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

Daniel Timberlake Raymond James & Associates, Inc., Boise, Id
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $105M to $149M
Team
2 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.
Ryan Keen Prairie Rivers Investments, LLC, Robinson, Il
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 $222M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
Austin Luedtke Luedtke & Associates LLC, Adell, Wi
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $211M to $236M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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.
W••••• M••••• L•• F•••••••• L••, B••••••••• H••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $192M to $216M
Team
2 move with them
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.
A•••• S•••••••• V••••• F•••••••• P•••••••, W••••• P•••• 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 $76M to $136M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
M•••••• L••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, M•••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $109M to $122M
Team
2 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.
T••• B•••• L•• F•••••••• L••, F••• W••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $172M to $194M
Team
2 move with them
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••••••• L•••• W•••• F•••• A•••••••, C••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $170M to $192M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
B•••• R••••••• W•••• F•••• A•••••••, S••• B••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $117M to $133M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 35 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
G•••••• R•••••• H••• C•••••• G••••, B•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $149M to $167M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
K•••• G•••••••• L•• F•••••••• L••, B••••••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $144M to $162M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
M•••••• G••••• V••••••• A••••••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $148M to $166M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
P•••••• K••• P•••••• R••••• I••••••••• L••, R•••••••• 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 $212M to $237M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
K•• S••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••• C••••••• T•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $120M to $136M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
L•••• A•••••• O•••• W•••••• I•••, D•••• H••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $88M to $99M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
W•••••• A••••• W•••• F•••• A•••••••, C•••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $141M to $160M
Team
2 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.
J•••• D•••• H••• C•••••• G••••, B•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $149M to $167M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
F•••• F••••••• O•••• W•••••• I•••, M•••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $88M to $99M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
B•••• G•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, C••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $124M to $140M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J•••• C••••• W•••• F•••• A•••••••, D•••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $153M to $173M
Team
2 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.
M••• H•••• L•• F•••••••• L••, M••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $160M to $180M
Team
3-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B••••••• C••••• V••••• F•••••••• P•••••••, W••••• P•••• 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 $76M to $136M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
J••••• P••••• L•• F•••••••• L••, W•••••• F••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $100M to $112M
Team
2 move with them
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.
M•••••• H••••••• V••••••• A••••••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $87M to $155M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
A••••• H••••• R•••••• J•••• • A••••••••• I•••, B••••• I•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $105M to $149M
Team
2 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.
H••••• H••••••••• A••••••••• F•••••••• S•••••••• L••, S••••••••• L•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $152M to $171M
Team
2 move with them
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.
A•• B••••••••• B••••••••• • A••••••••• I•••, C••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $212M to $237M, revenue at most $5M (transfer share is a judgment)
Team
2 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••••••• M••••• L•• F•••••••• L••, B••••••••• H••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $192M to $216M
Team
2 move with them
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.
R••••• E••••• L•• F•••••••• L••, S••••••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $120M to $135M
Team
2 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.
C•••••••• K•••• B••••••••• • A••••••••• I•••, C••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $212M to $237M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
K••• D•••••• P•••••• R••••• I••••••••• L••, R•••••••• 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 $125M to $222M, revenue at most $5M (transfer share is a judgment)
Team
2 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.
J••• L••••••• L•• F•••••••• L••, W•••••• F••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Book not estimable; portable $100M to $112M
Team
2 move with them
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.
M•••••• 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
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.
J••••••• H••• I••••••••• P••••••• • I•••••••••, C•••••• C•
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 $95M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at integrated-plan.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
G•••••• D••••••••• L•••••• O•• W••••• A•••••••, P••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $152M to $169M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at libertyonewealth.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
C••••••••• B••• B•••••••• P•••••• W•••••• 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 $162M to $181M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bluestoneprivate.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M••••••• P••• B••• P•••••• W•••••• 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 $110M to $196M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at blvdpw.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).
Before a call: a dated reason to call now.
N••••••• R••• T•••••••• F•••••••• P•••••••• L••, G•••••• 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 $123M to $138M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at trailwisefp.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••• W••••••• A• W••••• A•••••••, U••••••••• 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 $107M to $190M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at aowealthadvisory.com (firm_website)
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•••••• G••••••• W••••• I••••••••• L••, C•••••••• 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 $124M to $220M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at wealthintel.com (firm_website)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.

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