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

Jamie Sledge Sledge And Company Wealth Advisors, High Point, Nc
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $156M to $174M, 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; 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.
Derek Levee Ria Wealth Advisors, LLC, Durango, Co
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $108M to $120M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at animascapital.com (firm_website)
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.
Angelo Mancini Fountain Square Asset Management, Cincinnati, Oh
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.
C•••• L••••• 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 $134M to $150M, 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D••••• C••••• 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 $134M to $150M, 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
P•••• G•••••• 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 $88M to $157M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at sfiadvisors.com (firm_website); direct line printed for this person
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•••••• M••••••• M••••••• P••••••• W••••• S••••••••• L••, S•••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $89M to $159M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email at mirrettiperryman.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.
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 $88M to $157M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at sfiadvisors.com (firm_website); direct line printed for this person
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••• E•••••• 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); 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•••• 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.
E••• M•••• M•••• W•••••, F••••••••• 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 $133M to $149M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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.
J••••• B•••• T••• C••• P•••••• W•••••• L••, W••••••••• 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 $129M to $144M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R•••••• V••••••• S•••••• W••••• P•••••••, E••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $120M to $213M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile; 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.
E••• L•• C•••••• F•••••••• G••••• I•••, T••••• 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 $124M to $221M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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.
K•••••• L•••• 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 $120M to $214M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
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.
C•••••• C•••••• C•••••• F•••••••• G••••• I•••, T••••• 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 $124M to $221M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
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••• M•••• M•••• W•••••, F••••••••• 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 $133M to $149M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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.
R••• M•••••• M•••••• W••••• M••••••••• I••, S•••••• V•••••• 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 $136M to $152M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
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••••• L••••• T••• C••• P•••••• W•••••• L••, W••••••••• 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 $129M to $144M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 7 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•••••• W••• 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 $120M to $214M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile; professional profile page
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.
R••• L•••••• A••••• W••••• A•••••••, V••••••• B••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $200M to $223M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
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••••• M•••• M•••• W•••••, F••••••••• 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 $133M to $149M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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.
K•••• L••••• L••••• W••••• M•••••••••, E• D••••• H••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $146M to $164M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• 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••• M•••••••• T••• C••• P•••••• W•••••• L••, W••••••••• 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 $129M to $144M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
W•••••• H••••• L••••• W••••• M•••••••••, E• D••••• H••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $86M to $153M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• 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••••• C•••••• C•••••• F•••••••• G••••• I•••, T••••• 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 $124M to $221M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
P••••• S•••• S•••••• W••••• P•••••••, E••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $203M to $227M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile; 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.
A•••••• W••••• S•••••• W••••• P•••••••, E••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $120M to $213M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile; 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.
L••••• I•••••• W••••••••• A•••••••, C••••••••• 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 $125M to $140M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 33 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.
D••••• M•••••• M•••••• W••••• M••••••••• I••, S•••••• V•••••• 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 $136M to $152M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
L••••••• profile; professional profile page
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••••• B••••••••• G••••••• C•••••• A•••••••• L••, B•••••• H••••• C•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $124M to $222M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
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••••• P••••••• S• C••••••, S••••••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $115M to $205M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
J•• H• A••••• I••••••••• M••••••••• L••, W•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $105M to $118M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors, 11 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•••• F•••• C••••••, F••••• 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 $94M to $166M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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.
B•••••• T•••• T••••••••• W••••• M•••••••••, P•••••••• 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 $68M to $120M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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.
B••••••• H•••• W••••••••• L••••• G••••• L••, C•••••• I•
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-person high-confidence team
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••• B••••••• T••• R••••• W••••• M•••••••••, S••••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $61M to $108M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R•••• C•••• A••••• W••••• A•••••••, V••••••• B••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $200M to $223M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
C•••••• M••••• C••••••••• A•••••••• L••, A••••••• G•
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
Firm level
firm contact form or inbox
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.
N•••• C••••••••• A••••• I••••••••• M••••••••• L••, W•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $62M to $110M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors, 11 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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