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.
Books with a lower bound of $250M or more, at person or team scope.
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- Cole Foreman Morgan Stanley, Kirkland, Wawirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $450M to $562M
- Team
- 4 move with them
- Contact
- Firm level
- inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- Patrick Callaghan &Partners, Clayton, Mobroker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $750M to $1.3B
- Team
- 5-person high-confidence team
- Contact
- Firm level
- 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).
Before a call: a dated reason to call now.
- William Keaton Concurrent Investment Advisors, LLC, Savannah, Gaindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $650M to $1.2B
- Team
- 4 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 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; joined the current firm under a year ago.
- R•••••• M••••••••• ••••••••, B••• R••••• F•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $414M to $736M
- Team
- 4 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- R••• L•••••••• U•• F•••••••• S••••••• I•••, B••••••• C•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $282M to $352M
- Team
- 4 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- S••••••• S••••• ••••••••, C••••••• M•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $750M to $1.3B
- Team
- 5-person high-confidence team
- Contact
- Firm level
- 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).
Before a call: a dated reason to call now.
- C•••• F•••••• M••••• S••••••, K•••••••• W•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $450M to $562M
- Team
- 4 move with them
- Contact
- Firm level
- inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- E••••• S••••••• 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 $322M to $574M, revenue at most $10M (transfer share is a judgment)
- Team
- 4 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- A••••• P••• E•••••••• P•••• W••••• P•••••••• L••, T•••••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $700M to $1.2B
- Team
- 4 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- J••••••• N••••• ••••••••, C••••••• M•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $750M to $1.3B
- Team
- 5-person high-confidence team
- Contact
- Firm level
- 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).
Before a call: a dated reason to call now.
- C••••••• S• ••••••••, C••••••• M•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $750M to $1.3B
- Team
- 5-person high-confidence team
- Contact
- Firm level
- 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).
Before a call: a dated reason to call now.
- K•••• H••••• W•••••• S••••••••• I•••, G••••••••• N•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $300M to $425M
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J•••• H••••••••• R•••••• W•••••• 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 $183M to $325M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- 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).
Before a call: a dated reason to call now.
- A••••• M••••••• L••••••• W••••• A•••••••, C••••••••• 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 $418M to $467M, revenue at most $5M (transfer share is a judgment)
- Team
- 4-person high-confidence team
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- T••••• W••••• I••••••••, H•••••••• 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 $185M to $329M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- T•••••• H•••• U•• F•••••••• S••••••• I•••, B•••••••• M•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $390M to $488M
- Team
- 3 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- M•••••• G•••••••• B••••••• W••••• G•••• L••, W•••••••• 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 $247M to $440M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- C•••••• B•••• I• 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 $262M to $292M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- A••• A•••••• R•••••• W•••••• 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 $310M to $347M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- P••••••• B•••• W•••••• S••••••••• I•••, G••••••••• N•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $300M to $425M
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- H••••• G•••••••• A••••• W••••• A••••••• L••, W•••••••• 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 $218M to $389M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- S•••• T•••• T•• C•••••• P•••••••• L••, L••••• R•••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $738M to $824M, revenue at most $10M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- E••••• V••••••• C•••••• A•••• M••••••••• L••, C••••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $2.0B to $3.6B
- Team
- 4-person high-confidence team
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 28 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; joined the current firm under a year ago.
- D••••• H••• ••••••••, C••••••• M•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $365M to $650M
- Team
- 4-person high-confidence team
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- S•••• Z••••••• S•••••• P••••••• I••••••••• A•••••••• L••, G•••• N•••• N•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $1.4B to $2.0B
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- A••••• B••••• ••••••••, A•••••••• H••••••• I•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $500M to $890M
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- C•••• S•••• L••••••• W••••• A•••••••, C••••••••• 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 $418M to $467M, revenue at most $5M (transfer share is a judgment)
- Team
- 4-person high-confidence team
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- S••••• S•••••• K••••••••• W••••• A•••••••, B••••••••• 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 $170M to $302M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 10 related advisors, 8 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••••• K••••••••• W••••• A•••••••, B••••••••• 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 $170M to $302M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 9 related advisors, 7 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.
- Z•••••• S••••• T•• C•••••• P•••••••• L••, L••••• R•••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $434M to $772M, revenue at most $10M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- C••• B•••••••• I••••••••• W••••• C••••••• L••, W••••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $304M to $542M
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- C•••• K••••• A••••• W••••• A••••••• L••, W•••••••• 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 $218M to $389M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- D•••• R•••••••• M••••• S••••••, L•• V••••• N•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $210M to $262M
- Team
- 3 move with them
- Contact
- Firm level
- inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 48 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.
- M•••••• P•••••• ••••••••, C••••••• M•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $365M to $650M
- Team
- 4-person high-confidence team
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J••••• H•••••• B••••••• W••••• G•••• L••, W•••••••• 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 $420M to $469M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- 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).
Before a call: a dated reason to call now.
- M•••••• W••••• I••••••••, H•••••••• 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 $185M to $329M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- J••••• C••••••• A••••• W••••• A••••••• L••, W•••••••• 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 $371M to $415M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- C•••••• C•••••• ••••••••, A•••••••• H••••••• I•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $500M to $890M
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J••• F•••• L••••••• W••••• A•••••••, C••••••••• 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 $418M to $467M, revenue at most $5M (transfer share is a judgment)
- Team
- 4-person high-confidence team
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- D•••• A••••••• C••••••••• I••••••••• A•••••••• L••, H••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $600M to $1.1B
- Team
- 3 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
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