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

David Gray Parisi Gray Wealth Management, LLC, Mendham, Nj
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $677M to $756M, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; a dated reason to call now.
Before a call: a dated reason to call now.
Frederick Kort Cura Wealth Advisors, LLC, Chicago, Il
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 $501M, revenue at most $10M (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; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Scott Waechter Code Waechter LLC, Tampa, 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 $348M to $389M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile
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••••• C•••••••• 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 $175M to $312M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; 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; mid-move on the record.
J••••• M•••• S•••••••• A•••••••• L••, G••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $420M to $595M
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.
A••••• M••••••• T••• N•••• R••••••••• A•••••••• L••, C••••••••• 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 $392M to $438M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
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.
S•••• B••••• O•••••••••, A••••••• G•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable
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.
C••••••••• K•••• K•••• • T•••• P•••••• A•••• M••••••••• I•••, H•••••••• R••••• 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 $691M to $773M, 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.
J••• C••••••••• S••••••• F••••• O•••••, O••••••• P•••• 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 $220M to $246M, 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.
T••••• W••• O•••• W•••••• I•••, M••••••••• W•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $368M to $414M
Team
2-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.
M••• F••••• W••••••••• A•••••••• L••, L••••••••• 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 $276M to $308M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at whipplewood.com, not verified
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J•••• S••••• P••••••• W••••• A•••••••, 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 $177M to $315M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• 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).
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•••••• S•••••• G•••• C•••••• M••••••••• 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 $243M to $272M, 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.
W•••••• G•••••••• G•••••••• C•••••• M•••••••••, M•••• P•••••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $336M to $376M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 12 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; a dated reason to call now.
Before a call: a dated reason to call now.
J••••• F•••••••• I•••••• W••••• P•••••••• L••, C•••• G•••••• 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 $309M to $346M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 16 related advisors, 16 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.
J••• R••• A••• W••••• M••••••••• •• I••••••••• I•••, C•••• G•••••• 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 $345M to $615M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 12 related advisors, 5 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.
G••••• G••••••• C••• W••••• P••••••• L••, L••••• 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
Professional
L••••••• profile; 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•••••• K••• A•• P•••••• W•••••• L••, C••••••••• 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 $140M to $249M, 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; joined the current firm under a year ago.
S••• N••••• A•••• I••••••••• G••••, D••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $200M to $356M
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 15 related advisors, 12 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•••• G••••••• G••••••• G••••• I••, L••••••••• 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 $294M to $329M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at gebhardtgroupinc.com, not verified
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J••• D••••• V•••• P•••••• C••••••• L•••, 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 $410M to $459M, 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; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
K•••• M••••• P••••••• C••••••, N•••••• B••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $1.4B to $1.6B (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.
J••• S••••••••• F•••••• F•••••••• P••••••• L••, O••••••• 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 $321M to $359M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
L••••••• profile; catch-all email at ffpforme.com, not verified
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
J••• C•••• A••••• W••••• A•••••••••, W••••••• 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 $247M to $276M, 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; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
M••••• S••• R••• C•••••• A•••••••• L••, C•••• G•••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable
Team
No team seen
Contact
Professional
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; mid-move on the record.
L•••••• N•••••• S•••• R•••• W••••• M•••••••••, L•••••••• 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 $311M to $348M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
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••••• H••• M•• A••••••• S•••••••• L••, M•••• G••••• 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 $215M to $241M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
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; a dated reason to call now.
Before a call: a dated reason to call now.
P•••• V••• C•••••••• C••••••, U•••••• 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 $180M to $320M, 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; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S•••••• C•••• P••••• P•••••••• L••, 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 at most $500M, 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 usable practice size; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
H•••• B••••• 1••• A•••• M••••••••• L••, G••••••• 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 $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: 11 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.
N•••••••• K••• C••••• W••••• L••, G•••••••• 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 $334M to $374M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; 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.
J••• C••••• D••••• • C••••• F•••••••• A•••••••, M•••• G••••• 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 $187M to $333M, revenue at most $5M (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).
Missing: a meaningful reason; the current role; a dated reason to call now.
Before a call: a dated reason to call now.
L•••• P••••••• B•••• F•••••••• G••••, K••••• 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 $225M to $251M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; a dated reason to call now.
Before a call: a dated reason to call now.
K•••• M••••••• G•••••••• C••••••, M•••••••• 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 $152M to $270M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
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••••••• A•••• S••••• 5• F••••••••, M•••••••• 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 $290M to $325M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; a dated reason to call now.
Before a call: a dated reason to call now.
R••• S•••• C••••• W••••• L••, G•••••••• 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 $334M to $374M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; 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.
J•••••• T•••• T•••• • D•••••• W••••• M••••••••• L••, 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 $265M to $297M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
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.
J•••••• M••••••••• F•••••••• C••••, W••• C••••••• 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 $338M to $377M, 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; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S••••• S••• P•••• A•••••••• I•••, S••••• 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 $258M to $458M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at prismadvisors.com, not verified
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.
J•••• W••••• W•••• W••••• M•••••••••, U••••••••• 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 $225M to $251M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; a dated reason to call now.
Before a call: a dated reason to call now.

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