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.
Valuable practices with nothing current: worth knowing, not worth a call today.
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- Sharon Pack Crown Point Wealth Advisors, Hood River, Orindependent 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 $165M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at crownpointwealth.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.
- Autumn Wittlieff Harborfront Financial Group, Ludington, Miindependent 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 lpl.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.
- Timothy Ellis Rbg Wealth Advisors LLC, Memphis, Tnindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $132M to $147M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at rbgwa.com (hunter)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- Phillip Gipner Longview Financial Advisors, Inc., Huntsville, Alindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $177M to $198M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at longviewfa.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
- Andrew Dodds Crown Oak Advisors, Piedmont, Caindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $200M to $224M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at crownoakadvisors.com (hunter)
Before a call: a dated reason to call now.
- J••••••• K••••• J•••• W••••• M•••••••••, A••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Personal book $108M; portable $92M to $103M, revenue $250K to $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at jaycowealth.com (firm_website)
Before a call: a dated reason to call now.
- R••• H•••• W••••• M••••••••• C•••••••••, T••••••••• 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 $121M to $215M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at wealthmanagementcorp.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••••••• O••• C••••••• W••••• M•••••••••, A••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $72M to $128M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at chastainwealth.com (firm_website)
Before a call: a dated reason to call now.
- K•••• K•••• D••••••••• C••• C•••••• L••, J••••• C•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $100M to $112M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at cirocapital.com (firm_website)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- M•••••• S•••••• A•••••• • C••• I•••, C•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $58M to $104M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at cpfinancial.net (firm_website); direct line printed for this person
Before a call: a dated reason to call now.
- S••••• B••••••• A•••• M••••••••• G••••, C••••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $100M to $178M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at assetmg-inc.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- S•••• N•••• W••••• W••• N• R•••••••, A••••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $182M to $204M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at wealthwithnoregrets.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.
- R•••••• B•••••• Q• W••••• 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 $105M to $117M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at q2wealth.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.
- W•••• J••••• A•••• F•••••••• M••••••••• I•••, S•••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $93M to $104M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at alpha-sav.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- B••••••• F•••••• B•••••••• F•••••••• S••••••••• L••, 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 $99M to $176M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at boardwalk-fs.com (firm_website)
Who else to call: 8 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.
- R•••• T••••••••• F•••••, 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 $76M to $135M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at fpfoco.com (apollo); LinkedIn profile
Who else to call: 5 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.
- N••••• S••• A••••••• W••••• A•••••••, W••••••••• 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 $99M to $176M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at accruentadvisors.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•••••• G••••• C••••••••• W••••• A•••••••• L••, P••••••••• P•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 $72M to $128M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at cvwadvisors.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.
- M••••••••• F••••••• I••••••• P•••••••• L••, A••••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $122M to $218M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at integraspartners.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.
- K••• L•••• S•••• L•••• W••••• M•••••••••, 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 $77M to $136M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at stevelynchwealth.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.
- B••••• N•••• 4•• P••••••• W••••• M••••••••• C••••••••• L••, C•••• C••••• M•state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $54M to $97M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at 4-cwealth.com (firm_website)
Before a call: a dated reason to call now.
- J•••• W••••• C•••• B••••• F•••••••• P••••••• U•• L••, P••••••••• P•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $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)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- H•••• C•••• M•••••••• • P••••• W••••• A•••••••, 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 $70M to $125M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at mpwealthadvisors.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.
- M•••••• S•• M••••• L•••• S•• F•••••••• A•••••••• L•••, S•• F••••••••• 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 $83M to $149M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at sasadvisors.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- J•••• B••••••••• E•••••• H••••• • A••••••••• L••, P••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $69M to $123M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at eubankhutson.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•••• T••••• G••••• T•••• W••••• M••••••••• L••, W••• P••• 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 $107M to $190M, 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: 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.
- R••• C••••• W••••••• 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 $93M to $166M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at winthroppartners.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- A••••• S••• K••••••••• C•••••• M•••••••••, R•••••••• V•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $121M to $135M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at kennondale.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
- C••••• C••••••••• C••••••••• • A•••••••••, P••••• 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 $65M to $115M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at todaycpa.com (hunter); LinkedIn profile
Before a call: a dated reason to call now; mid-move on the record.
- A•••••••• P••••• P••••• I•••••••• I••, R•••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $100M+
- Team book $100M to $250M; portable $96M to $171M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at hoyacapital.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- R•••••• S•••• S•••• W••••• M••••••••• P•••, O••••••• 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 $73M to $129M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at stappfinancial.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- R••• N•••••• M••••• W••••• M•••••••••, 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 $106M to $189M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at madridwm.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.
- S••••• N••• S•••••• A••••••••• F•••••••• S•••••••, L••••••• 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 $155M to $173M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at snavelyfinancial.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.
- B•••• G••••••• F•••••••• S•••••••• A•••••••••, D•••••• 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 $146M to $163M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at financialsolutions.net (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.
- N••••••• C•••••• B•••••• F••••••••• L••, C••••••• S••••••• 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 $117M to $208M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at bonfirefinancial.com (hunter); LinkedIn profile
Who else to call: 5 related advisors, 3 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.
- C••• S••• S••• C•••••• M••••••••• L••, A••••••••• 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 $57M to $102M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at seracapital.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- J••• H••••• R•••••• C•••• F•••••••• P•••••••, E•••••• 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 $76M to $135M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at redwoodadvisor.com (firm_website)
Before a call: a dated reason to call now.
- S••••• O••• C•••••• W••••• A•••••••• I••, W••••••••• 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 $114M to $203M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at cultivatewealthwashington.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; mid-move on the record.
- K••• S••••••••• S••••••••• W••••• M•••••••••, G•••• R•••••• 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 $99M to $175M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at swmadvisor.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.
- L••• D•••••• T••••••• W•••••, G•••• 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 $195M to $218M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at tableauxwealth.com (firm_website); LinkedIn profile
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
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