Advisors to call now

Valuable practices with nothing current: worth knowing, not worth a call today.

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

Sean Hantes The Pitti Group Wealth Management, LLC, Victor, Ny
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at thepittigroup.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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Brandon Bineau Owl Creek Wealth Partners, Greenwood Village, Co
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm; 4 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at owlcreekwealth.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Colby Dotson Boyd Wealth Management, LLC, Sacramento, Ca
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at boyd-wealth.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S••••• G••••••• A••• W••••• M••••••••• L••, T••• R••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at ablewealth.co (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
E••• S••••• S••••••••• F•••••••• G••••• L••, H••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at sevenbridgefinancial.com (firm_website)
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
D••••• H••••• A••••• G••••• A•••• M••••••••• L••, W••• H••••••••• C•
mixed wealth
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.9 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at audentgam.com (firm_website)
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
C••••• M•••• 5• W•••••• L••, N•••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at 5twealth.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
D•••• J•••• P•••••• P•••••• W••••• M••••••••• L••, L••••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.8 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at paragonmgmt.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••••••• W•••• S••••••••• W••••• A•••••••• I•••, S•••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at shankervalleau.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.
C••••••• R••• S•••• O•• W••••• M••••••••• L••, S•• A••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 6 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at stoneoakwealth.com (apollo); LinkedIn profile
Missing: the full regulatory record; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
E••• R•••• R•••• W••••• M••••••••• L••, H•••••••• R••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 3 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at roselwealth.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
M••• V•••• M•••••• H••••••• F•••••••• A•••••••, W••• D•• M•••••• I•
bank affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 7 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at midwestheritage.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
T•••• T••••••• E•••• W••••• M••••••••• I•••, K•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 6 prior firm moves; 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at elitewm.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
K••••••• H••••• A••••••• I••••••••• C••••••••• L••, M••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.8 years at the current firm; 4 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at allodium.com (hunter); LinkedIn profile
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S••••••• G••••• T••• W••••• M•••••••••, R•••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm; 5 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tm-wealth.com (firm_website); LinkedIn profile
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
B•••• C•••••• D••••• L••, H••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at diazowealth.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
D•••• Y•••• H•••••• W•••••• I•••, L••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at hardingwealth.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
J••• D•••••••• G••••••• I••••••••• G••••• L••, M••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at glenwoodinvestment.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
J••••• H••••••• E•••••••• A••••••• P••••••• L••, O••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.8 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at eap-advisors.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
Z•••••• T••••• H••••••• W••••• M••••••••• G••••• L••, N••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at hwmgroup.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
K•••• F••••••• F••• E••••• P•••••••, N•• Y•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at five11partners.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).
Before a call: a dated reason to call now.
M•••••• M•••••• S•••••• I••••••••• M••••••••• L••, M••• H•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 12 months ago; 4 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at soaringinvestmentmanagement.com (firm_website)
Before a call: a dated reason to call now.
M•••••• S•••••••• C•• A••••••• I••, H••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.5 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cfmadvisorsinc.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
N••••• A••• D•••• P•••••• W•••••• L••, R•••• P••• B••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at davisprivatewealth.com (firm_website)
Before a call: a dated reason to call now.
J•••• F••••• S•••••• B•••• W•••••• L••, M••••• D•• R••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 12 months ago.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at siliconbeachwealth.com (hunter)
Before a call: a dated reason to call now.
L••••• M••••• S•••••• F•••••••• L••, N••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at saltboxfinancial.co (hunter); LinkedIn profile
Before a call: a dated reason to call now.
B•••• F••••••• M••••••• W••••• P•••••••, E•••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at momentumwealthplanning.com (firm_website)
Before a call: a dated reason to call now.
C••• A••••• C•••••• W•••••• L••, L•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.5 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at capitalwealth.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 usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
D•••••• D••••• O•••• W••••• P•••••• C•••••• L••, C••••••••• O•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at owprivatecapital.com (hunter)
Before a call: a dated reason to call now.
B•••• M•••• F•••••••• R•••••, C••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at financialrounds.com (hunter)
Before a call: a dated reason to call now.
B••••••• M••••• T••••• F••••••••• L•••••, H••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 9 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at thayerfinancial.com (hunter)
Before a call: a dated reason to call now.
A•••• H••••• L•••••••• P•••••••, E••• L••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.0 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at lifepointplanning.com (hunter)
Before a call: a dated reason to call now.
B•••• J•••••• S••••••• W••••• M•••••••••, C••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 12 months ago; 4 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at shepherdwm.com (hunter)
Before a call: a dated reason to call now.
B•••••• C•••••• A••••••• W••••• L••, C•••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.5 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at tagplanning.com (hunter)
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.
N••• W••••••• A• B••••• W•• F••••••••• L••, A••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at abetterwayfinancial.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
T•••• K•••••• V•••••• A•• C•••••• S••••••••• I•••, R••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at vaughanandco.com (hunter)
Before a call: a dated reason to call now.
T•••••• P•••• I•••••••• M•••••, D•••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M
Team
No team seen
Contact
Direct
verified business email at investorsmosaic.com (hunter)
Before a call: a dated reason to call now.
L•••• C••••• C••••• F•••••••• P•••••••• I•••, B•••• M•••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at colliefp.com (firm_website)
Before a call: a dated reason to call now.
K•••••• A••••••• M••••• F••••••••, R•••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at manukafinancial.com (hunter)
Who else to call: 5 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.
B••••• F••• C•••••• A•••••••• L••, C••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at centric.org (hunter)
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; 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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