Advisors to call now

Valuable practices with nothing current: worth knowing, not worth a call today.

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

Jeremiah Harston Lockshield Partners, Inc., Glasgow, Ky
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 $259M, 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
Timothy Deegan Campbell Deegan Financial, Richmond, Va
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $373M to $663M, 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).
Before a call: a dated reason to call now.
Steven Holland The Holland Group, Retirement Wealth Advisors, LLC, Clearwater, Fl
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $243M 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: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D••••• S••••• C•••• P•••••• W••••• A•••••••• L••, S•• L••• O•••••• 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 $452M to $505M, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
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.
W•••••• D••••• M••••••• C••••••••• G••••• L••, 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; portable $208M to $370M, 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).
Before a call: a dated reason to call now.
D••• H•••••• H••••••• W••••• M••••••••• I•••, 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 $249M to $278M, 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).
Before a call: a dated reason to call now.
G••••• H••••••• H••••••• W•••••• L••, E••••••• 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 $593M to $663M, 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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
K•••• M•••• S••••••••• W••••• M••••••••• I••, C•••••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $319M to $357M, 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).
Before a call: a dated reason to call now.
G•••••• P••••• W••••••• W••••• S••••••••• I•••, O••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $214M to $239M, 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: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M••• A••••••• 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 $838M to $937M, 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).
Before a call: a dated reason to call now.
R••••• K••••• N•••••••• A••••••• G••••• L••, N••••••••• 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 $320M to $358M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
office line
Before a call: a dated reason to call now.
F•••• R••••••• A••••••••• P•••••• W••••• M••••••••• I••, C••••• H•••• 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 $453M to $506M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
M••••• R••••••••• O•••• P•••••• W•••••, N•• Y•••• 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 $289M to $515M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
C•••• G••• 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: 4 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••• M•••••• N••••••• A••••••• L••, L• J••••• 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 $152M to $271M, 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).
Before a call: a dated reason to call now.
L••• D••••••• B••••• F••••••••• I•••, T••••••••• 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 $131M to $234M, 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).
Before a call: a dated reason to call now.
S••••• M••• A••••••• P•••••• W•••••• L••, A•••••••• 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 $319M to $356M, 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).
Before a call: a dated reason to call now.
S••••• L•• T•••••••• W••••• A•••••••, W••••• C••••• 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 $299M to $531M, 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: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A•••• K••• W•• W••••• P•••••••, 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 $157M to $280M, 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).
Before a call: a dated reason to call now.
G•••••• H•••••• T••••• H•••••• C•••••• M•••••••••, R•••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $235M to $418M, 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).
Before a call: a dated reason to call now.
E••• C•••• O•••••••• C••••••• L••, 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 $424M to $474M, 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).
Before a call: a dated reason to call now.
A••••• B•••• A••••••• P•••••• W•••••• L••, A•••••••• 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 $187M to $334M, 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).
Before a call: a dated reason to call now.
M•••••• M•••••••• M• P•••••• P•••••••, I••••• 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 $213M to $238M, 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).
Before a call: a dated reason to call now.
T•••••• P•••••• D••• F•••••••• G••••• L••, K••••••••• 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 $135M to $241M, 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).
Before a call: a dated reason to call now.
S•••• W••••••• M••••• P•••••• C•••••• G••••, C••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $477M to $533M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm main line
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.
E•••••• E•••• G•••••• W••••• A•••••••• L••, M••• V•••••• 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 $415M to $464M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
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.
P•••••• D••••• A••••••••• C•••••• A•••••••• L••, S•••••••• 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 $359M to $401M, 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).
Before a call: a dated reason to call now.
J•••• B•••• N•• C•••••• A•••••••, B••••••••• 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 $720M to $805M, revenue at most $10M (transfer share is a judgment)
Team
2-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.
S••• C••••• M•• H••• C••••••• L••, B••••••••• 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 $466M to $521M, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
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.
N••••• V•••• V•••••• W••••• A•••••••, W••••••• V••••••• 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 $219M to $245M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
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•••• B•••••• U•• F•••••••• S••••••• I•••, M••••••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $240M to $300M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
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••• W•••••• C••• W••••• P••••••• L••, S•••• R•••• 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 $334M to $374M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
D••••• T••••• P•••• F•••••••• P•••••••• L••, T••••• 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 $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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M•••••• P•••••• G•••••• W••••• A•••••••• L••, M••• V•••••• 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 $415M to $464M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••• H••••••• 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 $514M to $574M, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
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.
D•••• N••••• N•• C•••••• A•••••••, B••••••••• 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 $720M to $805M, revenue at most $10M (transfer share is a judgment)
Team
2-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.
J••••• W•••••• W•••••• H••• C•••••• M•••••••••, L••••••••• 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 $224M to $251M, 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).
Before a call: a dated reason to call now.
C•••••••• S•••••• P•••••• P•••••• W••••• M••••••••• L••, L••••••••• 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 $389M to $435M, 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).
Before a call: a dated reason to call now.
A••• H•••••• C•••• M••••• I••••••••• L••, D•••••• 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 $318M to $565M, 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).
Before a call: a dated reason to call now.
L••••• A••• M••••• K••••• I••••••••• A•••••••• L••, A••••••• 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 $129M to $230M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
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.

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