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

Victor Valle Veraz Advisors, San Ramon, Ca
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: 8 prior firm moves; 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $55M to $98M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at verazadvisors.com
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.
Jesse Danielson Duke And Duke Wealth Management LLC, Doylestown, Pa
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: 2.0 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $51M to $90M, 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).
Before a call: a dated reason to call now; a contact route.
James Coon Ensign Advisory Partners LLC, Gilbert, Az
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 $51M to $90M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 15 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; a contact route.
K••••••• R•••• R••••••••• F•••••••• G••••• L••, B•••••••• 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
$100M+
Team book $100M to $250M; portable $93M to $165M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
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; a contact route.
K•••• L•••• 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
Unresolved
no contact route found
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 contact route.
W•••••• H•••••• B••••••• W••••• M••••••••• L•••, N••••••• 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: 1.6 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
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J•••• H•••••• C••••••• A•••• M••••••••• L••, C••••••••• 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: 1.1 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $73M to $130M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
K••••••• T••••• M•••• F••••••••• L••, D••••••••• 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: joined the current firm 12 months ago.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $89M to $158M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 11 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; a contact route.
P•••• M••••• H•••••• I••••••••• C••••••• L••, P••••••• H•••• 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: 1.6 years at the current firm; 2 earlier moves from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $84M to $149M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
C•••• C•••••• C•••••• C••• W••••• M••••••••• I•••, 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: 1.1 years at the current firm; 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $65M to $116M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 19 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.
R••••• S••••• W•••• F•••• A•••••••, H••••••••• N•
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; joined the current firm 12 months ago.
Timing
Model band only
Value
$100M+
Book not estimable; portable $128M to $144M
Team
No team seen
Contact
Unresolved
no contact route found
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 contact route.
R•••••• R••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, W••••••• M•
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: 1.3 years at the current firm.
Timing
Model band only
Value
$100M+
Book not estimable; portable $90M to $102M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 54 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
W•••••• D•••••• H••••• • A••••••••• F•••••••• G•••• I•••, 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.
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
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J••• A••••••• E•••••••• W••••• A•••••••, 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: 1.8 years at the current firm.
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
Unresolved
no contact route found
Who else to call: 3 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.
R••• P••••••••• 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.
Timing
Model band only
Value
$100M+
Book not estimable; portable $176M to $198M
Team
No team seen
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle 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).
Before a call: a dated reason to call now; a contact route.
J•••• V••• P••••• W••••• M•••••••••, T•• V•••••••• 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: 1.6 years at the current firm; 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $73M to $130M, revenue at most $5M (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 dated reason to call now; a contact route.
B•••• M•••••••• D•••••• 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: 1.7 years at the current firm.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $117M to $208M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 6 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; a contact route.
V•••••• F•••• S•••••••• F•••••••• P•••••••• I•••, 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.
Timing
Model band only
Value
$100M+
Team book $100M to $250M; portable $110M to $196M, 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, 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.
A•••• A••••• W•••• F•••• A•••••••, I••••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
Contact
Unresolved
no contact route found
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 contact route.
M•••• W•••••• W•••• F•••• A•••••••, F••• W••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
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.
B••••••• H••••• W•••• F•••• A•••••••, I••••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
G••••••• K•••• W•••• F•••• A•••••••, F••• W••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
Contact
Unresolved
no contact route found
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 contact route.
J•••• K••••• L•• F•••••••• L••, S•••• L•••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.7B to $1.9B
Team
11 move with them
Contact
Unresolved
no contact route found
Who else to call: 42 related advisors, 30 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.
K•••• M•••• W•••• F•••• A•••••••, F••• W••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
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.
E••••• P•••••• W•••• F•••• A•••••••, D••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
P••••• C•••••••• W•••• F•••• A•••••••, I••••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C•••••••• L••••• R•• C•••••• M••••••• L••, A••••••• G•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
10 move with them
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.
J•••••••• P••• R•• C•••••• M••••••• L••, A••••••• G•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
10 move with them
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.
R•••• M••••• R•• C•••••• M••••••• L••, A••••••••• V•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $850M to $1.2B
Team
10 move with them
Contact
Unresolved
no contact route found
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 contact route.
S•••• S•••••• R•• C•••••• M••••••• L••, A••••••• G•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
10 move with them
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.
K•••• R•••• R••••••••• C•••••• M•••••••••, F•••••• P•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
8 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at rockco.com
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
E••••• M•••• L•• F•••••••• L••, M•••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.6B
Team
8 move with them
Contact
Unresolved
no contact route found
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 contact route.
R••••• E•••• L•• F•••••••• L••, M•••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.6B
Team
8 move with them
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.
J••••• B••••••••• R••••••••• C•••••• M•••••••••, F•••••• P•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
8 move with them
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
A••• P•••• L•• F•••••••• L••, M•••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.6B
Team
8 move with them
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.
J••• L•••• R••••••••• C•••••• M•••••••••, F•••••• P•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
8 move with them
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R•••••• B•••••••• R••••••••• C•••••• M•••••••••, F•••••• P•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
8 move with them
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.
M•••••• M••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, W••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $240M to $270M
Team
7 move with them
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.
M•••• G••••• W•••• F•••• A•••••••, C••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.5B
Team
7 move with them
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.
K••••• C•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, G••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $329M to $370M
Team
7 move with them
Contact
Unresolved
no contact route found
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 contact route.

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