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

Joseph Ilg Wells Fargo Advisors, Melville , Ny
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.
Collin Mccall Newedge Advisors, Destin, Fl
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.4B; portable $840M to $1.2B
Team
6 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.
John Rizzo Wells Fargo Advisors, Melville , Ny
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.
W•••••• D•••• W•••• F•••• A•••••••, L••••••• P•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $1.1B to $1.3B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 22 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.
J•••• 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.
D••• C••••• 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: 9 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; joined the current firm under a year ago.
K•••• L•• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, H•••••••• H•
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
6 move with them
Contact
Unresolved
no contact route found
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; a contact route; joined the current firm under a year ago.
S•••••••• G••••••• R•••••• J•••• • A••••••••• I•••, C••••••• C•••••• 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
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.
M•••••• T•••••• 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.
S••• T••••••• R•••••• J•••• • A••••••••• I•••, N•••••• B••••• C•
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: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
P•••••• B•••••• W•••• F•••• A•••••••, L••••••• P•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $1.1B to $1.3B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 22 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.
J•••••• W••• 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: 9 related advisors, 3 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; joined the current firm under a year ago.
J••• S•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••• B•••• G••••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $3.5B; portable $2.6B to $3.0B
Team
6 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.
L•• W•••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, B••••••••• T•
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
6 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
W•••••• B••••• 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.
R•••• K•••••• N•••••• A•••••••, D•••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.4B; portable $840M to $1.2B
Team
6 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.
S••••• 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.
T••••• R•••••• 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 $790M; portable $632M to $711M
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.
C••••••••• S•••• R•••••• J•••• • A••••••••• I•••, B••••••• 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
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.
D•••• B•••••• W•••• F•••• A•••••••, L••••••• P•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $1.1B to $1.3B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 22 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.
R••••• R••••• L•• F•••••••• L••, A••••••• 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
6 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
R•••• 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: 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.
K•••• K•••• R•••••• J•••• • A••••••••• I•••, C•••••••• 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
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.
H•••• 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.
G•••••• C••••••• N•••••• A•••••••, D•••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.4B; portable $840M to $1.2B
Team
6 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.
A••• H••• L•• F•••••••• L••, M•••••••• B••••• 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
6 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.
K••• N••••••••• 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.
J••• S•••••••• L•• F•••••••• L••, M•••••••• B••••• 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
6 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.
S•••••••• T•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••• B•••• G••••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $3.5B; portable $2.6B to $3.0B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 28 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C•••• 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.
J•••••• C•••••• 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: 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.
C••• F•••••• N•••••• A•••••••, D•••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.4B; portable $840M to $1.2B
Team
6 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.
R•••• R••••• 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.
P•••• M•••• R••••••••• C•••••• M•••••••••, N••••••• P•
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
5 move with them
Contact
Direct
verified business email at rockco.com (apollo); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
S••• M••••••• R••••••••• C•••••• M•••••••••, N••••••• P•
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
5 move with them
Contact
Direct
verified business email at rockco.com (apollo)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
S••• A••••• R••••••••• C•••••• M•••••••••, N••••••• P•
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
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at rockco.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
K••• C•••••••• R••••••••• C•••••• M•••••••••, N••••••• P•
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
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at rockco.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
L••••••• D•••••• U•• F•••••••• S••••••• I•••, P••••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.2B to $1.5B
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
H•••• G••••• M••••• S••••••, B••••••••• H••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.4B; portable $840M to $1.1B
Team
5 move with them
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
N••••••• G••••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $715M; portable $572M to $644M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors, 7 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.

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