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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- Keegan Bell LPL Financial LLC, Medford, Orbroker-dealer affiliated
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: 1.3 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Book not estimable; portable $360M to $405M
- Team
- 2 move with them
- Contact
- Unresolved
- no contact route found
Before a call: a dated reason to call now; a contact route.
- Adam Weinstock Evolve Private Wealth, LLC, Los Angeles, Caindependent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Book not estimable; portable $150M to $267M
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 16 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 contact route.
- Michael Capeder LPL Financial LLC, San Diego, Cabroker-dealer affiliated
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: 1.4 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Book not estimable; portable $264M to $297M
- Team
- 2-person high-confidence team
- Contact
- Unresolved
- no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
- D••••• W•••• A••• C•••••• M••••••••• L•, S•• F••••••••• C•mixed wealth
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
- $250M+
- Team book $250M to $500M; portable $285M to $318M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at abra.com (hunter); LinkedIn 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.
- J•••••• M••• E•••••••••, P••••• T•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: 1.3 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $169M to $300M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at evoadvisers.com (hunter)
Who else to call: 7 related advisors, 7 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.
- E••• M••• G•••••••• F•••••••• G••••• L••, B••••••••• H••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $247M to $440M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at greystonefg.com (hunter); LinkedIn profile
Who else to call: 10 related advisors, 7 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.
- D•••• T•••••• B••••• F•••••••• S••••••••• C••••, R••••••• N•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: 7 prior firm moves; 1.9 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $155M to $275M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at beaconfinancialstrategies.com (hunter)
Who else to call: 13 related advisors, 11 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.
- S•••••• M•••••• L•••• W••••• L••, E•••• C•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
- $250M+
- Team book $500M to $1B; portable $320M to $569M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at librawealth.com (hunter)
Who else to call: 40 related advisors, 40 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.
- E••• L••••• L••••• W••••• M••••••••• I•••, M•••••••• V•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: 2.0 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $157M to $279M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at lwealthmanagement.com (apollo); LinkedIn profile
Who else to call: 6 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.
- S••• T••••• A••••• P•••••• W•••••, O••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Team book $1B+; portable $727M to $1.3B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at alpineprivatewealth.com (firm_website)
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•••••••• D•••••••• I••••••••• W•••••• L••, T••••• F•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: 1.4 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $254M to $452M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at instrumentalwealth.com (firm_website)
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••••• K••• W••••••• W••••• M•••••••••, A•• A••••• M•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: 1.2 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $182M to $323M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at windrockwealth.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors, 13 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.
- R••••• T•••• L••••••• F•••••••• S••••••••• I•••, W•••••• F•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
- $250M+
- Team book $250M to $500M; portable $179M to $318M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at lifespanfinancial.biz (hunter)
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: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K••••••••• K•••• R••••••••• P••••••• G••••• L••, M••••• N•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: 1.4 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $188M to $334M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at rpgretire.com (firm_website)
Who else to call: 4 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.
- S•••• T•••• A•••••• A••••••• A••••••••• L••, H•••••••• H•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $134M to $239M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at andrewsllc.com (hunter); LinkedIn profile
Who else to call: 10 related advisors, 4 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••••••• M•••• M••••• I••••••••• G••••• L••, K••••• C•••• M•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: 1.2 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $354M to $396M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at marketadvisorygroup.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M••• Z••••• S••••••••• P•••••• L••, N••••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band on many small effects, none decisive.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $468M to $834M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at stonebrookprivate.com (firm_website)
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: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S•••••• G•••••• C•••• I••••••••• C•••••• C•••••••••, C••••••••• V•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: 4 prior firm moves.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $255M to $357M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at chaseinv.com (hunter)
Who else to call: 20 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: 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••••••••• A••••• I••••••••• M•••••••••, A•••••• T•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
- $250M+
- Team book $250M to $500M; portable $185M to $330M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at archerim.com (hunter); LinkedIn profile
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: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• L••• C•••••• F•••••••• L••, M•••••••• C•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: 1.9 years at the current firm.
- Timing
- Model band only
- 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
- Direct
- verified business email at conquis.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 1 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.
