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.
Anything dated in the last 90 days, measured or not.
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- Jessica Schafer J.P. King Advisors, Inc., Walnut Creek, Caindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $445M to $792M, revenue at most $10M (transfer share is a judgment)
- 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).
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.
- Keith Mckissock Provident Wealth Management, LLC, Brentwood, Tnindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $379M to $675M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
- Jeremy Kovacs Perigon Wealth Management, LLC, San Francisco, Caindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $150M to $267M
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Before a call: a dated reason to call now; a contact route.
- P••• H••••• P•••••••• W••••• M••••••••• L••, B••••••••• 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 $379M to $675M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
- A••••• K•••• P•••••••• W••••• M••••••••• L••, B••••••••• 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 $645M to $721M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
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: 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.
- S•••••• H•••••• L•• F•••••••• L••, S•• D••••• C•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $200M to $225M
- 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; joined the current firm under a year ago.
- N•••• W•••••• M••••••• I••••••••• C••••••• I•••, L••••••••• 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 $615M to $687M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
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.
- L••••••• G••••••• P•••••••• W••••• M••••••••• L••, B••••••••• 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 $379M to $675M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
- M••••• M••••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•••• F•• N•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $900M to $1.0B
- Team
- No team seen
- 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; mid-move on the record.
- M•••••• S•••••• S•••••• C•••••• M••••••••• L••, A••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
- Unresolved
- no contact route found
Who else to call: 12 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
- C•••••• D••••• M•••• R•• W••••• M•••••••••, N••••••••• 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 $216M to $384M, 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).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route; mid-move on the record.
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