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.
Someone who moved firms with this advisor before has just left.
Changes on what you follow · Describe your platform to see fit
- Melanie Jones Mai Capital Management, LLC, Los Angeles, Caindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Direct
- direct line printed for this person; LinkedIn profile
Who else to call: 33 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
- Mark Sear Mai Capital Management, LLC, Los Angeles, Caindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Direct
- direct line printed for this person; LinkedIn profile
Who else to call: 39 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; practice size; joined the current firm under a year ago.
- Timothy Whipple Diversify Wealth Management, LLC, Orem, Utindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Direct
- published business email at diversify.com (firm_website)
Who else to call: 33 related advisors, 7 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; practice size.
- J••••• H••••• C•••••••• I••••••••• R••••••• A•••••••• I•••, A••••••••• G•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Direct
- published business email at mhwealthllc.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; practice size; mid-move on the record.
- C••••••••• Y•••• E•••• F•••••••• G••••• L••, K••• O• P••••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Direct
- published business email at veritywa.com (firm_website)
Who else to call: 31 related advisors, 31 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; practice size.
- J•••• S•••• E•••• F•••••••• G••••• L••, K••• O• P••••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Direct
- published business email at ethosfg.com (firm_website)
Who else to call: 29 related advisors, 29 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; practice size.
- S• M•••••• C•••••••• I••••••••• R••••••• A•••••••• I•••, A••••••••• G•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Direct
- published business email at mhwealthllc.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; practice size; mid-move on the record.
- W•••••• M••• T•• A•••••••• L••, O••••••• P•••• K•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 4 members left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Direct
- published business email at tfbusa.com (firm_website)
Who else to call: 25 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- A•••• H••••• T•• W••••• C••••••••• G••••, L•• V••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Direct
- published business email at gen4wealth.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; practice size.
- G••••• T•••• T•• A•••••••• L••, O••••••• P•••• K•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 4 members left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Direct
- published business email at tfbusa.com (firm_website)
Who else to call: 25 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- J••••• H••• A•••••••• C•••••• L••, D•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- L••••••• profile
Who else to call: 20 related advisors, 12 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; practice size; joined the current firm under a year ago.
- S•••••• T••• T•• W••••• C••••••••• G••••, L•• V••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- professional profile page
Before a call: a dated reason to call now; practice size.
- C••••••••• F••••••• A•••••••• C•••••• L••, D•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- L••••••• profile
Who else to call: 15 related advisors, 12 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; practice size; joined the current firm under a year ago; mid-move on the record.
- M•••••• H••• W•••••••• W••••• M••••••••• L••, B••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- 2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Professional
- L••••••• profile
Who else to call: 10 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.
- K••• S•••••• E•••• F•••••••• G••••• L••, C••• H•••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- professional profile page
Who else to call: 28 related advisors, 26 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; practice size.
- F••• S••••••• O•••• W•••••• I•••, E•••••• F•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- professional profile page
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- D•••• H•••••••• W•••••••• W••••• M••••••••• L••, B••••• O•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- 2-person high-confidence team
- 2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Professional
- L••••••• profile
Who else to call: 10 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.
- M••• H••••• M••••••, L•• A••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Professional
- professional profile page
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- W•••••• L••• E•••• F•••••••• G••••• L••, K••• O• P••••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- professional profile page
Who else to call: 29 related advisors, 29 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; practice size.
- D••••• N••••• S•••, B••••••••• P•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 11 related advisors, 7 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; practice size.
- D•••• W•••••• S•••, L•• A••••••• C•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 11 related advisors, 7 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; practice size.
- J•••• S••••••••• D•••••••• W••••• M••••••••• L••, O•••• U•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 13 related advisors, 7 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; practice size.
- D•••• M••• O•••• W•••••• I•••, H•••••••• N•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- 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; practice size; a contact route.
- J••••• H•••• O•••• W•••••• I•••, W••••••• K•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
- J••••• C••••••• M••••••, L•• A••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
- M•••••• N•••••• O•••• W•••••• I•••, W••••••• K•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
- J••• G•••••• M•• I•••••••• S•••••••• L••, D•••••• T•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- 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; practice size; a contact route.
- G•••••• E•••••• C••••••••• F•••••••• N••••••, B••••••••• C•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
- T••• G••••••• C••••• I••••••••• A••••••• L••, B••• R••••• F•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Before a call: a dated reason to call now; practice size; a contact route.
- D••••• N••••••••• O•••• W•••••• I•••, F•••••• C•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- 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; practice size; a contact route.
- E••• H••• M•• I•••••••• S•••••••• L••, D•••••• T•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- 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; practice size; a contact route.
- E••• W•••••• L•• F•••••••• L••, B••••••••• T•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 12 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; practice size; a contact route.
- R•••••• F•••••••• L•• F•••••••• L••, M•• P•••••••• S•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
- E••••••• A••••• O•••• W•••••• I•••, L••• O•••••• O•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
- R••• M••••••• C••••••••• F•••••••• N••••••, B••••••••• C•national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
- 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; practice size; a contact route.
- L•• B••••••••• A••••••••• I••••••••• A•••••••, N••••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 15 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; practice size; a contact route.
- Z•••••• O•••••• C••••• I••••••••• A••••••• L••, B••• R••••• F•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Before a call: a dated reason to call now; practice size; a contact route.
- R••••• P••••••• L•• F•••••••• L••, M•• P•••••••• S•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
- B•••• N••••••• C••••• I••••••••• A••••••• L••, M•••••• N•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
- T••••• L•••••••• M••••• G••••• A••••••• I•••, D•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- 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; practice size; a contact route.
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