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

Joel Anderson Evergreen Wealth Advisors, Raleigh, Nc
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.8 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $56M to $100M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
Ryan Pellegrini LPL Financial LLC, San Diego, Ca
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$100M+
Book not estimable; portable $176M to $198M
Team
No team seen
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Jared Vock Parady Wealth Management, The Villages, Fl
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm; 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $73M to $130M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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; a contact route.
B•••• M•••••••• D•••••• F••••••••• L••, H••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
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
Unresolved
no contact route found
Who else to call: 6 related advisors, 6 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 contact route.
V•••••• F•••• S•••••••• F•••••••• P•••••••• I•••, P••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $110M to $196M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
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; a contact route.
F•••• C•••••••• L•• F•••••••• L••, H••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $132M to $148M
Team
7 move with them
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; a contact route.
J••••• M••••• L•• F•••••••• L••, M••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $112M to $126M
Team
7 move with them
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; a contact route.
C••••••• D•••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, A•••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $96M to $108M
Team
5 move with them
Contact
Unresolved
no contact route found
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 contact route.
T•••••• H••••••••• L•• F•••••••• L••, J••••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $160M to $180M
Team
5 move with them
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; a contact route.
D••••••• H••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, A•••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $96M to $108M
Team
5 move with them
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; a contact route.
M•••••• N•••• L•• F•••••••• L••, J••••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $160M to $180M
Team
5 move with them
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; a contact route.
M•••••• G••••• L•• F•••••••• L••, F••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $104M to $117M
Team
4 move with them
Contact
Unresolved
no contact route found
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Before a call: a dated reason to call now; a contact route.
D•••••••• P••••••••• L•• F•••••••• L••, M••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $184M to $207M
Team
4 move with them
Contact
Unresolved
no contact route found
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 contact route.
N••••• F••••• W•••• F•••• A•••••••, B•••• R••••• L•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $75M to $85M
Team
5-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 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; a contact route.
C••••••••• R•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, N•• H••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $80M to $90M
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• M•••••• S•••••••• W••••• G••••, E••• P••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $94M to $291M
Team
4-person high-confidence team
Contact
Direct
published business email at strategicwg.net (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.
B••••••• P••••• S•••••••• W••••• G••••, E••• P••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $94M to $291M
Team
4-person high-confidence team
Contact
Direct
published business email at strategicwg.net (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.
K•••••• S••• B•••••• W•••••• W••••• M•••••••••, S••••••••• 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 $87M to $155M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at blakelywalters.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
P••• B••••• B•••••• W•••••• W••••• M•••••••••, S••••••••• 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 $87M to $155M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at blakelywalters.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
N••• T••••••••• F••• A••••••• 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 $81M to $144M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at flfsinc.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.
G•••••• B••••••• B••• C••••••, 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 $100M to $179M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at berstlergroup.com (firm_website)
Before a call: a dated reason to call now.
S•••• W•••••• B•••••• W•••••• W••••• M•••••••••, S••••••••• 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 $148M to $165M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at blakelywalters.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
B••••••• O••••• S•••••••• W••••• G••••, E••• P••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $94M to $291M
Team
4-person high-confidence team
Contact
Direct
published business email at strategicwg.net (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.
J•••••• S•••••• W••••••• W••••• M•••••••••, P••••••• 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 $166M to $186M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at westmarkwealth.com (firm_website); direct line printed for this person; 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••••• B•••••• F••• A••••••• 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 $81M to $144M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at flfsinc.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.
A••• D•••• F••• A••••••• 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 $137M to $153M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at flfsinc.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.
J•••• B•••••• B•••••• W•••••• W••••• M•••••••••, S••••••••• 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 $148M to $165M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Direct
published business email at blakelywalters.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
K•••••••• H••••• C••••••• R•••• F•••••••• G••••, V••••••••• 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 $97M to $173M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• 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.
A•••••• P•••• W••••••• W••••• M•••••••••, P••••••• 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 $98M to $174M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C••• P••••••• C••••••• R•••• F•••••••• G••••, S• 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 $166M to $185M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• 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•••• A•••••• E•••• F•••••••• P•••••••, C••••••••• 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 $90M to $161M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
professional profile page
Who else to call: 6 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.
E••• E•••• E•••• F•••••••• P•••••••, C••••••••• 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 $154M to $172M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
professional profile page
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•••• K•••••• C••••••• R•••• F•••••••• G••••, V••••••••• 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 $97M to $173M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• 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.
K•••• E•••• E•••• F•••••••• P•••••••, C••••••••• 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 $154M to $172M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
professional profile page
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••••••• C••••••• R•••• F•••••••• G••••, V••••••••• 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 $97M to $173M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Professional
L••••••• 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.
O••• W••••••••• W••••••••• L••••• G••••• L••, B•••••••• 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 $92M to $163M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Firm level
firm contact form or inbox
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•••• K••••• B•••••• W••••• M•••••••••, S•• 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 $68M to $121M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
N•••• P••••• B•••••• W••••• M•••••••••, S•• 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 $68M to $121M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
A•••••• S•••• G••••••• C•••••• A•••••••• L••, B•••••• H••••• C•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $212M to $237M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Firm level
firm contact form or inbox
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.
R••••• G•••• F••• A••••••• 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 $81M to $144M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.

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