Advisors to call now

Anything dated in the last 90 days, measured or not.

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

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

Brian Hawley Freedom Investment Management, Inc., South Windsor, Ct
Call-readyindependent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-10. null went to 3d Advisor Group, Inc.
  2026-08-10 (47 days ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Scott Hawley to 3D ADVISOR GROUP, INC.
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at freedomadvisors.com (hunter)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Robbie Newman August Wealth Advisors LLC, Westport, Ct
independent RIA
- passed an adviser exam (S65) on 2026-08-04 after 19 years in the industry, not as part of a same-week firm licensing class
  2026-08-04 (53 days ago). At independent RIAs, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at augustwealthadvisors.com (hunter)
Before a call: joined the current firm under a year ago.
Elizabeth Hilman Macdougall Financial Counseling, Boston, Ma
independent RIA
- passed an adviser exam (S65) on 2026-08-04 after 8 years in the industry, not as part of a same-week firm licensing class
  2026-08-04 (53 days ago). At independent RIAs, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: joined the current firm under a year ago.
M•••••• M••••• R•••• W••••• M••••••••• L••, H•••••••• R••••• C•
independent RIA
- passed an adviser exam (S65) on 2026-07-23 after 10 years in the industry, not as part of a same-week firm licensing class
  2026-07-23 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: joined the current firm under a year ago.
E•••• R•••••• P•••• Q•••••••, N•• Y•••• N•
independent RIA
- passed an adviser exam (S65) on 2026-07-20 after 30 years in the industry, not as part of a same-week firm licensing class
  2026-07-20 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route; joined the current firm under a year ago.
R••••• M•••••••• C•••••• W••••• M•••••••••, C••••••• N•
independent RIA
- passed an adviser exam (S65) on 2026-07-14 after 5 years in the industry, not as part of a same-week firm licensing class
  2026-07-14 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Before a call: joined the current firm under a year ago.
A••••• N••••••••• F•••••• F••••••••, S•••• B••••••• C•
independent RIA
- passed an adviser exam (S65) on 2026-07-09 after 7 years in the industry, not as part of a same-week firm licensing class
  2026-07-09 (3 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at foronjyfinancial.com (firm_website); LinkedIn profile
Before a call: joined the current firm under a year ago.
R•••• C••••••• A•••• W••••• M••••••••• L••, B••••• N•
independent RIA
- passed an adviser exam (S65) on 2026-07-01 after 4 years in the industry, not as part of a same-week firm licensing class
  2026-07-01 (3 months ago). At I•••••••••, 9.4% with this moved within a year against 5.4% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route; joined the current firm under a year ago.
J••••••• C••••••• A••••• G••••• A•••• M••••••••• L••, W••• H••••••••• C•
mixed wealth
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 8 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at audentgam.com (firm_website)
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; joined the current firm under a year ago.
M•••••• A•••••• B••••• G••••••••• W••••• M•••••••••, S•••• M••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at bridgewm.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
M•••••• S•••• A••••••• F•••••••• A•••••••• L•••, M•••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at afainvestments.com (firm_website); LinkedIn profile
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J••• O••••••• F•••••• I••••••••• M••••••••• I•••, S•••• W••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at freedomadvisors.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
K•••• L••••••• F•••••• I••••••••• M••••••••• I•••, C•••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at freedomadvisors.com (hunter)
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.
T•••• T••••••• E•••• W••••• M••••••••• I•••, K•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 6 prior firm moves; 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at elitewm.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
C••••••••• R•••• T•••••••• W••••• A•••••••, W••••• C••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 12 months ago.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at treehousewealth.com, not verified
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
C••••••••• G••••••••• F••• O••••• A•••••••, S•••• M•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 5 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 1 related advisor (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•••• E•••• G•• C•••••• M••••••••• C• I••, T••••••• O•••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.0 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, 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 gkvcapital.com; firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J•••• E•••••• T••••••• W••••• A•••••••• L••, M••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 7 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, 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 talismanwealthadvisors.com; firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
T•••• W•••• L•••••••• W••••• M••••••••• L••, S••••••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, 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 luminvest.com
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
A••••• O•••• T•••••••• W••••• A•••••••, S•• F••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at treehousewealth.com; firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J••••• E•••••• T••••• C•••••• P•••••••, M••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm; 4 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at tiempocapital.com; firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
C•••••• L••••••• O••••• A•••••••, D•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 9 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
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; joined the current firm under a year ago.
W•••••• P••••• 1••• C•••••• P•••••••, G••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
verified business email at 1808capital.com (hunter)
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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
verified business email at meetmarathon.com (hunter)
Before a call: a dated reason to call now.
C•••••• C••••• S•••••••• W•••••• L••, L•••• S•••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at strongboxwealth.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
B•• S•••••• S••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at sonomaallocations.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
K•••• D•••••••• O•• • O•• W••••• M••••••••• L••, J••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at oneplusonewealth.com (firm_website); LinkedIn profile
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.
T••• G•••• S••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at sonomaallocations.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
K•••• M••••• S••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
G••••• D•••••• D•••••• W•••••, M•••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at druckerwealth.com (hunter); LinkedIn profile
Who else to call: 3 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.
B•••••• T••••• T••••• H•••••• C•••••• M•••••••••, R•••••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at taylorhoffman.com (hunter)
Before a call: a dated reason to call now.
R••••• B•••••• U••••• W••••• S•••••••••, B••• R••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email at uwsgroup.com (apollo); LinkedIn profile
Who else to call: 2 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.
J•••• A••••••• U••••• W••••• S•••••••••, B••• R••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email at uwsgroup.com (apollo); LinkedIn profile
Who else to call: 2 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.
M•••••• G••••• D••••••• F•••••••• G•••• L••, W••••••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at dovetailfin.com (firm_website)
Before a call: a dated reason to call now.
K••••••• R•••••• D•••••• W•••••, M•••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at druckerwealth.com (hunter)
Who else to call: 3 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.
C••••••••• T••••• A••••••• P•••••• W•••••• L••, C••••• H•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at atlanticpwa.com (hunter); LinkedIn profile
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•• C•••••••• C•••••••••, J••••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at covingtonalsina.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
A••••• B•••• A••••••• P•••••• W•••••• L••, C••••• H•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at atlanticpwa.com (hunter); LinkedIn profile
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.
J••••• C•••••••• K••••••••• W••••• A•••••••, B••••••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email at keyvantage.com (apollo); LinkedIn profile
Who else to call: 3 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.
J•••• G••••••• G••••••• G••••• I••, L••••••••• 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 at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at gebhardtgroupinc.com, not verified
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.