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.
Valuable practices with nothing current: worth knowing, not worth a call today.
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- Daniel Glaser Charter Capital Management, Inc, Brookfield, Wiindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $231M to $411M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- Jay Spivak Spivak Asset Management, LLC, Avon, Ctindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Personal book $439M; portable $373M to $417M, revenue $500K to $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- LinkedIn profile
Before a call: a dated reason to call now.
- Albert Dean Riverchase Wealth Management, LLC, Flower Mound, Txindependent 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
- Professional
- professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S•••• N••••• B•••• W••••• A•••••••• L••, B•••••••• 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 $431M to $481M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page; catch-all email at boonewealth.com, not verified
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S••••• B•••• K••••••• • B••••• L••, N•• Y•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $1.3B to $1.4B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- T••• T•••••• D•••• R••••••••• S••••••••• I•••, N•• O••••••• 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 $213M to $238M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- D•••• B•••• S•••••••• I••••••••• A•••••••• I•••, T•••••• 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 $193M to $344M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••••• T•••••• D••••••••• F•••••••• A•••••••• L••, T••• A•• C••••••• M•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $498M to $557M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- H•••• C•••• C•••• C•••••• M••••••••• G•••• I••, P••••••••• P•platform or SMA manager
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $21.4B to $30.3B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C••• M••••••••• G•••••• A•••• M••••••••• L••, P••• C••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $527M to $939M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- P•••••• G••••••• M••••••••• P•••••••• M••••••••• G••••• L••, W••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $936M to $1.0B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• J••••• A•••• C•••••• M••••••••• C•••, F••• W••••• 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 $739M to $826M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• P••••• S•••••• F•••••••• P•••••••• L••, D•••••• 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 $154M to $275M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M••••• S••••• S••••• C•••••• M••••••••• L••, C•••••• C•••• 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 $176M to $312M, revenue at most $5M (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).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- D••••• J•••••• D••••••• • C••, 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 $196M to $349M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• S••••••• B••••••• F•••••••• A•••••••• I•••, A••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $265M to $471M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• W•••• P••••• W•••• I••••••••• A•••••••• I•••, B••••••••• 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 $636M to $711M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K•••••• B•••• C•••••• I••••••••• G••••• I•••, C••••••• S••••••• C•bank affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $210M to $294M, revenue at most $5M (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).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- R•••••• F•••• F•••• I••••••••• M•••••••••, H••••••• 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 $355M to $397M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at rjfruth.com, not verified
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- H•••• R•••••• R•••••• C•••••• 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 $234M to $261M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- R••••• K••••• K••••• F•••••••• C••••••••• L••, 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 $489M to $546M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at keidanfinancial.com, not verified
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- I•• R••• S•••••• P••••••• G••••, G••••••••• 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 $192M to $341M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C••••••• G••••• W•••••• P•••••••, B••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $2.1B to $2.4B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- F•••• B•••• A••••• C••••••• L••, D•••••• 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 $546M to $610M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••• B•••••• U••••••• C•••• I••••••••, J••••••••• 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 $260M to $462M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- G•••••• M••••• C••••• M••••• • C••• I•••, U••••• 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 $240M to $268M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• M••••• T•••••• W••••• A••••••• L••, S•• L••••• 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 $239M to $267M, revenue at most $5M (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).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M••••••• F••••• P•••••• S•• F•••••••• C•••, A•••• 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 $246M to $276M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- P•••• S•••••• S•••••• • C••••••• L••, S•••••••• 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 $289M to $323M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page; catch-all email at scholtzandco.com, not verified
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••• D••••••• S•••• O•• W••••• M••••••••• L••, S•• 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 $178M to $316M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 10 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C••• S••••• S••••• I••••••••• A•••••••• I•••, A•••••• 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 $536M to $599M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at stuartadvisors.com, not verified
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- R•••••• B•••••••• C•••••••• W••••• M••••••••• L••, B••••••••• H••••• 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 $453M to $807M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- D••••• C•••••• I••••••• I••••••••• M••••••••• L••, 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 $236M to $264M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at ironwoodinvestmentmanagement.com, not verified
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- L•••••• R••••••• A•••• M••••••••• G••••• I•••, S•••••••• 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 $449M to $800M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- P•••• O•••••• O•••••• S•••••• A•••••••• I•••, R••••••••• 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 $498M to $556M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C•••••• M••••••••• M••••••••• F•••••••• A•••••••• L••, N••••••••• 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 $248M to $277M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at millingtonfa.com, not verified
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M••••••• H•••• H•••• • H•••••, W••••••• H••••• 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 $241M to $269M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S•••••• R••••••• S•••• C•••••• L••, H•••••••• 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 $298M to $333M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S•••••• R••• R••• F•••••••• C••••••••• I•••, L•• G••••• 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 $244M to $273M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- F••••• W••••• L••••• W••••• M••••••••• L••, R••••••••• 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 $229M to $408M, revenue at most $5M (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).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.