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

Andrew Murphy UBS Financial Services Inc., Bethesda, Md
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $650M; portable $390M to $488M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Thomas Benedict Merrill Lynch, Pierce, Fenner & Smith Incorporated, Northbrook, Il
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.
Kevin Bertoncin RBC Capital Markets, LLC, Purchase, Ny
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.7B; portable $850M to $1.2B
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.
Chad Dusang Raymond James & Associates, Inc., Slidell, La
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.
Fred Grischott Raymond James & Associates, Inc., Beverly Hills, Ca
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 $720M to $1.0B
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.
S•••• N••••• 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.
J•••• T••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••••••••• R•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $805M; portable $604M to $684M
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.
S•••• D•••• 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••••••• 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.
M•••••• M•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, D••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $315M; portable $252M to $284M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
A••• B••• 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; 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; joined the current firm under a year ago.
M•••••• K••••• L•• F•••••••• L••, C•••• D• A••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.1B; portable $920M to $1.0B
Team
3 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
L••• M••••••• 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: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
T••••• R••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, F••• L••••••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.8B; portable $1.4B to $1.6B
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.
S••••• K••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, M•••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $450M; portable $338M to $382M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 13 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•••• S••• L•• F•••••••• L••, G•••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $520M; portable $416M to $468M
Team
4-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 6 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; a contact route.
K••••• L•••• C••••••• P•••••• W•••••, T••••••••• N•
bank affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $700M; portable $350M to $490M
Team
3 move with them
Contact
Unresolved
no contact route found (only unverified leads)
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.
N•••• C•••••• R•• C•••••• M••••••• L••, H••••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $770M; portable $385M to $539M
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.
R••••• D•••• 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
3 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
M•••••• 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 $227M to $404M, 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.
J•••• Y•••• 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.
M•••••• W••••••• R•• C•••••• M••••••• L••, B••••••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $770M; portable $385M to $539M
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.
R•••••• O••••• M••••• S••••••, L•• V••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $350M; portable $210M to $262M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 47 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S••••• G••••• R•••••• J•••• • A••••••••• I•••, B•••••• H••••• C•
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 $720M to $1.0B
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.
P••••• N••••• J••• M••••• S••••••••• L••, P••• A•••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Personal book $533M; portable $320M to $453M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 13 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•••••• B•••••••• S•••••••• W••••• M••••••••• P•••••••• L••, B••• R••••• 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 $227M to $404M, revenue at most $5M (transfer share is a judgment)
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).
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••• M••••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, D••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $315M; portable $252M to $284M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••• B••••• 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
G•••••• B•• 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••• D•••••••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $800M; portable $640M to $720M
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•••••• H•••••• 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: 13 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; a contact route.
P•••••• R••••••• L•• F•••••••• L••, O••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $605M; portable $484M to $544M
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.
D•••• K•••••• 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.
C••••• S•••• S••••••••• P•••••••• L••, B••••••••• 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 $465M to $828M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at stablepointpartners.com (firm_website); LinkedIn 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.
C••••••••• V••••• F••••• W••••• P••••••• P•••••••, L••••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $159M to $282M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at fwppartners.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.
T••••• K••• S••••• V•••••• W••••• A••••••• L••, K••••• 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 $384M to $430M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at svwealthadvisors.com (firm_website); LinkedIn profile
Who else to call: 5 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.
T••••• M••••••• M•• F•••••••• S•••••••• L••, S••••• H•••••• 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 $307M to $343M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email at mfpfinancial.com (firm_website); LinkedIn profile
Who else to call: 3 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.
M••••• M•••••• M•••••• W••••• M••••••••• L••, L•••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $290M to $515M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at matternwealth.com (firm_website); LinkedIn 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.
E••• M••••••• A••••••• F••••••••, W••••••••• 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 $231M to $258M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at lpl.com (firm_website)
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.
C••••• V•••••• F•• A•••••••• I•••, F••••••••• H••••• 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 $151M to $269M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at financialarch.com (firm_website); LinkedIn profile
Who else to call: 7 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.

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