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

Conor Gum Ameriprise Financial Services, LLC, Bethlehem, Pa
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Direct
verified business email at ampf.com (hunter)
Who else to call: 35 related advisors, 35 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.
Gavin Dooley Apollon Wealth Management, LLC, Charleston, Sc
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 apollonwealth.com (firm_website)
Before a call: a dated reason to call now; practice size.
Joseph Grabar Fortress Private Ledger, LLC, Raleigh, Nc
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Direct
published business email at fortressfp.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.
J•••• B•••••• P•••••••• F•••••••• A•••••••, B•••••• M•
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
No team seen
Contact
Direct
published business email at penobscotfa.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••• H•••••• S•••••• W••••• A••••••• L••, L••••••• R••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Direct
published business email at mycenturywp.com (firm_website); direct line printed for this person
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
L••••• O••••••• T••••••••• W••••• M•••••••••, C••••• B• T•• S••• 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-person high-confidence team
Contact
Direct
published business email at gordonwealth.net (firm_website); LinkedIn profile
Who else to call: 6 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; joined the current firm under a year ago.
T•••• T••••••• S••••• W••••• G••••, C••••••• S••••••• C•
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 summitwealthgroup.com (firm_website); direct line printed for this person
Before a call: a dated reason to call now; practice size.
R•••••• D•••••••• U•••••• W••••• P•••••••, 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
2-person high-confidence team
Contact
Direct
published business email at unitingwealth.com (firm_website); LinkedIn profile
Who else to call: 8 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; practice size.
A••• C•••••• C••••••• P•••••••• I•••, C•••• 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 compoundplanning.com (firm_website); direct line printed for this person; 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; practice size; joined the current firm under a year ago.
R••• B••• C••• C•••••• M••••••••• L•••, C••••••••• O•
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 $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at crewcapital.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•••••• C•••••• C••••••••• I••••••••• A•••••••• L••, F•••••• 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-person high-confidence team
Contact
Direct
published business email at fg-wealth.com (firm_website)
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••••••• G••••• S•••• W••••• M••••••••• L••, P•••••• W•
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 lpl.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; practice size.
J•••• S•••• S••••• F••••••••, O•••••• C•
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 securawm.com (firm_website); LinkedIn profile
Who else to call: 10 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.
C•••• H•••••• S••••• F••••••••, O•••••• C•
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 securawm.com (firm_website); 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; joined the current firm under a year ago.
M•••••• M••••• V•••••• A•••••••• L••, C••••••• I•
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 vestgen.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; practice size.
J••• D•••• N••••••••• M••••• I••••••••• S•••••••••, H•••••• A•
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-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
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.
M•••••• C•••••••• W•••••• J••••• C•••••• M••••••••• I•••, B••••••• C•
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 charletonfinancial.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; practice size; joined the current firm under a year ago.
A••••• R•••• 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
No team seen
Contact
Direct
published business email at scsfinancial.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; practice size.
E••••• M••••••• R•• W••••• B•••••••• 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 rmrwealth.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.
R•••••• T••••• T••••••• S••••••• A•••••••, I••••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Direct
published business email at conservationwm.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; practice size.
T•••••• K••••• P••••••••• S••••••••• C•••••••••, P•••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Direct
published business email at finaltllc.com (firm_website)
Who else to call: 25 related advisors, 24 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•••••• A•••••• N••••••••• M••••• I••••••••• S•••••••••, H•••••• A•
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-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual); direct line printed for this person; LinkedIn profile
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.
A•••••• T••••• 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
No team seen
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.
J•••••• S•••••• A••••••••• I••••••••• A•••••••• L••, M•••••••• F•
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 $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at ffs1.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.
B•••• S••••••• 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
No team seen
Contact
Direct
published business email at insight2wealth.com (firm_website); LinkedIn profile
Who else to call: 17 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.
W•••••• C••••• S•• W••••• A•••••••• L••, 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
No team seen
Contact
Direct
published business email at saxwa.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; practice size.
N••••••• P•••• A•••••• W••••• M••••••••• L••, C••••••••• S•
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 apollonwealth.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; practice size.
A••• W••••• N•••••••• P•••••••• L••, H••••• S•
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 northrockpartners.com (firm_website)
Who else to call: 8 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; practice size; joined the current firm under a year ago.
C•••••• E•••••• 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
2-person high-confidence team
Contact
Direct
published business email at catalystfg.com (firm_website); direct line printed for this person
Who else to call: 6 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.
R••• B••••••• V•••••• A•••••••• L••, C••••••• I•
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 vestgen.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; practice size.
C••••• B•••• N••••••••• M••••• I••••••••• S•••••••••, D•••••• 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
2-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
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.
J•••• C••••• H••••• I••••••••• A•••••••• L••, L••••••••• M•
mixed wealth
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 harborllc.com (firm_website)
Who else to call: 30 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•• F•••• W••••••••• A•••••••, D••••••••• W•
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 wealthspire.com (firm_website); 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.
B•••• K•••• A•••• W••••• M••••••••• L••, O••••• 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 avior.com (firm_website)
Who else to call: 5 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; practice size.
G••••• P••• F•••• P••••••• W•••••• L••, G•••••••• V••••••• C•
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 focuspartners.com (hunter)
Who else to call: 24 related advisors, 12 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.
M•••••• B•••• C••••• M••••••, 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
No team seen
Contact
Direct
published business email at larsonfs.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; practice size.
W•••••• H•••••• P••••••• A•••••••, M••••••••• O•
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 pinnacleadvisors.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; practice size.
A•• S•••• I••••• F••••••••, 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
No team seen
Contact
Direct
published business email at intrua.com (firm_website); LinkedIn profile
Who else to call: 15 related advisors, 14 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•••• S••••••• C••••••••• I••••••••• A•••••••• L••, T••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Direct
published business email at fg-wealth.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; practice size.
W•••••• S••••• S•• C•••••• M••••••••• L••, A••••••• G•
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 scsfinancial.com (firm_website); LinkedIn profile
Who else to call: 12 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.

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