- M•••••• A•••••• B••••• G••••••••• W••••• M•••••••••, S•••• M••••• F•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
- $250M+
- Team book $250M to $500M; portable $130M to $231M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at bridgewm.com (hunter)
Who else to call: 8 related advisors, 4 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.
- S••••• D••••••••• E•••••• A•••••••• L••, A•••••• T•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: 1.5 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $1B+; portable $550M to $980M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at enclaveadvisors.com (hunter); LinkedIn profile
Who else to call: 1 related advisor (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.
- K••• H••• W••••••••• C•••••• M••••••••• L••, E••••••••• F•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
- $250M+
- Team book $500M to $1B; portable $355M to $632M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at wealthbridgecm.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: 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•••• S••••• R•••••• • C•••••• A•••••••• L••, N•• Y•••• N•institutional manager
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
- $250M+
- Team book $500M to $1B; portable $475M to $845M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at robotti.com (hunter)
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.
- B••••• S•••••• K••••••••• C••••••• I•••, C••••••••• 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: 1.6 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $188M to $335M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at kleinfeldercapital.com (hunter); LinkedIn profile
Who else to call: 8 related advisors, 6 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.
- M•••• T••••• R•••••• W•••••• L••, F••••••• V•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: 1.3 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $197M to $351M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at reframewealth.com (hunter); LinkedIn 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).
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•••••• R••• J•• F•••••••• G•••• L••, I•••••• C•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: 1.8 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $176M to $314M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at jdmfinance.com (hunter)
Who else to call: 2 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.
- D•••• S•••• C•••• W••• W••••• M••••••••• L••, I••••••••• I•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: 12 prior firm moves; 2 earlier moves from an incumbent firm to an independent or newly formed one.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $166M to $296M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at currywebb.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: the full regulatory record; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K••• W•••••• S••••••••• F•••••••• P••••••• L••, L•••• 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: 5 prior firm moves.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $184M to $327M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at switchpointfinancial.com (hunter); LinkedIn profile
Who else to call: 8 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: 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•••• S••••••• P•••••• F•••••••• A••••••••• L••, A••••• 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: 1.6 years at the current firm; 4 prior firm moves.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $181M to $323M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at presperfinancial.com (firm_website)
Who else to call: 10 related advisors, 7 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.
- C••••• R•••••• S•••••• • P•••••, C••••••••• P•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
- $250M+
- Team book $250M to $500M; portable $217M to $386M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at santoriandpeters.com (hunter)
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: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••• L••••••• L••• P••••••• P•••••••• I•••, J••••••••• F•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 earlier move from an incumbent firm to an independent or newly formed one.
- Timing
- Model band only
- 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
- Direct
- verified business email at lifeplanningpartners.com (hunter)
Who else to call: 2 related advisors, 1 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.
- K••••••• D••••• N••••••• L••••• A•••••••• I•••, S••••••• W•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 earlier move from an incumbent firm to an independent or newly formed one.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $129M to $230M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at nlria.com (hunter)
Who else to call: 2 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.
- S•••••••• C••• H••••• D••••••• • A••••••••• I••, L•• A••••••• C•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: 1.2 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $195M to $348M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at hdainvest.com (hunter)
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.
- S••• P•••••••• T••••• G••••• • I••••• A•••••••• L••, C••••••••• N•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: 1.3 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $164M to $292M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at torreygrowth.com (hunter)
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•••••••• L••• L••• I••••••••• M•••••••••, D•••••• T•institutional manager
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Team book $1B+; portable $1.1B to $1.2B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at learim.com (hunter); LinkedIn profile
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•••• A••••••• F•••••••• A•••••••• L•••, M•••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $808M to $903M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at afainvestments.com (firm_website); LinkedIn profile
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.
- A••• C••• P••••••• I••••••••• L••, D••••••••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Team book $1B+; portable $1.2B to $1.4B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at parksideinv.com (hunter); LinkedIn profile
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.
- R••• T•••••• F•••• O•• W••••• M••••••••• L••, R••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Book not estimable; portable $269M to $300M, revenue $500K to $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at firstoak.com (hunter); LinkedIn 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.
- A••• H••• N•• I•••••• W••••• A•••••••, S•• R••••• C•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: 1.4 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $198M to $353M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at newinsightwealth.com (hunter)
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.
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