Advisors to call now

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

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

Carl Johnson Grove Street Fiduciary, LLC, Peterborough, Nh
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $207M to $368M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile; professional profile page; catch-all email at grovestreetfiduciary.com, not verified
Who else to call: 3 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.
Kevin Hook Bridgewealth Advisory Group, LLC, Fresno, 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 $739M to $825M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile; catch-all email at bridgewealth.com, not verified
Who else to call: 7 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.
Carie Carney Lenk Ladner Investment Solutions LLC, Osterville, Ma
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $287M to $320M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile; catch-all email at lenkladner.com, not verified
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
D•••• E•••• B••••••••• A••••••• G••••• L••, F•••••• 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 $739M to $825M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at bridgewealth.com, not verified
Who else to call: 4 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.
G••• R••• P•••••• P•••••• W••••• M••••••••• L••, P••• H•••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $107M to $120M, 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).
Before a call: a dated reason to call now.
E••• H•••••• W••••••• I••••••••• A•••••••, B••••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $194M to $217M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page; catch-all email at westviewinvest.com, not verified
Who else to call: 5 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.
E•••• O••••• T••••• W••••• A•••••••, C•••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $53M to $94M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at trumanwealthadvisors.com, not verified
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M•••••• S••••••• C•• R•••••••••, E••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $121M to $215M, 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, 7 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.
M•••••• G•••• C•••• A••••••• G••••• L•••, W•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $109M to $122M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at catumgroup.com, not verified
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C•• M•••••••• P••••••• W••••• M•••••••••, D•••••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $67M to $119M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at palisadeadvisor.com, not verified
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••• H••••••••• N••••••• A•••••••• L••, I••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $160M to $179M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
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; joined the current firm under a year ago.
D•••• R•••••••• D•• W••••• M••••••••• L••, S•• J•••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $111M to $197M, 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).
Before a call: a dated reason to call now.
J••••• L••• O•• W••••• I••••••••, B••• R••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $164M to $184M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at onewealthinvestors.com, not verified
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S••• F••••••• P••••••••• F••••••••, S•• F••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $109M to $122M, 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).
Before a call: a dated reason to call now; joined the current firm under a year ago.
M••• I•••• N••••••• A•••••••• L••, I••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $94M to $168M, revenue at most $5M (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).
Before a call: a dated reason to call now; joined the current firm under a year ago.
K•••••• L••••••• P•••••• C••••• G•••• A•••• M•••••••••, G••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $72M to $127M, revenue at most $5M (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).
Before a call: a dated reason to call now.
V••••••• D••••• B•••••• W••••• C••••••••• L••, S••••• G••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $74M to $132M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at bwconnect.co, not verified
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A••• H••• B••••••••• L•• I••••••••• C••••••, A••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $90M to $160M, 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, 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; mid-move on the record.
A•••••• G•••• A••••••• W••••• M•••••••••, S•••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $94M to $105M, 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).
Before a call: a dated reason to call now.
R•••••• D••••• C••••• F•• W••••• M••••••••• A•••••••, A••••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $114M to $203M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
D•••• H•••••• A••• P•••••••, S•• P••••••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 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.
W•••••• A••••• A••• P•••••••, S•• P••••••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 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.
A••• W••••• C•••••, B•••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $45M to $79M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 10 related advisors, 10 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.
N••••••• T•••• G••••••• W•••••, P•••••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $31M; portable $27M to $30M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now; joined the current firm under a year ago.
M••••• B••• C••••• W••••• M••••••••• L••, D•••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $87M; portable $74M to $83M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C•••••• S•••••••• S•••••••• W••••• G••••, N••••••••• I•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $25M to $50M; portable $16M to $28M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
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.
D••••• J••••• D•••••• C•••••• L••, O•• B••••• I•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $44M; portable $37M to $41M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now.
S•••• M••• S•• F•••••••• P•••••••• L••, F•••• C•••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $55M to $61M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
M••• M• M•••• W••••• P•••••••, S•• M••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $31M; portable $26M to $30M, revenue under $500K (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).
Before a call: a dated reason to call now.
C••••••••• B•••• C••••• W••••• G•••• I••••••••• L••, B•••••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $62M; portable $53M to $59M, revenue $100K to $1M (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).
Before a call: a dated reason to call now; joined the current firm under a year ago.
S•••• S••••• A•••••••••, N••••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $51M; portable $43M to $48M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
F•••• B••• A•••• S••••••••• I••, L••••• I•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $30M to $53M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
L••• C•••••• B• W••••• A•••••••• L••, E••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $25M to $50M; portable $22M to $25M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; 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.
E••••• T••••• W••••••••• W••••• M••••••••• I•••, E••••••••• P•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M; portable $21M to $24M, revenue under $250K (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).
Before a call: a dated reason to call now.
R••••• E•••• A•••••• F•••••••• G••••• L••, A••••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $46M to $51M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
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.
K•••• C•••••••• W•••••••• G••••• A•••• M•••••••••, A•••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $37M to $65M, revenue at most $1M (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).
Before a call: a dated reason to call now.
A••••• K••••••••• K••••••••• C••••••, P••• B•••• G••••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $5M; portable $4M to $4M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
F•••• V••••••••• U• C•••••• G••••• W••••• M••••••••• L••, S•• F••••••••• C•
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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M•••• K•••• K•••• F••••••••• L••, W••••••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Personal book $21M; portable $18M to $20M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
M•••••• B•••• G•• W••••• M••••••••• L••, M•••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Under $25M
Team book under $25M; portable $20M to $23M, 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.

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