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

Steven Schlegel Schlegel Dunn LLC, Plano, Tx
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $237M to $265M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 2 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.
David Benning Logan Park Wealth Management, Minneapolis, Mn
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $395M to $442M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 2 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.
Seongsoo Lee New Insight Wealth Advisors, San Ramon, Ca
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $337M to $377M, revenue at most $5M (transfer share is a judgment)
Team
2 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).
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.
C••• M••••• N••• L•••• W••••• P•••••••• L••, M•••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $274M to $307M, revenue at most $5M (transfer share is a judgment)
Team
2 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).
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.
J•••• •••••• L•••••• T•• R•••• W••••• P•••••••• L••, L••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $341M to $381M, revenue at most $5M (transfer share is a judgment)
Team
2 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).
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.
C••••••• O•••• S••••• V••••• W••••• G••••, C•••••••• 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 $285M to $319M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
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•••• C•••••• C•••••• A••••••• G••••, T••••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $290M to $324M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 33 related advisors, 28 on a link type measured as carrying moves (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.
R•••••• G•••• G•• P•••••••, 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 $222M to $248M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 2 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••••••• A••••• A••••• H••••• W••••• M•••••••••, D•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $419M to $469M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
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•••••• L•• N•• I•••••• W••••• A•••••••, S•• R••••• 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 $198M to $353M, revenue at most $5M (transfer share is a judgment)
Team
2 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).
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•••• M••••••• N••• L•••• W••••• P•••••••• L••, M•••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $274M to $307M, revenue at most $5M (transfer share is a judgment)
Team
2 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).
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.
J•••••• S••••• L•••• P••• W••••• M•••••••••, M••••••••• 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 $395M to $442M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 2 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••••••• P••• P••••••• W••••• S••••••• I•••, S•••• O••••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $264M to $470M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 3 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.
M•••••• C•••••• L•• F•••••••• L••, W••••••• K•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $685M; portable $548M to $616M
Team
2 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.
D•••• S••••••• L•• F•••••••• L••, M••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $535M; portable $428M to $482M
Team
3-person high-confidence team
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••••••• S•••••• L•• F•••••••• L••, M••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $535M; portable $428M to $482M
Team
3-person high-confidence team
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••• K••••••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.5B to $1.7B
Team
3-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
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; a contact route.
J••••• M••••••• L•• F•••••••• L••, B••••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M; portable $200M to $225M
Team
2 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.
R••••• M••••• L•• F•••••••• L••, D•••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $400M; portable $320M to $360M
Team
2 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.
L••• S•••••• L•• F•••••••• L••, B••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M; portable $200M to $225M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
H•••• K••• T•••• W••••• P•••••••, C•••••• I•
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 $392M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; 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 contact route.
M•••••• C•••• W•••• F•••• A•••••••, M••••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $687M; portable $515M to $584M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 24 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
P••• S••••••• R•••••••• W••••• M••••••••• L••, M••••• B••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $140M to $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; 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 contact route.
P••••• B•••• A••••••••• W••••• A•••••••, F••• W••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $168M to $298M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; 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 contact route.
A••••• M••••• L•• F•••••••• L••, T••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $550M; portable $440M to $495M
Team
2 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•••••• M•••• R•••••• J•••• • A••••••••• I•••, L•••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $300M; portable $180M to $255M
Team
2 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.
V•••• P••••• L•• F•••••••• L••, H••••••••• D•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $380M; portable $304M to $342M
Team
2 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••• H••••• M•••••• W••••• M••••••••• L••, I••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $379M to $423M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (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; mid-move on the record.
J•••• H•••••••• M•••••• W••••• M••••••••• L••, I••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $379M to $423M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (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; mid-move on the record.
J•••• E••••••• L•• F•••••••• L••, M••••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M; portable $400M to $450M
Team
3-person high-confidence team
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.
M•••••• L•• L•• F•••••••• L••, G••••••••• S•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.2B; portable $1.0B to $1.1B
Team
3-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.
S••••• M••••• A•• W••••• M•••••••••, S•••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $192M to $341M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; the current role; a dated reason to call now.
Before a call: a dated reason to call now; a contact route; mid-move on the record.
C••• H•••• L•• F•••••••• L••, M••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $430M; portable $344M to $387M
Team
3-person high-confidence team
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.
A••••• W••••• R•••••• J•••• • A••••••••• I•••, S•••• B•••••• • C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Personal book $319M; portable $191M to $271M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D••••• J•••••• R•••••••• W••••• M••••••••• L••, M••••• B••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $140M to $250M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (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.
D••• T••••••• J•••• W••••• M••••••••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $242M to $430M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
D•••• K••• T•••• W••••• P•••••••, 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
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (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.
B•••• A• G••••• R•••••• J•••• • A••••••••• I•••, P•••••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $270M; portable $162M to $230M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B•••• W••••••••• S•••••• N••••••• • C••••••• I•••••••••, 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 $2.1B; portable $1.3B to $1.8B
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J••• J•••• J•••• W••••• M••••••••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $411M to $459M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; 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.

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