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

Nihar Shah Shah Wealth Advisors, Chino Hills, Ca
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $515M to $576M, revenue at most $10M (transfer share is a judgment)
Team
3 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; joined the current firm under a year ago.
Parker Wagner Interwise, Holladay, Ut
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $185M to $329M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
LinkedIn profile
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.
Patrick Stoa Macco Financial Group, Inc., Green Bay, Wi
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
3 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.
A••••• F••••••• M•••• F•••••••• G••••• I•••, G•••• B••• 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 $139M to $247M, revenue at most $5M (transfer share is a judgment)
Team
3 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.
A•••••• A••• F•••• F•••••••• G••••, F••• L••••••••• 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 $482M to $539M, revenue at most $10M (transfer share is a judgment)
Team
3 move with them
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.
C••••• G••••••• M••••••• F•••••••• G••••, 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 $154M to $274M, revenue at most $5M (transfer share is a judgment)
Team
3 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; joined the current firm under a year ago.
M••••• C••• M•••• F•••••••• G••••• I•••, G•••• B••• 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 $139M to $247M, revenue at most $5M (transfer share is a judgment)
Team
3 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.
G••••• B••••• W•••••••• A••••••• G•••• L••, 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 $163M to $291M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 11 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.
R••• H••••• 6•• F••••••••• L••, P••••••• 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 $190M to $338M, revenue at most $5M (transfer share is a judgment)
Team
4-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••••• E••••• V••••• W•••••, L••••••••• 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 $374M to $418M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
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.
T••••• S•••••• W•••••••• A••••••• G•••• L••, 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 $163M to $291M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 11 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.
K••••• P•••••• P•••••• W••••• S••••••••• L••, R••••••• 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 $229M to $407M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
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; joined the current firm under a year ago.
A••••• S••••• V••••• W•••••, L••••••••• 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 $374M to $418M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• profile
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••••• F•••• N•••••• A•••••••, N•• O••••••• L•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $600M to $850M
Team
4-person high-confidence team
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; joined the current firm under a year ago.
K•••• M•••• 6•• F••••••••• L••, P••••••• 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 $190M to $338M, revenue at most $5M (transfer share is a judgment)
Team
4-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M•••••• B•••• C•••••• A•••• M••••••••• L••, C••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $2.0B to $3.6B
Team
4-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 28 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; joined the current firm under a year ago.
M•••••• M•••••••• C•••••• A•••• M••••••••• L••, C••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $2.0B to $3.6B
Team
4-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 28 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; joined the current firm under a year ago.
R•• M••• D•••••• W••••• P•••••••• L••, C••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $410M to $730M
Team
3 move with them
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; joined the current firm under a year ago.
M•••• O•••• P•••••• S••• W••••• A•••••••, C•••• H••••• 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 $303M to $539M, revenue at most $10M (transfer share is a judgment)
Team
3 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; joined the current firm under a year ago.
M•••••• D••••• N•••••• A•••••••, N•• O••••••• L•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $600M to $850M
Team
4-person high-confidence team
Contact
Professional
professional profile page
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.
D•••• M••••••• N•••••• A•••••••, N•• O••••••• L•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $600M to $850M
Team
4-person high-confidence team
Contact
Professional
professional profile page
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.
S••••• A•••• K••••• F•••••••• S••••••••• L••, P••••••••• 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
3 move with them
Contact
Professional
L••••••• profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M•••••• M•••• M•••• F•••••••• G••••• I•••, G•••• B••• 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 $236M to $264M, revenue at most $5M (transfer share is a judgment)
Team
3 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.
L••••••• A••••• G•••••••• W••••• A•••••••• L••, L••••• R•••• 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 $165M to $293M, revenue at most $5M (transfer share is a judgment)
Team
3 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.
A•••• C••• V••••• W•••••, L••••••••• 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 $374M to $418M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M••• P•••••• S••••• F••••••••• L••, B••••••••• A•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $318M to $450M
Team
4-person high-confidence team
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.
P•••• B••••••• S•••••• W••••• A••••••• L••, R•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $250M to $445M
Team
4-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.
J•••• D••••• B•••••••• W••••• P•••••••, B••••••• 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 $259M to $289M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
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.
H•••••• C••••••••• G•••••••• W••••• A•••••••• L••, L••••• R•••• 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 $165M to $293M, revenue at most $5M (transfer share is a judgment)
Team
3 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.
M•••••• G•••••• K•• I••••••••• L••, S••• B••••• 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 $350M to $623M, revenue at most $10M (transfer share is a judgment)
Team
3 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.
J••••• A••• K•• I••••••••• L••, S••• B••••• 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 $595M to $665M, revenue at most $10M (transfer share is a judgment)
Team
3 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.
T••••• A••••••• 6•• F••••••••• L••, P••••••• 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 $323M to $361M, revenue at most $5M (transfer share is a judgment)
Team
4-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
W•••••• C••••• A•••••••• P•••••••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $1.3B
Team
3 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.
J••••••• Y••••• M••••••• F•••••••• G••••, 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 $154M to $274M, revenue at most $5M (transfer share is a judgment)
Team
3 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.
A•••••••• S••••• C•••••• A•••• M••••••••• L••, C••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $2.0B to $3.6B
Team
4-person high-confidence team
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; joined the current firm under a year ago.
A•••••• C••••••• D•••••• W••••• P•••••••• L••, C••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $410M to $730M
Team
3 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now; joined the current firm under a year ago.
J••• G•••••••• A•••••••• P•••••••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $1.3B
Team
3 move with them
Contact
Professional
professional profile page
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.
P•••••• P•••••• D•••••• W••••• P•••••••• L••, C••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $410M to $730M
Team
3 move with them
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; joined the current firm under a year ago.
J••• S•••••• K•• I••••••••• L••, S••• B••••• 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 $595M to $665M, revenue at most $10M (transfer share is a judgment)
Team
3 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.
S••• G••••• K••••• F•••••••• S••••••••• L••, P••••••••• 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 $144M to $256M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.

Previous81 to 120 of 1,751Next

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.