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

Garrett Smith Ascend Investment Partners, Logan, Ut
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $562M to $628M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
Kyle Hancharick LPL Financial LLC, Sheffield Village, Oh
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $350M; portable $280M to $315M, revenue at most $10M
Team
4 move with them
Contact
Unresolved
no contact route found
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 contact route.
Dominic Elmo LPL Financial LLC, Dublin, Oh
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $350M; portable $280M to $315M
Team
4 move with them
Contact
Unresolved
no contact route found
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 contact route.
C••••••••• G•••• S•••••• N••••••• • C••••••• I•••••••••, D•••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $900M to $1.3B
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 50 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••••• M••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D•••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Personal book $270M; portable $202M to $230M
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
R••• B••• S•••••• N••••••• • C••••••• I•••••••••, D•••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Personal book $1.4B; portable $840M to $1.2B
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 40 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• L••••• A••••••• W••••• M••••••••• P••••••• L••, A•••••• 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 $232M to $259M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Unresolved
no contact route found
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
D•••• W•••••••• W•••• F•••• A•••••••, B•••• R••••• L•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.7B; portable $1.3B to $1.4B
Team
5-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 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.
M•••••• T••••••• S•••••• N••••••• • C••••••• I•••••••••, D•••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $900M to $1.3B
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 50 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
P•••••• C•••• A••••••• W••••• M••••••••• P••••••• L••, K••••••••• 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 $232M to $259M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
D••••• B••• U•• F•••••••• S••••••• I•••, B••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $470M; portable $282M to $352M
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S••••• C••••••• W•••• F•••• A•••••••, B•••• R••••• L•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.7B; portable $1.3B to $1.4B
Team
5-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 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.
J•••• C•••• L•• F•••••••• L••, M••••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M; portable $400M to $450M
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J•••• H••• U•• F•••••••• S••••••• I•••, A•••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B; portable $780M to $975M
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
P••• N••••• A••••• I••••••••• P•••••••, L••••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $562M to $628M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a contact route; 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; a contact route.
K•••• B••••• R•••••• J•••• • A••••••••• I•••, D•••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $340M; portable $204M to $289M
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
A•••••• C••••••• L•• F•••••••• L••, D•••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $350M; portable $280M to $315M, revenue at most $10M
Team
4 move with them
Contact
Unresolved
no contact route found
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 contact route.
J••• C•••••• S•••••• N••••••• • C••••••• I•••••••••, H••••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $873M; portable $524M to $742M
Team
4 move with them
Contact
Unresolved
no contact route found
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 contact route.
A••••• M•••• S•••••• N••••••• • C••••••• I•••••••••, H••••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $873M; portable $524M to $742M
Team
4 move with them
Contact
Unresolved
no contact route found
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 contact route.
R••••• J••••••••• L•• F•••••••• L••, S•••••••• V••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $350M; portable $280M to $315M, revenue at most $10M
Team
4 move with them
Contact
Unresolved
no contact route found
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 contact route.
M••••••• S•••• C••••••• P•••••• W•••••• L••, S•• M••••• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at catalystprivatewealth.com (hunter); LinkedIn profile
Who else to call: 6 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.
B•••• W••••• C••••••• P•••••• W•••••• L••, S•• M••••• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at catalystprivatewealth.com (hunter); LinkedIn profile
Who else to call: 6 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.
A•••••••• F•••• S••••• A•••••••• L••, S•• F••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $2.0B to $2.3B (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at sentryadv.com (firm_website)
Who else to call: 9 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•••••• P••••• S••••• A•••••••• L••, S•• F••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $2.0B to $2.3B (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at sentryadv.com (firm_website)
Who else to call: 9 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.
C•••••••• P••••• C•••••• W••••• M••••••••• P•••••••, F••••••• 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 $197M to $351M, revenue at most $5M (transfer share is a judgment)
Team
4-person high-confidence team
Contact
Direct
published business email at clarionwealth.com (firm_website)
Who else to call: 42 related advisors, 41 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••• D••• C••••••• P•••••• W•••••• L••, S•• M••••• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at catalystprivatewealth.com (hunter); 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).
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••••• R•••••••• O•• A•••• M••••••••• L••, W••••••• 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 $352M to $393M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at oakasset.com (firm_website)
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.
M•••••• N•••• 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
Direct
verified business email at meetmarathon.com (hunter)
Who else to call: 9 related advisors, 6 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•••••• H•• S••••• A•••••••• L••, S•• F••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $1.2B to $1.7B (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at sentryadv.com (firm_website)
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.
D•••• Y•••• C•••••• W••••• M••••••••• P•••••••, F••••••• 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 $336M to $375M, revenue at most $5M (transfer share is a judgment)
Team
4-person high-confidence team
Contact
Direct
published business email at clarionwealth.com (firm_website)
Who else to call: 41 related advisors, 41 on a link type measured as carrying moves (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.
B••• M••••••• A••••• P•••••••• L••, F••••••• 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 $355M to $397M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at aspect-partners.com (firm_website); LinkedIn profile
Who else to call: 20 related advisors, 19 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.
R•• G•••••••• 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 $280M to $313M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at gutierrezwealthadvisory.com (hunter); LinkedIn profile
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.
J••• N•• O•• A•••• M••••••••• L••, W••••••• 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 $352M to $393M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at oakasset.com (firm_website)
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.
J•••• R••••••• O•• A•••• M••••••••• L••, W••••••• 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 $352M to $393M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at oakasset.com (firm_website)
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.
C•••• 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+
Team book $500M; portable $250M to $445M
Team
4-person high-confidence team
Contact
Direct
published business email at renotahoewm.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••• G•••••••• 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 $280M to $313M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at gutierrezwealthadvisory.com (hunter); LinkedIn profile
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.
N••••••• H••• C•••••• W••••• M••••••••• P•••••••, F••••••• 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 $197M to $351M, revenue at most $5M (transfer share is a judgment)
Team
4-person high-confidence team
Contact
Direct
published business email at clarionwealth.com (firm_website)
Who else to call: 42 related advisors, 41 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.
D•••• W••••• O•• A•••• M••••••••• L••, F••••••••• 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 $352M to $393M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at oakasset.com (firm_website)
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•••••• C••••••••• C••••••• P•••••• W•••••• L••, S•• M••••• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at catalystprivatewealth.com (hunter)
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.
D••• J•••• 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 $152M to $271M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at broadviewwp.com (hunter)
Who else to call: 3 related advisors (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.

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