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

Martin Leclerc Barrack Yard Advisors, LLC, Chevy Chase, Md
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $67M; portable $57M to $63M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at barrackyard.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; joined the current firm under a year ago.
Asta Sanders Empowered Retirement, Inc., Roseland, Nj
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $79M; portable $67M to $75M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at empoweredretirement.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.
Sean Mcquown Ameriprise Financial Services, LLC, Palm Beach Gardens, Fl
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 ampf.com (hunter)
Before a call: a dated reason to call now.
P•••• G••••• A••••••••• F•••••••• S•••••••• L••, O••••••• T••••••• I•
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 ampf.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R•••• H••••••••• A••••••••• F•••••••• S•••••••• L••, G••••••••• S•
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 ampf.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
E••• F•••••••• A••••••••• F•••••••• S•••••••• L••, P•••••••• M•
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 ampf.com (hunter)
Before a call: a dated reason to call now.
B•••• B••• B••• W••••• M•••••••••, D••••••••• W•
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 $24M to $43M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wealthtender.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D••••• P••••••• B••••• C•••••• C••••••••• L••, N•••••• B••••• C•
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 $38M to $68M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mybridgecapital.com (firm_website)
Before a call: a dated reason to call now.
W••••• S•••• L••••••• F•••••••• M••••••••• L••, A••••••••• V•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $49M; portable $41M to $46M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at lodestarfm.com (firm_website)
Before a call: a dated reason to call now.
J••• D•••• J•• F••••••••, S••••••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $26M; portable $22M to $25M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at jkdfinancial.com (firm_website); LinkedIn profile
Who else to call: 8 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; joined the current firm under a year ago.
R•••• R••••• G••• R••••• A•••••••• L••, P••• B•••• G••••••• F•
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 $22M to $39M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at greyrhodesadvisors.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.
B•••• H•••••• A•••••• F•••••••• G••••• L••, A••••••• 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 $46M to $51M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at amherstfinancialgroup.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.
C•••••• W•••• B••••••••, F••• W••••••••• P•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $97M; portable $83M to $92M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at barrister.net (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.
T••••• M•••••• M•••••• W•••••, S•• R••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M; portable $42M to $48M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at manettawealth.com (firm_website)
Before a call: a dated reason to call now; joined the current firm under a year ago.
W•••• M••••••• J••• M••••• S••••••••• L••, M•••••••• L•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Direct
verified business email at jpmorgan.com (apollo)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A•••• G••••• G••••• C•••••• M•••••••••, S•••••• G•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $7M; portable $6M to $6M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at gainescapitalmanagement.com (firm_website)
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
E••• M•••••• O•••••••• W••••• A••••••• L••, M•••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $8M; portable $7M to $7M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at optometrywealth.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).
Before a call: a dated reason to call now.
U•••••• K••• G••••••••• F•••••••• P•••••••• L••, C••••• C•••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $2M; portable $2M to $2M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at greenlightfp.com (firm_website)
Who else to call: 42 related advisors, 42 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••••• W•••• T••• F•••••••• L•••, S• P•••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $18M; portable $15M to $17M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at whiteturffinancial.com (firm_website)
Before a call: a dated reason to call now.
B•••• B••••••• O••••• F•••••••• A••••••• L••, S••••••••• W•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $0M; portable $0M to $0M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at onwardfinancialadvising.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).
Before a call: a dated reason to call now.
T•••• L••••• T••••• F•••••••• G•••••••• L••, A••••••• G•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $10M to $11M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tandemguidance.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
K••••• H••••••••• H•• C••••••, S••••••••• S•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $7M to $12M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at hollifieldfinancial.com (firm_website); 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.
E••• E•••••• E•••••• F••••••••, F••• M••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $4M; portable $3M to $4M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at eubanksfinancial.com (firm_website)
Before a call: a dated reason to call now; joined the current firm under a year ago.
I••• H•••••••• O•••••• T•• B•• F•••••••• P•••••••• L••, W•••••••• I•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $10M; portable $9M to $10M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at otbfinancialplanning.com (firm_website); 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.
J•••••• S•••• S•••••• I•••• F•••••••• S•••••••• L••, E•••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $1M to $2M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at trueinsightscfo.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.
J•••••••• F••••• O••• D••• F•••••••• A•••••••, L••••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $15M; portable $13M to $15M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at opendoorfa.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.
T••• T••••• A•••• W•••••, S•• M•••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $2M; portable $2M to $2M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at anorawealth.com (firm_website)
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.
C•••• C•••••••• L•• R••• L••, D•••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $13M; portable $11M to $13M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at lfs-llc.com (firm_website)
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A•••• G•••••• A• W••••• M••••••••• P•••, S•••••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $8M to $14M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at agwealthm.com (firm_website)
Before a call: a dated reason to call now.
D•••••• G•••• G•••• A•••• M••••••••• L••, M••••••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $10M; portable $9M to $10M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at grantassetmanagement.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.
T••••• O• R•••• C••••••, L•• V••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $12M to $21M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at ratioholdings.com (firm_website)
Before a call: a dated reason to call now.
B••••• R•••• R•••• C•••••• A•••••••• L••, C••••••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $2M; portable $2M to $2M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at reynacap.com (firm_website); LinkedIn profile
Who else to call: 13 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.
K••• H••• H••••••• F•••••••• P•••••••• L••, A••••••• G•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $3M to $3M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at hilltopfp.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J••••• N•••••• T••• W••••• P•••••••, C•••••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $24M; portable $20M to $23M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at trekwealth.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.
C••••••••• C•••• O••••••• B•• W••••• P•••••••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
10-person high-confidence team
Contact
Direct
published business email at onepointbfg.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
R•••• F•••••• C••••••• W••••• M••••••••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
8 move with them
Contact
Direct
direct line printed for this person
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; practice size.
R••• H••••• T••••• F••• W•••••, D•••••• C•
no RAUM reported
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
8 move with them
Contact
Direct
published business email at twentyfourwealth.com (firm_website); direct line printed for this person
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
A•••••• S•••••• W••• W••••• G••••• L••, I•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Direct
published business email at bmlwealth.net (firm_website)
Who else to call: 18 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; practice size.
A••••• R••••• S••••• L••• C••••••• L••, M•••••••• L•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
8-person high-confidence team
Contact
Direct
published business email at fpwa.com (firm_website); LinkedIn profile
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
S•••• B•••••• W••• W••••• G••••• L••, I•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Direct
published business email at bmlwealth.net (firm_website)
Who else to call: 18 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; practice size.

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