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

Jonathan Ameen Impact Capital Partners LLC, Greenwood Village, Co
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $313M to $557M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at impact-cp.com (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Shannon Graham Impact Capital Partners LLC, Greenwood Village, Co
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $313M to $557M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
professional profile page
Who else to call: 4 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.
Ann Davis 626 Financial, LLC, Portage, Mi
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $190M to $338M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
B•••• H•••• H•••••• C•••••• P•••••••• L••, R•••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $820M to $917M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
P••••• R•••• H•••••• C•••••• P•••••••• L••, R•••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $482M to $859M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
professional profile page
Who else to call: 4 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.
D••••• C••••••• H•••••• C•••••• P•••••••• L••, R•••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $820M to $917M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; 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••• R••••• M••••• W•••••• L••, M••••••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $888M to $993M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
L••••••• profile
Who else to call: 4 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.
M••••••••• F•••• F•••• F•••••••• G••••, F••• L••••••••• 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 $482M to $539M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
L••••••• profile
Who else to call: 3 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.
T••••• C••••• E•••••••• P•••• W••••• P•••••••• L••, T•••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.4B; portable $700M to $1.2B
Team
4 move with them
Contact
Professional
professional profile page
Who else to call: 6 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.
J••••• M••••••• H•••••• C•••••• P•••••••• L••, R•••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $820M to $917M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
professional profile page
Who else to call: 4 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.
G••• S•••• I••••• C•••••• P••••••• L••, 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 $532M to $594M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Professional
professional profile page
Who else to call: 3 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.
N•••• H••• U•• F•••••••• S••••••• I•••, A•••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B; portable $780M to $975M
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
E•••• H••• U•• F•••••••• S••••••• I•••, A•••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.3B; portable $780M to $975M
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
E•••• F•••••• M••••• W•••••• L••, M••••••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $523M to $930M (transfer share is a judgment)
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 12 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.
J••• H••••• H•••••• C•••••• P•••••••• L••, R•••••• A•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $820M to $917M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 4 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.
B•••• K••••• A••••• I••••••••• P•••••••, O••••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $562M to $628M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ascendinvestment.com
Who else to call: 3 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.
P•••••• C•••••••• ••••••••, C••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $750M to $1.3B
Team
5-person high-confidence team
Contact
Firm level
firm contact form or inbox
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•••••••• U•• F•••••••• S••••••• I•••, B••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $470M; portable $282M to $352M
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S••••••• S••••• ••••••••, C••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $750M to $1.3B
Team
5-person high-confidence team
Contact
Firm level
firm contact form or inbox
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.
A••••• P••• E•••••••• P•••• W••••• P•••••••• L••, T•••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.4B; portable $700M to $1.2B
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 6 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.
J••••••• N••••• ••••••••, C••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $750M to $1.3B
Team
5-person high-confidence team
Contact
Firm level
firm contact form or inbox
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••••••• S• ••••••••, C••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $750M to $1.3B
Team
5-person high-confidence team
Contact
Firm level
firm contact form or inbox
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.
K•••••• B•••••• A••••••• W••••• M••••••••• P••••••• L••, K••••••••• 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 $136M to $242M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
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; 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.
C•••••• H•••••••• R•••••• J•••• • A••••••••• I•••, D•••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $340M; portable $204M to $289M
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C••••••••• B••••• R•••••• J•••• • A••••••••• I•••, D•••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $340M; portable $204M to $289M
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D••••• G••••• L•• F•••••••• L••, I••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $550M; portable $440M to $495M
Team
4 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.
D•••• W•••• A••••• I••••••••• P•••••••, O••••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $562M to $628M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
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; a meaningful reason; 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 contact route.
I•• F••• W•••• F•••• A•••••••, B•••• R••••• L•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.7B; portable $1.3B to $1.4B
Team
5-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 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••• L•••• S•••••• N••••••• • C••••••• I•••••••••, H••••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $873M; portable $524M to $742M
Team
4 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.
B•••••• C••••••• W•••• F•••• A•••••••, B•••• R••••• L•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.7B; portable $1.3B to $1.4B
Team
5-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 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.
C••••••••• K••••• A••••• I••••••••• P•••••••, O••••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $562M to $628M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
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; 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.
J••••••• B•••• L•• F•••••••• L••, I••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $550M; portable $440M to $495M
Team
4 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.
G•••••• S•••• A••••• I••••••••• P•••••••, L••••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $562M to $628M, revenue at most $10M (transfer share is a judgment)
Team
4 move with them
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; 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.
K••• H••••••••• L•• F•••••••• L••, S•••••••• V••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $350M; portable $280M to $315M, revenue at most $10M
Team
4 move with them
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.
D•••••• E••• L•• F•••••••• L••, D•••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $350M; portable $280M to $315M
Team
4 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.
C••••••••• G•••• S•••••• N••••••• • C••••••• I•••••••••, D•••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $900M to $1.3B
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 50 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••••• M••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D•••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Personal book $270M; portable $202M to $230M
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
R••• B••• S•••••• N••••••• • C••••••• I•••••••••, D•••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Personal book $1.4B; portable $840M to $1.2B
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 40 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• L••••• A••••••• W••••• M••••••••• P••••••• L••, 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 $232M to $259M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Unresolved
no contact route found
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.
D•••• W•••••••• W•••• F•••• A•••••••, B•••• R••••• L•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.7B; portable $1.3B to $1.4B
Team
5-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 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.

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