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.
Anything dated in the last 90 days, measured or not.
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- Emily Weed Emerald Advisors, LLC, Bellevue, WaCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)2026-07-30 (58 days ago). At independent RIAs, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at emeraldadv.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
- Michael Smith Emerald Advisors, LLC, Bellevue, WaCall-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)2026-07-30 (58 days ago). At independent RIAs, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at emeraldadv.com (hunter); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- Frank Friedler Freegulliver, LLC, New Orleans, LaCall-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-09-22)2026-09-22 (4 days ago). At independent RIAs, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at freegulliver.com (apollo)
Missing: the full regulatory record; who works with them (team unresolved).
- S••••• L••••• A••••••• W••••• M••••••••• G••••• L••, F••••••••• N•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-02)2026-09-02 (24 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at alliancewmg.com (hunter)
Missing: a meaningful reason; who works with them (team unresolved).
- T••••• M••••• A••••••• W••••• M••••••••• G••••• L••, F••••••••• N•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-02)2026-09-02 (24 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at alliancewmg.com (hunter); LinkedIn profile
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved).
- A•••••• P•••••• B•••• T••• L••, M••••• F•institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-07-30)2026-07-30 (58 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at blacktoro.us (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- M•••••• H••• E•••••• A•••••••• L••, B•••••••• W•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)2026-07-30 (58 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at emeraldadv.com (hunter)
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- M•••••• M••••••• E•••••• A•••••••• L••, B•••••••• W•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-30)2026-07-30 (58 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at emeraldadv.com (hunter)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- M•••••• B••• B•••• T••• L••, M••••• F•institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-07-30)2026-07-30 (58 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at blacktoro.us (hunter); LinkedIn profile
Before a call: joined the current firm under a year ago.
- E••• P•••••• P•••••• W••••• S••••••••• L••, C••••••••• C•Call-readyindependent RIA
- passed the Series 63 on 2026-07-22 after 6 years in the industry, not as part of a firm licensing class2026-07-22 (2 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at privatewealthsolutions.com (hunter)
Missing: who works with them (team unresolved).
- P•••• B•••• R••••••••• C•••••• M••••••••• I••, J••••••••• F•Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-07-10)2026-07-10 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at riverplacecapital.com (firm_website)
Missing: the full regulatory record; who works with them (team unresolved).
- T•••• K•••••• R••••••••• C•••••• M••••••••• I••, J••••••••• F•independent RIA
- 40% of this office left for other firms in the last six months (latest 2026-07-10)2026-07-10 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at riverplacecapital.com (firm_website)
Before a call: joined the current firm under a year ago.
- J••• P••••• C••••• F••••••••• L••, G••• A••••• V•Call-readyindependent RIA
- 60% of this office left for other firms in the last six months (latest 2026-07-07)2026-07-07 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at clarisfinancial.com (firm_website); LinkedIn profile
Missing: who works with them (team unresolved).
- D•••••• T••••• C••••• F••••••••• L••, G••• A••••• V•Call-readyindependent RIA
- 60% of this office left for other firms in the last six months (latest 2026-07-07)2026-07-07 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at clarisfinancial.com (firm_website)
Missing: who works with them (team unresolved).
- M•••••• G••••• C••••• W••••• M•••••••••, B•••••• B••••• F•Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)2026-07-06 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at castlewm.com (firm_website); LinkedIn profile
Missing: who works with them (team unresolved).
- S•••• W••••• C••••• W••••• M•••••••••, B•••••• B••••• F•Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)2026-07-06 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at castlewm.com (firm_website); LinkedIn profile
Missing: the current role; who works with them (team unresolved).
- M•••••• K••••• C••••• W••••• M•••••••••, B•••••• B••••• F•independent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)2026-07-06 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at castlewm.com (firm_website); LinkedIn profile
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- M•••• K••••• C••••• W••••• M•••••••••, B•••••• B••••• F•independent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)2026-07-06 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at castlewm.com (firm_website); LinkedIn profile
Missing: the full regulatory record; the current role; who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- C•••••••• W••••• C••••• W••••• M•••••••••, B•••••• B••••• F•Call-readyindependent RIA
- 50% of this office left for other firms in the last six months (latest 2026-07-06)2026-07-06 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at castlewm.com (firm_website); LinkedIn profile
Missing: who works with them (team unresolved).
- G•••••• K••• A•• I••••••••• P•••••••• L••, N•• Y•••• N•Call-readyindependent RIA
- passed the Series 63 on 2026-06-29 after 10 years in the industry, not as part of a firm licensing class2026-06-29 (3 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- Value
- $250M+
- Team book $1B+
- Team
- No team seen
- Contact
- Direct
- published business email at arsinvest.com (firm_website)
Missing: a usable practice size; who works with them (team unresolved).
- J••• J•••••• J•• W••••• M••••••••• L••, H•••••••• R••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••2026-09-11 (15 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).L••• N••••• to G••••••• R•••• C•••••• L••
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at jplwm.com (firm_website)
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- D•••• K•••• R••••••••• P••••••• G••••• L••, M••••• N•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-04. null went to S••••• O•• S••••••••• I•••2026-09-04 (22 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).N•••••• D•••• to S••••• O•• S••••••••• I•••
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at rpgretire.com (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- B•••• H••••• F•••••• I••••••••• M••••••••• I•••, S•••• W••••••• C•Call-readyindependent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-10. null went to 3• A•••••• G••••• I•••2026-08-10 (47 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).S•••• H••••• to 3• A•••••• G••••• I•••
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable at most $1B, 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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- R••••• N••••• A••••• W••••• A••••••• L••, W•••••••• C•independent RIA
- passed an adviser exam (S65) on 2026-08-04 after 19 years in the industry, not as part of a same-week firm licensing class2026-08-04 (53 days ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at augustwealthadvisors.com (hunter)
Before a call: joined the current firm under a year ago.
- A••••• N••••••••• F•••••• F••••••••, S•••• B••••••• C•independent RIA
- passed an adviser exam (S65) on 2026-07-09 after 7 years in the industry, not as part of a same-week firm licensing class2026-07-09 (3 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at foronjyfinancial.com (firm_website); LinkedIn profile
Before a call: joined the current firm under a year ago.
- J••••••• C••••••• A••••• G••••• A•••• M••••••••• L••, W••• H••••••••• C•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 at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at audentgam.com (firm_website)
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.
- M•••••• A•••••• B••••• G••••••••• W••••• M•••••••••, S•••• M••••• 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: 1.6 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at bridgewm.com (hunter)
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 at most $1B, 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
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 at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at freedomadvisors.com (hunter)
Missing: 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 at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at freedomadvisors.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.
- 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 at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at elitewm.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
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 at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 4 move with them
- Contact
- Direct
- verified business email at 1808capital.com (hunter)
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 at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at meetmarathon.com (hunter)
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 at most $1B, 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
Before a call: a dated reason to call now.
- B•• S•••••• S••••• A•••••••••, S•••• R•••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at sonomaallocations.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- K•••• D•••••••• O•• • O•• W••••• M••••••••• L••, J••••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at oneplusonewealth.com (firm_website); LinkedIn profile
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.
- T••• G•••• S••••• A•••••••••, S•••• R•••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at sonomaallocations.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- G••••• D•••••• D•••••• W•••••, M•••••• 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 at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at druckerwealth.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.
- B•••••• T••••• T••••• H•••••• C•••••• M•••••••••, R•••••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at taylorhoffman.com (hunter)
Before a call: a dated reason to call now.
- R••••• B•••••• U••••• W••••• S•••••••••, B••• R••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- verified business email at uwsgroup.com (apollo); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
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.