Advisors to call now

Anything dated in the last 90 days, measured or not.

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

Andrew Cosgrove Bluestone® Financial Advisors, LLC, Bethesda, Md
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $176M to $197M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bfa-llc.com (firm_website)
Before a call: a dated reason to call now.
Spencer Graeter Graeter Wealth Advisors, LLC, Louisville, Ky
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 $100M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at graeterwealth.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
Adam Cmejla Integrated Planning & Wealth Management, LLC, Westfield, In
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $101M to $113M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at integratedpwm.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.
S•••• C•••••• S•••••••• F•••••••• P•••••••• 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 $87M to $97M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at sanctuaryfp.com (hunter); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
W••••• G••••••• R••••••••• W•••••, N•• Y•••• 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 $68M to $122M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at re-envisionwealth.com (apollo); LinkedIn profile
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.
M•••••• S•••••• S•• A•••• A•••• A•••••••, B••• R••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $108M to $192M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at skyalphaadvisors.com (firm_website)
Who else to call: 3 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.
J•••• O••••• 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: 3 related advisors (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.
N••••• R•••• F•••••••• F•••••• F•• D••••••• L••, S••••••••• 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 $155M to $173M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at freedom4dentists.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.
K••••••• H•••••• G•••••••• F•••••••• G••••, C•••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $149M to $166M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at greenleaf-fg.com (firm_website)
Before a call: a dated reason to call now.
C•••••• C••••••••• C••••••••• F•••••••• S••••••••• I•••, H••••••• T•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $114M to $203M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at calderwoodfinancial.com (firm_website)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
G••••• B••••••• B••••••••• L•• I••••••••• C••••••, 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 $153M to $171M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at bey-douglas.com (hunter)
Who else to call: 6 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; mid-move on the record.
D•• G•••••• G•••••• W••••• A•••••••• L••, 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 $52M to $93M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at graeterwealth.com (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D••• G•••••• G•••••• W••••• A•••••••• L••, 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 $89M to $100M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at graeterwealth.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C••• F••••••• W••••••••• I•••••••••, 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 $147M to $164M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wealthbuilders.net (firm_website)
Who else to call: 4 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.
J•••• B••••• P••••••• P•••••• W••••• M••••••••• I•••, P•••••••• 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 $200M to $224M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at portlandprivatewm.com (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R•••• D••••• D•• W••••• M••••••••• L••, S•• J•••• 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 $188M to $210M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at dunhamcpas.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
F••• S•••• T••••• W••••• P••••••• L••, B••••••••• 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 $89M to $99M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tuttlewealth.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; joined the current firm under a year ago.
A•••• A••••••• F•• W••••• M•••••••••, C••••••••• 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 $125M to $140M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at fitassetmanagement.com (apollo); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
N••••• J•••••• M•••••• F•••••••• S•••••••••, F••• W••••• 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 $59M to $104M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at moffattfs.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D••• T•••••• D•• F•••••••• C••••••• L••, C••••••• F••••• 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 $100M to $178M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at dbkfinancial.com (apollo); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M•••••• B•••• R•••••••••, M••••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $56M to $100M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at rcplanners.com (hunter); LinkedIn profile
Who else to call: 11 related advisors, 11 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•••• N••••••• D•• W••••• M••••••••• L••, S•• J•••• 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 $111M to $197M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at dunhamcpas.com (firm_website)
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.
C••••••••• C••••••• C•• W••••• M•••••••••, O••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its B•••line band.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $104M to $116M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cjcampbellassociates.com (apollo)
Before a call: a dated reason to call now.
T•••••• D••••• D••••• W••••• M••••••••• L••, O•• B••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $90M to $101M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at dillowwealth.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.
M••• S••••••••• F••••• I••••••••• C••••••••• I•••, 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 $166M to $186M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at frazeeinvestment.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.
H••••• C•••••• B••••• W•••••, 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 $61M to $109M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at beyond-wealth.com (hunter); LinkedIn profile
Who else to call: 13 related advisors, 11 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.
K•••••• S••••••• R••••• P••••••••• M••••••••• L••, M••••••••• P•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $31M to $56M, revenue at most $1M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at retirepittsburgh.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R•••••• K•••• R••••• P••••••••• M••••••••• L••, M••••••••• P•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $31M to $56M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at retirepittsburgh.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••• C••• V••••••• L••, R••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $34M to $60M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at brightonsecurities.com (firm_website); direct line printed for this person
Who else to call: 29 related advisors, 8 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•••••• B•••••• W••••• M••••••••• L••, S•• L••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $61M to $69M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at breiterwealth.com (firm_website)
Who else to call: 7 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; joined the current firm under a year ago.
D•••• J•••••• S••••••••• F••••••••, V••••• S••••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $87M; portable $74M to $82M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at silverbackfinancial.com (firm_website)
Before a call: a dated reason to call now.
J•••••• A••••• J•• C••••••• L••, P•••••••• K•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $57M; portable $49M to $55M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at jlacapital.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.
B•••••• M•••••• M•••••• W••••• M•••••••••, P•••••••• A•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $36M to $64M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at montoyawealth.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).
Before a call: a dated reason to call now.
M•••••• S•••••••• G••••••• C•••••• L••, C••••••• I•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $45M; portable $38M to $42M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at girdwoodcapital.com (firm_website); LinkedIn profile
Who else to call: 7 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.
S•••••• F•••••• I•••••• A••••••• G••••• L••, B••••••••• A•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $89M; portable $76M to $85M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at inteluswm.com (firm_website); direct line printed for this person; 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.
K••• D•••••• E••••• J••••, M•••••••• L•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at edwardjones.com (apollo); LinkedIn profile
Before a call: a dated reason to call now.
L••• M•••••• M•••••• W•••••, R••••••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $55M; portable $47M to $53M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mccartywealth.com (firm_website)
Who else to call: 15 related advisors, 15 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••••••• P•••••• S•• F•••••••• P•••••••• L••, N•• Y•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $55M to $61M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at smpfp.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).
Before a call: a dated reason to call now.
J•••• R•••••••• S••••• P•••• A••••••• L••, L••• O•••••• O•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $25M to $50M; portable $16M to $29M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at planserene.com (firm_website)
Before a call: a dated reason to call now.
B•••••• O••• T•••••••• F•••••••• L••, H••••••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $39M to $69M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at trusttreefinancial.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.

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