Advisors to call now

Anything dated in the last 90 days, measured or not.

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Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

Brian Watts LPL Financial LLC, Overland Park, Ks
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $360M to $405M
Team
No team seen
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; a contact route.
Jason Hoffman Raymond James & Associates, Inc., Virginia Beach, Va
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $166M to $235M
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Laura Davis Music Row Wealth Management, Nashville, Tn
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $216M to $384M, 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, 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; mid-move on the record.
G••• D•••••• T••••• W••••• M•••••••••, S•••• B••••••• 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 $258M to $289M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 37 related advisors, 33 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; joined the current firm under a year ago.
M••• C••••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.7B to $1.9B
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 16 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.
W•••••• M••••••• J••••• M••••••••• S•••• L••, C••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $321M to $455M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 31 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••• H•••••• M•••• R•• W••••• M•••••••••, N••••••••• 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 $367M to $410M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 4 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; a contact route; mid-move on the record.
J••• R••••••• C••••••••• C•••••• A•••••••, A•••••• 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 $295M to $330M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; mid-move on the record.
N••• K•••••• B•••, B••••••• 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 $233M to $415M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at baldwinclarke.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S••••••• C••••• C•••••••••, G•••••••• 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 $303M to $539M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cogentbluewealth.com (hunter)
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.
J•••• L•••••• T••••••••• F•••••••• P•••••••, B•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $137M to $244M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at truewealthfp.com (hunter)
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•••• C•••••• N••••••• I••••••••• A•••••••, I••••••••• 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 $137M to $243M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at normandyia.com (firm_website); LinkedIn profile
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.
J•••• O••••• P••• S••••• A•••••••• L••, N•• O••••••• L•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $393M to $440M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at plumstreetadvisors.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
K••• J••••••• H••• N••• W•••••• L••, D••••••••• 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 $342M to $608M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at highnotewealth.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.
S•••••• L•••••••• C•••••• T•••• A•••••••, M••••••••• S•••••• 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 $201M to $358M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at capitaltrustadvisors.com (apollo)
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••• Y••••••• O••••• P•••••• W••••• L••, N•• Y•••• 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 $381M to $426M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at ospreypw.com (firm_website)
Who else to call: 6 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.
B•••• C••••• C••••••••, L••••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $441M to $785M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at castellangroup.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.
L••• W•••••••• S•••••• F•••••••• P•••••••• L••, B•••••• B••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $154M to $275M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at sfpdenver.com (hunter)
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••• G••••••• D••••• • B•••• I••••••••• A••••••• L••, P••••••••• 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 $281M to $500M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at dumontandblake.com (hunter)
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•••••• W•••••• W••••• E••••••••• A••••••• S•••••••• L••, L••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable
Team
No team seen
Contact
Direct
published business email at wealthenhancement.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; mid-move on the record.
M•••••• S•••••• I•••••• G••••• A••••••• L••, S•••••••• 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 $342M to $609M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at integraga.com (hunter)
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•••••• K••••• C••••••••• W••••• M•••••••••, W•••••••• 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 $534M to $597M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at cornerstonewealthmgmt.com (firm_website)
Who else to call: 6 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.
C•••• C••••••••• C•••••••• C••••••, U•••••• 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 $305M to $341M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at clearwavecap.com (hunter)
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•••• M••••••• A••••••• F••••••••• I•••, M•••••• 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 $161M to $286M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at advisorsfinancial.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.
A•••••••• B••••••• A•••••• F•••••••• G••••• L••, 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 $164M to $293M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at artifexfinancial.com (firm_website); 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; mid-move on the record.
J•••• M••••••• S••••• F•••••••• M•••••••••, S•• A••••••• 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 $200M to $356M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at sfmplanning.com (hunter); 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.
T•••••• S••••••••• T•••••• W••••• M••••••••• L••, C••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $655M to $1.2B (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at topsailwm.com (apollo); LinkedIn profile
Before a call: a dated reason to call now.
C•••••• C•••••• E•••• R••• I••••••••• C••••••• L••, A••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $393M to $700M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at eaglerockinvest.com (hunter)
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
P•••• Q•••• H••• I••••••••• M••••••••• L••, 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 $315M to $352M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at helminvest.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•••• M••••••• A••••••• F••••••••• I•••, M•••••• 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 $161M to $286M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at advisorsfinancial.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••• D••••••• C••••••••• W••••• M•••••••••, W•••••••• 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 $534M to $597M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cornerstonewealthmgmt.com (hunter); 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••••• D••• F•••••••• P••••••••• T••••• • W•••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $406M to $722M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at fptwllc.com (apollo); 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.
E••• F•••• A•••••••• W••••• P•••••••• L••, P••••••••• 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 $429M to $479M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at accretivewealthpartners.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.
J••••• H••••• B••••• F•••••••• A••••••• L••, H••••••• 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 $252M to $282M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bfaltd.com (firm_website)
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.
S•••• L••••••• B•••, B••••••• 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 $233M to $415M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at baldwinclarke.com (firm_website)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S••• C••••• B•••, B••••••• 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 $233M to $415M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at baldwinclarke.com (firm_website); LinkedIn profile
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A•• H•••••• A••••••• F••••••••• I•••, M•••••• 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 $161M to $286M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at advisorsfinancial.com (hunter); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S•••• F••••• F••••• O••••• R•••••••• L••, B•••••••• 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 $551M to $616M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at familyofficeresearch.com (hunter); LinkedIn profile
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
L•••• R••••••••• B•••, B••••••• 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 $233M to $415M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at baldwinclarke.com (firm_website)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••• B•••••• W••••• • B•••••• C•••••• M••••••••• L••, O•••••• 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 $238M to $266M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at wilsonboucher.com (apollo); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.

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