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.
Valuable practices with nothing current: worth knowing, not worth a call today.
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- Marco Rivera LPL Financial LLC, Santa Rosa, Cabroker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $650M; portable $520M to $585M
- 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).
Before a call: a dated reason to call now; a contact route.
- Kyle Robertson LPL Financial LLC, San Diego, Cabroker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $345M; portable $276M to $310M
- Team
- 3-person high-confidence team
- Contact
- Unresolved
- no contact route found
Who else to call: 6 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.
- Erick Simonds LPL Financial LLC, Brick, Njbroker-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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
- B•••• H••••• L•• F•••••••• L••, S•••• R•••• C•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $650M; portable $520M to $585M
- 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).
Before a call: a dated reason to call now; a contact route.
- J••• M•••••• L•• F•••••••• L••, C••••••• M•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $450M; portable $360M to $405M
- Team
- 2 move with them
- Contact
- Unresolved
- no contact route found
Before a call: a dated reason to call now; a contact route.
- C•••• K•••••• 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
- 2 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.
- T•••••• B•••• L•• F•••••••• L••, D••••••••• P•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1.0B; portable $800M to $900M
- Team
- 3-person high-confidence team
- Contact
- Unresolved
- no contact route found
Who else to call: 4 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.
- J•••••• G••••• L•• F•••••••• L••, S•••• B••••••• C•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Personal book $300M; portable $240M to $270M
- 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).
Before a call: a dated reason to call now; a contact route.
- D•••• R•••••• 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.
- R••••• W•••• S•••• W••••• M•••••••••, E••••••••• 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 $463M to $518M, revenue at most $10M (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.
- 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 $757M to $847M, 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, 2 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.
- J•••• M•••• C•••••• C•••••• P•••••••• L••, D••••••••• 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 $233M to $261M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- direct line printed for this person
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.
- C•••••••• P••••••• O•••••• G•••• W••••• A•••••••, 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 $210M to $375M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at ogwa.com (firm_website)
Who else to call: 15 related advisors, 12 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.
- F•••••• M•••••••• T•••• V••• P•••••• W•••••, S••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1.0B; portable $850M to $950M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- published business email at thirdviewpw.com (firm_website); LinkedIn profile
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••••• G••••• W••••• K•••••••• W••••• M••••••••• L••, G••••• P•••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $326M; portable $163M to $290M
- Team
- No team seen
- Contact
- Direct
- published business email at kingsview.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- M••••••• M••••• D•••••• W••••• M••••••••• I•••, P•••• V••••• E••••••• 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 $128M to $228M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at delarmewm.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.
- D••••• N•••• W••••••• • N•••• W••••• M••••••••• L••, T••••••• O•••• 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 $291M to $326M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- published business email at wnwmllc.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (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.
- B•••• S•••••• R••••••• P•••••• C••••••• L••, G••••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $1.6B to $1.8B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at rossmore.com (firm_website)
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
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••••••• R••••••• T•• P•••• W••••• M••••••••• L••, S••••••• P••••• 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 $413M to $462M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at thepineswealth.com (firm_website)
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.
- J••••• R••••••••• P••••••• A•• A••••••••• 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 $147M to $261M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at ampwealthcare.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.
- A••••• P••••••••• M••••••••• W••••• • P•••••••• L••, M•••••• 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 $263M to $293M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at meriwether.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.
- D•••• A•••••••• A•••••••• W••••• P•••••••, F••• M••••• 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 $338M to $601M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at savingtheinvestor.com (firm_website)
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.
- W•••••• K••••••• L••• K••••••• • K•••• W••••• M•••••••••, E••••••• 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 $215M to $240M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at lkwealthmanagement.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (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••• L•••••••• F••• C•••••• F•••••••• S•••••••, E•••••• 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 $146M to $260M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at 5cornersfinancial.com (firm_website)
Who else to call: 1 related advisor (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••• G••••••• G• C•••••• M••••••••• L••, C•••••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $643M to $719M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at g2capital.net (firm_website)
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.
- C••••••••• D•••• H••••• V•••• P•••••••• L••, P••• B••••• 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 $577M to $644M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at hudsonvaluepartners.com (hunter)
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••••••• F•••• E•••••• W••••• M•••••••••, 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 $160M to $285M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at elevateasset.com (firm_website); LinkedIn profile
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.
- E••• E•••••••• R•••••• F••••• W••••• L••, G•••••• 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 $220M to $246M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at redwoodfw.com (firm_website)
Who else to call: 6 related advisors, 6 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.
- J••• G•••• C•••••••••, A••••••••• 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 $141M to $252M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at covingtonalsina.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.
- A•••••• S•••••• H•••••• • S•••••• W••••• S••••••••• L••, D•••••• 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 $238M to $265M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at hswscolorado.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.
- Z•••••• B••• K•••••••• W••••• M••••••••• L••, G••••• P•••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $335M; portable $168M to $298M
- Team
- No team seen
- Contact
- Direct
- published business email at kingsview.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- J•••• S•••• T•••• V••• P•••••• W•••••, W•••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1.0B; portable $850M to $950M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- Contact
- Direct
- published business email at thirdviewpw.com (firm_website); LinkedIn profile
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- J•••••• S•••• S••••••• W••••• M••••••••• ••• L••••••, L•••••independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $701M to $1.2B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at schroders.com (firm_website)
Who else to call: 1 related advisor (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••••• Q•••• A• A•••••••, N••••••••• 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 $335M to $374M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at ajadvice.com (firm_website)
Who else to call: 1 related advisor (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••••• T•••• K•••• • T•••• P•••••• A•••• M••••••••• I•••, H•••••••• R••••• 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 $691M to $773M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at kozaktripp.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.
- M•••••• P••••• C••••••••• W••••• S••••••••• L••, S••• L••• C•••• 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 $237M to $265M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at cottonwoodws.com (firm_website)
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••• A•••••• P••••••• C•••••• M••••••••• L••, G••••••• 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 $292M to $327M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at amparanwm.com (firm_website)
Who else to call: 1 related advisor (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••••••••• H••••••• D•••••• W••••• M••••••••• L••, B••••••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $216M to $241M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at definedwm.com (hunter); LinkedIn profile
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.
- S•••• S••• V••••••• W••••• M••••••••• G••••• I•••, V••••••• B••••• 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 $335M to $374M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at vwmg.net (hunter)
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.
- C•••• M••••••• 4•• F••••••••, C••••• O•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 $283M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at 48financial.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.
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.