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 Carlson Wedbush Securities Inc., Greensboro, Nc
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: 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.
Elizabeth Ly Sentry Advisors, LLC, San Francisco, Ca
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $1.2B to $1.7B (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.
Ian Weinstein Regimen Wealth, LLC, Atlanta, Ga
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.
K••• Z•••••• 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: 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.
B••••••• B••••• 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.
H•••••• B•••• E•••••• F•••••••• G••••, L••••• N•••••• 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 $125M to $223M, 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.
D••••• L•••••••• 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: 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.
T••••• M•••• 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.
J••• K•••••• 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.
L••• R••••• E•••••• F•••••••• G••••, L••••• N•••••• 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 $125M to $223M, 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.
W•••••• M••••••• 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.
M•••••• D•••••••• 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 (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R•••• P••••• 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.
E•••• H••••••• 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: 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.
P•••• 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.
J•••••• K••••• E•••••• F•••••••• G••••, L••••• N•••••• 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 $125M to $223M, 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.
J••• O••••• C••••••••• I••••••••• A•••••••• L••, S•• L••••• M•
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: 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••••• E•••••• E•••••• F•••••••• G••••, L••••• N•••••• 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 $213M to $238M, 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.
C•••••• G••••••••• B••• S•••••• W••••• M•••••••••, 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 $141M to $251M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
D•••• R•••••• M•• W••••• M••••••••• L••, P••••••••• 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 $198M to $352M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
J•••••• W••••• C••• P•••••• W•••••• L••, O••••• B••• 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 $387M to $433M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
T••••• W••• C••••••• P•••••• W•••••, L•• A••••••• C•
bank affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $400M to $560M
Team
2 move with them
Contact
Firm level
provider email, not verified at the firm's domain
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
M•••••• R•••• A••••••••• L••, 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 $216M to $384M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
K•••••• W•••••••• A••••••• E••• P•••••• W••••• M•••••••••, J••••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $514M to $574M, revenue at most $10M (transfer share is a judgment)
Team
2 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.
W•••••• M••••••• E••• W•••••, A•••••• 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 $383M to $428M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
J••••• G•••••• A••••••••• F••••••••• L••, 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 $405M to $452M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 19 related advisors, 16 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.
L•••••• M••••••• H••••••• W••••• A•••••••, 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 $302M to $538M, revenue at most $10M (transfer share is a judgment)
Team
2 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.
M•••••• C•••••• J•••••• S••••• C••••••• L••, S•• F••••••••• 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 $282M to $502M, revenue at most $10M (transfer share is a judgment)
Team
2 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.
N•••••••• D••••••••• C•••••• A••••••• G••••, T••••••••• 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 $171M to $304M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 36 related advisors, 36 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••••• S••••• T•• M••••••••• L••, 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 $136M to $243M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
A•••••••• B•••••• M•••••• I••••••••• P•••••••• L••, C•••• G•••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $348M to $619M, revenue at most $10M (transfer share is a judgment)
Team
2 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.
B••••••• S•••••• B••• S•••••• W••••• M•••••••••, 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 $239M to $268M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
A•••••••• H•••••• 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
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R••• C••••• O•• W••••• C•••••• M••••••••• L••, O••••••• P•••• K•
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 $273M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors, 4 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•••••• A••••••• N••• L•••• W••••• P•••••••• L••, M•••••••• 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 $274M to $307M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
C••• H•••••• L•••• P••• W••••• M•••••••••, M••••••••• 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 $232M to $414M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
J••• F••••• S•••••• W••••• M••••••••• L••, F••• W••••• 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 $182M to $324M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm main line; 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.
B•••• D••• S••••••• D••• L••, P••••• 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 $237M to $265M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
C••• S••••••••• A••••••• W••••• A•••••••, D•••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $360M to $510M
Team
3-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
W•••••• G•••••• A••••••••• F••••••••• L••, 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 $405M to $452M, revenue at most $5M (transfer share is a judgment)
Team
2 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.

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