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

Christopher Vaughn Family Wealth Planning Partners, Louisville, Ky
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $159M to $282M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at fwppartners.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.
Thomas King Sarver Vrooman Wealth Advisors LLC, Kansas City, Mo
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $384M to $430M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at svwealthadvisors.com (firm_website); 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.
Taylor Mavrakos Mfp Financial Services, LLC, Safety Harbor, 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 $307M to $343M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email at mfpfinancial.com (firm_website); LinkedIn profile
Who else to call: 3 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.
M••••• M•••••• M•••••• W••••• M••••••••• L••, L•••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $290M to $515M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at matternwealth.com (firm_website); LinkedIn profile
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.
E••• M••••••• A••••••• F••••••••, 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 $231M to $258M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at lpl.com (firm_website)
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.
C••••• V•••••• F•• A•••••••• I•••, F••••••••• H••••• 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 $151M to $269M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at financialarch.com (firm_website); LinkedIn 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.
K•••••• E•••••• Q•••••• P•••••••• M••••••••• L••, N•• Y•••• N•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $170M to $302M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at qmpm.com (firm_website); LinkedIn profile
Who else to call: 32 related advisors, 30 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•••• B••• J•••••• W••••• M••••••••• L••, G•••••••• 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 $208M to $371M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
verified business email at jupiterwealth.com (hunter)
Who else to call: 2 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.
K••••••• B••• C••••••• F••••• O••••••• L••, S•••••••• 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 $270M to $481M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at compoundfamilyoffices.com (firm_website)
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.
T••• H•••••• H•••••• S••••••••• W••••• M••••••••• L••, N•• O••••••• L•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $525M to $587M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at hubbellstrickland.com (firm_website); LinkedIn profile
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.
K••• C•••• M•••••• W••••• M••••••••• L••, L•••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $492M to $550M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at matternwealth.com (firm_website); LinkedIn 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•••• R••• R••• F•••••••• 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 $230M to $410M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at rothfinancialpartners.com (firm_website)
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.
N••••••• G•••••• A••••••••• W••••• A•••••••, F••• W••••• 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 $168M to $298M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at aspenridgewm.com (firm_website)
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.
A••• M•••••••• A••••• W•••••, W••••••• V••••••• 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 $481M to $538M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at alteriwealth.com (firm_website)
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.
C••••• S••••••••• H•••••• S••••••••• W••••• M••••••••• L••, N•• O••••••• L•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $525M to $587M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at hubbellstrickland.com (firm_website); LinkedIn profile
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.
J••••••• Y••••• Y••••• W••••• S••••••••• L••, W••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $450M to $503M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at yargerwealth.com (firm_website)
Who else to call: 4 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•••• B••• J•••••• W••••• M••••••••• L••, G•••••••• 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 $208M to $371M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
verified business email at jupiterwealth.com (hunter)
Who else to call: 2 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.
C••••••••• C•••••• F•• A•••••••• I•••, F••••••••• H••••• 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 $257M to $287M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at financialarch.com (firm_website)
Who else to call: 10 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•••••• C••••• S•••••••• W•••••• L••, L•••• S•••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $478M to $534M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at strongboxwealth.com (firm_website); LinkedIn profile
Who else to call: 6 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.
B•••• L••• N•••••• A•••••••• I•••, 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 $232M to $259M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at nesteggadvisors.net (firm_website)
Who else to call: 4 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.
T•••••• S••••••• Y••••• W••••• S••••••••• L••, W••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $265M to $471M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at yargerwealth.com (firm_website); 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.
A••••• P••••••• P••••••• W••••• M••••••••• L••, S•••••• 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 $126M to $223M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at petersonwm.com (firm_website)
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••••• S•••••• S•••••• W••••• M••••••••• L••, F••• W••••• 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 $310M to $346M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at sheltonwealth.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.
R•••••• H••••• A••••• G••••• P••••••• L••, M•••••• L••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $594M to $1.1B (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at aspiregrowthpartners.com (firm_website); LinkedIn profile
Who else to call: 6 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.
D••••• L••••• N•••••• A•••••••• I•••, 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 $136M to $243M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at nesteggadvisors.net (firm_website)
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.
E••• L••• N•••••• A•••••••• I•••, 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 $136M to $243M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at nesteggadvisors.net (firm_website)
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••••• M••••••••• T••••• W•••••, M•••••• 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 $200M to $356M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at ticinowealth.com (firm_website); 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.
N••••••• B••••• A••••• W••••• P•••••••, Y••••••••• 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 $178M to $317M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at alcyonwealth.com (firm_website)
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.
T••• W••••• P•••• P•••••••, D•••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M
Team
2 move with them
Contact
Direct
published business email at pearlplanning.com (firm_website)
Who else to call: 7 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.
M••• P•••••• A••••• W••••• P•••••••, Y••••••••• 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 $303M to $339M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at alcyonwealth.com (firm_website); LinkedIn profile
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.
C••••••• R•••••• F•• A•••••••• I•••, F••••••••• H••••• 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 $151M to $269M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at financialarch.com (firm_website)
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••••••• D••• S•••••••• A•••••••• L••, B••••••••• 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 $366M to $409M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at steadmontadvisors.com (firm_website); LinkedIn profile
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.
A••• S••••••••• S••••••••• W••••• M••••••••• I•••, W••••• C••••• 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 $377M to $421M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at spiegelmanwealth.com (firm_website)
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.
A••••• B•••• W•••••••••, 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 $185M to $329M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at wealthspringpartners.com (firm_website); LinkedIn profile
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; mid-move on the record.
A••••• L•••••• T•• R•••• W••••• P•••••••• L••, L••••••••• 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 $341M to $381M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at tarriverwealth.com (firm_website)
Who else to call: 4 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.
B•• S•••••• S••••• A•••••••••, S•••• R•••• 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 $298M to $332M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at sonomaallocations.com (hunter)
Who else to call: 14 related advisors, 14 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•• D•••• S••••• V•••••• W••••• A••••••• L••, K••••• C•••• 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 $384M to $430M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at svwealthadvisors.com (firm_website); 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.
S•••• H••••••••• B•••••••• P••••••• L••, T••••••• C•••• 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 $146M to $261M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at blueprint.family (firm_website)
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.
T••••• H••• S•••••••• A•••••••• L••, B••••••••• 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 $366M to $409M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at steadmontadvisors.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.
E••• D•••••• F••••• W••••• P••••••• P•••••••, L••••••••• 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 $159M to $282M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at fwppartners.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.

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