Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Books with a lower bound of $250M or more, at person or team scope.
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- Jill Ganey Strategic Wealth Management Group, New York, Nyindependent RIA
- passed an adviser exam (S65) on 2025-12-09 after 8 years in the industry, not as part of a same-week firm licensing class2025-12-09 (10 months ago). At independent RIAs, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $416M to $741M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- Craig Bailey Granite Investment Partners, LLC, El Segundo, Caindependent RIA
- passed an adviser exam (S65) on 2025-11-25 after 21 years in the industry, not as part of a same-week firm licensing class2025-11-25 (10 months ago). At independent RIAs, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $1B+; portable $922M to $1.6B (transfer share is a judgment)
- 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 contact route; joined the current firm under a year ago.
- Christopher Malburg Envision Capital Management Inc, Palos Verdes, Caindependent RIA
- passed an adviser exam (S65) on 2025-11-18 after 30 years in the industry, not as part of a same-week firm licensing class2025-11-18 (10 months ago). At independent RIAs, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $167M to $297M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Before a call: joined the current firm under a year ago.
- T••••••• G••••• C••••••••• A•••• M••••••••• L••, N•• Y•••• N•independent RIA
- passed an adviser exam (S65) on 2025-11-12 after 25 years in the industry, not as part of a same-week firm licensing class2025-11-12 (11 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $234M to $417M, revenue at most $5M (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: joined the current firm under a year ago.
- J••••• R•••• F••••••• P••• I••••••••• L••, B••••••••• H••••• M•institutional manager
- passed an adviser exam (S65) on 2025-11-06 after 2 years in the industry, not as part of a same-week firm licensing class2025-11-06 (11 months ago). At A••, 7.8% with this moved within a year against 4.9% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $1B+; portable $742M to $1.3B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- A••••• T••••••• V•••• I••••••••• M••••••••• L••, L•••••••• C•independent RIA
- passed an adviser exam (S65) on 2025-11-06 after 30 years in the industry, not as part of a same-week firm licensing class2025-11-06 (11 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $142M to $253M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Before a call: a contact route; joined the current firm under a year ago.
- R•••••• F•••••• G•••••• K•••• L••, L•••••• N•independent RIA
- passed an adviser exam (S65) on 2025-10-29 after 19 years in the industry, not as part of a same-week firm licensing class2025-10-29 (11 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $242M to $431M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- 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: joined the current firm under a year ago.
- C•••• W••••••• A••••••• P•••••• W•••••• L••, C••••• H•••• N•independent RIA
- passed an adviser exam (S65) on 2025-10-22 after 3 years in the industry, not as part of a same-week firm licensing class2025-10-22 (11 months ago). At I•••••••••, 9.4% with this moved within a year against 5.4% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $447M to $796M, revenue at most $10M (transfer share is a judgment)
- 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 contact route; joined the current firm under a year ago.
- W•••••• C•••• C••••••• A••••••••• I••, S•• L••••• M•Call-readyindependent RIA
- passed an adviser exam (S65) on 2025-10-17 after 37 years in the industry, not as part of a same-week firm licensing class2025-10-17 (11 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $814M to $910M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at cortlandassociates.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- S•••• L•• H••••••• F••••••••• I•••, A••••••• G•independent RIA
- passed an adviser exam (S65) on 2025-10-14 after 24 years in the industry, not as part of a same-week firm licensing class2025-10-14 (12 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $226M to $402M, revenue at most $5M (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: joined the current firm under a year ago.
- R••••• S•••••• S•••• W••••• M••••••••• L••, F••••••••• T•Call-readymixed wealth
- passed the Series 65 on 2025-09-25 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer2025-09-25 (12 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $223M to $312M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved).
- M••••• B•••••• W•••• F•••• A•••••••, N•• Y•••• N•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: 2 teammates (earlier co-movers) left the firm in the last 180 days; joined the current firm 5 months ago; 3 prior firm moves.
- Timing
- Model band only
- Value
- $250M+
- Book not estimable; portable $4.5B to $5.0B
- Team
- 4-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 53 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
- C••• K••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, M•••••••• 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 4 months ago.
- Timing
- Model band only
- Value
- $250M+
- Book not estimable; portable $338M to $382M
- Team
- 3 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
- K••••• B••• L•• F•••••••• L••, M••••••• O•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 $360M to $405M
- Team
- 2 move with them
- Contact
- Unresolved
- no contact route found
Before a call: a dated reason to call now; a contact route.
- B••••• P••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D••••••••• I•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 3 months ago.
- Timing
- Model band only
- Value
- $250M+
- Book not estimable; portable $210M to $238M
- Team
- 2 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 23 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
- A••• W•••••••• E••••• P•••••• W•••••• L••, L•• A••••••• C•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+
- Book not estimable; portable $150M to $267M
- Team
- 2-person high-confidence team
- 1 member left this year; after a first exit 11% of those left followed within a year
- Contact
- Unresolved
- no contact route found
Who else to call: 16 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.
