Enquirer Consulting Group
Buyer list · Checked
Buyer list for ClientWise · Checked
We read clientwise.com to see what ClientWise sells, then checked each account below against it, one by one, and named the person who signs off at each. The first 5 are open below with work email and phone. The other 26 come with a short walkthrough call, and you keep the full list.
Report prepared for
ClientWise
Tim Rath of Innovative Radiology on working with us
Checked
The accounts that fit what ClientWise sells, the market behind them, and who signs off.
accounts that fit ClientWise, each with the person who signs off
SourceThe list built for ClientWise, 31 accounts with the person who signs off at each, the first 5 with a work email and a phone checked Oct 23, 2026
investment advice and portfolio management firms in the US market
SourceUS Census SUSB 2022, US employer firms, NAICS 523930 Investment Advice and 523920 Portfolio Management, US total
states on the list
SourceThe list built for ClientWise, 31 accounts with the person who signs off at each, the first 5 with a work email and a phone checked Oct 23, 2026
Each account fits what ClientWise sells, and each comes with the person who signs off. The first 5 carry a work email and a phone, checked on .
| Company | Why it fits | Contact | Status |
|---|---|---|---|
Jeffries Wealth Management Clark Jeffries Founder Marietta, GA | Jeffries Wealth Management is an investment advisory firm located in Georgia. ClientWise coaches wealth management firms on growth, enterprise value and succession so the firm endures. | clark | Checked |
Allied Wealth Ryan Wheless Founder Spring, TX | Allied Wealth creates personalized solutions from tax strategies to income planning. ClientWise helps financial advisor practices grow with intention and develop the next generation of advisors. | ryan | Checked |
Relevant Wealth Bruce Raabe CEO Mill Valley, CA | Relevant Wealth delivers a seamless, customized wealth management partnership. ClientWise coaches wealth management firms on growth, enterprise value and succession so the firm endures. | bruce | Checked |
Masterpiece Capital, LLC Carlos Lowenberg CEO Austin, TX | Masterpiece Capital, LLC is a boutique registered investment advisory services firm. ClientWise coaches wealth management firms on growth, enterprise value and succession so the firm endures. | carlos | Checked |
Mills Wealth Advisors Mike Mills President Southlake, TX | Mills Wealth Advisors is a full service independent wealth management firm. ClientWise coaches wealth management firms on growth, enterprise value and succession so the firm endures. | mike | Checked |
Reid Financial | Unlock FounderBook a call | ||
Brass Ring Wealth Management | Unlock FounderBook a call | ||
Hook Wealth Management LLC | Unlock FounderBook a call | ||
Holt Financial | Unlock FounderBook a call | ||
Seek & Find Financial | Unlock FounderBook a call | ||
Point Bridge Capital | Unlock FounderBook a call | ||
Avere Wealth Management | Unlock FounderBook a call | ||
Arusha Wealth | Unlock FounderBook a call | ||
Maestro Associates | Unlock PresidentBook a call | ||
Sound Private Wealth | Unlock PresidentBook a call | ||
Solomon Wealth Management Services | Unlock PresidentBook a call | ||
The Pacific Bridge Companies | Unlock PresidentBook a call | ||
Tompkins Financial Advisors | Unlock PresidentBook a call | ||
Stonecrop Wealth Advisors | Unlock PresidentBook a call | ||
OnPoint Wealth Partners | Unlock PresidentBook a call | ||
Rockford Group Investment Advisor | Unlock PresidentBook a call | ||
LCR Wealth Management | Unlock PresidentBook a call | ||
HD Money | Unlock PresidentBook a call | ||
Courier Capital | Unlock PresidentBook a call | ||
Spectrum Investment Advisors, Inc | Unlock PresidentBook a call | ||
TURNER WEALTH MANAGEMENT | Unlock OwnerBook a call | ||
Compass Planning Associates Inc | Unlock OwnerBook a call | ||
Gottfried & Somberg Wealth Management | Unlock OwnerBook a call | ||
Vineyard Global Advisors | Unlock Chief Executive OfficerBook a call | ||
BlueDoor Private Wealth | Unlock Chief Executive OfficerBook a call | ||
Trajan Wealth LLC | Unlock Chief Executive OfficerBook a call |
Where these accounts sit, counted from US Census business data.
investment advice and portfolio management firms in the US.
About 9 in 10 investment advice and portfolio management firms have under 20 staff. That is about 44,000 of them. About 1,500 have 20 to 99 staff, about 470 have 100 to 499 and about 470 have 500 or more.
SourceUS Census SUSB 2022, US employer firms, NAICS 523930 Investment Advice and 523920 Portfolio Management, US total
Presidents sign off most often. Of the 31 people who sign off, 13 are presidents.
SourceThe list built for ClientWise, 31 accounts with the person who signs off at each, the first 5 with a work email and a phone checked Oct 23, 2026
Where the larger accounts sit. About 470 of the investment advice and portfolio management firms have 100 to 499 staff, and about 470 have 500 or more.
SourceUS Census SUSB 2022, US employer firms, NAICS 523930 Investment Advice and 523920 Portfolio Management, US total
In the engagement, intent data and fit pick the accounts. ECG's AI brain reads every reply, scores it and routes it. Your CRM and your team get the meeting, the record and the next step.
Once it runs for you, intent data read with fit sets which accounts to reach first.
ECG's own AI reads every reply, scores it and routes it to the right person.
Name, title, work email and phone for each account, checked before anyone reaches out.
The meeting lands in your calendar, the record lands in your CRM, and the rep gets the alert.
ECG AI brain
Reads, scores and routes
Enquirer Consulting Group
Build. Run. Own.
The list, the messages, the CRM link and the workflows, set up for your market.
We run it with your team and prove it on your own numbers.
We hand it over, and the system stays yours.
What we have achieved on our own outbound, and what happens next.
interested replies in one week, on our own outbound
SourceInterested replies to our own outbound, one per person, Oct 12 to Oct 18, 2026, read October 18, 2026
sales calls booked that same week, on our own outbound
SourceECG booking table, sales calls booked Oct 12 to Oct 18, 2026, one per person, read October 23, 2026
industries our own outbound runs in
SourceECG fleet plan, read October 17, 2026
These are our own results. Your numbers depend on your market and your offer.
Recent work includes outreach for BOY Machines, sent in each field rep's own name.
Talk to PaulEnquirer Consulting GroupThe first 5 are above. Paul walks you through the other 26 on a short call, and you keep the full list.
Book a call to unlock the full listSelina from our team may call to walk you through it.
Paul walks you through every account, who signs off at each, and how the outreach runs for ClientWise.