Advisors to call now

Anything dated in the last 90 days, measured or not.

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

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

Ryan Sobel Sobel Financial LLC, Denver, Co
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $17M; portable $14M to $16M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile
Before a call: a dated reason to call now; joined the current firm under a year ago.
Lisa Terk US Capital Global Wealth Management, LLC, San Francisco, Ca
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $12M to $22M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
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 Nitz Ardent Wealth Advisory, LLC, Midlothian, Va
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $24M; portable $21M to $23M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
L••••••• M•••••• H••••••• F•••••• L••, L•••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $7M to $13M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Before a call: a dated reason to call now; joined the current firm under a year ago.
D•••• M•••• O••••••• B•• W••••• P•••••••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
10-person high-confidence team
Contact
Professional
L••••••• profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J•••••• Y••• F•••• A•••••• S••••••••• L••, S•• L••••• M•
platform or SMA manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Professional
professional profile page
Who else to call: 23 related advisors, 6 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; practice size.
M•••••• M•••••••• O••••••• B•• W••••• P•••••••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
10-person high-confidence team
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
M••• F•••••• O••••••• B•• W••••• P•••••••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
10-person high-confidence team
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now; practice size.
C••••••••• B•••••••• O••••••• B•• W••••• P•••••••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
10-person high-confidence team
Contact
Professional
professional profile page
Before a call: a dated reason to call now; practice size.
F•••••• L••••• O••••••• B•• W••••• P•••••••, P••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
10-person high-confidence team
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
M•••••• S••••• P••••••••• • A• E••••••••• C••••••, O••••• M••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Professional
professional profile page
Who else to call: 22 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; practice size.
J•••• C••••• C•••••••, G••••••••• S•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
M•••• C••••• C•••••••, G••••••••• S•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B••••••• N•••••• C•••••••, G••••••••• S•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
G••• D•••• C•••••••, G••••••••• S•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
R•••••• M••••• C•••••••, G••••••••• S•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B•••• L••• W••• W••••• G••••• L••, I•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Professional
professional profile page
Who else to call: 18 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; practice size.
A••• N•••••• C•••••••, G••••••••• S•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••••••• R••••• T••••••••• W•••••• L••, C•••• C••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 17 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
Z•••••• R••• C••••••• W••••• M••••••••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 7 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; practice size.
P•••• H••••••• T••••••••• W•••••• L••, C•••• C••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••• S••••••••• T••••••••• W•••••• L••, C•••• C••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; mid-move on the record.
D•••• S••••• N•••••• A•••••••, B••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
C•••••• H•••••••• N•••• G••••, R••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
C•••••• L••••• V••••••• C•••••• L••, A••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 19 related advisors, 17 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••••• S••••• T••••••••• W•••••• L••, C•••• C••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
R••• F•••••• T••••••••• W•••••• L••, C•••• C••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
A••••• H••• A•••••••• A••••••• G•••• I•••, N••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
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; practice size.
C•••••• Z•••• A•••••••• A••••••• G•••• I•••, N••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 7 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; practice size.
P••• L••• A•••••••• A••••••• G•••• I•••, C•••••••• R•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 10 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; practice size.
A•••• A•••••• G•• W••••• M•••••••••, F••••• M••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 23 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; practice size.
J••••• K••• G•• W••••• M•••••••••, F••••• M••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 23 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; practice size.
V••••••• G••••• G•• W••••• M•••••••••, F••••• M••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 23 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; practice size.
M•••••• A•••••••• A•••••••• A••••••• G•••• I•••, N••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 7 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; practice size.
K•••• T•••• P•••• C•••••• F••••••••, H••••••• T•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now; practice size.
B•••••• H•••• A•••••••• A••••••• G•••• I•••, N••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 13 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; practice size.
S•••• W••••• A•••••••• A••••••• G•••• I•••, B••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 7 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; practice size.
J•••• M••••••• T•• C••••• G••••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
N••••• L••••••• F••••••, P•••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
professional profile page
Who else to call: 21 related advisors, 20 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.
M•••••• C•••• S••••• T•••• A•••••••• L••, N•• Y•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.

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