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

Anthony Burgess LPL Financial LLC, Victoria, Tx
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $150M; portable $120M to $135M
Team
2-person high-confidence team
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.
Brent Woolsey Red Crane Wealth Management, LLC, Palo Alto, Ca
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $129M to $144M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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.
Brett Chipser Chipser Wealth Management, LLC, Destin, Fl
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $119M to $133M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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••••• C•••••• W••••• W••••• S•••••••••, G•••••••• V••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $162M to $181M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
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; a contact route.
C••••••••• L••••••••• R•• W••••• A•••••••• L••, R•••• R•••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $63M to $113M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors, 9 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•••••• W• R•• C•••• W••••• M••••••••• L••, P••• A•••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $129M to $144M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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.
D••••• C••••• P••• S•••• A•••• M••••••••• L••, B••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $96M to $171M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 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•••••• W••••• T•••••• W••••• M•••••••••, T•••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $111M to $198M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tortugawealth.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C••••••••• C••••••• F• W••••• S•••••••• L••, W••••••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $50M to $90M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at fcwealthsolutions.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
B•••• A••••••••• A••••••••• W••••• M••••••••• C•••, G••• C•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $63M to $111M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at awmny.com (firm_website)
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•••• L••••••••• C••••••••• W••••• A••••••, G•••••••• V••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $118M to $132M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at centerpiecewa.com (apollo); LinkedIn profile
Who else to call: 9 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.
L••••• S••••• C••••••• R••, S••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $205M to $229M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at capstoneria.com (firm_website)
Who else to call: 9 related advisors, 8 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.
S••••• J•••••• J•••••• W••••• M••••••••• L••, C••••• R•••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Personal book $107M; portable $91M to $102M, revenue $250K to $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at jacksonwealthmanagement.net (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
J•••• D••••• A•••••••• W••••• M••••••••• L••, Y••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $65M to $115M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at attleborowealth.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
G••• H•••••• L•••• W••••• M•••••••••, V••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $80M to $143M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at lauerwealth.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S••••• M••••••• M••••••• F••••••••, B••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $100M to $111M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mckinleyfin.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J••• C••• F••••• I••••••••• I•••, N••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $94M to $167M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at finarc.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S•••••• W•• S••••••• W••••• A••••••• L••, P••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $56M to $99M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at setarcosllc.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
A••••• N••• A•••• M••••••••• G••••, C••••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $170M to $190M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at assetmg-inc.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
T••••• F••• F••• A•••••••• L••, W••••••• O•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $52M to $93M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at fikeadvisors.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S•••••••• P•••••••• W• • S• M••••••••• S•••••••• I•••, R••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $83M to $148M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wandsmgmt.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R•••••• M•••••••• B•••• P•••••• W•••••• L••, O••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $122M to $217M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at baziswealth.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
B••••••• B••••••• O• P•••• C•••, W••••••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $50M to $89M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at barnhartwealth.com (firm_website)
Before a call: a dated reason to call now.
A••• S•••• S••••••••• F•••••••• L••, F••• W••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $120M to $214M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at storehousefinancial.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).
Before a call: a dated reason to call now.
R••• S••••• B••••••••• W••••• M••••••••• L•••••, N•• O••••••• L•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $98M to $175M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bellingrathwealth.com (firm_website)
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•••••••• S•••••• R•• C•••••• A••••••••• I••, R•• B•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $82M to $146M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at rdmcapital.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C••• B•••• A•••• P•••••• A•••••••• L••, S•••• F••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $100M to $178M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at aspenpa.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•••••• G•••••• A•••••• A•••••••, M•••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $63M to $113M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at geremiainvestments.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.
M•••• A••••• T•• W••••• M••••••••• L••, I••••• R•••• B••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $88M to $156M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tlw.money (firm_website)
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.
S•••••• M•••••• W••••••••• F•••••••• P•••••••• L••, C•••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $116M to $129M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wealthrisefp.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
T•••• R••••••• T•• W••••• M••••••••• L••, D•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $69M to $123M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at landoltsecurities.com (firm_website)
Before a call: a dated reason to call now.
T••••• H•••••• H•••••• A••••••• C••••, N•• H•••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $101M to $113M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at hartleyadvisors.com (firm_website)
Before a call: a dated reason to call now.
M•••••• B••••••• C•••• R•••• W••••• M••••••••• L••, K••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $208M to $232M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at clearridgewm.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••• D••• G•••••• I•••••••••, O•••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $96M to $107M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at genesis.investments (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••• J•••• I•••• J•••• W••••• M••••••••• L••, H••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $191M to $214M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at inmanjagerwm.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.
J••• C•••••• T•• W••••• A••••••• L••, C•••••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $51M to $91M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tkgwealth.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
P••• A••••••• Z••••• W••••• A•••••••• L••, O••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $84M to $150M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at zinniawealth.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R••••• B••••• S••••• A•••••••, I•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $114M to $203M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at snideradvisors.com (firm_website); direct line printed for this person
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S••••• M••••• D•••••• A•••• M••••••••• I•••, R••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $106M to $188M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at portfolioadvisor.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
B•••• G••••••• S•••• S•••• I••••••••• S••••••• L••, N••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $100M to $112M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at southshoreis.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.

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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.