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

Jesse Henley Fisher\Smb, Carrollton, Tx
institutional 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 frs.net (firm_website)
Who else to call: 52 related advisors, 10 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.
Nicholas Fischer Brighton Securities Corp., Rochester, Ny
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.
Brandon Wendland Efs Advisors, Cambridge, Mn
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); direct line printed for this person
Before a call: a dated reason to call now; practice size.
Austin Schettler Focus Partners Wealth, LLC, Clayton, Mo
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: 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.
Jay Nelson 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: 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••••• M••••••• 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)
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.
J•••• B••• 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••• H•••••• 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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
K••••••• M••••• 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)
Who else to call: 3 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.
M•••••• H••••• A•••••• W••••• M••••••••• L••, C•••• M•••• 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 apollonwealth.com (firm_website)
Before a call: a dated reason to call now; practice size.
D•• C•••• T••••••••• F•••••••• A•••••••• L••, I•••••• 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: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
M••• S••••••• D••••••• A••••• C••••••• L••, R••••••••• S•
bank affiliated
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 dacapitalsc.com (firm_website); LinkedIn profile
Who else to call: 8 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••• F••••• N••••••••• M••••• I••••••••• S•••••••••, S•••••••• F•
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: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
S••••• M•••• A•••• W••••• A•••••••• L••, N••••••••• 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
No team seen
Contact
Direct
published business email at fincadia.com (firm_website); direct line printed for this person
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; practice size.
T••••• T••••••• C••• S••••• P•••••••, R•••••••• V•
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 carystreetpartners.com (firm_website)
Before a call: a dated reason to call now; practice size.
J•••••• D•••• 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)
Before a call: a dated reason to call now; practice size.
N••• K••• 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: 6 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.
P••• B•••••••• P••• A••••• S••••••••• L••, G••••••••• 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 cplanning.com (apollo); LinkedIn profile
Before a call: a dated reason to call now; practice size.
C••••• K•••• 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 kuligfinancial.com (firm_website)
Before a call: a dated reason to call now; practice size.
D•••• D••••••• C••••••• I••••••••• C•••••• I••, 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 crawfordinvestment.com (firm_website)
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.
E•••• S••• 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: 51 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.
B•••• H••••• T••••• A••••••• S•••••••• I•••, A••••••• G•
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: 22 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
A•••• S•••• B•••••• F••••• A•••••••, M••••••••• O•
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 bespokefamilyadvisors.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; joined the current firm under a year ago.
E•••• P•••••• N••••••• C•••••• M••••••••• I•••, S••••••• W•
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
direct line printed for this person
Who else to call: 19 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.
B••••••• M•••••••• L••••• F•••••••• S••••••••• L••, O••••••• P•••• 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 legacykc.com (firm_website); LinkedIn profile
Who else to call: 18 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.
S•••• K••••• 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: 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.
M••• 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; 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); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R•••••• H••••• M•••••• I•••••••••, 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 adviceperiod.com (firm_website)
Who else to call: 48 related advisors, 48 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.
F•••• F••• 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: 17 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•••••• 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.
A•••• F••••••• C••••••• I••••••••• C•••••• I••, 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 crawfordinvestment.com (firm_website)
Who else to call: 22 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.
M•••••• R•••• 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 zurillafinancial.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; practice size.
B•••••• S•••••• C••••• P••••••• P•••••••, L••••••• 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 ceterapartners.com (firm_website); direct line printed for this person
Who else to call: 11 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.
L•••• R••••••••• A••••••••• F•••••••• S•••••••• L••, B••• R••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ampf.com (hunter)
Before a call: a dated reason to call now.
M•••••• R••• G•••••••• F•••••••• G••••• L••, O••••••• T••••••• 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 vistamarkllc.com (firm_website); LinkedIn profile
Who else to call: 17 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; mid-move on the record.
A•••••• M•••••• A•••••• R••••••• C••••••, 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 lpl.com (firm_website)
Before a call: a dated reason to call now; practice size.
G••• M••••••• 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.
C••••••••• K•••• C••••••• • C••••••• I•••, M•••••• V•
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 cassaday.com (firm_website); LinkedIn profile
Who else to call: 51 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
G••• P••••••••• M•••••• F•••••••• I••••••••• M••••••••• I•••, C••••••• I•
institutional 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 mesirow.com (firm_website); LinkedIn profile
Who else to call: 50 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B•••••• B••••• T••••• A••••••• S•••••••• I•••, G••••••••• N•
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: 8 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.

Previous1001 to 1040 of 1,383Next

The advisor names past the first 5 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.