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

Matthew Schechter Girdwood Capital LLC, Chicago, Il
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $38M to $42M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at girdwoodcapital.com (firm_website); LinkedIn profile
Who else to call: 7 related advisors, 4 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.
Stanley Funches Intelus Advisory Group, LLC, Birmingham, Al
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $76M to $85M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at inteluswm.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
Kirk Delaune Edward Jones, Metairie, La
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at edwardjones.com (apollo); LinkedIn profile
Before a call: a dated reason to call now.
L••• M•••••• M•••••• W•••••, R••••••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $47M to $53M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mccartywealth.com (firm_website)
Who else to call: 15 related advisors, 15 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••••••• P•••••• S•• F•••••••• P•••••••• L••, N•• Y•••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $55M to $61M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at smpfp.com (firm_website)
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•••• R•••••••• S••••• P•••• A••••••• L••, L••• O•••••• O•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $25M to $50M; portable $16M to $29M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at planserene.com (firm_website)
Before a call: a dated reason to call now.
B•••••• O••• T•••••••• F•••••••• L••, H••••••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $39M to $69M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at trusttreefinancial.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
M••••• L•••••• B•••••• Y••• A•••••••• L••, C•••• C••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $57M to $63M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at barrackyard.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now; joined the current firm under a year ago.
A••• S•••••• E•••••••• R••••••••• I•••, R•••••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $67M to $75M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at empoweredretirement.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••• M•••••• A••••••••• F•••••••• S•••••••• L••, P••• B•••• G••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ampf.com (hunter)
Before a call: a dated reason to call now.
P•••• G••••• A••••••••• F•••••••• S•••••••• L••, O••••••• T••••••• I•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ampf.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.
R•••• H••••••••• A••••••••• F•••••••• S•••••••• L••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ampf.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
E••• F•••••••• A••••••••• F•••••••• S•••••••• L••, P•••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ampf.com (hunter)
Before a call: a dated reason to call now.
B•••• B••• B••• W••••• M•••••••••, D••••••••• W•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $25M to $50M; portable $24M to $43M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wealthtender.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.
D••••• P••••••• B••••• C•••••• C••••••••• L••, N•••••• B••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $38M to $68M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mybridgecapital.com (firm_website)
Before a call: a dated reason to call now.
W••••• S•••• L••••••• F•••••••• M••••••••• L••, A••••••••• V•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $41M to $46M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at lodestarfm.com (firm_website)
Before a call: a dated reason to call now.
J••• D•••• J•• F••••••••, S••••••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $22M to $25M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at jkdfinancial.com (firm_website); LinkedIn profile
Who else to call: 8 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; joined the current firm under a year ago.
R•••• R••••• G••• R••••• A•••••••• L••, P••• B•••• G••••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $25M to $50M; portable $22M to $39M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at greyrhodesadvisors.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.
B•••• H•••••• A•••••• F•••••••• G••••• L••, A••••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $46M to $51M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at amherstfinancialgroup.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.
C•••••• W•••• B••••••••, F••• W••••••••• P•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $83M to $92M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at barrister.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.
T••••• M•••••• M•••••• W•••••, S•• R••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $42M to $48M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at manettawealth.com (firm_website)
Before a call: a dated reason to call now; joined the current firm under a year ago.
W•••• M••••••• J••• M••••• S••••••••• L••, M•••••••• L•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Direct
verified business email at jpmorgan.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.
A••• W••••• C•••••, B•••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $45M to $79M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 10 related advisors, 10 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; joined the current firm under a year ago.
N••••••• T•••• G••••••• W•••••, P•••••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $27M to $30M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now; joined the current firm under a year ago.
M••••• B••• C••••• W••••• M••••••••• L••, D•••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $74M to $83M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C•••••• S•••••••• S•••••••• W••••• G••••, N••••••••• I•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $25M to $50M; portable $16M to $28M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• 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.
D••••• J••••• D•••••• C•••••• L••, O•• B••••• I•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $37M to $41M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now.
S•••• M••• S•• F•••••••• P•••••••• L••, F•••• C•••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $55M to $61M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now.
M••• M• M•••• W••••• P•••••••, S•• M••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $26M to $30M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• 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.
C••••••••• B•••• C••••• W••••• G•••• I••••••••• L••, B•••••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $53M to $59M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
S•••• S••••• A•••••••••, N••••••• M•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $43M to $48M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• 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.
F•••• B••• A•••• S••••••••• I••, L••••• I•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $30M to $53M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• 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.
L••• C•••••• B• W••••• A•••••••• L••, E••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $25M to $50M; portable $22M to $25M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
E••••• T••••• W••••••••• W••••• M••••••••• I•••, E••••••••• P•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $21M to $24M, revenue under $250K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile
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••••• E•••• A•••••• F•••••••• G••••• L••, A••••••• N•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $46M to $51M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
K•••• C•••••••• W•••••••• G••••• A•••• M•••••••••, A•••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $37M to $65M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
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••• B•••••• J••• M••••• S••••••••• L••, F••••• M••••• T•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S•••• H••••••• G•••• O•• W••••• M••••••••• I••, P••••••••• P•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $50M to $88M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
C••••• R••••••• E••••••• W••••• M••••••••• I•••, O••••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $25M to $50M; portable $17M to $31M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
W•••••• Y•••• E••••••••• F••••••••, M••••••• T•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $41M to $73M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.

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