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.
Changes on what you follow · Describe your platform to see fit
- Renee' Hasenoehrl Northcape Wealth Management, Williamsville, Nyindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $353M to $628M, 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.
- Don Sherwood Alcyon Wealth Partners, Youngstown, Ohindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $250M to $500M; portable $303M to $339M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at alcyonwealth.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.
- Scott Gurr Compound Family Offices, LLC, Sarasota, Flindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $460M to $514M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at compoundfamilyoffices.com (firm_website)
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.
- K•••• L••••••• B••• S•••••• W••••• M•••••••••, W••••••••• 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 $141M to $251M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at baschrock-fg.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.
- M••••••• G••••• 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 $481M to $538M, 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; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••••• L••• 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 $605M to $676M, 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: 2 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; joined the current firm under a year ago.
- M••••• 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 $365M to $649M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at canbyfinancial.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; joined the current firm under a year ago.
- C••••••••• M••••••• 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: 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.
- J••••• D••••• 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 $343M to $383M, 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: 11 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.
- J•••••• E••••••••• 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 $226M to $402M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at svwealthadvisors.com (firm_website)
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.
- B•••• R••••• 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: 8 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.
- K•••• K••••• 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 $353M to $628M, 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•••••• 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.
- M•••••• T•••• 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 $231M to $258M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- published business email at tailoredwealthsolutions.com (firm_website)
Who else to call: 4 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; joined the current firm under a year ago.
- V••••• C••••••• L••• M•••••• G••••, S••••••••• 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 $341M to $606M, 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.
- C••••••••• C•• J••••••••• W••••• M•••••••••, J••••••••• 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 $267M to $475M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
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•••••• H•••••• L••••• C••••••, T•• W••••••••• 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 $232M to $260M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- L••••••• profile
Who else to call: 39 related advisors, 39 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••••••• M••••••• M••••••••• W••••• M••••••••• L••, S•• 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 $146M to $260M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
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.
- R•••••• B•••• M••••• W•••••• L••, M••••••••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $888M to $993M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Professional
- L••••••• 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.
- L••• W••••• D••••• • 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 $250M to $500M; portable $187M to $333M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
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••• W•••• W••••• M•••••••••, U••••••••• 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 $132M to $235M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
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.
- S•••• B••••••••• H••••••• O•• W••••• A•••••••, R•••••• 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 $174M to $309M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- L••••••• profile; catch-all email at heritageoakwealthadvisors.com, not verified
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.
- L•••• K•••••• 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 $366M to $652M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
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.
- B•••• M•••••• A•••• L••••• A••••••• L••, L•• A••••••• 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 $608M to $679M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
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.
- S•••• A•••• T•••• A••• W••••• M••••••••• L••, I•••••• 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 $331M to $590M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
Who else to call: 15 related advisors, 5 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••••••• W••••• M••••••••• W••••• M••••••••• L••, S•• 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 $146M to $260M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
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.
- N•••••••• M••••• N•••• W••••• M••••••••• P•••••, G•••••••• 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
- Professional
- professional profile page
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••••••• F•••••• F•••••••• P••••••• L••, O••••••• 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 $189M to $336M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
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•••••• F••••• A•••• L••••• A••••••• L••, L•• A••••••• 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 $358M to $636M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
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.
- L••• A•••• D••••••••• W••••• M••••••••• L••, G•••• 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 $182M to $323M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
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.
- L•••••• V•••• 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
- Professional
- L••••••• profile; professional profile page
Who else to call: 21 related advisors, 19 on a link type measured as carrying moves (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.
- L••••• M••••••••• L•••••• W••••• P•••••••, D•••••• 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 $181M to $323M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- L••••••• profile; catch-all email at leclairwealthpartners.com, not verified
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.
- J•••• A•••••• E•••• W••••• M••••••••• G•••• I•••, C••••••••• 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 $209M to $372M, revenue at most $5M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
Who else to call: 1 related advisor (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••••• H••••• C••••• B•• I••••••••• M••••••••• L••, 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 $564M to $630M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
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.
- R••••• M•••••••• S•••••••• A•••••••• L••, W••••• C••••• C•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $800M; portable $480M to $680M
- Team
- 2 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
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.
- J••••••• G••••• 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
- Professional
- L••••••• 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.
- D••••• C••• J••••••••• W••••• M•••••••••, J••••••••• 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 $454M to $507M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- professional profile page
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••••• H••••••••• D•••••• W••••• P•••••••• L••, C••••••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $585M; portable $292M to $521M
- Team
- 3-person high-confidence team
- Contact
- Professional
- professional profile page
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•••••• T•••••• W•••••• L••, L•• A••••• 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 $365M to $650M, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
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••••• H••••••• M••••• W•••••• L••, M••••••••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $523M to $930M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- Contact
- Professional
- L••••••• 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.
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.