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

Patrick Hutchinson Sector Analysts LLC, Allentown, Pa
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $202M to $226M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at sectoranalysts.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
Mikiel Featherston Planning Works Advisory, Inc., Austin, Tx
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $170M to $190M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at planningworksinc.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).
Before a call: a dated reason to call now.
Bryan Jarman Panorama Wealth Advisors, Greenwood Village, Co
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $114M to $127M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at pwa.llc (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R••••••• R•••••• R•• G••••• L••, H••••• 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 $132M to $147M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at rhlgroup.net (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J••• L•••• R•• W••••• A•••••••• L••, R•••• R•••• 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 $108M to $120M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at animascapital.com (firm_website)
Who else to call: 9 related advisors, 9 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•••• D••••• F••••••• W••••• A•••••••• L••, I•••••• 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 $178M to $199M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at filigreeadvisors.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).
Before a call: a dated reason to call now.
R••••• W•••••• P•••••• I••••••••• A•••••••• L••, 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 $109M to $193M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at polarisadv.com (firm_website)
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•••••• J•••••• B•••••• • J•••••• F••••• W••••• M•••••••••, P•••••••• 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 $96M to $107M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bernardandjohnson.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••• M••• M•••••• L••••• P•••••••, L••••••• 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 $124M to $221M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mlegacy.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
N••• E•••••• P••••• C•••••• M••••••••• L••, B••••••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $54M to $96M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at portuscm.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
P•••••• M•••••• E•••• W••••• M••••••••• I•••, 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 $137M to $153M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at eliteretirementgroup.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••• T••••••• H••••••• A•••• M••••••••• L••, B•••••• 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 $132M to $147M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at heritage-kc.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
P•••• G••••• A••• W••••• P•••••••, C••••••••• 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 $95M to $107M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at ariawealthpartners.com (firm_website)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C••• F••• F••• F••••••••, P••• A••••••• 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 $67M to $120M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at forsfinancial.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••• N••• P••••• C•••••• M••••••••• L••, B••••••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $54M to $96M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at portuscm.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
P••• R••••••• H•••• • A••••••••• W••••• M••••••••• L••, 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 $60M to $106M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at hicks-associates.com (firm_website); LinkedIn profile
Who else to call: 28 related advisors, 25 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••••••••• N•••••• F•••••• W••••• A•••••••, B•••••••• 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 $124M to $139M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at foreseewealth.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.
J•••••• M••••••• I••••••• T•• • F•••••••• P•••••••, H••••••••• 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 $50M to $89M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at infinitytaxandfinancial.com (firm_website)
Before a call: a dated reason to call now.
J••• H••• D•• A•••••••, D•••••• 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 $133M to $148M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at distinctfinancialsolutions.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S•••• M•••••• M• W••••• M••••••••• L••, S•• D••••• 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 $151M to $169M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at netwealthmanagement.com (firm_website); 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.
S•••• R••••• P••• W••••• A•••••••• I•••, C••••• 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 $188M to $210M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at parawealthadvisors.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C••••••••• F••• I••••••••• P••••••• • I•••••••••, C•••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $54M to $95M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at integrated-plan.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M••••• H•••••••• T••• W••••• G••••, B•••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $129M to $144M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mytruewealthgroup.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J••••• S••••••• A•••• P•••••• A•••••••• L••, S•••• F••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $170M to $190M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at aspenpa.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
E••• J•••••• S•••••• W••••• M••••••••• L••, S••••••• 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 $112M to $125M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at seattlewm.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
T••• C•••••• C•••••• C• G••••• L••, I•••••• C•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $193M to $216M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at capitalcsgroup.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••• G••••••••• G••••••••• W••••• P•••••••, C••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $64M to $113M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at gainspoletti.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••• F••••• 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 $166M to $186M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at westmarkwealth.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.
P••••• S••• M••••••• W••••• A••••••• L••, J••••••• 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 $173M to $194M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at pareshah.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••• E••••••••• B•••••••• W••••• M•••••••••, C••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $152M to $170M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at benchmark-wealth.com (firm_website)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M••• B•••••• M••••••••• P•••••• I••••••••• A••••••• L••, F•••••••• 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 $189M to $211M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at milestones-advisors.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M••••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• 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 $139M to $155M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at foundrywealth.com (firm_website); 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).
Before a call: a dated reason to call now.
M•••••• G••••••••• T•••••••• W•••••• L••, M•••• P•••••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $106M to $119M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tidehavenwealth.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
K•••••• C••••••• T•••••••• W•••••• L••, M•••• P•••••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $106M to $119M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tidehavenwealth.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
E••• I•••• L••••••••• W••••• M••••••••• I•••, 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 $64M to $113M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at lumiwm.com (hunter)
Who else to call: 19 related advisors, 8 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•••• L•••• W•••• A•••••• G••••, 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 $109M to $121M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wiser-advisor.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A••• G••••• T•••••••• W••••• M••••••••• L••, G•••• B••• 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 $128M to $143M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at titletownwm.com (firm_website)
Who else to call: 3 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•••••• E••••••••• B•••••••• W••••• M•••••••••, C••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $152M to $170M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at benchmark-wealth.com (firm_website); 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.
T••••• C••••••• A•••••• A•••••••• L••, A•• A••••• 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 $126M to $141M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at arborfi.com (firm_website); direct line printed for this person
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••••••• E••••• W••••• A•••••••• L••, O••••••• P•••• K•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $95M to $107M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at engageadvisors.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).
Before a call: a dated reason to call now.

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