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

Eric Kellar Valic Financial Advisors, Inc., Burlington, Ma
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-05-06 after 25 years in the industry, not as part of a same-week firm licensing class
  2026-05-06 (5 months ago). At broker-dealer affiliated firms, 8.8% with this moved within a year against 5.3% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at corebridgefinancial.com (apollo); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
Jonathan Caprilli Audent Global Asset Management, LLC, West Hollywood, Ca
mixed wealth
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 8 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $226M to $403M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at audentgam.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: the current role; 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.
Michael Allende Bridge Generations Wealth Management, South Miami, 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: 1.6 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $130M to $231M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at bridgewm.com (hunter)
Who else to call: 8 related advisors, 4 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•••••• S•••• A••••••• F•••••••• A•••••••• L•••, M•••••••• G•
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
$250M+
Team book $500M to $1B; portable $808M to $903M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at afainvestments.com (firm_website); 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••• O••••••• F•••••• I••••••••• M••••••••• I•••, S•••• W••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly 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: 12 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
K•••• L••••••• F•••••• I••••••••• M••••••••• I•••, C•••••••• 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
$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.
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.
B•••• M•••• F•••••••• R•••••, C••••••••• O•
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: 1.7 years at the current firm.
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 financialrounds.com (hunter)
Who else to call: 10 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.
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.
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.
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.
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•••• W••• G••••• W•••••, J••••••• 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: owner of an adviser first filed in the last year where they are not yet registered; joined the current firm 9 months ago.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $79M to $141M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at graetzwealth.com (hunter)
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.
A•••• F••••• C••••••• P•••••••• I•••, N•• Y•••• 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: 1.7 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
published business email at compoundplanning.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.
M•••• V•••• S••••• T•••• A•••••••• L••, N•• Y•••• 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
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
verified business email at summittrail.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; practice size.
D•••••• P••••• S••••• T•••• A•••••••• L••, N•• Y•••• 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at summittrail.com (hunter)
Before a call: a dated reason to call now; practice size.
D••••• L•• P•••••• W••••• M••••••••• L••, I•••••• 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: 1.2 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at perigonwealth.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; practice size.
D••••• K••• K•• I••••••••• S••••••• L••, A•• A••••• M•
bank affiliated
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at keybank.com (hunter)
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
K•••••• C••••• V•••••• C•••••• M••••••••• I•••, P••••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Exceptional band, mainly on conditions measured as going with moving: 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at versantcm.com (apollo); LinkedIn profile
Who else to call: 11 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
M•••••• P••••••• F•••• T•••• S••••••••• I•••, B••••••••• F•
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: joined the current firm 7 months ago; 5 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at 53.com (hunter)
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; joined the current firm under a year ago.
J••• R•••••• M••••• S••••••, C••••••• I•
wirehouse
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: joined the current firm 9 months ago; 4 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter); LinkedIn profile
Who else to call: 38 related advisors, 15 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
L••• G•••••• M••••• F••••• O•••••, D•••••• T•
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at matterfamilyoffice.com (firm_website)
Who else to call: 5 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.
N••••••• W••• F••••••••, 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 on many small effects, none decisive.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at forefrontwp.com (firm_website)
Before a call: a dated reason to call now; practice size.
C•••• G••• M••••• S••••••, H••••••• T•
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: joined the current firm 1 month ago; 4 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter)
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; joined the current firm under a year ago.
B••••••• K••••• F••••••••• C••••••, E•• B••••• H•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band on many small effects, none decisive.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at forthrightcps.com (hunter); LinkedIn profile
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Who else to call: 13 related advisors, 13 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
J••• S•••• W••• W••••• G••••• L••, I•••••• 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: 1.2 years at the current firm; 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
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.
T•••• L••• W••••• J•••••• W•••••, H••••••• T•
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: joined the current firm 6 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at wjohnsonwealth.com (hunter); LinkedIn profile
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Who else to call: 37 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
J••••• D•••••• C•••••• S••••• C•••••• M••••••• L••, P•••••• V••••••• K•
FORMER_SEC_ADVISER
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at mycscm.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.
R•••••• K••••• P••••••• A•••••••, 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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at pinnacleadvisors.com (firm_website)
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; practice size.
S••••• P•••••• G•• W••••• M•••••••••, F••••• M••••• T•
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: joined the current firm 9 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at gdswealth.com (apollo); LinkedIn profile
Who else to call: 23 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
E•••• D••••••• M••••• S••••••, W••• H•••••••• C•
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: joined the current firm 9 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter)
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; joined the current firm under a year ago.
F•••• H•••••• N••••••••• M••••• I••••••••• S•••••••••, L• J••••• C•
no RAUM reported
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: joined the current firm 9 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at nm.com (apollo); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
C•••• P•••••• K••••• W••••• M••••••••• I•••, 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 8 months ago.
Timing
Model band only
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 kaydanwealth.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; joined the current firm under a year ago.
J••••• T••••••• M••••• F••••• O•••••, D•••••• T•
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at matterfamilyoffice.com (firm_website)
Who else to call: 6 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.
K••• W•••• P••••••• A•••••••, 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.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at pinnacleadvisors.com (firm_website)
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; practice size.
C•••••• D•••• M••••• S••••••, O•• B••••• I•
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: 1.2 years at the current firm; 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter); LinkedIn profile
Who else to call: 10 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.
J••••• C•••••• S••••••••• W•••••, S•••••• N•
mixed wealth
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
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at julietcardona.com (firm_website)
Who else to call: 13 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.
J••••• B••••••• G•••••••• F•••••••• G••••• L••, O••••••• T••••••• I•
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: joined the current firm 12 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at goldstonefinancialgroup.com (hunter)
Who else to call: 28 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
C•••• D•••• U••• B•••••• A•••••••• L••, M••••••• W•
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: joined the current firm 7 months ago; 4 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at usbank.com (adapter:us_bancorp); direct line printed for this person
Who else to call: 4 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.

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