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

John Rhodes Belmont Private Wealth, Chesterfield, Mo
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $163M to $183M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at belmontpw.com (firm_website)
Who else to call: 26 related advisors, 25 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.
Cody Heffron Money Managers, Inc., San Antonio, Tx
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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
Direct
published business email at moneymanagersinctx.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.
Jonathan Imber Imber Financial Group, LLC, Ann Arbor, Mi
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $53M to $94M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
verified business email at imberwealth.com (apollo); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
I•• L••••••• T••• W••••• G••••, B•••• 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 $129M to $144M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mytruewealthgroup.com (firm_website); LinkedIn profile
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.
L•••• M•••••• C••••••••• W••••• M••••••••• • P•••••••, C•••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $108M to $120M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at timberlinewm.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•• S•••• W••••• M•••••••••, W••••••••• S•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $118M to $209M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at bigsiouxwealth.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••• S••••• S••••• P•••••• W••••• M••••••••• L••, R••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $158M to $177M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at schrumpw.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.
T••• I••••••• F••••• L••••• F•••••••• S••••••••• L••, C•••• N•
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
No team seen
Contact
Direct
verified business email at familylegacync.com (hunter); LinkedIn profile
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••• W••••••• E•••• L••• M••••••••• L••, E•••• 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 $74M to $131M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at elitelifeteam.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.
J••••• R••• E••••••••• L••, C•••• G•••••• 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 $74M to $131M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at entelevest.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J•••• P••••• B•••••• P•••••• W•••••, C••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $163M to $183M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at belmontpw.com (firm_website)
Who else to call: 26 related advisors, 25 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.
D••••• M••• A•• F•••••••• P•••••••• L••, A•••••• 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
No team seen
Contact
Direct
published business email at atxfinancialplanning.com (firm_website)
Who else to call: 4 related advisors, 3 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.
T••• B•••• T•••••••• W••••• M••••••••• L••, N•••••• B••••• 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 $125M to $222M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tidecrestwm.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J••••• M••••• F••• P••• W•••••, C•••• D••••••• 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 $163M to $182M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at fivepinewealth.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••• M•••••• C•••••• C••••••, T••••••••• 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 $122M to $136M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mycycap.com (firm_website); LinkedIn profile
Who else to call: 11 related advisors, 3 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•••• W••••• A••••• W••••• A••••••• I••••••••• M••••••••• ••••••, L•• A••••••• 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 $112M to $200M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at alignewealthllc.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S•••• A••••••• S•• M•••• M•••••••, A••••••••• 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 $82M to $147M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at slomoneymanagers.com (firm_website)
Who else to call: 3 related advisors, 2 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.
L••• R•••••••• K•••••••• W••••• M••••••••• L••, G••••• P•••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $205M; portable $102M to $182M
Team
No team seen
Contact
Direct
published business email at kingsview.com (firm_website); LinkedIn profile
Who else to call: 4 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.
M••••• M•••••••• C••••••••• P•••••••• M•••••••••, O••••••• 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 $89M to $159M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at cpm-llc.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
N•••••••• B••••• C•••••• C••••••, T••••••••• 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 $72M to $127M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at mycycap.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D•••• H••••• S•••••• W••••• M•••••••••, S•• G•••••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $157M to $175M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at staterawealth.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
L••• L••••• L••••• W••••••• W••••• A•••••••• L••, C•••• C•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $119M to $133M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at larsonwilliams.com (firm_website)
Who else to call: 6 related advisors, 5 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••• H••••••••• E••••••••• L••, C•••• G•••••• 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 $125M to $140M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at entelevest.com (firm_website)
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•••••• C••••••••• S•••••• W••••• M•••••••••, S•• G•••••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $157M to $175M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at staterawealth.com (firm_website); LinkedIn profile
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•••••• A••• W••••• P•••••••, C••••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $95M to $107M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at ariawealthpartners.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.
N••••••• F••••••• D•••• W••••• A••••••• L••, I••••••••• 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 $129M to $144M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at deltawealthadv.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
E•••• B•••••• 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.
J•••• W••••••• C•••• P•••• W••••• A•••••••, H••• R••••• 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 $158M to $176M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at crownpointwealth.com (firm_website)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
R••• S••••• I••••••• A••••••• G••••, P••••••• M•
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 $122M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at infinity-advisory.com (firm_website)
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.
M••••• A••••••• H•••• • A••••••• W••••• A••••••• L••, S•• F••••••••• 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 $142M to $159M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at haawealth.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
W•••••• C•••••• C•••••• P•••••• W••••• G•••• L••, S•••• H••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $96M to $108M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at compasspw.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.
B•••• A••••••• P•••• N••• C••••••• L••, D••••••• S••••••• 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 $88M to $99M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at pointnemocapital.com (firm_website); LinkedIn profile
Before a call: a dated reason to call now.
B•••••• B••••••• S••••••••• F••••••••• I••, C•••••• L•••• 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 $105M to $187M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at succession-financial.com (firm_website)
Who else to call: 1 related advisor, 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.
S••••• M•••••• S•••• 2• P••••••• P••••••• L••, S• B••••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $91M to $101M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at stage2planning.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.
F••• D••••••••• P••• F•••••••• C••••••••• I•••, B••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $66M to $118M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at peakfinancialconsulting.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.
B•••• G••••••••• G••••••••• C•••••• L••, E• S••••••• 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 $96M to $171M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at greenshieldscapital.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••••• B•••• G••••••••• C•••••• L••, E• S••••••• 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 $96M to $171M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at greenshieldscapital.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.
D••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $139M to $155M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at foundrywealth.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
H•••••• P•••••• M••••••••• P•••••• I••••••••• A••••••• L••, F•••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$100M+
Team book $100M to $250M; portable $189M to $211M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at milestones-advisors.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.
S•••• A•••••••• T•• C•••••• M•••••••••, C••• D• C•••• 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 $95M to $169M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at ttcapitalonline.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.

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