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

Charles Baldwin Bcas, Bedford, Nh
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.
Morley Goldberg Dumont & Blake Investment Advisors LLC, Princeton, Nj
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $478M to $534M, 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
Robert Fillmore Synergy Financial Partners, LLC, Denver, Co
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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M••••• 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 $148M to $264M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at bfaltd.com (apollo); 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.
L•••• D•••••• D•••••• W•••••, M•••••• 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 $757M to $847M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at druckerwealth.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
D••• P••• I••••• C••••••• L••, R••••••••• 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 $127M to $225M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at impactcapital.com (hunter); LinkedIn profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••• N••••••••• M••••• W••••• A•••••••• L••, B••••••••• 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 $308M to $345M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at motivewealth.com (apollo); LinkedIn profile
Who else to call: 16 related advisors, 7 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••••• A•• O•• C•••• W••••• P•••••••, G•••••••• V••••••• 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 $512M to $572M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at owlcreekwealth.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.
J•••• K••••••• 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 $340M to $380M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at sfmplanning.com (apollo); 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.
E•••• L•••• C••••••••• C•••••• M•••••••••, 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 $179M to $319M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at calcapmgt.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.
M•••••• G•••••••• P••••• W••••• M•••••••••, L••• O•••••• 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 $324M to $363M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at pecautwm.com (apollo)
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••• V•• W••• J••• W••••••• C••• I•••, 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 $143M to $255M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at jfwco.com (apollo)
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.
E•••••••• B••••• S•••••• A•••••• F•••••••• G••••• L••, M••••••••• 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 $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)
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.
G••••• D•••••• 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.
B•••••• S••• C••••••••• C•••••• M•••••••••, 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 $305M to $340M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at calcapmgt.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.
L•••• P••• C••• C•••••• M••••••••• A•• R••••••• I•••, H••••••• T•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $254M to $284M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at ccmr.io (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.
W•••••• N•••••• T••••• • C••••••, S•••• L••••• 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 $494M to $879M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at terrilco.com (apollo)
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••• R••••• 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 $224M to $399M, 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: 8 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; joined the current firm under a year ago.
R••• R•••••••• A••••• C•••••• M•••••••••, M•••• P•••• 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 $495M to $553M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at avaloncapital.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.
F••• L••••••• L•• D••••• • B••• I••, N••••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $988M to $1.8B (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at leedannerbass.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••• S•••• L•• D••••• • B••• I••, N••••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $988M to $1.8B (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at leedannerbass.com (hunter); 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.
L••••• A•••• L•• D••••• • B••• I••, N••••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $988M to $1.8B (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at leedannerbass.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.
J••• B••••• D•• W••••• M••••••••• L••, I••••• W••••• 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 $266M to $474M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at dstwm.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
C••••••••• P•••• L•• D••••• • B••• I••, N••••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $988M to $1.8B (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at leedannerbass.com (apollo); LinkedIn profile
Who else to call: 23 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.
J••••• V•• N••• 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 $273M to $305M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at advisorsfinancial.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.
T••••• F•••••• 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 $669M to $747M, 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: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M••••••• W• T•••• F••••••••, M•••••••• 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 $158M to $281M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at tenonfinancial.com (hunter); LinkedIn profile
Before a call: a dated reason to call now.
F•••••• B••• L•• D••••• • B••• I••, N••••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $988M to $1.8B (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at leedannerbass.com (apollo)
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••••• M••••••••• S•••••• W••••• M••••••••• G••••• L••, J••••••••• • F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $286M to $508M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
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.
D•••• E••• I••••••• W••••• M•••••••••, M••••••• 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 $337M to $600M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at 2iadvisors.com, not verified
Before a call: a dated reason to call now.
J•••••• K••• L••••• W••••• M•••••••••, S••• L••• C•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $222M to $396M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at lefavi.com, not verified
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.
J••••• B••• O•• W••••• A••••••• L••, N••••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $187M to $333M, revenue at most $5M (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.
J•• G•••••••• L••••• W••••• M•••••••••, S••• L••• C•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $222M to $396M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at lefavi.com, not verified
Who else to call: 3 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.
C••••••• S•••••• S•••••• W••••• M••••••••• G••••• L••, J••••••••• • F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $486M to $543M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
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.
C•••••• C•••••• C•••••• P••••••• P••••••• L••, C••••••••• S•
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 $261M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at capassoplanningpartners.com, not verified
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
B•••• C••••••••• W•••• • F••••• L••, B•••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $5.0B to $8.8B (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at welchforbes.com, not verified
Who else to call: 26 related advisors, 22 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•••• G•••••••• G•••• S••••• F••••••••• L••, P••••••••• 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 $207M to $368M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page; catch-all email at grovestreetfiduciary.com, not verified
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
W•••••• K••• F•••••• D•• S••••••••• 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 $308M to $548M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 4 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.
T••••••• D•••• A••••• A•••• M••••••••• L••, B•••••• M•
institutional manager
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $7.1B to $8.0B (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page; catch-all email at aureus-asset.com, not verified
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••• B••••••• T•• P•••••• C••••• F•• F•••••••• S•••••••, D•••••••• 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 $480M to $855M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page; catch-all email at pcfsonline.com, not verified
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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