Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Books with a lower bound of $250M or more, at person or team scope.
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- John Dodd Catalyst Private Wealth, LLC, San Mateo, Caindependent 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.
- Thomas Robertson Oak Asset Management, LLC, Westlake Village, Caindependent 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.
- Michael Neill Marathon Financial Group, Boston, Maindependent 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.
- B••• M••••••• A••••• P•••••••• L••, 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 $355M to $397M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- published business email at aspect-partners.com (firm_website); LinkedIn profile
Who else to call: 20 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.
- R•• G•••••••• G•••••••• W••••• A•••••••• L••, L••••• R•••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $280M to $313M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at gutierrezwealthadvisory.com (hunter); 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.
- J••• N•• 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.
- J•••• 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.
- C•••• B••••••• S•••••• W••••• A••••••• L••, R•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $250M to $445M
- Team
- 4-person high-confidence team
- Contact
- Direct
- published business email at renotahoewm.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.
- D•••• G•••••••• G•••••••• W••••• A•••••••• L••, L••••• R•••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $280M to $313M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at gutierrezwealthadvisory.com (hunter); 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.
- N••••••• H••• 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.
- D•••• W••••• O•• A•••• M••••••••• L••, F••••••••• A•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.
- B•••••• C••••••••• 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)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- D••• J•••• B•••••••• W••••• P•••••••, B••••••• 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 $152M to $271M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at broadviewwp.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.
- C••••• S•••• S••••••••• P•••••••• L••, B••••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $465M to $828M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at stablepointpartners.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.
- C••••••••• V••••• F••••• W••••• P••••••• P•••••••, L••••••••• 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 $159M to $282M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at fwppartners.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.
- T••••• K••• S••••• V•••••• W••••• A••••••• L••, K••••• C•••• 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 $384M to $430M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at svwealthadvisors.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.
- T••••• M••••••• M•• F•••••••• S•••••••• L••, S••••• H•••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $307M to $343M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at mfpfinancial.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.
- M••••• M•••••• M•••••• W••••• M••••••••• L••, L•••••••• K•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $290M to $515M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at matternwealth.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.
- E••• M••••••• A••••••• F••••••••, W••••••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $231M to $258M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at lpl.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.
- C••••• V•••••• F•• A•••••••• I•••, F••••••••• H••••• 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 $151M to $269M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at financialarch.com (firm_website); LinkedIn profile
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- K•••••• E•••••• Q•••••• P•••••••• M••••••••• L••, N•• Y•••• N•institutional manager
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $170M to $302M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at qmpm.com (firm_website); LinkedIn profile
Who else to call: 32 related advisors, 30 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••• P•••••••• T••••••• W••••• S••••••••, S••••••• S••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $136M to $242M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at tailoredwealthsolutions.com (firm_website); direct line printed for this person; 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; joined the current firm under a year ago.
- J•••• B••• J•••••• W••••• M••••••••• L••, G•••••••• 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 $208M to $371M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- verified business email at jupiterwealth.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.
- K••••••• B••• C••••••• F••••• O••••••• L••, S•••••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $270M to $481M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at compoundfamilyoffices.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.
- T••• H•••••• H•••••• S••••••••• W••••• M••••••••• L••, N•• O••••••• L•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $525M to $587M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at hubbellstrickland.com (firm_website); 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.
- K••• C•••• M•••••• W••••• M••••••••• L••, L•••••••• K•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $492M to $550M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at matternwealth.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.
- J•••• R••• R••• F•••••••• P••••••• L••, K•••••••• 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 $230M to $410M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at rothfinancialpartners.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.
- T••••• H••• H• L• O••••• • C••••••• L••, G••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $201M to $357M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at hoytfamilywm.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.
- N••••••• G•••••• A••••••••• W••••• A•••••••, F••• 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 $168M to $298M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at aspenridgewm.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.
- A••• M•••••••• A••••• W•••••, W••••••• 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 $481M to $538M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at alteriwealth.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; joined the current firm under a year ago.
- C••••• S••••••••• H•••••• S••••••••• W••••• M••••••••• L••, N•• O••••••• L•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $525M to $587M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at hubbellstrickland.com (firm_website); 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.
- J••••••• Y••••• Y••••• W••••• S••••••••• L••, W••••••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $450M to $503M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at yargerwealth.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•••• B••• J•••••• W••••• M••••••••• L••, G•••••••• 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 $208M to $371M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- verified business email at jupiterwealth.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.
- C••••••••• C•••••• F•• A•••••••• I•••, F••••••••• H••••• 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 $257M to $287M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at financialarch.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.
- C•••••• C••••• S•••••••• W•••••• L••, L•••• S•••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $478M to $534M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at strongboxwealth.com (firm_website); 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.
- B•••• L••• N•••••• A•••••••• I•••, H••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $232M to $259M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at nesteggadvisors.net (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.
- T•••••• S••••••• Y••••• W••••• S••••••••• L••, W••••••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $265M to $471M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at yargerwealth.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.
- A••••• P••••••• P••••••• W••••• M••••••••• L••, S•••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $126M to $223M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at petersonwm.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.
The advisor names past the first 3 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.