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

Jessica Krusey Ehrlich Financial Group, Laguna Niguel, 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 $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
3 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.
John O'Shea Concurrent Investment Advisors, LLC, St. Louis, Mo
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.2B; portable $600M to $1.1B
Team
3 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).
Before a call: a dated reason to call now; joined the current firm under a year ago.
Andrew Ehrlich Ehrlich Financial Group, Laguna Niguel, 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 $213M to $238M, revenue at most $5M (transfer share is a judgment)
Team
3 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.
R•••• M•••••• 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 $5.9B; portable $4.5B to $5.0B
Team
4-person high-confidence team
2 members 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: 53 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•••••• B••• C••••••••• C•••••• A•••••••, A•••••• 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 $174M to $309M, revenue at most $5M (transfer share is a judgment)
Team
3 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; mid-move on the record.
I••••••• A•••• K••••• F•••••••• S••••••••• L••, P••••••••• 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 $244M to $273M, revenue at most $5M (transfer share is a judgment)
Team
3 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; 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••• V••••••• R•• C•••••• M••••••• L••, W••••••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $610M; portable $305M to $427M
Team
3 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.
J••••• W•••••• R•• C•••••• M••••••• L••, J••••••• F•
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 $750M to $1.0B
Team
3 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.
M•••••• W••• W•••• F•••• A•••••••, B••••• S••••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.1B; portable $1.6B to $1.8B
Team
3 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; joined the current firm under a year ago.
J••••••• C••••••• A••••••••• F•••••••• S•••••••• L••, B•••••••• T•
national broker-dealer RIA
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 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D•••••• R•••••• L•• F•••••••• L••, W••••• H••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $330M; portable $264M to $297M
Team
3 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; joined the current firm under a year ago.
M•••• S•••• W•••• F•••• A•••••••, H••••••••• A•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $480M; portable $360M to $408M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 10 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.
L•••••• H•••••• R•• C•••••• M••••••• L••, L•••••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.2B; portable $600M to $840M
Team
3 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
T••••• S•••••••• L•• F•••••••• L••, H••••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $700M; portable $560M to $630M
Team
4-person high-confidence team
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.
K•••••• S••••••• W•••• F•••• A•••••••, G••••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.7B; portable $1.3B to $1.4B
Team
3 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; joined the current firm under a year ago.
D•••• I••••• R•••••• J•••• • A••••••••• I•••, S••••••• L•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M; portable $300M to $425M
Team
3 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.
M•••••• S••••• P•••••• W••••• S••••••••• L••, R••••••• 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 $229M to $407M, revenue at most $5M (transfer share is a judgment)
Team
3 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; joined the current firm under a year ago.
M••• W•••••• R•••••• J•••• • A••••••••• I•••, D•••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $800M; portable $480M to $680M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 19 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••••• T••••• 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 $5.9B; portable $4.5B to $5.0B
Team
4-person high-confidence team
2 members 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: 53 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•••••••• F••••••• W•••• F•••• A•••••••, F••• L••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $672M; portable $504M to $571M
Team
3 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.
V••••••• C••••••• D•••••• W••••• P•••••••• L••, C••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $820M; portable $410M to $730M
Team
3 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.
D•••• F•••••• 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
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.
D•••• C••••• R•• C•••••• M••••••• L••, P••••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $640M; portable $320M to $448M
Team
3 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.
G•••••• E•• S•••••••• W••••• M••••••••• P•••••••• L••, M•••••••• 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 $386M to $432M, revenue at most $5M (transfer share is a judgment)
Team
3 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•••••• W••• C••• C•••••• P•••••••• L••, S•••• F••••••••• L•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $241M to $270M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors, 3 on a link type measured as carrying moves (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.
P•••••• V•••• S••••••• I••••••••• C••••••• L••, B••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $879M to $983M (transfer share is a judgment)
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 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.
T••••• B•••••• S••••••• S••••••••• L•••••, D•••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B to $2.2B; portable $639M to $2.0B
Team
3 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; mid-move on the record.
P••• C•••••• R•••••• J•••• • A••••••••• I•••, H•••••• O•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $450M; portable $270M to $382M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••• M•••••• R•• C•••••• M••••••• L••, N•••• P••• B••••• F•
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 $750M to $1.0B
Team
3 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.
D••••• F••••• L•• F•••••••• L••, P••••• T•
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 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.
L••••• R•••••• L•• F•••••••• L••, W••••• H••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $330M; portable $264M to $297M
Team
3 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; joined the current firm under a year ago.
K•••• A•••••• L•• F•••••••• L••, W••••••• V••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $410M; portable $328M to $369M
Team
3 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.
K•••• R••••• R•••••• J•••• • A••••••••• I•••, S••••••• L•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M; portable $300M to $425M
Team
3 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••••• P••••••• R••••• W• B•••• • C•• I•••••••••, E••••• M•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $508M; portable $254M to $452M
Team
3 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; joined the current firm under a year ago.
J•••• M••••••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $300M; portable $240M to $270M
Team
3 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
M•••••• W••• C••• C•••••• P•••••••• L••, S•••• F••••••••• L•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $142M to $253M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (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.
J•••• S••••• 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 $259M to $289M, revenue at most $5M (transfer share is a judgment)
Team
3 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.
B•••• D•••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $300M; portable $240M to $270M
Team
4-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••• D•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N••••••••• I•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $900M; portable $675M to $765M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C••••••••• M•••• S••••••• I••••••••• C••••••• L••, B••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $879M to $983M (transfer share is a judgment)
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 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.

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