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

Marc Shachtman True Wealth Advisory Group, Coral Gables, Fl
Call-readymixed wealth
- passed the Series 63 on 2026-08-03 after 23 years in the industry, not as part of a firm licensing class
  2026-08-03 (54 days ago). Across all advisors, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at truewealthadvisorygroup.com (firm_website); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Megan Lane Lane Brothers Investment Counsel, Prescott, Az
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at lanebrothers.com (hunter); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
David Ross Price Financial Group Wealth Management, Inc., Portland, Or
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (3 months 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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at pricefg.com (hunter); LinkedIn profile
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
J••••• E••••••• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at pricefg.com (hunter)
Before a call: joined the current firm under a year ago.
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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at financialrounds.com (hunter)
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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at awmfl.com (firm_website)
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.
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 at most $250M, 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: 1 related advisor (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 at most $250M, 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: 1 related advisor, 1 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.
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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at wealthbuilders.net (apollo); LinkedIn profile
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 at most $250M, 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: 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.
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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at graetzwealth.com (hunter)
Before a call: a dated reason to call now; joined the current firm under a year ago.
T••• I••••••• F••••• L••••• F•••••••• S••••••••• L••, C•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at familylegacync.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).
Before a call: a dated reason to call now.
D••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at foundrywealth.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
J••••• S••••••• F••••• L••••• F•••••••• S••••••••• L••, C•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at familylegacync.com (apollo); 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••••• D••••• S••••••• F•••••••• G••••, S•• D••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at stirlingfinancialgroup.com (apollo)
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•••• M•••• S••••• C••••••, B••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at samara-capital.com (apollo)
Before a call: a dated reason to call now.
J•••• D•••••• C••••••••• P•••••••• M•••••••••, O••••••• P•••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at cpm-llc.com (firm_website)
Before a call: a dated reason to call now.
R••••• R•••••• S••••• C•••••• M•••••••••, A•••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at springcapitalmanagement.com (apollo)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••• T••••••• H••••••• A•••• M••••••••• L••, B•••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at heritage-kc.com (firm_website)
Before a call: a dated reason to call now.
P••• R••••••• H•••• • A••••••••• W••••• M••••••••• L••, C•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at hicks-associates.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M••••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at foundrywealth.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.
A•••• L••••••••• C••••••••• W••••• A••••••, G•••••••• V••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at centerpiecewa.com (apollo); 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.
T•••••• E•••• R•• W••••• A••••••• L••, M••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at rbgwa.com (hunter)
Before a call: a dated reason to call now.
R•••• T••••••••• F•••••, B•••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at fpfoco.com (apollo); LinkedIn profile
Who else to call: 2 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.
N••••••• C•••••• B•••••• F••••••••• L••, C••••••• S••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at bonfirefinancial.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
E•••••• L•••• M••••• G••••• L••, C•••• G•••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at mellig.us (hunter)
Before a call: a dated reason to call now.
S•••• P•••• B•••••• F••••••••• L••, C••••••• S••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at bonfirefinancial.com (apollo); LinkedIn profile
Before a call: a dated reason to call now.
A•••• P•••••• L•••• W••••• M••••••••• L••, G••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at levelwm.com (firm_website)
Before a call: a dated reason to call now.
D••••• G••••• A•••••••• I••••••••• M•••••••••, L••••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at aim-rps.com (firm_website)
Before a call: a dated reason to call now.
T••••••• J••••• E••• W••••• A•••••••, A••••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at esladvisors.com (apollo); LinkedIn profile
Who else to call: 2 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.
J•••••• R•••••• A••••••• F•••••••• G••••, D••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at aventinefg.com (hunter)
Before a call: a dated reason to call now.
C••••••• C••••••••• P•••••• A•••• M••••••••• I••, K•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at privateasset.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.
A••••• H•••• M••••••• W•••••, S•••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at magnolia-wealth.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).
Before a call: a dated reason to call now.
J••••••••• N••••••••• C•• R•••••••••, E••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cfgretirement.com (apollo); LinkedIn profile
Before a call: a dated reason to call now.
M••• J••••••• T•• B••••••••• G••••, B•••••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at thebedminstergroup.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
B•••• C•••••• B•••••• F••••••••• L••, C••••••• S••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at bonfirefinancial.com (hunter); 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.
A••••• C••••••• B••••••••• F•••••••• A•••••••• L••, B•••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bfa-llc.com (firm_website)
Before a call: a dated reason to call now.
S•••••• G•••••• G•••••• W••••• A•••••••• L••, L••••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at graeterwealth.com (firm_website)
Before a call: a dated reason to call now.
A••• C••••• I••••••••• P••••••• • W••••• M••••••••• L••, W••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at integratedpwm.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
S•••• C•••••• S•••••••• F•••••••• P•••••••• L••, C••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at sanctuaryfp.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.

1 to 40 of 62Next

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.