Advisors to call now

Valuable practices with nothing current: worth knowing, not worth a call today.

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

Kamerynn Bonn Saltbox Financial LLC, Greensboro, Nc
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile; catch-all email at saltboxfinancial.co, not verified
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Matthew Madison Wave Wealth Management, LLC, Frisco, Tx
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.0 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
Edward Perry Lifepoint Planning, Grand Rapids, Mi
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
J•• G••••••• C•••••••, G••••••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 5 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (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.
J•••• R•••••••• S•••••• F•••••••• L••, B••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Exceptional band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at saltboxfinancial.co, not verified
Missing: a usable practice size; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J•••• R••• A••• P••••••• • W•••••, S••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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.
L••• W•••••••• T•• P••••••••• F•••••••• C•••••• L••, O•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
professional profile page
Before a call: a dated reason to call now.
K•••••••• H••••• C••••••• R•••• F•••••••• G••••, V••••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
A•••••• P•••• W••••••• W••••• M•••••••••, P••••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
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).
Before a call: a dated reason to call now.
C••• P••••••• C••••••• R•••• F•••••••• G••••, S• P••• B••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
J•••• A•••••• E•••• F•••••••• P•••••••, C••••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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, 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.
E••• E•••• E•••• F•••••••• P•••••••, C••••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
D•••• K•••••• C••••••• R•••• F•••••••• G••••, V••••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
K•••• E•••• E•••• F•••••••• P•••••••, C••••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
M•••••• B••••••• C••••••• R•••• F•••••••• G••••, V••••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
E••• M•••• M•••• W•••••, F••••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 7 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.
J••••• B•••• T••• C••• P•••••• W•••••• L••, W••••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
R•••••• V••••••• S•••••• W••••• P•••••••, E••••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now.
E••• L•• C•••••• F•••••••• G••••• I•••, T••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
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).
Before a call: a dated reason to call now.
K•••••• L•••• J••••••• • A••••••••• F•••••••• A•••••••• L••, P••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
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).
Before a call: a dated reason to call now.
C•••••• C•••••• C•••••• F•••••••• G••••• I•••, T••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
S••• M•••• M•••• W•••••, F••••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 7 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.
R••• M•••••• M•••••• W••••• M••••••••• I••, S•••••• V•••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
T••••• L••••• T••• C••• P•••••• W•••••• L••, W••••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
M•••••• W••• J••••••• • A••••••••• F•••••••• A•••••••• L••, P••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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).
Before a call: a dated reason to call now.
R••• L•••••• A••••• W••••• A•••••••, V••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
S••••• M•••• M•••• W•••••, F••••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
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).
Before a call: a dated reason to call now.
K•••• L••••• L••••• W••••• M•••••••••, E• D••••• H••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
E••• M•••••••• T••• C••• P•••••• W•••••• L••, W••••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
W•••••• H••••• L••••• W••••• M•••••••••, E• D••••• H••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
T••••• C•••••• C•••••• F•••••••• G••••• I•••, T••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
P••••• S•••• S•••••• W••••• P•••••••, E••••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now.
A•••••• W••••• S•••••• W••••• P•••••••, E••••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now.
L••••• I•••••• W••••••••• A•••••••, C••••••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
D••••• M•••••• M•••••• W••••• M••••••••• I••, S•••••• V•••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now.
Q•••• P••••• F••• A••••••• I••, A•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
T••••• B••••• I•••••••• P•••••••• S••••••• L••, P•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (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.
A••••• K••• K••• C•••••• P•••••••, O•• B••••• 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 at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Before a call: a dated reason to call now.
K••• S•••• W••••••••• A•••••••, C••••••••• 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 at most $250M, 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, 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.
L••• C•••• W•••• F•••••••• P•••••••• L••, B••••••• 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 at most $250M, 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).
Before a call: a dated reason to call now.

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