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

David Smith Redwood Park Advisors, Redwood City, Ca
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $145M to $162M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
Tyler Engbrecht Trumix Advisors, Bloomington, Mn
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $144M to $161M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
Andrew Gibson Integrative Planning, Inc., Cornelius, Nc
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $51M to $90M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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••• K••••• L••••• A••••••• L•••••• C••••••, O••••••• P•••• K•
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 $51M to $91M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
G•• M••••••• C••••••••• F•••••••• G••••, 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 $187M to $209M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
A•••••••• F••••• 4• N•••• C••••••• L••, B••••••••• 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 $63M to $111M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now.
J•••••• H•••••• I••••• W••••• A••••••• L••, 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 $207M to $232M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••••• M••••••• 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 $78M to $139M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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••••• K••• T•••••• F•••••••• L••, W••••••••• 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 $116M to $206M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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•••• D•••• H••••••••• I••••••••• L••, E• 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 $53M to $94M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
office line; firm contact form or inbox
Before a call: a dated reason to call now.
C•••• M•••• R• F•••••••• S•••••••• 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 $123M to $218M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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••••• K••••• W•••••, R•••••• 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 $108M to $121M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
Q•••••• W••• B••••• A••••••••• W••••• M••••••••• L••, M•••••• 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 $51M to $90M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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••• B•••••• T••••••••• W••••• M•••••••••, O••••••• F•
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 $126M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S••••• S••••••••• C••••••••• P•••••• W•••••, W••••••••• 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 $104M to $184M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 7 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.
R•••••• R••••••••• A•••• I••••••••• A•••••••, A••••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $156M to $175M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R••••• B•••••• S••••• W•••••, L••••••••• M•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $70M to $125M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at saviorwealth.com; firm contact form or inbox
Before a call: a dated reason to call now.
R•••••• H••••• H••••• P•••••• W•••••• L••, R•••• O••• M•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $86M to $152M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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••••• S••••• L••••••••• W••••• M••••••••• I•••, S••••••••• 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 $108M to $121M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 8 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.
T••••• W••• W••• F•••••••• S•••••••• L••, H••••••• 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 $99M to $111M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 35 related advisors, 34 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.
J••••• A••••••• J•••••• R••••••••• P••••••• A•• I••••••••• M••••••••• L••, A••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $94M to $167M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
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.
J•••• F••••• T•• A••••• G•••• A•••••••• L••, J••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $117M to $208M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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.
C•••••• B•••• B•• W••••• L••, E••••••••• 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 $197M to $220M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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.
J••••••• B•••••• A•• W••••• M•••••••••, A•••••• 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 $192M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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•••• R••••••••• C••••••• R•••• W••••• P••••••, T•••••••• 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 $100M to $177M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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••••• C••••••• R••• I••••••••• C••••••••• G••••, R••••••••• 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 $74M to $131M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
Z•••••• L••••••• G•••••••• C•••••• P••••••• G•••• L••, K••••• C•••• M•
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 $51M to $90M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J••••••• T•••• L•••• C•••••• G••••, S••••••••• L•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $83M to $148M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••• B•••••• K•••• G••••• W••••• G••••, C••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $63M to $111M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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.
E••• V••• C••••••• W••••• M••••••••• L••, B••••••••• 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 $145M to $162M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
K••••••• S•••••••• B••• W••••• A••••••• L••, F••••••••• 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 $105M to $186M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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•••• B••• A•• W••••• M•••••••••, A•••••• 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 $184M to $205M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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.
J•••• M•••• S•••• T•••• C•••••• A•••••••• L••, N•• B••••••••• 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 $142M to $159M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
H••••••• B••••• C••••••• R•••• W••••• P••••••, T•••••••• 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 $100M to $177M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
office line; firm contact form or inbox
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••••• W•••• L••••• B••••••• • W•••• W••••• M••••••••• L••, M••••••• 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 $98M to $110M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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.
G••••••• T•••••• O•• B••••• W•••••• I••, S••••••• 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 $122M to $136M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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•••• L•••• C•••••• G••••, S••••••••• L•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $141M to $158M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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.
D••••• M•••••• C•••••••• C•••••• L••, A••••••••• V•
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 $51M to $91M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at craftworkcapitalllc.com; firm contact form or inbox
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•••• L•• I••••••••• P•••••••• I•••, 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 $86M to $96M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 4 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.
T••• L•••••• C••••••••• F•••••••• G••••, 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 $187M to $209M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.

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