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

Corie Gabriel Advisors Capital Management, LLC, Ridgewood, Nj
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 acmwealth.com (firm_website)
Who else to call: 12 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.
Bryan Sarff Intellicents Investment Solutions Inc, Albert Lea, Mn
mixed wealth
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
No team seen
Contact
Direct
published business email at intellicents.com (firm_website)
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
Michael Skolnick Avior Wealth Management, LLC, Omaha, Ne
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; joined the current firm under a year ago.
L•••• J••••• 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)
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.
J•••• F•••••• G•••• V••••• A•••••• G••••• L••, B•••••• P•
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 swanwealthmg.com (firm_website); LinkedIn profile
Who else to call: 24 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
K•••• M•••••• R••••••••• F••••••••• I•••, L•••••••• K•
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
No team seen
Contact
Direct
published business email at rademacherfinancial.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.
C•••••••• S••••••• E••••• J••••, M•••••••• G•
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
No team seen
Contact
Direct
verified business email at edwardjones.com (apollo); LinkedIn profile
Before a call: a dated reason to call now; practice size.
A••• S••••• F•••• P••••••• W•••••• L••, W••••••••• 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
verified business email at focuspartners.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.
J••• S•••• V•••••• P•••• W••••• M•••••••••, 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
No team seen
Contact
Direct
published business email at vpwealthmgmt.com (firm_website); LinkedIn profile
Who else to call: 14 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••• N••••• T••••••••• F•••••••• A•••••••• L••, D•••••• 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
No team seen
Contact
Direct
verified business email at tfaconnect.com (hunter)
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.
W•••••• D•••••• X••• S•••••••, 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 findpeaceandfreedom.com (firm_website)
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
K••• I•••• F•••• P••••••• W•••••• L••, S••••••••• A•
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); LinkedIn profile
Who else to call: 21 related advisors, 7 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•••• H•••••• P•• W••••• M•••••••••, M•••••••• P•
bank affiliated
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 pnc.com (firm_style_estimate)
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.
R••• M••••••• V••••• N••••••• A••••••• I••, B••••••••• P•
broker-dealer affiliated
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 valleynationalgroup.com (firm_website); 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.
F••••• M•••• A••••••• C•••••• M••••••••• 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
Team
No team seen
Contact
Direct
published business email at acmwealth.com (firm_website)
Who else to call: 14 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.
M•••••• O•••••• D•• W•••••• 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 disciplineadvisors.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).
Before a call: a dated reason to call now; practice size.
B••••• A•••• O••••••• A•••• M••••••••• L••, B••••••••• A•
bank affiliated
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 oakworth.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; joined the current firm under a year ago.
C•••• C••••• F•••• P••••••• W•••••• 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
verified business email at focuspartners.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•••••• H•••••• A•••• W••••• M••••••••• L••, F••• W••••• 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 aspenwealthmgmt.com (firm_website)
Who else to call: 9 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; joined the current firm under a year ago.
A••••• K•••• W•••••• C••••• F•••••••• A••••••• L••, M••••••• 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 walknercondon.com (firm_website); LinkedIn profile
Who else to call: 19 related advisors, 18 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•••••••• F•••••• B•• W••••• M•••••••••, 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 bgm360.com (firm_website); LinkedIn profile
Who else to call: 15 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.
C••••• D•••••• W••••••••• A•••••••, 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
published business email at wealthspire.com (firm_website); direct line printed for this person
Before a call: a dated reason to call now; practice size.
C••••••••• B••••• N••••••••• M••••• I••••••••• S•••••••••, S•• A••••••• 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
No team seen
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
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.
A•••••••• H••••• F••••• M••••• W••••• A•••••••• L••, K••••• C•••• 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 us.forvismazars.com (firm_website); direct line printed for this person
Before a call: a dated reason to call now; practice size.
C•••••• T••••• S••• W••••• A•••••••, P••••• 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 sfmg.com (firm_website); LinkedIn profile
Who else to call: 17 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.
S••••• L••••• 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: 10 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.
D•••• O•••• M••• W•••••, 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
No team seen
Contact
Direct
published business email at maiawealth.com (firm_website)
Before a call: a dated reason to call now; practice size.
S••• P••••••• 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)
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; joined the current firm under a year ago.
M•••• S•••• R•••••• D••••••••• W••••• M•••••••••, W••••• C••••• 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 destinationwm.com (firm_website)
Who else to call: 43 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.
K••• G••••• F•••• P••••••• W•••••• L••, K•••••••• 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
verified business email at focuspartners.com (hunter)
Who else to call: 31 related advisors, 27 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••• G••••••• E•• A•••••••, C••••••••• 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
No team seen
Contact
Direct
published business email at efsadvisors.com (firm_website)
Before a call: a dated reason to call now; practice size.
J•• B• S••• M••••• W••••• M••••••••• L••, N•• 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 moderawealth.com (firm_website)
Who else to call: 17 related advisors, 9 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••••• H•••• I•••••• I••••••••• L••, M•••••••• I•
asset manager
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 inspireinvesting.com (firm_website)
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••• H•••• F••••••• P•••••• L•••••• L••, R••••••• 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
No team seen
Contact
Direct
published business email at javelin19.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.
T•••••• L••••••••• T••••••• A•••• M••••••••• L••, S•• A••••••• 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 tamgmt.com (firm_website)
Who else to call: 4 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.
B•••••• L••••• F•••• P••••••• W•••••• 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
verified business email at focuspartners.com (hunter)
Who else to call: 14 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.
K••••• D•••••• W••• W••••• G••••• L••, 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 bmlwealth.net (firm_website)
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
L•••• H••••• C•••••• B••••• A•••••••, M••••••• 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 coastalbridgeadvisors.com (firm_website)
Who else to call: 11 related advisors, 6 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.
L••••• C•••••• V••••• P••••••• W••••• A•••••••, F••• W••••• 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 vestia.com (firm_website); LinkedIn profile
Who else to call: 12 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; practice size; joined the current firm under a year ago.
A••• R••••• F•••• P••••••• W•••••• L••, C••••••• 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
verified business email at focuspartners.com (hunter)
Who else to call: 19 related advisors, 19 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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