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

Ricky Tawil Domani Advisors, New York, Ny
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $181M to $323M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at domaniadvisors.com (hunter)
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.
Colten Kitcho Note Advisors, LLC, Buffalo, Ny
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $218M to $389M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at noteadvisor.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).
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.
Kyle Davis Retirementadvice | Jka, Anaheim, Ca
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $134M to $238M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at jackkeeter.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.
B•••••• C••••• N••••• W••••• M••••••••• L•••, V••••••••
platform or SMA manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $5.5B to $9.8B (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at nicolawealth.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••••••• S•••••• L••••• C••••••••• G••••, M•••••••• 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 $189M to $337M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at legacyconsultinggroup.com (hunter); 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: 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•••••• C••••• W••••• A••••••• G••••• L••, C••••••••• 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 $139M to $248M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wealthadvgroup.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.
L••• M••••••••• M••••••••• C•••••• M•••••••••, J••••••• 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 $153M to $272M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at mcallistercapital.com (hunter); 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.
T••••• J•••••• A•••• P•••••••• I••, L•• A•••••••• 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 $277M to $493M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at assetplanninginc.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••• W••••• C••••••••• W••••• A•••••••• L••, L••••••••• 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 $163M to $290M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at centerlinewealth.com (firm_website); direct line printed for this person
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••• A•••• S•••• R••• P•••••• T•••••• A•• 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 $178M to $317M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at splitrocktrading.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.
S••••• A••••• M••••• T•••• A•••••••, M••••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $291M to $519M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at marbletrail.com (hunter)
Who else to call: 7 related advisors, 3 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.
V••••••• M•••• A•••• 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 $500M to $1B; portable $329M to $586M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at arieswealthllc.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.
N••••• M•••• C•••••••••, A••••••••• 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 $141M to $252M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at covingtonalsina.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.
K••••••• P••••• C•••••• C••••••, C•••••••• G•
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 $309M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at citrinecapitaladvisors.com (hunter); 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: 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•••••• M••••• W••••• M••••••••• L••, P••••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M
Team
No team seen
Contact
Direct
published business email at moderawealth.com (firm_website); LinkedIn profile
Who else to call: 20 related advisors, 18 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; joined the current firm under a year ago.
H••••••• C•••••• L•••••• F•••• L••, 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 $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at civicfinancial.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 17 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.
D••••• M••••••• L•••••• F•••• L••, 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 $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
direct line printed for this person; LinkedIn profile
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; joined the current firm under a year ago.
S•••••• H••••• R•••••• W••••• A•••••••• L••, M•••• P•••• 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 $223M to $397M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at roberts-wa.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.
C••••••••• G••• S••••• P•••• F•••••••• A•••••••• L••, H••••••• 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 $150M to $267M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at summitplacefinancial.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.
E••••• M•••••• A• W••••• M•••••••••, A••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $170M to $302M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at apwealth.com (firm_website); LinkedIn profile
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; joined the current firm under a year ago.
A••••• G••••• F•••• F•••••••• I••••••••• C•••••• I••, C••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $283M to $503M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at firstfiduciary.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.
J••••• C••• R•• F•••••••• S••••••••• L••, M•• 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 $130M to $232M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at robertfmurray.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.
B••••• H•••••• O•••••••• F•••••••• S•••••••, K••••••• 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 $278M to $495M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at oldfatherfinancial.com (firm_website); LinkedIn profile
Who else to call: 3 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; joined the current firm under a year ago.
J••••• D••••••• B••••••••• W••••• M••••••••• L••, M•••• T•••••••• 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 $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: 6 related advisors, 3 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; joined the current firm under a year ago.
D••••• W•••••• B•••• C••••••, 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 $142M to $252M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at brookcapital.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.
B•••••• C••• B•• W••••• M••••••••• L••, C•••••••• 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 $180M to $320M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bco-wealth.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.
A••• U•••• A••••••• R••••••••• P••••••• G•••• I••, L•• V••••• 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 $174M to $310M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at intelligentinvestment.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.
G•••••• D•••••••• B••••••• A••••••• 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 $141M to $251M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at beatriceadvisors.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.
E••• F•••••• J•• A• F••••••• L••, T•••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $626M to $1.1B (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at jaf-ltd.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.
W••• B••••• Z•••••• F••••••••• 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 $405M to $720M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at zanettifinancial.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••••••• H••• A••• P•••••• F•••••••• M••••••••• G••••• I•••, H••••••
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $152M to $270M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at apfmg.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.
D•••• B•••• B•••• • A••••••••• L••, A••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $250M to $280M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at baughandassociates.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.
C••• M••••• M• G•• W•••••, 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 $202M to $360M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mbgenwealth.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.
J••• B•••••• B•••••• F•••••••• A••••••• L••, H••••••• 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 $130M to $232M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at brendelfinancial.com (hunter)
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.
S••••••• M••• P•••••• F••••• O•••••• L••, N•••• M•••• B••••• F•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $478M to $852M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at piowealth.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.
S•••••• H•••••• H•••••• F•••••••• G••••, 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 $213M to $380M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at hackmanfinancial.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; mid-move on the record.
S•••••• C•••• A•••••••• W••••• P•••••••, F••• M••••• 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 $338M to $601M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at savingtheinvestor.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; joined the current firm under a year ago.
M••• T•••• K• C•••••• M••••••••• L•••, 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 $187M to $333M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at kmcapitalmgt.com (hunter)
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.
A••••• E•••• C••••••••• W••••• A•••••••• I•••, E••••• 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 $517M to $578M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cornerstonewealthadvisors.com (hunter); LinkedIn profile
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.
B•••••• W••• B••••• F•••••••• A•••••••• I•••, P••••••• 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 $363M to $646M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at brightfinancialadvisors.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.

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