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.
Valuable practices with nothing current: worth knowing, not worth a call today.
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- Alex Lanzkowsky Davidson Kahn Capital Management, LLC, Sherman Oaks, Caindependent 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 $370M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- Daniel Dean Tucker Financial Group, Montgomery, Alindependent RIA
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
- No team seen
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- Zachary Paul Kirtland Hills Capital Management, LLC, Broadview Heights, Ohindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $191M to $340M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K•••• E•••••••• C••••• F•••••••• G••••, A••• 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 $148M to $264M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••• M•••••••• J•••••• F•••••••• G••••• I•••, B•••••• G••••• 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 $168M to $299M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- T••••• H••••••• V••••••• P•••••••• L••, C•••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $142M to $252M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••• C••• F••••••• C•••••• M••••••••• L••, H•••••••• 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 $460M to $819M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors, 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 dated reason to call now.
Before a call: a dated reason to call now.
- I•• C••• F••••• F••••••••• L••, D•••••• 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 $165M to $293M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••••• H•••••• K••••• C•••••• M••••••••• L••, W••• P••• B••••• F•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $128M to $228M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••• F••••• C•••••••• W••••• I••••••••• L••, A••••••• G•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 $243M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; 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••••••• C•••••• E• W••••• A•••••••, A••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
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.
- T•••••• T•••• A•••••• W••••• S••••••••• L•••••, O••••• 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 $269M to $479M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- W•••••• K••••• P••••••• A••••••• G••••• I•••, F•••••• 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 $194M to $346M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm main line; firm contact form or inbox
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: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- D••••• T••• H••••• F•••••••• G••••• I•••, C••••••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $203M to $362M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B••••••• J•••• W••••• I•••••••••, L•• V••••• 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 $153M to $272M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M••••••• B••••••• H•••••• W••••• M•••••••••, H••••• L•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $194M to $345M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K••••• R••••• F••••• I•••••••• G••••, T••••••• 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 $174M to $310M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C•••••• R•••••• G•• G••••• I••••••••• I•••, B••••••••• 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 $141M to $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- H••••• C••••• C••••• F•••••••• G••••• I•••, B••••••••• 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 $191M to $340M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- N•••• P•••••• M•••••• V••••• F••••• O•••••, E• P•••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $363M to $647M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M•••••• L•••• L•••• A•••• M••••••••• I•••, Y••••••• 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 $165M to $294M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••••• S•••••• W••• C•••••• G••••• I•••, P••••••• A•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $147M to $262M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M•••••• L•••• M•••• W••••• L••, T••••• 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 $280M to $498M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B••••••• B•••••• A•••• A•••••••, A••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $700M to $1.2B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C••••• C•••••• L••••• K••••• M••• L••, D•••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $1.4B to $2.5B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K•••••• P•••••••• P••••• F••••••••, H••••••• 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 $152M to $270M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- L•••••• D••••••• L••••••• W••••• M•••••••••, 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 $340M to $605M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C••••• C••• C••••••••• W••••• A•••••••• I•••, E••••• 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 $304M to $542M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• M••••••• P•••••• S••• P•••••••• L••, E••••••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $493M to $878M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 10 related advisors, 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 dated reason to call now.
Before a call: a dated reason to call now.
- E•••• S••••••••• B••••• G••••••••• W••••• M•••••••••, M••••••••• U•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
- Firm level
- firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••••• R••••••• I•••••• G••••• A••••••• L••, S•••••••• 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 $342M to $609M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C••• T••••• S••••••••• F•••••••• P••••••• G••••• L••, O••••••• 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 $165M to $293M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A•••• B••••• S••• F•••• I•••, C•••••••• 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 $126M to $223M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••• B••••• G••••••• W••••• M••••••••• I•••, P•••••• 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 $145M to $257M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••• W••••••••• B••••• T••• A•••• M••••••••• L••, T•••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $516M to $919M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••••• B••••••••• A••• C•••••• M••••••••• L••, 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 $253M to $283M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- H•••• P•••••• J••• W••••••• C••• I•••, D•••••• 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 $143M to $255M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C••••••••• M••• M••• A•• A•••••••••, M••••••• 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 $459M to $817M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 6 related advisors, 2 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 dated reason to call now.
Before a call: a dated reason to call now.
- J••••• L••• L••• C•••••• M••••••••• I•••, H•••••••• U•institutional manager
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $301M to $535M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S••• L••••••• G• C•••••• M••••••••• L••, C•••••••• 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 $378M to $673M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
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.