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

Ruby Melton Fortune Wealth Management, LLC, Dallas, Tx
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: 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $198M to $353M, 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 (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
Brian Russell 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
$250M+
Book not estimable; portable $200M to $225M
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).
Before a call: a dated reason to call now; a contact route.
Anthony Brookfield Merrill Lynch, Pierce, Fenner & Smith Incorporated, Park City, Ut
wirehouse
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: 1.1 years at the current firm; 3 prior firm moves.
Timing
Model band only
Value
$250M+
Book not estimable; portable $338M to $382M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
B•••••• N••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•• J•••• C•
wirehouse
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: joined the current firm 11 months ago.
Timing
Model band only
Value
$250M+
Book not estimable; portable $412M to $468M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 57 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D••••••• T•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D••••••••• P•
wirehouse
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: 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $600M to $680M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
K••••• S•••••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Book not estimable; portable $524M to $590M
Team
No team seen
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.
T••••• C••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
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: 1.3 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $340M to $382M
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.
J•••• S••••••• C••••••• A•••• M••••••••• I•••, F••••••••• P•
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
$250M+
Team book $250M to $500M; portable $194M to $346M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found (only unverified leads)
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.
M•••••• C•••• C••••••• A••••••••• I•••, L••••••••• K•
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
$250M+
Team book $1B+; portable $741M to $1.3B (transfer share is a judgment)
Team
No team seen
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).
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.
B•••• M••••• L•• F•••••••• L••, A••••••••• G•
broker-dealer affiliated
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: 8 prior firm moves; 1.7 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $308M to $346M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
G•••••• W••••••••• R•• C•••••• M••••••• L••, N•• Y•••• N•
national broker-dealer 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: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $2.5B to $3.5B
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
R••••• B•••• L••••• W••••• M••••••••• I•••, M•••••••• V•
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: 3 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $157M to $279M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 5 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.
G••• S•••• M••••• S••••••, P••••• C••• B••••• F•
wirehouse
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: 4 prior firm moves; 1.3 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $222M to $278M
Team
No team seen
Contact
Unresolved
no contact route found
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 contact route.
S••••••• G••••• T••• W••••• M•••••••••, R•••••• V•
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: 1.4 years at the current firm; 5 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $105M to $187M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tm-wealth.com (firm_website); LinkedIn profile
Business ties: Some: 1 nonprofit or civic board/officer role 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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
B•••• C•••••• D••••• 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 on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $111M to $197M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at diazowealth.com (firm_website); LinkedIn profile
Who else to call: 6 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.
D•••• Y•••• H•••••• W•••••• I•••, L••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
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
verified business email at hardingwealth.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
J••• D•••••••• G••••••• I••••••••• G••••• L••, M••••••••• 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: 1.1 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $100M to $177M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at glenwoodinvestment.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.
J••••• H••••••• E•••••••• A••••••• P••••••• L••, O••••••• F•
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: 1.8 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $113M to $201M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at eap-advisors.com (firm_website); LinkedIn profile
Who else to call: 2 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.
Z•••••• T••••• H••••••• W••••• M••••••••• G••••• L••, N••••••• V•
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 $129M to $145M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at hwmgroup.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.
K•••• F••••••• F••• E••••• P•••••••, N•• Y•••• 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: 1.3 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $81M to $145M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at five11partners.com (hunter)
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.
M•••••• M•••••• S•••••• I••••••••• M••••••••• L••, M••• 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: joined the current firm 12 months ago; 4 prior firm moves.
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
Direct
published business email at soaringinvestmentmanagement.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.
M•••••• S•••••••• C•• A••••••• I••, H••••••••• N•
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: 1.5 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $101M to $180M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cfmadvisorsinc.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
N••••• A••• D•••• P•••••• W•••••• L••, R•••• P••• B••••• F•
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: 1.3 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $96M to $172M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at davisprivatewealth.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.
J•••• F••••• S•••••• B•••• W•••••• L••, M••••• D•• R••• C•
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: joined the current firm 12 months ago.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $95M to $169M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at siliconbeachwealth.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.
L••••• M••••• S•••••• F•••••••• L••, N••••••••• N•
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 $52M to $93M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at saltboxfinancial.co (hunter); LinkedIn profile
Before a call: a dated reason to call now.
B•••• F••••••• M••••••• W••••• P•••••••, E•••••• F•
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: 1.3 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $102M to $182M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at momentumwealthplanning.com (firm_website)
Before a call: a dated reason to call now.
C••• A••••• C•••••• W•••••• L••, L•••• U•
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: 1.5 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $58M to $103M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at capitalwealth.com (hunter); 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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
D•••••• D••••• O•••• W••••• P•••••• C•••••• L••, C••••••••• O•
state-registered adviser
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.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $51M to $91M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at owprivatecapital.com (hunter)
Who else to call: 9 related advisors, 9 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•••• M•••• F•••••••• R•••••, C••••••••• O•
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 $106M to $188M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at financialrounds.com (hunter)
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.
B••••••• M••••• T••••• 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: 9 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $53M to $95M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at thayerfinancial.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.
A•••• H••••• L•••••••• P•••••••, E••• L••••••• M•
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: 1.0 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $84M to $150M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at lifepointplanning.com (hunter)
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•••• J•••••• S••••••• W••••• M•••••••••, C••••••••• O•
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: joined the current firm 12 months ago; 4 prior firm moves.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $81M to $144M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at shepherdwm.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.
B•••••• C•••••• A••••••• W••••• L••, C•••••• O•
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: 1.5 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $109M to $194M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at tagplanning.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.
N••• W••••••• A• B••••• W•• F••••••••• L••, A••••••••• P•
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 $54M to $97M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at abetterwayfinancial.com (hunter); 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.
T•••• K•••••• V•••••• A•• C•••••• S••••••••• I•••, R••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $109M to $195M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at vaughanandco.com (hunter)
Who else to call: 2 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.
T•••••• P•••• I•••••••• M•••••, D•••••• 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: 1.3 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $154M to $173M, revenue at most $5M
Team
No team seen
Contact
Direct
verified business email at investorsmosaic.com (hunter)
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•••• C••••• C••••• F•••••••• P•••••••• I•••, B•••• M•••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $81M to $145M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at colliefp.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•••••• A••••••• M••••• F••••••••, R•••••••• V•
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: 1.4 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $109M to $194M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at manukafinancial.com (hunter)
Who else to call: 4 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.
B••••• F••• C•••••• A•••••••• L••, C••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $106M to $188M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at centric.org (hunter)
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J•••• H•••• T•••••• W•••••, B••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $81M to $145M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at tessarawealth.com (hunter)
Before a call: a dated reason to call now.

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