Advisors to call now

Books with a lower bound of $250M or more, at person or team scope.

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

Keith Lindberg Freedom Investment Management, Inc., Cranford, Nj
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
$250M+
Team book $500M to $1B; portable $284M to $506M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at freedomadvisors.com (hunter)
Who else to call: 8 related advisors, 8 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; joined the current firm under a year ago.
Cristina Raft Stone Oak Wealth Management, LLC, San Antonio, Tx
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
$250M+
Team book $250M to $500M; portable $178M to $316M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at stoneoakwealth.com (apollo); LinkedIn profile
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Missing: the full regulatory record; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Malea Hornback Bouvel Investment Partners, LLC, Fernandina Beach, Fl
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: joined the current firm 4 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $187M to $333M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at bouvel.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
M•••••• C•••••••• S•••• M••• A••••••• L••, F••••••••• 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: joined the current firm 5 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $208M to $371M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at sevenmileadvisory.com (hunter)
Who else to call: 14 related advisors, 13 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; joined the current firm under a year ago.
E••• R•••• R•••• W••••• M••••••••• L••, H•••••••• R••••• 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: 3 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $315M to $561M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at roselwealth.com (hunter)
Who else to call: 3 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••• V•••• M•••••• H••••••• F•••••••• A•••••••, W••• D•• M•••••• I•
bank affiliated
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.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $199M to $279M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at midwestheritage.com (hunter)
Who else to call: 3 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.
M•••••• P••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N•• Y•••• N•
wirehouse
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: 2.0 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $375M to $425M
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter)
Before a call: a dated reason to call now.
T•••• T••••••• E•••• W••••• M••••••••• I•••, K•••••••• W•
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; 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $431M to $767M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at elitewm.com (hunter)
Who else to call: 8 related advisors, 7 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.
K••••••• H••••• A••••••• I••••••••• C••••••••• L••, M••••••••• 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: 1.8 years at the current firm; 4 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $288M to $513M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at allodium.com (hunter); LinkedIn profile
Who else to call: 3 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•• M•••••• R•••••• W•••••• L••, F••••••• V•
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: joined the current firm 5 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $197M to $351M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at reframewealth.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: the full regulatory record; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
M••• A••••••• F••••• A••••••• L••, M••••••••• M•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable
Team
7 move with them
Contact
Direct
published business email at fathom-advisors.com (firm_website)
Who else to call: 10 related advisors (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.
T••• D••••• F••••• A••••••• L••, M••••••••• M•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable
Team
7 move with them
Contact
Direct
published business email at fathom-advisors.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; joined the current firm under a year ago.
E•••••••• S••••• F••••• A••••••• L••, M••••••••• M•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable
Team
7 move with them
Contact
Direct
published business email at fathom-advisors.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; joined the current firm under a year ago.
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.
N••••••• R••••• M•• F•••••••• A•••••••• L••, W••••••• 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 $147M to $262M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at mdtfa.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; joined the current firm under a year ago.
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.
T•••• S••••••• E••••••• W•••••• L••, N•••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $782M to $1.4B (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at everternwealth.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; joined the current firm under a year ago.
M••••••• A•••••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $450M to $801M
Team
4 move with them
Contact
Direct
published business email at fortawealth.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; joined the current firm under a year ago.
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.
B•••• S••••••••• E••••••• W•••••• L••, N•••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $782M to $1.4B (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at everternwealth.com (firm_website)
Before a call: a dated reason to call now; joined the current firm under a year ago.
M••••• A•••••• M•• F•••••••• A•••••••• L••, W••••••• 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 $147M to $262M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at mdtfa.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; joined the current firm under a year ago.
L•••• D••••• M•• F•••••••• A•••••••• L••, W••••••• 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 $250M to $279M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at mdtfa.com (firm_website)
Who else to call: 10 related advisors (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.
M•••••• L••••• E••••••• W•••••• L••, N•••••• F•
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
4 move with them
Contact
Direct
published business email at everternwealth.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; joined the current firm under a year ago.
J•••• S••••••• E••••••• W•••••• L••, N•••••• F•
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
4 move with them
Contact
Direct
published business email at everternwealth.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; joined the current firm under a year ago.
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.
C••• T••••• M•• F•••••••• A•••••••• L••, W••••••• 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 $250M to $279M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at mdtfa.com (firm_website)
Who else to call: 10 related advisors (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.
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.
W•••••• T••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $450M to $801M
Team
4 move with them
Contact
Direct
published business email at fortawealth.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; joined the current firm under a year ago.
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•••••• H••••• E••••••• W•••••• L••, N•••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $782M to $1.4B (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at everternwealth.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; joined the current firm under a year ago.
H••••••• M••••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $450M to $801M
Team
4 move with them
Contact
Direct
published business email at fortawealth.com (firm_website)
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; joined the current firm under a year ago.
D•••• M••••••• M•• F•••••••• A•••••••• L••, W••••••• 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 $147M to $262M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at mdtfa.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; joined the current firm under a year ago.
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.

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