Advisors to call now

Books with a lower bound of $250M or more, at person or team scope.

Changes on what you follow · Describe your platform to see fit

Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

James Veillon J. Hagan Capital, Inc., Lafayette, La
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 $250M to $500M; portable at most $500M, 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.
Gretchen Straczewski Tred Avon Family Wealth, LLC, Easton, Md
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: 1.5 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
Firm level
firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Jeremy Reed Carroll Advisory Group, Emmitsburg, Md
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 11 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
Firm level
catch-all email (domain accepts every address, unverifiable) at carrolladvisory.com; firm contact form or inbox
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.
B•••••• S•••••• D••• F•••••••• G••••• L••, K••••••••• 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 7 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
Firm level
catch-all email (domain accepts every address, unverifiable) at dausfinancial.co; firm contact form or inbox
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.
M••••••••• C••• R••••••••• C•••••• P•••••••, H••••••••• F•
mixed wealth
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 $250M to $500M; portable at most $500M, 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.
J••••••• B•••••• D•••••• T••••••• I••••••••• C••••, P•••••••• K•
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
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at demeter-funds.com
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
I•••••• D•• F••••• X••••• W••••• L••, 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: owner of an adviser first filed in the last year where they are not yet registered.
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
Firm level
firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
B•• T••••••• C••••••• A••••••••• I•••, L••••••••• K•
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 2 months ago.
Timing
Model band only
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at cullinan.com
Missing: a usable practice size; a meaningful reason; 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.
H••••••• O••••• N••••• F•••••••• G••••• L••, G••••••••• S•
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 2 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
Firm level
firm contact form or inbox
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.
R•••••• F••••••• B•••••••• W•••••, O•••• G••••• 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: joined the current firm 2 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
Firm level
catch-all email (domain accepts every address, unverifiable) at beckermanllc.com; 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; joined the current firm under a year ago.
S••••••••• P••••••••• G•••••• B••••• L••, R•••••• C•••• 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, mainly on conditions measured as going with moving: 1.1 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
Firm level
firm contact form or inbox
Who else to call: 12 related advisors, 12 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.
A••••• F••••• K•••••• W••••• A•••••••• L••, 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: joined the current firm 2 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
Firm level
firm main line
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; joined the current firm under a year ago.
K•••• B•••• A•••••••• A•••••••• L••, D••••••••• P•
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 3 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
Firm level
catch-all email (domain accepts every address, unverifiable) at archetypeadvisor.com
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.
G•••••• D•••••• L•• O••• C•••••• W••••• L••, F••• L••••••••• F•
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 2 months ago; 4 prior firm moves.
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
Firm level
catch-all email (domain accepts every address, unverifiable) at lasolascap.com; firm contact form or inbox
Missing: the full regulatory record; 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.
C••••••• F••••••••• M•••• W•••••, C•••• G•••••• 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: joined the current firm 3 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
Firm level
catch-all email (domain accepts every address, unverifiable) at meirawealth.com; firm contact form or inbox
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.
S•••• E•••• G•• C•••••• M••••••••• C• I••, T••••••• O•••• 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: 1.0 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
Firm level
catch-all email (domain accepts every address, unverifiable) at gkvcapital.com; firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
L••• M•••• T••••• M••••••••• L••, S•• D••••• 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: 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
Firm level
firm contact form or inbox
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.
D•••• L•• P•••••• C•••••• A•••••••• L••, H••••••••• P•
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: 1.3 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
Firm level
catch-all email (domain accepts every address, unverifiable) at pcapadvisors.com; firm main line; firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J••• A•••••••• S••••••••• W••••• A••••••• L••, G••••••••• 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: joined the current firm 9 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
Firm level
firm contact form or inbox
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.
B••••••• H••••• C••••• C•••••• P••••••• L••, W•••••• S••••• 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: 1.3 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
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.
D•••••• S••••••••• 1• N•••• W••••• S•••••••• L••, A••••••••• 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: 1.5 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
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.
L••••••• T••••• W••••••••• C••••••• L••, 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: 1.3 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
Firm level
firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S••••••• K•••••••• N•• I••••• C••••••, B•••••••• 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: 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
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; joined the current firm under a year ago.
S•••••• B•••• M••••• T•••• A•••••••, M••••••••• V•
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 11 months ago.
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
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; joined the current firm under a year ago.
A•••• R••••• B•••• F•••••••• G•••• L••, F••• L•••• 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: joined the current firm 3 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
Firm level
catch-all email (domain accepts every address, unverifiable) at baron-financial.com; 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; joined the current firm under a year ago.
B•••••• B••••• W••••• Q••••••••• L••, T••• R••••• 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: joined the current firm 11 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
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; joined the current firm under a year ago.
D••••• S•••••• S•• W••••• M•••••••••, L•••••• V••••••• 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
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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.
G••• B••••• S••••••••• C•••••• L••, S••••••••• A•
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 2 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
Firm level
catch-all email (domain accepts every address, unverifiable) at stablefordcapital.com; 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; joined the current firm under a year ago.
C••••••••• W•••• O•• W••••• M••• L••, L•• V••••• 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: 1.6 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
Firm level
firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J•••• E•••••• T••••••• W••••• A•••••••• L••, M••••••••• 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: 7 prior firm moves.
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
Firm level
catch-all email (domain accepts every address, unverifiable) at talismanwealthadvisors.com; firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J••• S••••••• E••••••• W••••• M••••••••• L••, V••••••• B••••• V•
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 4 months ago.
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
Firm level
firm contact form or inbox
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.
N• A•••••••• A•••• E•••• W••••• M••••••••• L••, S•• D••••• C•
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: joined the current firm 3 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
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).
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•••• W•••• L•••••••• W••••• M••••••••• L••, S••••••••• A•
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 $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at luminvest.com
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
A•••••••• Y•••• B••• E••• C••••••• L••, R•••••••• V•
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: 1.5 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
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (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.
A••••• O•••• T•••••••• W••••• A•••••••, S•• F••••••••• 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: 1.6 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
Firm level
catch-all email (domain accepts every address, unverifiable) at treehousewealth.com; firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
B••••• H••••• D••••••••• E••••• M••••••••• I•••, N•••••• B••••• 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: joined the current firm 1 month ago.
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
Firm level
catch-all email (domain accepts every address, unverifiable) at demgt.com; firm contact form or inbox
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.
J•••• L•••• V•••••• W••••• A•••••••, A••••••• K•
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 6 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
Firm level
catch-all email (domain accepts every address, unverifiable) at villagewealthadvisors.com; firm contact form or inbox
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.
H••••••• M•••••• R••••••••• C•••••• P•••••••, N•• Y•••• 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: joined the current firm 6 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
Firm level
catch-all email (domain accepts every address, unverifiable) at rothcap.com; firm contact form or inbox
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.
J••••••• C•••••••• L• A••••••• L••, S•• D••••• 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, mainly on conditions measured as going with moving: 9 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $1B+
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lmadvisors.com
Missing: a usable practice size; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
B••••• W••••••••• K••••••• F•••••••• 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
$250M+
Team book $1B+
Team
No team seen
Contact
Firm level
firm contact form or inbox
Missing: a usable practice size; 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.