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

Jesse Sikorski Sikorski Wealth Management, LLC, San Diego, 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 $119M to $133M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at sikorskiwealthmgmt.com (firm_website)
Before a call: a dated reason to call now.
Parker Allen Warren Capital Group, Charleston, Sc
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 $117M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at warcap.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.
Christopher Morgan Ark Wealth Advisors, LLC, Yorba Linda, 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 $100M to $112M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at arkwealthadvisors.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••••• K••• K••• W••••• M•••••••••, O••••••• 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 $111M to $124M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at kerrwealth.com (firm_website)
Before a call: a dated reason to call now.
V••••• M••••• P•••••• W••••• A•••••••• L••, P••••••••• 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 $98M to $110M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at palantewealth.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••••• A•••• F•••••••• S••••••••• G••••, F••••• 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 $95M to $168M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at finstrat.com (firm_website); LinkedIn profile
Who else to call: 47 related advisors, 46 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•••• H•••••••• 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.
D••••• W•••• A•••• W••••• P•• L••, N•• Y•••• 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 $89M to $159M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at avriowealth.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 5 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.
T••••••• H••••••• G••••• C•••••• M••••••••• L••, C•••••••• 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 $77M to $137M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at gravercapmgmt.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.
K•••• J••••• M•••• F•••••••• A••••••• G••••, F••• M••••• 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 mackefinancial.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.
M•••••• C••• A•••••••• I••••••••• M•••••••••, L••••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $108M to $192M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at aim-rps.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.
S••• S••••• P•••••• I•••••••••, K••••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $99M to $176M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at prestoninvestments.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.
M••••• W••• J• A•••••••, S••••• 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 $106M to $189M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at jhadvisors.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.
J••••• M••••• T•••• C•••• C•••••• A•••••••, B•••••••• 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 $63M to $112M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tidalcreekinvestments.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
P•••••• F•••••• C•••••••• C•••••• G••••• L••, L• J••••• 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 $189M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at coastwisegroup.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••••• T•••• P•••••••• D••••• S•••••••• L••, R•••• F••••• 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 $75M to $133M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at pdsadvisers.com (firm_website)
Before a call: a dated reason to call now.
M•••• K•••• F•••• S•• P•••••• W••••• M••••••••• L••, B•••••• 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 $80M to $143M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at fifthsetwealth.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
D••••• D••••• E••••••• P•••••• W•••••, H•••••••• 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 $104M to $117M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at elevatedprivatewealth.com (firm_website)
Before a call: a dated reason to call now.
K•••• P••••• B•• W••••• S••••••••• L••, B•••••• 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 $124M to $220M, 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: 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.
B••• S•••• C•••••••• C•••••• G••••• L••, L• J••••• 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 $189M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at coastwisegroup.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••• B••••••• S•••••• R••• A••••••• L••, A••••••••• 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 $131M to $146M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at shiningrockadvisors.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.
K••••• A••••••• S•••••• F•••••••• N••••••••, P•••••••• 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 $126M to $141M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at skylinefinancialnw.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.
T••• D••••••••• E••••••• P•••••• W•••••, H•••••••• 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 $104M to $117M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at elevatedprivatewealth.com (firm_website)
Before a call: a dated reason to call now.
R•••••• M••••••• E•••••• F••••••••, E•••• 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 $75M to $133M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at evidentfinancial.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.
R••• L•••••••• A•••• A•••••• G••••• L••, V•••••••• 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 $108M to $121M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at lpl.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.
E•••••••• V•• V•••• T•••••••• P••••••• L••, P•••••••• 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 $55M to $98M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tenbridgepartners.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••••• P••••••••• W•• P••••••• • I•••••••••, C•••••••• I•
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 $53M to $94M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wwafp.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.
E••• D••••• H•••••• F•••••••• G••••• L••, L•••••••• 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 $135M to $151M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at trio.finance (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.
D••••• D••••••• A• W••••• A•••••••, U••••••••• 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 $107M to $190M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at aowealthadvisory.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.
M•••••• B••••••• H•••• I••••••••• M••••••••• S•••••••• L••, N•• L•••••• 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 $111M to $197M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at hagerinvestments.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.
I•••• B••••• B••••••••, 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 $60M to $106M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at blvdwealth.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.
P••••• C•••••• I••••••• T•• • F•••••••• P•••••••, H••••••••• A•
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 $89M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at infinitytaxandfinancial.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.
B•••••• W•••• C•••• S••••• A•••••••• L••, E••••••• C•••• 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 $85M to $151M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at halcyonfin.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
B•••••• D••• E••••••••• L••, C•••• G•••••• 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 $74M to $131M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at entelevest.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••••••• R•••••• A••••••• F•••••••• A•••••••• I•••, B••••••••• 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 $82M to $145M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at archambofinancial.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.
J••••••• L••••••• N••••••• A•••• M••••••••• I••, T•• V•••••••• 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 $51M to $92M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
direct line printed for this person; LinkedIn profile
Before a call: a dated reason to call now.
P•••••• A•••••• W•• P••••••• • I•••••••••, C•••••••• I•
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 $53M to $94M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wwafp.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.
S•••••• K••• A••••••• I•••••••• S•••••••, W•••••••• 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 $93M to $166M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at advocateinvesting.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.
K•••••• R••••• A••••••• W••••• P•••••••• L••, S•••• B••••••• 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 $52M to $92M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at abundantwp.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.
E••••• C••• C•••• B••••• F•••••••• P••••••• U•• L••, M••••• D•• 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 $125M to $140M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at cbfpusa.com (firm_website)
Before a call: a dated reason to call now.

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