Advisors to call now

Books with a lower bound of $250M or more, at person or team scope.

Changes on what you follow · Describe your platform to see fit

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

Andrew Knutson Wells Fargo Advisors, Wayzata , Mn
broker-dealer affiliated
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
8 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
John Lewis Rockefeller Capital Management, Florham Park, Nj
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.3B; portable $1.4B to $2.0B
Team
8 move with them
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Richard Blackwell Rockefeller Capital Management, Florham Park, Nj
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.3B; portable $1.4B to $2.0B
Team
8 move with them
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M••• A••••••• F••••• A••••••• L••, M••••••••• M•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B
Team
7 move with them
Contact
Direct
published business email at fathom-advisors.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; joined the current firm under a year ago.
T••• D••••• F••••• A••••••• L••, M••••••••• M•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B
Team
7 move with them
Contact
Direct
published business email at fathom-advisors.com (firm_website)
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
E•••••••• S••••• F••••• A••••••• L••, M••••••••• M•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B
Team
7 move with them
Contact
Direct
published business email at fathom-advisors.com (firm_website)
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
D••••• E•••••• E•••••••• P•••• W••••• P•••••••• L••, A••••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B; portable $650M to $1.2B
Team
7 move with them
Contact
Professional
professional profile page
Before a call: a dated reason to call now; joined the current firm under a year ago.
M•••••• C•••••• F••••• A••••••• L••, M••••••••• M•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B
Team
7 move with them
Contact
Professional
professional profile page
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
M•••••• M••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, W••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $300M; portable $240M to $270M
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••• G••••• W•••• F•••• A•••••••, C••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.8B; portable $1.4B to $1.5B
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
K••••• C•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, G••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $411M; portable $329M to $370M
Team
7 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.
J••• P••••• L•••••• M••••• S••••••, P••••••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $775M; portable $465M to $581M
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 42 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••• L••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, W••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $300M; portable $240M to $270M
Team
7 move with them
Contact
Unresolved
no contact route found
Business ties: On file: 1 investment vehicle. A measure of business ties, not of book size or clients.
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••• H••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, G••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $411M; portable $329M to $370M
Team
7 move with them
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle on file; 1 co-principal(s) who sit on 3+ Connecticut businesses. A measure of business ties, not of book size or clients.
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•••• E•••• W•••• F•••• A•••••••, C••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.8B; portable $1.4B to $1.5B
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
W•••••• F•••••• M••••• S••••••, P••••••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $775M; portable $465M to $581M
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 42 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C••••••••• P•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, W••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $300M; portable $240M to $270M
Team
7 move with them
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
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 contact route.
M••••••• K••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, M••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.0B; portable $800M to $900M
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
M•••••• N•••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, G••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $411M; portable $329M to $370M
Team
7 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••••• G•••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, M••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.8B; portable $1.4B to $1.6B
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
F•••• D••••••••• W•••• F•••• A•••••••, C••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.8B; portable $1.4B to $1.5B
Team
7 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.
S•••• E•••••• E•••••••• P•••• W••••• P•••••••• L••, A••••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B; portable $650M to $1.2B
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 8 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; joined the current firm under a year ago.
J•••• M•••••• E•••••••• P•••• W••••• P•••••••• L••, A••••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B; portable $650M to $1.2B
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
D•••• R•••••• E•••••••• P•••• W••••• P•••••••• L••, A••••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B; portable $650M to $1.2B
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
C•••••• T••• S•••••••• A•••••••• L••, F••• M••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.2B to $1.7B
Team
6 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J••• P••••••• S•••••••• A•••••••• L••, F••• M••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.2B to $1.7B
Team
6 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now.
T••••• B••• S•••••••• A•••••••• L••, F••• M••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.2B to $1.7B
Team
6 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
W•••••• S••••••• T••••••••• W•••••• L••, C•••• 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
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
P•••••• C•••••• ••••••••, C••••••••• V•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $950M; portable $475M to $846M
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
J••• S•••• ••••••••, C••••••••• V•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $950M; portable $475M to $846M
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
J••••••• C••••• ••••••••, C••••••••• V•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $950M; portable $475M to $846M
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
J••••••• B•••• L•• F•••••••• L••, D•••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $1.2B to $1.4B
Team
7-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
E••• T••••• W•••• F•••• A•••••••, F•••••• T•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.6B; portable $1.2B to $1.4B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 46 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
A••• J••••• W•••• F•••• A•••••••, F•••••• T•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.6B; portable $1.2B to $1.4B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 46 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
D•••• D••••••• L•• F•••••••• L••, O••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.0B; portable $800M to $900M
Team
7-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
D••••• S•••• W•••• F•••• A•••••••, M••••••• • N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.4B; portable $1.1B to $1.2B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
M•••••• G•••• R•••••• J•••• • A••••••••• I•••, E••• A•••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.0B; portable $600M to $850M
Team
6 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J•••• Z•••••••• R•••••• J•••• • A••••••••• I•••, L•• V••••• N•
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
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••••• P••••••• L•• F•••••••• L••, O••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.0B; portable $800M to $900M
Team
7-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
B••••••• D••••• R•• C•••••• M••••••• L••, B••••• I•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.6B; portable $800M to $1.1B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.

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