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

Ian Yarberry Lexaurum Advisors, Littleton, Co
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
LinkedIn profile; professional profile page
Who else to call: 3 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.
Scott Marek Maia Wealth, Denver, Co
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
LinkedIn profile; professional profile page
Before a call: a dated reason to call now; practice size.
Christopher Shagawat Beacon Trust, Morristown, Nj
bank affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 29 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
C•••• W••••• I••••••••• W••••• C••••••• L••, H••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B•••• B••••• D••••••, P••••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
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; practice size.
K••••••• M•••• T•• W••••• C••••••••• G••••, L•• V••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 10 related advisors, 9 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.
D•••• C••••••• L••••• W••••• M••••••••• L••, B••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 8 related advisors, 5 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••••••• W••••••• W••••••••• A•••••••, D••••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 10 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•••• D••••••• A•••• W••••• M•••••••••, W••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••• J•••• C• A•••••••• L••, B•••••• 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
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
K•••••• D•••••• 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
No team seen
Contact
Professional
professional profile page
Who else to call: 19 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; practice size.
A••••• F••••• D•••••••• U•••••• W••••• P•••••••, D•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 12 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; practice size.
J•• 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
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now; practice size.
E••••• P••••• M•••••• I•••••••••, T••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
P•••••• P••••••• S•••••••• W••••• I••••••••• G••••• L••, L••••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 18 related advisors, 18 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••• Y••••• E•••• F•••••••• G••••• L••, A••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 45 related advisors, 45 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; joined the current firm under a year ago.
W••••• D••••• G••• L••• A•••••••• L••, C••••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
F•••• C••••• H•••••• J• S••• C•••••• M••••••••• I•••, F••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B••••••• L•••••• 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
No team seen
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.
J•••• A•••••• B••••• T••••, M••••••••• N•
bank affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 30 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; joined the current firm under a year ago.
A••••• P•••••••• 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
No team seen
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.
S•••• B•••• D••••••••• L••, W••••••••• D•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 8 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; joined the current firm under a year ago.
J•••••• M••••• R••••••••• A•••••••, W••••••••• D•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
C••••••••• P•••••• B••••• T••••, M••••••••• N•
bank affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 29 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••••• G••• S••••••••• W••••• S•••••• L••, K••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
M••• H••••• M••••••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Professional
professional profile page
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
S•••• P••••••• S•••••••• W••••• I••••••••• G••••• L••, L••••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 18 related advisors, 18 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••• T•••• S••••• F•••••••• S•••••••• I•••, E••••• 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
No team seen
Contact
Professional
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.
J••• V•••• 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
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now; practice size.
J••••• N••••• 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
No team seen
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.
S••••• G••••• C••• L••, B•••• R••••• L•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B•••• C••••• R••••••••• A•••••••, W••••••••• D•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 23 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
C••••• D•••• I••••••••• W••••• C••••••• L••, G•••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile
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; joined the current firm under a year ago.
N•••••••• H••• A•••• W••••• M••••••••• L••, O••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 9 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; practice size.
B•••••• H••••• C••••• C•••••• W••••• M•••••••••, M••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 19 related advisors, 19 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.
L•••••• C••••••• E•••• F•••••••• G••••• L••, 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
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 46 related advisors, 46 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; joined the current firm under a year ago.
J••••• 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
No team seen
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now; practice size.
D•••••• C••••••• T••••••••• W•••••, B•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile
Who else to call: 6 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.
K••••• B••••••• M••••• W••••• M••••••••• L••, K••••• C•••• 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 $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 30 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.
M•••••• K•••• 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
No team seen
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now; practice size.

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