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

Zachary Smith 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
No team seen
Contact
Direct
published business email at advisorscapital.com (firm_website); LinkedIn profile
Who else to call: 12 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.
Daniel Stefanski Joint Financial LLC, Franklin Lakes, Nj
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 jointfinancialplanning.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; practice size; joined the current firm under a year ago.
Jack Hanson Transamerica Financial Advisors, LLC, Dayton, Oh
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 (firm_style_estimate)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
P••• B•••••• T••••••• I••••••••• M••••••••• I•••, O••••• 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
verified business email at thrivent.com (firm_style_estimate)
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.
D••••• M••••• T••••• A••••••• S•••••••• I•••, H••••••• T•
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 truist.com (hunter)
Who else to call: 17 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
A••• B••• G••• A••••• W••••• M••••••••• L••, 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 austinwealthmgmt.com (firm_website)
Who else to call: 13 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.
J••••••• V•••• V•••• F•••••••• P•••••••, S••••••••• M•
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 vancefp.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
C••• M••••••• B••••••••• P•••••••, 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
published business email at ballentinepartners.com (firm_website)
Who else to call: 74 related advisors, 74 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•••••• P•••• E••••• F•••••••• G••••, C••••••• I•
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 embreefinancial.com (firm_website)
Before a call: a dated reason to call now; practice size.
T••• A•••••••• B••••••• S••••••••• C••••, 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 brightonsecurities.com (firm_website); direct line printed for this person
Who else to call: 30 related advisors, 13 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•••• W••••• T••••• A••••••• S•••••••• I•••, H••••••• T•
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 truist.com (firm_style_estimate)
Who else to call: 17 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
S••••• F••••• C•• A•••••••• L••, M••••••••• K•
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 envisageplanningus.com (firm_website); LinkedIn profile
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; joined the current firm under a year ago.
M•••••• K••••• 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: 13 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.
J••• S••••• E••••• J••••, F• W••••• T•
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.
E••• S••••••• 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at focuspartners.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••• M••••• A••••• A•• P••••••• S•••••••, M••••••• W•
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 tiaa.org (hunter); LinkedIn profile
Before a call: a dated reason to call now; practice size.
C••••••••• R•••••• A•••••• W••••• S••••••••, 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 avidianwealth.com (firm_website)
Who else to call: 39 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.
Y•••••• H•••• T••••••••• F•••••••• A•••••••• L••, A•••••• C•
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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
Q•••••• M•••••••• 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: 50 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.
P••••••• P•••• 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: 41 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.
M••• A••••••• V•••• F•••••••• A•••••••• I•••, T••••• F•
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 corebridgefinancial.com (apollo)
Who else to call: 28 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
L••• S•••••• F••••••• F•••••••• S••••••••• L••, B•••••••• 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 7pwealth.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.
C••••• P•••• E••••• F•••••••• G••••, C••••••• I•
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 embreefinancial.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.
R••••• I••• A••••••• C•••••• M••••••••• L••, R••••••••• 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 acmwealth.com (firm_website)
Who else to call: 15 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.
J•••• W••••• P••••••, M•••••••• N•
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 procyon.net (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.
S••••• R•• D••••••, P••••••• 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
published business email at pinnacleprivateadvisors.com (firm_website)
Who else to call: 34 related advisors, 34 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••••• L•••••• 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: 13 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••••••• T• V•••• 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); 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.
L••••• B•••• Q••••••• W••••• P•••••••• L••, D•••••• 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 quotientwealth.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.
A•••• A••••• 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: 13 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.
R••••• G••••• 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: 10 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.
B•••••• T••• 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); LinkedIn profile
Before a call: a dated reason to call now; practice size.
T••••••• H•••• T••••••••• F•••••••• A•••••••• L••, A•••••• C•
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: 19 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B•••••• J•••••• 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.
S••••• R••• U••••• W•••••• 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
No team seen
Contact
Direct
published business email at uniquewealth.com (firm_website); direct line printed for this person
Who else to call: 32 related advisors, 22 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.
K••••••• P••••••• 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: 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.
D•••• P•••••••• 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.
H••••• G••••• P•••••••• A•••••••, F••• M••••• F•
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 primerica.com (apollo)
Before a call: a dated reason to call now; practice size.
M••• R•••• F•••• P••••••• W•••••• 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 focuspartners.com (hunter); LinkedIn profile
Who else to call: 19 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.
E••• B•••••• 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 hometownretirementstrategies.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.

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