- M•••••• 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: 1.4 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Book not estimable; portable $264M to $297M
- Team
- 2-person high-confidence team
- 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.
- D••••• W•••• A••• C•••••• M••••••••• L•, S•• F••••••••• C•mixed wealth
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
- $250M+
- Team book $250M to $500M; portable $285M to $318M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at abra.com (hunter); LinkedIn profile
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••••• M••• E•••••••••, P••••• T•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
- $250M+
- Team book $250M to $500M; portable $169M to $300M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at evoadvisers.com (hunter)
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- G•••••• H•••• S•••••• W••••• M••••••••• L••, H••••••• T•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 1 month ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $1B+; portable $1.0B to $1.8B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at segmentwm.com (firm_website); LinkedIn profile
Who else to call: 8 related advisors (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; joined the current firm under a year ago.
- E••• M••• G•••••••• F•••••••• G••••• L••, B••••••••• H••••• M•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 $250M to $500M; portable $247M to $440M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at greystonefg.com (hunter); LinkedIn profile
Who else to call: 10 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- D•••• T•••••• B••••• F•••••••• S••••••••• C••••, R••••••• 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: 7 prior firm moves; 1.9 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $155M to $275M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at beaconfinancialstrategies.com (hunter)
Who else to call: 13 related advisors, 11 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.
- A•••• H•••• R•••••• F••••• L••, B••••••• 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 7 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $126M to $225M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at robbinsfarley.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- S•••••• M•••••• L•••• W••••• L••, E•••• 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: 1.1 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $320M to $569M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at librawealth.com (hunter)
Who else to call: 40 related advisors, 40 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.
- E••• L••••• 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 Highly elevated band, mainly on conditions measured as going with moving: 2.0 years at the current firm.
- 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
- Direct
- verified business email at lwealthmanagement.com (apollo); LinkedIn profile
Who else to call: 6 related advisors (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.
- S••• T••••• A••••• P•••••• W•••••, O••••• 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
- $250M+
- Team book $1B+; portable $727M to $1.3B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at alpineprivatewealth.com (firm_website)
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••••• A•••• T•• G•••••••• G••••• I•••, 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: joined the current firm 10 months ago; 4 prior firm moves.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $331M to $589M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at thegenwealthgroup.com (hunter)
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; joined the current firm under a year ago.
- G•••••••• D•••••••• I••••••••• W•••••• L••, T••••• 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: 1.4 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $254M to $452M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at instrumentalwealth.com (firm_website)
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- A••••• K••• W••••••• W••••• M•••••••••, A•• A••••• 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: 1.2 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $182M to $323M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at windrockwealth.com (firm_website); LinkedIn profile
Who else to call: 13 related advisors, 13 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.
- N••• M••••••••• W••••••••• P•••••••• L••, D••••••••• I•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 7 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $226M to $401M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at wealthspanpartners.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J••• H•••••• P•••••• M• S•••••• • A••••••••• I••, L••••••••• I•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: joined the current firm 2 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $126M to $225M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at patrickmsweeney.com (firm_website)
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; joined the current firm under a year ago.
- R••••• T•••• L••••••• F•••••••• S••••••••• I•••, W•••••• 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: 1.7 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $179M to $318M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at lifespanfinancial.biz (hunter)
Who else to call: 3 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.
- K••••••••• K•••• R••••••••• P••••••• 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: 1.4 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $188M to $334M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at rpgretire.com (firm_website)
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 meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K•••• D•••••••• B••••••••• I••••••••• M•••••••••, S••••••• W•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 6 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $151M to $269M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at breakwater.com (firm_website)
Who else to call: 2 related advisors (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; joined the current firm under a year ago.
- J••••••• C••••••• A••••• G••••• A•••• M••••••••• L••, W••• H••••••••• C•mixed wealth
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 8 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $226M to $403M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at audentgam.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- C•••••••• C•••• T••••• F•••••••• G••••• I•••, 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: joined the current firm 8 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $205M to $365M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at taylorfg.com (firm_website)
Who else to call: 7 related advisors, 2 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; joined the current firm under a year ago.
- S•••• T•••• A•••••• A••••••• A••••••••• L••, H•••••••• H•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
- $250M+
- Team book $250M to $500M; portable $134M to $239M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at andrewsllc.com (hunter); LinkedIn profile
Who else to call: 10 related advisors, 4 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.
- J••••••• M•••• M••••• I••••••••• G••••• L••, K••••• C•••• 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: 1.2 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $354M to $396M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at marketadvisorygroup.com (hunter)
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- M••• Z••••• S••••••••• P•••••• L••, N••••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band on many small effects, none decisive.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $468M to $834M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at stonebrookprivate.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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••••• W•••••• B•••• C•••• F•••••••• A•••••••• L••, M•••• O••••• 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: joined the current firm 7 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $252M to $449M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at blackcoralfa.com (apollo); LinkedIn profile
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
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