, Moindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $494M to $879M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at terrilco.com (apollo)
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••• R••••• O••••• P•••••• W••••• L••, N•• Y•••• 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 $224M to $399M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at ospreypw.com (firm_website)
Who else to call: 8 related advisors, 5 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; joined the current firm under a year ago.
- R••• R•••••••• A••••• C•••••• M•••••••••, M•••• P•••• 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 $495M to $553M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at avaloncapital.com (firm_website); LinkedIn profile
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.
- F••• L••••••• L•• D••••• • B••• I••, N••••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $988M to $1.8B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at leedannerbass.com (hunter)
Who else to call: 4 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.
- M••• S•••• L•• D••••• • B••• I••, N••••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $988M to $1.8B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at leedannerbass.com (hunter); LinkedIn profile
Who else to call: 4 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.
- L••••• A•••• L•• D••••• • B••• I••, N••••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $988M to $1.8B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at leedannerbass.com (apollo); LinkedIn profile
Who else to call: 4 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.
- J••• B••••• D•• W••••• M••••••••• L••, I••••• W••••• 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 $266M to $474M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at dstwm.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.
- C••••••••• P•••• L•• D••••• • B••• I••, N••••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $988M to $1.8B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at leedannerbass.com (apollo); LinkedIn profile
Who else to call: 23 related advisors, 9 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••••• V•• N••• A••••••• F••••••••• I•••, M•••••• 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 $273M to $305M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at advisorsfinancial.com (apollo); 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.
- T••••• F•••••• E•••• R••• I••••••••• C••••••• L••, A••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $669M to $747M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at eaglerockinvest.com (hunter)
Who else to call: 12 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••••••• W• T•••• F••••••••, M•••••••• 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 $158M to $281M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at tenonfinancial.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.
- F•••••• B••• L•• D••••• • B••• I••, N••••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $988M to $1.8B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at leedannerbass.com (apollo)
Who else to call: 4 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••• I••••••• F••••• L••••• F•••••••• S••••••••• L••, C•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $148M to $166M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at familylegacync.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).
Before a call: a dated reason to call now.
- D••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $139M to $155M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at foundrywealth.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- J••••• S••••••• F••••• L••••• F•••••••• S••••••••• L••, C•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $148M to $166M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at familylegacync.com (apollo); 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).
Before a call: a dated reason to call now.
- T••••• D••••• S••••••• F•••••••• G••••, S•• D••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $153M to $171M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at stirlingfinancialgroup.com (apollo)
Who else to call: 2 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.
- T•••• M•••• S••••• C••••••, B••••••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $105M to $117M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at samara-capital.com (apollo)
Who else to call: 17 related advisors, 17 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.
- J•••• D•••••• C••••••••• P•••••••• M•••••••••, O••••••• P•••• K•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $89M to $159M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at cpm-llc.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- R••••• R•••••• S••••• C•••••• M•••••••••, A•••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $112M to $199M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at springcapitalmanagement.com (apollo)
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- D•••• T••••••• H••••••• A•••• M••••••••• L••, B•••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $132M to $147M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at heritage-kc.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- P••• R••••••• H•••• • A••••••••• W••••• M••••••••• L••, C•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $60M to $106M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- published business email at hicks-associates.com (firm_website); LinkedIn profile
Who else to call: 28 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.
- M••••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $139M to $155M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at foundrywealth.com (firm_website); 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).
Before a call: a dated reason to call now.
- A•••• L••••••••• C••••••••• W••••• A••••••, G•••••••• V••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $118M to $132M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at centerpiecewa.com (apollo); LinkedIn profile
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- S••••• J•••••• J•••••• W••••• M••••••••• L••, C••••• R•••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Personal book $107M; portable $91M to $102M, revenue $250K to $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at jacksonwealthmanagement.net (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
- T•••••• E•••• R•• W••••• A••••••• L••, M••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $132M to $147M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at rbgwa.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.
- R•••• T••••••••• F•••••, B•••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $76M to $135M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at fpfoco.com (apollo); LinkedIn profile
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- N••••••• C•••••• B•••••• F••••••••• L••, C••••••• S••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $117M to $208M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at bonfirefinancial.com (hunter); LinkedIn profile
Who else to call: 5 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.
- E•••••• L•••• M••••• G••••• L••, C•••• G•••••• F•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $55M to $98M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at mellig.us (hunter)
Before a call: a dated reason to call now.
- S•••• P•••• B•••••• F••••••••• L••, C••••••• S••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $117M to $208M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at bonfirefinancial.com (apollo); LinkedIn profile
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- A•••• P•••••• L•••• W••••• M••••••••• L••, G••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $201M to $225M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at levelwm.com (firm_website)
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- D••••• G••••• A•••••••• I••••••••• M•••••••••, L••••••••• K•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $183M to $205M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at aim-rps.com (firm_website)
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.
- T••••••• J••••• E••• W••••• A•••••••, A••••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $207M to $231M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at esladvisors.com (apollo); LinkedIn profile
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- J•••••• R•••••• A••••••• F•••••••• G••••, D••••••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $77M to $136M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at aventinefg.com (hunter)
Who else to call: 4 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.
- C••••••• C••••••••• P•••••• A•••• M••••••••• I••, K•••••••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $55M to $97M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at privateasset.com (hunter)
Who else to call: 10 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.
- A••••• H•••• M••••••• W•••••, S•••••• T•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $51M to $90M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at magnolia-wealth.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.
- J••••••••• N••••••••• C•• R•••••••••, E••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $121M to $215M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at cfgretirement.com (apollo); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- M••• J••••••• T•• B••••••••• G••••, B•••••••• S•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $100M to $177M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at thebedminstergroup.com (hunter); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- B•••• C•••••• B•••••• F••••••••• L••, C••••••• S••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $199M to $222M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at bonfirefinancial.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
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.