Advisors to call now

Valuable practices with nothing current: worth knowing, not worth a call today.

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Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

Kirsten Ashbaugh Manuka Financial, Richmond, Va
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $109M to $194M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at manukafinancial.com (hunter)
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.
Bently Ford Centric Advisors, LLC, Cypress, Tx
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $106M to $188M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at centric.org (hunter)
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Joann Huber Tessara Wealth, Burlingame, Ca
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $81M to $145M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at tessarawealth.com (hunter)
Before a call: a dated reason to call now.
P•••• D•••• W••••••• W••••• M•••••••••, T•••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$100M+
Book not estimable; portable $206M to $230M, revenue $250K to $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at waypointwm.com (hunter); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C•••••• B••••• A••••••• W••••• M•••••••••, S•••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $55M to $99M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at awmfl.com (firm_website)
Before a call: a dated reason to call now.
J••••• L••• D••••• L••, H••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $111M to $197M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at diazowealth.com (firm_website); LinkedIn profile
Who else to call: 8 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.
G••••••• V••••••• O•••••••• W••••• M•••••••••, G•••••• B••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 6 prior firm moves; 1.7 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $127M to $142M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at onesourcewm.com (firm_website)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
L•••••• G••••••• G•••••• I•••••• P•••••• W•••••• L••, G•••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 7 prior firm moves; 1.1 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $115M to $205M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at graniteislands.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
N•••• K••• K••• C•••••• A••••••• L••, V•••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $102M to $182M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at kirkcapitaladvisors.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 11 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.
M•••••• P•••••• C•• A••••••• I••, H••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $101M to $180M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cfmadvisorsinc.com (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A•••• S•••• L••••••• C••••••• L••, G•••• R•••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $52M to $93M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at luministcapital.com (hunter)
Before a call: a dated reason to call now.
B•••••• R••••• K•••••• W••••• I••••••••• A•••••••• L••, M•••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $107M to $191M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at kinetic-wealth.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.
P•••• T••••• B••••• W••••• A•••••••, L•• V••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $103M to $184M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at baumanwealth.com (hunter)
Who else to call: 7 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.
V•••••• G•••••••• B••••• W••••• A•••••••, L•• V••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.8 years at the current firm; 5 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $103M to $184M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at baumanwealth.com (hunter)
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (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.
M•••• M••••• D•••• F•••••••• A•••••••• I••, K••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.0 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $117M to $208M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at dfa1.com (hunter)
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••• C•••••••• T•• C••••••• G•••• L••, W••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.9 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $124M to $221M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at thecliffordgrp.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
L•••• F••••• W••••• P••••••• G••••, L•••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 6 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $56M to $100M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at wisdompg.com (hunter); LinkedIn profile
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.
G••• R•••• W••••••••• I•••••••••, G•••••••• V••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 5 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $86M to $154M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at wealthbuilders.net (apollo); LinkedIn profile
Who else to call: 4 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.
W•••••• T••••• K••• C•••••• A••••••• L••, V•••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $174M to $195M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at kirkcapitaladvisors.com (apollo); direct line printed for this person; 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.
J•••• H••••• C•••••• F•••••••• S••••••• L••, A•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $104M to $185M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at capstarfinancial.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.
J•••• H••••••• K••••••• F•••••••• S•••••••• L••, N•• C•••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $83M to $147M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at kisslingfinancial.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.
P•••• M•••• R••••••••• C•••••• M•••••••••, N••••••• P•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.2B to $1.7B
Team
5 move with them
Contact
Direct
verified business email at rockco.com (apollo); 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; mid-move on the record.
S••• M••••••• R••••••••• C•••••• M•••••••••, N••••••• P•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.2B to $1.7B
Team
5 move with them
Contact
Direct
verified business email at rockco.com (apollo)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
M•••••• C••••••• T•• C••••••, P••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $202M to $359M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at tfr-inc.com (firm_website); 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.
W•••••• P••••• 1••• C•••••• P•••••••, G••••••••• 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 $322M to $574M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
verified business email at 1808capital.com (hunter)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A••• R•••••• C••••••••• A••••••• G••••• L••, O••••••• P•••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $235M to $263M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at lpl.com (firm_website)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A••• H•••• I••••• C•••••• P••••••• L••, G•••••••• V••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $313M to $557M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at impact-cp.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••••• C•••••• P••••••• L••, G•••••••• V••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $532M to $594M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at impact-cp.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S•••••••• W••••••• T•• C••••••, P••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $202M to $359M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at tfr-inc.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.
J••••••• A•••• I••••• C•••••• P••••••• L••, G•••••••• V••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $313M to $557M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at impact-cp.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.
M••••••• S•••• C••••••• P•••••• W•••••• L••, S•• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at catalystprivatewealth.com (hunter); 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.
B•••• W••••• C••••••• P•••••• W•••••• L••, S•• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at catalystprivatewealth.com (hunter); 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.
A•••••••• F•••• S••••• A•••••••• L••, S•• F••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $2.0B to $2.3B (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at sentryadv.com (firm_website)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
G•••••• P••••• S••••• A•••••••• L••, S•• F••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $2.0B to $2.3B (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at sentryadv.com (firm_website)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C•••••••• P••••• C•••••• W••••• M••••••••• P•••••••, F••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $197M to $351M, revenue at most $5M (transfer share is a judgment)
Team
4-person high-confidence team
Contact
Direct
published business email at clarionwealth.com (firm_website)
Who else to call: 42 related advisors, 41 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••• D••• C••••••• P•••••• W•••••• L••, S•• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at catalystprivatewealth.com (hunter); LinkedIn profile
Who else to call: 5 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.
T••••• R•••••••• O•• A•••• M••••••••• L••, W••••••• V••••••• 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 $352M to $393M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at oakasset.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.
M•••••• N•••• M••••••• F•••••••• G••••, 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 $154M to $274M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at meetmarathon.com (hunter)
Who else to call: 9 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.
S•••••• H•• S••••• A•••••••• L••, S•• F••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $1.2B to $1.7B (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at sentryadv.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.
D•••• Y•••• C•••••• W••••• M••••••••• P•••••••, F••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $336M to $375M, revenue at most $5M (transfer share is a judgment)
Team
4-person high-confidence team
Contact
Direct
published business email at clarionwealth.com (firm_website)
Who else to call: 41 related advisors, 41 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.

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