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.
Books with a lower bound of $250M or more, at person or team scope.
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- Stephen Hassell Hassell Wealth Management, Houma, Laindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $329M to $368M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at hassellwealth.com (firm_website)
Who else to call: 8 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.
- Jeffrey Monsour Lees Monsour Group, Shreveport, Laindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $579M to $647M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at leesmonsourgroup.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.
- Keith Dubauskas One + One Wealth Management, LLC, Jupiter, Flindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $326M to $364M, 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: 5 related advisors, 1 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.
- F•••• M••••• 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 $326M to $364M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at oneplusonewealth.com (firm_website)
Who else to call: 9 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.
- C•••••• S•••••••• 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 $191M to $341M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at oneplusonewealth.com (firm_website)
Who else to call: 9 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.
- M•••••• M•••••• A••••• W•••••, W••••••• V••••••• 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 $283M to $504M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at alteriwealth.com (firm_website)
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.
- S••••• W••••• O•••• F••••• W•••••• L••, A•••••••• 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 $845M to $945M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at omniawealth.com (hunter); LinkedIn profile
Who else to call: 6 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.
- J••••••••• P••••• A••••••• F••••••••, C•••••••• 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 $136M to $242M, 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: 6 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.
- P•••• R••• R••• F•••••••• P••••••• L••, K•••••••• 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 $230M to $410M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at rothfinancialpartners.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.
- S••••• H•••••• H•••••• S••••••••• W••••• M••••••••• L••, N•• O••••••• L•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $525M to $587M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at hubbellstrickland.com (firm_website)
Who else to call: 6 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.
- B•••• J•••• T•• C••••••, P••••• 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 $202M to $359M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at tfr-inc.com (firm_website); LinkedIn profile
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: a dated reason to call now.
Before a call: a dated reason to call now.
- C••••••••• B••••• C•••• F•••••••• A•••••••, F••••••••• 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 $620M to $693M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at canbyfinancial.com (firm_website); LinkedIn profile
Who else to call: 8 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; joined the current firm under a year ago.
- A••••• G••••• J•••••• S••••• C••••••• L••, S•• F••••••••• 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 $480M to $536M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at jacksonsquarecap.com (hunter); LinkedIn profile
Who else to call: 4 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.
- J•• D•••••• W•••••••••, L••• 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at wealthspringpartners.com (firm_website); LinkedIn profile
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; mid-move on the record.
- D•••• 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 $492M to $550M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at matternwealth.com (firm_website)
Who else to call: 6 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.
- N••• C••••• W••••• L••• P••••••• • W••••• M••••••••• L••, H••••••• P•••• I•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $622M to $696M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at wlpwm.com (hunter); 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.
- T••• R••• X••••••• A•••••• P••••••• L••, S••••••••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1.4B; portable $700M to $1.2B
- Team
- 2 move with them
- Contact
- Direct
- published business email at reegpw.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; joined the current firm under a year ago.
- N•••• R•••••• Y••••• W••••• S••••••••• L••, W••••••••• 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 $265M to $471M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at yargerwealth.com (firm_website); LinkedIn profile
Who else to call: 8 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.
- K•••• F•• 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; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• Z••••••••• A••••• G••••• P••••••• L••, M•••••• L••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $594M to $1.1B (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at aspiregrowthpartners.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.
- 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 $298M to $332M, 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: 14 related advisors, 14 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••••••• G••••• B•••••••• P••••••• L••, T••••••• 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 $249M to $278M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at blueprint.family (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.
- G••••• H••• 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 $548M to $612M, revenue at most $10M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- verified business email at 1808capital.com (hunter); LinkedIn profile
Who else to call: 4 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.
- J••• P••••••• P••••••• W••••• M••••••••• L••, S•••••• 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 $213M to $239M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at petersonwm.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.
- E••• J•••••• R••• F•••••••• P••••••• L••, K•••••••• 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 $230M to $410M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at rothfinancialpartners.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.
- J••••• 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)
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.
- I••••• B••••• P•••• T••••• W•••••, M•••••• V••••• 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 $200M to $356M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at ticinowealth.com (firm_website); LinkedIn profile
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.
- T•••• M•••••• A••••• P•••••••• L••, C••••••••• S•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $209M to $372M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at aspect-partners.com (firm_website); LinkedIn profile
Who else to call: 19 related advisors, 19 on a link type measured as carrying moves (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.
- A•••••• P•••• T•• P•••• G•••• W••••• M••••••••• L••, V•••••• 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 $187M to $333M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at thepittigroup.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•••• J•••••• W••••••• W••••• P•••••••, P••••• P•••• 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 $356M to $634M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at woodlandwealthpartners.com (firm_website)
Who else to call: 26 related advisors, 24 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; joined the current firm under a year ago.
- T•••• D••••• S•••••••• A•••••••• L••, B••••••••• 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 $215M to $383M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at steadmontadvisors.com (firm_website); LinkedIn profile
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.
- N•••••• C•••••• T••••••• W••••• S••••••••, S••••••• S••••••• 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 $136M to $242M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- 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; joined the current firm under a year ago.
- K•••• C••••• C••••• F•••••••• G••••• I•••, B••••••••• 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 $325M to $363M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at carterfinancialgroup.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.
- C••••• 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; the current role; a dated reason to call now.
Before a call: a dated reason to call now.
- S••••• Z••••••••• A••••• G••••• P••••••• L••, M•••••• L••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $1.0B to $1.1B (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at aspiregrowthpartners.com (firm_website); LinkedIn profile
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.
- E••• O•••••• N•••••••• W••••• M•••••••••, W••••••••• 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 $600M to $671M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at northcapewm.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.
- M•••••• M••••••••• T••••• W•••••, M•••••• V••••• 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 $340M to $380M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at ticinowealth.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.
- K•••• P•••••• 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 $281M to $501M, 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
Who else to call: 6 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.
- D•••• A••••••• 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 $548M to $612M, revenue at most $10M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- verified business email at 1808capital.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; a dated reason to call now.
Before a call: a dated reason to call now.
- B••••••• S•••••• A••••• P•••••••• L••, F••••••• 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 $209M to $372M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Direct
- published business email at aspect-partners.com (firm_website); LinkedIn profile
Who else to call: 20 related advisors, 19 on a link type measured as carrying moves (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.
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.