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.
A newly filed adviser they own, or a new outside advisory or holding business.
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- Graig Stettner Oneascent Financial Services LLC, Birmingham, Alindependent 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 strategencecapital.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; practice size.
- Tamela Sperr Oneascent Financial Services LLC, Birmingham, Alindependent 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 strategencecapital.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; practice size.
- Richard Chen Veris Wealth Partners, LLC, New York, Nyindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- verified business email at veriswp.com (hunter)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- Z•••••• M••••• I••••••••• S••••• H•••••••• L••, K••• O• P••••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at indsquare.com (firm_website); 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; practice size.
- M•••••• W••••• P••• V••••• I•••••••••, M••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at pinevalleyinvestments.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; practice size.
- B•••• F•••••••• A•••••• C••••••• L••, N•• Y•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- verified business email at avestarcapital.com (hunter); LinkedIn profile
Before a call: a dated reason to call now; practice size.
- M•••••• M••••• P••• V••••• I•••••••••, M••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at pinevalleyinvestments.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; practice size.
- W•••••• L••••••• T•••• A•••••••• W••••• A•••••••• L••, S•••••• N•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at totalalignmentwealth.com (firm_website)
Before a call: a dated reason to call now; practice size.
- N••••••• L•••••• P••• V••••• I•••••••••, M••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- verified business email at pinevalleyinvestments.com (hunter); LinkedIn profile
Before a call: a dated reason to call now; practice size.
- J••••• D••••• P••• V••••• I•••••••••, M••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at pinevalleyinvestments.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; practice size.
- H•••• M•••• P••• V••••• I•••••••••, M••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at pinevalleyinvestments.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; practice size.
- C••••••••• O•••••• P••• V••••• I•••••••••, M••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at pinevalleyinvestments.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; practice size.
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