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.
Valuable practices with nothing current: worth knowing, not worth a call today.
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- Mark Rapoza Barrett & Company, Providence, Riindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $265M to $471M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at barrettandcompany.com (firm_website); direct line printed for this person
Who else to call: 3 related advisors (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.
- Peter Harre Cauble & Harre Wealth Management, Inc., St. Louis, Moindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $256M to $286M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at chfwealth.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors (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.
- Ramu Ramiah Brook Capital, Brookfield, Wiindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $241M to $269M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at brookcapital.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••• C••••• C••••••••, L••••••••• K•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $441M to $785M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at castellangroup.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (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.
- M••• T•••• W••••••••• P•••••••• L••, B••••••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $383M to $429M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at wealthspanpartners.com (firm_website); LinkedIn profile
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•••••• A••••••• S•••• S•••• C•••••• A•••••••• L••, B•••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $136M to $243M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at sscainvest.com (firm_website)
Who else to call: 2 related advisors (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.
- P•••••• B••••• W••••••••• F•••••••• S•••••••• L••, S••••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $431M to $482M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at wealthcrest.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••••• C•••• P••••••• W••••• M••••••••• I•••, T••• C•••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $144M to $255M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at pathwayswm.com (firm_website)
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M•••••• S••••••• J•••• T• B•••••• • C••, E••• D•••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $257M to $458M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at borellos.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- R••••• K••••••• A•••• I••••••••• L••, W•••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $321M to $359M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at auour.com (firm_website)
Who else to call: 3 related advisors (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.
- L••• W•••••••• S•••••• F•••••••• P•••••••• L••, B•••••• B••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $154M to $275M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at sfpdenver.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.
- C••••••••• D•••••• D•••••• C•••••• M••••••••• I••, J••••••••• F•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $251M to $280M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at douglascapital.net (firm_website)
Who else to call: 2 related advisors (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.
- C••••••••• C••••• F••••••••, D•••••• B••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $212M to $238M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at financialteam.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••• O•••••• E••••••• C•••••• A••••••• L••, W•••••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $231M to $258M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at eastgateca.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (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.
- A••••• S••••••••• A•• I••••••••• P•••••••• L••, N•• Y•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $1.4B to $2.4B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at arsinvest.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••• B••••• C•••••• I••••••••• L••, D•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $2.5B to $2.8B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at cambiar.com (hunter); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••• G••••••• D••••• • B•••• I••••••••• A••••••• L••, P••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $281M to $500M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at dumontandblake.com (hunter)
Who else to call: 4 related advisors (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.
- J••• V•••••• S••••••••• W••••• A•••••••• I•••, S•••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $548M to $613M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at shankervalleau.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (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.
- M••• N••••• A•••• I••••••••• L••, W•••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $189M to $336M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at auour.com (firm_website)
Who else to call: 3 related advisors (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.
- M•••••• W•••••• W••••• E••••••••• A••••••• S•••••••• L••, L••••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1.0B
- Team
- No team seen
- Contact
- Direct
- published business email at wealthenhancement.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; mid-move on the record.
- T•••••• L•• F•••• A•••• M••••••••• L••, B••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Personal book $315M; portable $268M to $299M, revenue $500K to $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at forteassets.com (firm_website)
Before a call: a dated reason to call now.
- P•••••• M•••••• F•••••••• W••••• P•••••••• L••, B•••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $1.3B to $1.5B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at fwpwealth.com (firm_website); LinkedIn profile
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M•••••• L••••• T•• G•••••••• G••••• I•••, M••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $562M to $628M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at thegenwealthgroup.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••••• R••••• S••••••••• A••••••• G••••• L••, B••••••••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $274M to $306M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at stewardshipadvisory.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; mid-move on the record.
- J••••• M•••••••• L•••• A•••• M•••••••••, L••••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $194M to $344M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at lewisam.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (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.
- F•••••• C••••••••• M••••••• K•••••• • W••••• I••, M••••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $286M to $320M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at mkwinc.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••• L•••• M•• L•••• • A•••••••••, C••••• V•••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $350M to $391M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at mblevis.com (firm_website)
Who else to call: 2 related advisors (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.
- D••••• G•••••• B••••••••• F•••••••• A•••••••• I•••, B••••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $411M to $459M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at buttonwoodfa.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- W•••••• H••••• B•••••••• P•••••••• L••, H•••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $469M to $524M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at broadleafpartners.com (hunter); LinkedIn profile
Who else to call: 8 related advisors (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.
- P•••• B••••• B••• E••• C••••••• L••, R•••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $650M to $727M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at blueedgecap.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; 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•••••• S•••••••• T•• S••••••• G••••, P•••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $401M to $448M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at tsgadvisor.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- E••• S•••••• T•••••• W••••• A••••••• L••, S•• L••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $141M to $251M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at trinitywealth.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (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.
- M••• D•••••••• P••••••••• F•••••••• A•••••••• L••, O••••••• P•••• K•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $214M to $381M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at pfa-llc.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K•••• N•••••• N•• A•••••••• L••, S•• L••• O•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $280M to $313M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at nwmadvisors.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B••••• F••••••••• S••••••• F•••••••• M•••••••••, S•• R•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $236M to $264M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at spectrumfinancialmgmt.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- T•••••• M•••• W•••• P••• C•••••• L••, B••••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $366M to $409M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at whitepinecapital.com (firm_website)
Who else to call: 2 related advisors (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.
- S•••• H••••• R••••••• W••••• A••••••• I•••, F••••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $250M to $279M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at resoluteadvisor.com (firm_website); LinkedIn profile
Who else to call: 22 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- W•••••• L••• V•••• A•••••• G••••• L••, W••••• C••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $267M to $299M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at vistaadvisorgroup.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- G•••••• V•••• G•• C•••••• M••••••••• C• I••, W••••• C••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $304M to $339M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at gkvcapital.com (firm_website)
Who else to call: 1 related advisor (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.
- Y••••• M••••• E••••••• C•••••• M•••••••••, C••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $333M to $373M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- direct line printed for this person
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
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.