Advisors to call now

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

Changes on what you follow · Describe your platform to see fit

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

Justin Widomski Twenty Four Wealth, Darien, Ct
no RAUM reported
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 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.
Quan Nguyen Catalyst Wealth Management LLC, Houston, Tx
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
published business email at catalystfg.com (firm_website); direct line printed for this person
Who else to call: 7 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.
Coleman Davis Catalyst Wealth Management LLC, Houston, Tx
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
published business email at catalystfg.com (firm_website); direct line printed for this person
Who else to call: 7 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.
G•••••• R•••••• 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
6 move with them
Contact
Direct
published business email at catalystfg.com (firm_website)
Who else to call: 7 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.
B•••• C••••••••• T••••••• A•••••• N••••••• L••, M••••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
verified business email at thrivent.com (firm_style_estimate)
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••••• J•••• 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
6 move with them
Contact
Direct
published business email at catalystfg.com (firm_website); direct line printed for this person
Who else to call: 7 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.
D••••• W••••••••• 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
6 move with them
Contact
Direct
direct line printed for this person
Who else to call: 7 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••• J•••• T••••••• A•••••• N••••••• L••, M••••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
verified business email at thrivent.com (firm_style_estimate)
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••••• P••• 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
6 move with them
Contact
Direct
published business email at twentyfourwealth.com (firm_website)
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.
E••• B••••• E•••••••• M••• A•••• M••••••••• L••, D•••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at ducharmewealth.com (firm_website)
Who else to call: 19 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
K••• H••••• G••• L••• A•••••••• L••, L••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
Contact
Direct
published business email at opuswmg.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; practice size; mid-move on the record.
W•••••• H••••••• N••••••••• M••••• I••••••••• S•••••••••, F•••••••• T•
no RAUM reported
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••••• P•••••• S•• C•••••• M••••••••• L••, B•••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
published business email at scsfinancial.com (firm_website); LinkedIn profile
Who else to call: 24 related advisors, 16 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•••• L•••••••• R•• A•••••••• L••, L••• B••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
Contact
Direct
published business email at sixpointfp.com (firm_website); direct line printed for this person; 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; practice size.
K••• M•••••• G••• L••• A•••••••• L••, L••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
Contact
Direct
published business email at opuswmg.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; mid-move on the record.
K••• H•••• R••••• W• B•••• • C•• I•••••••••, M•••••• W•••• W•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at rwbaird.com (hunter)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
C••••••••• H••••••• S•••••••• W••••• G••••, E••• P••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
Contact
Direct
published business email at strategicwg.net (firm_website); LinkedIn profile
Who else to call: 14 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; practice size.
C•••••• B•••• G••• L••• A•••••••• L••, L••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
Contact
Direct
published business email at opuswmg.com (firm_website); LinkedIn profile
Who else to call: 7 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; mid-move on the record.
J•••••• G•••• G••• L••• A•••••••• L••, L••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
Contact
Direct
published business email at opuswmg.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; practice size; mid-move on the record.
J•••••• H••••• G••• L••• A•••••••• L••, C••••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
Contact
Direct
published business email at opuswmg.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
R••• K•••• O•••• P••• A•••••••• L••, M•••••••• B••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at oceanpath.com (firm_website)
Who else to call: 56 related advisors, 51 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.
A•••••••• R•••• C••••••• P•••••••• I•••, D•• M•••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at compoundplanning.com (firm_website); direct line printed for this person; 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; practice size.
A••• B••••••••• N•• E••• W•••••, N•• Y•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at newedgefo.com (firm_website); LinkedIn profile
Who else to call: 22 related advisors, 22 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; joined the current firm under a year ago.
B•••••• R•••• 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
3 move with them
Contact
Direct
published business email at catalystfg.com (firm_website); direct line printed for this person
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; practice size.
J•••• C•••••••• F•••••••• P••••••• G••••• I•••, O••••••• P•••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at fpgkc.com (firm_website)
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
T••• B••••• O•••• P••• A•••••••• L••, M•••••••• B••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at oceanpath.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; joined the current firm under a year ago.
S•••• S••••••• N•• E••• W•••••, N•• Y•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at newedgefo.com (firm_website); LinkedIn profile
Who else to call: 22 related advisors, 22 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; joined the current firm under a year ago.
K••••••• S•••••••• E••••••••• I••••••••• G••••, W•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at ellenbecker.com (firm_website)
Who else to call: 19 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
E••• B••••• C••••••, M••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
verified business email at corient.com (hunter); LinkedIn profile
Who else to call: 57 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; practice size.
G•••••• A•••••• R•• W•••••, N••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at raiwealth.com (firm_website); LinkedIn profile
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
K•••• E••••••••• E••••••••• I••••••••• G••••, W•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at ellenbecker.com (firm_website)
Who else to call: 19 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••• R•••• E••••••••• I••••••••• G••••, W•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at ellenbecker.com (firm_website)
Who else to call: 19 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
A••••• F•••• T••••• A••••••• S•••••••• I•••, F••• L••••••••• F•
bank affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
verified business email at truist.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
S•••• L••••• T••••• A••••••• S•••••••• I•••, F••• L••••••••• F•
bank affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
verified business email at truist.com (firm_style_estimate)
Who else to call: 19 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
A•••••••• S•••••• N•• E••• W•••••, N•• Y•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at newedgefo.com (firm_website); LinkedIn profile
Who else to call: 22 related advisors, 22 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; joined the current firm under a year ago.
J••••• W••••••• N•• E••• W•••••, N•• Y•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at newedgefo.com (firm_website); LinkedIn profile
Who else to call: 22 related advisors, 22 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; joined the current firm under a year ago.
K••••••••• C•••••• N•••••• A•••••••, D•••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at fortiswa.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; practice size.
C••••••••• Z••••• 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
2 move with them
Contact
Direct
published business email at twentyfourwealth.com (firm_website); direct line printed for this person; LinkedIn profile
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•••• N••••••• F•••• K••• C••••••, K•••••• H•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email at kalacapitalpartners.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••• D••••• I•••••• W••••• S••••••••• L••, S•• R••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email at insight2wealth.com (firm_website); LinkedIn profile
Who else to call: 17 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.

Previous681 to 720 of 1,383Next

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.