Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Books with a lower bound of $250M or more, at person or team scope.
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- Paul Norman Ascend Investment Partners, Logan, Utindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $562M to $628M, revenue at most $10M (transfer share is a judgment)
- Team
- 4 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a contact route; 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 contact route.
- Keith Bryant Raymond James & Associates, Inc., Denver, Conational broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $340M; portable $204M to $289M
- Team
- 4 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
- Anthony Campagni LPL Financial LLC, Dublin, Ohbroker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $350M; portable $280M to $315M, revenue at most $10M
- Team
- 4 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.
- C••••••• O•••••• R•••••• J•••• • A••••••••• I•••, L••••••••• K•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $400M; portable $240M to $340M
- Team
- 4 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 12 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•••••• S•••••• N••••••• • C••••••• I•••••••••, H••••••• T•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $873M; portable $524M to $742M
- Team
- 4 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.
- E••• H•••••••• R•• C•••••• M••••••• L••, L•• A••••••• C•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $660M; portable $330M to $462M
- Team
- 4 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; joined the current firm under a year ago.
- A••••• M•••• S•••••• N••••••• • C••••••• I•••••••••, H••••••• T•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $873M; portable $524M to $742M
- Team
- 4 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••••• J••••••••• L•• F•••••••• L••, S•••••••• V••••••• O•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $350M; portable $280M to $315M, revenue at most $10M
- Team
- 4 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.
- M••••••• S•••• C••••••• P•••••• W•••••• L••, S•• M••••• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at catalystprivatewealth.com (hunter); LinkedIn profile
Who else to call: 6 related advisors, 1 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.
- B•••• W••••• C••••••• P•••••• W•••••• L••, S•• M••••• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at catalystprivatewealth.com (hunter); LinkedIn profile
Who else to call: 6 related advisors, 1 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.
- A•••••••• F•••• S••••• A•••••••• L••, S•• F••••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $2.0B to $2.3B (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- published business email at sentryadv.com (firm_website)
Who else to call: 9 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.
- G•••••• P••••• S••••• A•••••••• L••, S•• F••••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $2.0B to $2.3B (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- published business email at sentryadv.com (firm_website)
Who else to call: 9 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.
- C•••••••• P••••• C•••••• W••••• M••••••••• P•••••••, F••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $197M to $351M, revenue at most $5M (transfer share is a judgment)
- Team
- 4-person high-confidence team
- Contact
- Direct
- published business email at clarionwealth.com (firm_website)
Who else to call: 42 related advisors, 41 on a link type measured as carrying moves (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.
- J••• D••• C••••••• P•••••• W•••••• L••, S•• M••••• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at catalystprivatewealth.com (hunter); LinkedIn profile
Who else to call: 5 related advisors, 1 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.
- T••••• R•••••••• O•• A•••• M••••••••• L••, W••••••• 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 $352M to $393M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- published business email at oakasset.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.
- M•••••• N•••• M••••••• F•••••••• G••••, B•••••• 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 $154M to $274M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at meetmarathon.com (hunter)
Who else to call: 9 related advisors, 6 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.
- S•••••• H•• S••••• A•••••••• L••, S•• F••••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $1.2B to $1.7B (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- published business email at sentryadv.com (firm_website)
Who else to call: 3 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.
- D•••• Y•••• C•••••• W••••• M••••••••• P•••••••, F••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $336M to $375M, revenue at most $5M (transfer share is a judgment)
- Team
- 4-person high-confidence team
- Contact
- Direct
- published business email at clarionwealth.com (firm_website)
Who else to call: 41 related advisors, 41 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; a dated reason to call now.
Before a call: a dated reason to call now.
- B••• M••••••• A••••• P•••••••• L••, F••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $355M to $397M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- published business email at aspect-partners.com (firm_website); LinkedIn profile
Who else to call: 20 related advisors, 19 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.
- R•• G•••••••• G•••••••• W••••• A•••••••• L••, L••••• R•••• 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 $280M to $313M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at gutierrezwealthadvisory.com (hunter); 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.
- J••• N•• O•• A•••• M••••••••• L••, W••••••• 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 $352M to $393M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- published business email at oakasset.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.
- J•••• R••••••• O•• A•••• M••••••••• L••, W••••••• 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 $352M to $393M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- published business email at oakasset.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.
- C•••• B••••••• S•••••• W••••• A••••••• L••, R•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M; portable $250M to $445M
- Team
- 4-person high-confidence team
- Contact
- Direct
- published business email at renotahoewm.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.
- D•••• G•••••••• G•••••••• W••••• A•••••••• L••, L••••• R•••• 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 $280M to $313M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at gutierrezwealthadvisory.com (hunter); 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.
- N••••••• H••• C•••••• W••••• M••••••••• P•••••••, F••••••• V•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $197M to $351M, revenue at most $5M (transfer share is a judgment)
- Team
- 4-person high-confidence team
- Contact
- Direct
- published business email at clarionwealth.com (firm_website)
Who else to call: 42 related advisors, 41 on a link type measured as carrying moves (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.
- D•••• W••••• O•• A•••• M••••••••• L••, F••••••••• 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 $352M to $393M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- published business email at oakasset.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.
- B•••••• C••••••••• C••••••• P•••••• W•••••• L••, S•• M••••• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at catalystprivatewealth.com (hunter)
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.
- D••• J•••• B•••••••• W••••• P•••••••, 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 $152M to $271M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- verified business email at broadviewwp.com (hunter)
Who else to call: 3 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.
- P••• B••••••• V••••• W•••••, L••••••••• 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 $220M to $391M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- L••••••• profile
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.
- A••• R•••• S••• W••••• A•••••••, C•••• H••••• 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 $303M to $539M, revenue at most $10M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- professional profile page
Who else to call: 3 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; joined the current firm under a year ago.
- N•••• S••• S••• W••••• A•••••••, C•••• H••••• 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 $515M to $576M, revenue at most $10M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- professional profile page
Who else to call: 3 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; joined the current firm under a year ago.
- P••••• W••••• I••••••••, H•••••••• U•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
- 3 move with them
- Contact
- Professional
- L••••••• profile
Who else to call: 5 related advisors, 1 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.
- P•••••• S••• M•••• F•••••••• G••••• I•••, G•••• B••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $236M to $264M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- professional profile page
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••••• F••••••• M•••• F•••••••• G••••• I•••, G•••• B••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $139M to $247M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- professional profile page
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•••••• A••• F•••• F•••••••• G••••, F••• L••••••••• 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 $482M to $539M, revenue at most $10M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- L••••••• 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.
- C••••• G••••••• M••••••• F•••••••• G••••, B•••••• 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 $154M to $274M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- professional profile page
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; joined the current firm under a year ago.
- M••••• C••• M•••• F•••••••• G••••• I•••, G•••• B••• W•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $139M to $247M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- professional profile page
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.
- G••••• B••••• W•••••••• A••••••• G•••• L••, 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 $163M to $291M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 11 related advisors, 8 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.
- R••• H••••• 6•• F••••••••• L••, P••••••• 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 $190M to $338M, revenue at most $5M (transfer share is a judgment)
- Team
- 4-person high-confidence team
- Contact
- Professional
- professional profile page
Who else to call: 11 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.
- J•••••• E••••• V••••• W•••••, L••••••••• 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 $374M to $418M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- L••••••• profile
Who else to call: 9 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.
The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.