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

Jeanette Mccormick Williamson Legacy Group, LLC, Carmel, In
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.
Terrence Scroggin Msp Wealth Management, LLC, Klamath Falls, Or
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $194M to $217M, 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.
Gerrin Degroot Msp Wealth Management, LLC, Klamath Falls, Or
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $194M to $217M, 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.
M•••••• W••••• 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
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.
A•••••• M••••• B••• C••••••, 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 $171M to $191M, revenue at most $5M (transfer share is a judgment)
Team
3 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.
E•••••• G•••••• R•••••• J•••• • A••••••••• I•••, D••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $60M to $85M
Team
3 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
T•••• F•••••• W•••• F•••• A•••••••, L••••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $85M to $96M
Team
3 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
T••••• W••••••• L•• F•••••••• L••, C•••••••• W•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $164M to $184M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 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.
T••••• R••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, A•••••• W•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $192M to $216M
Team
3 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
S•••••••• S•••••• L•• F•••••••• L••, L••••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $136M to $153M
Team
3 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.
M••• C••••••• L•• F•••••••• L••, P••••••••• N•
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
3 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•••• T••••• W•••• F•••• A•••••••, D•••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $153M to $173M
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B•••••• K•••••••• B••• C••••••, E••••••• 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
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J•••••• K•••• L•• F•••••••• L••, H••••••• T•
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-person high-confidence team
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.
J••••• L•••••• S•••••• W••••• M•••••••••, S•• G•••••• U•
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 $164M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at staterawealth.com (firm_website)
Who else to call: 42 related advisors, 39 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••••• S••••• S••••• A•• C•••••• W••••• A•••••••, H••• P••••• 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
2 move with them
Contact
Direct
published business email at sledgeandco.com (firm_website); direct line printed for this person
Who else to call: 4 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.
P•••••• F•••••• W•••••••• W••••• A•••••••• L••, S•• P••••••• 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 $79M to $140M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at wiwealthadvisors.com (firm_website)
Who else to call: 10 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.
W••••• C•••••• S••••• A•• C•••••• W••••• A•••••••, H••• P••••• 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
2 move with them
Contact
Direct
direct line printed for this person
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••• C•••• W•••••••• F••••••••, S••••••• 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 $134M to $150M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at waypointsfinancial.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.
R•••• S•••• C•••• S•• F••••••••• 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 $119M to $134M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at csfplan.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.
T••• M•••• S••••••••• W••••• • T•• S••••••••, A•••••••• 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 $84M to $150M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at stonehavenwealth.com (firm_website)
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.
H•••••• M••••••••• M•••••• W••••• M••••••••• I•••, P••••••• 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 $112M to $200M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at meritiswealth.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.
G•••••• F••••• G•••••• W••••• P•••••••• L••, G••••••• 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 $79M to $140M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at georgiawealthpartners.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.
S•••• H•••• S••••••••• W••••• • T•• S••••••••, A•••••••• 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 $84M to $150M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at stonehavenwealth.com (firm_website)
Who else to call: 9 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.
T••••• C••••••••• W•••••••• F••••••••, S••••••• 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 $134M to $150M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at waypointsfinancial.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••• P•••••• C•••• S•• F••••••••• 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 $119M to $134M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at csfplan.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•••••• L••••••••• F••••••• S••••• A•••• M•••••••••, C••••••••• 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 $199M to $222M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at fsqam.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.
T••• B•••• P•• C•••••• M••••••••• L••, C•••••••• 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 $145M to $162M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at pebcm.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.
A••••• H••••• C•••• S•• F••••••••• 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 $119M to $134M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at csfplan.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•••••••• W••••• W••• F•••••••• G••••, M•••••• H••••••• 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 $91M to $162M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email at woldgroup.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•••• M••• S••••••••• W••••• • T•• S••••••••, A•••••••• 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 $143M to $160M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at stonehavenwealth.com (firm_website)
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.
B•••••• S•••• G••••••••• W••••• P•••••••, C••••••••• 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 $64M to $113M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at gainspoletti.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.
T•••• T••••• C••••••••• A•••••••• L••, D•••••• T•
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 $96M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at carringtonfo.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.
G•••• D••• I••••••• A••••••• G••••, P••••••• 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 $110M to $122M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at infinity-advisory.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.
J••• S•••••• S•• A•••••••• L••, M••••••••• 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 $150M to $167M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at sfiadvisors.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.
V••••• D••••••• W•••••••• F••••••••, S••••••• 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 $134M to $150M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at waypointsfinancial.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.
R••• W••• W••• F•••••••• G••••, M•••••• H••••••• 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 $155M to $173M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email at woldgroup.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.
J•••••• P••••••••• P•• C•••••• M••••••••• L••, C•••••••• 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 $145M to $162M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at pebcm.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.
T••••• E••••••••• F••••••• S••••• A•••• M•••••••••, C••••••••• 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 $117M to $208M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at fsqam.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.
K•••• J••••••• J••••••• • A••••••••• F•••••••• A•••••••• L••, P••••••• 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 $204M to $228M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at lpl.com (firm_website); LinkedIn profile
Who else to call: 5 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.

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