DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

CORRIGAN FINANCIAL INC

CRD 109115

MIDDLETOWN, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33f1cd0a-4aa9-f98d-98fd-5d0260f95548

Data as of Mar 31, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 16
On other graphs: 1
Observed: Mar 29, 2012 to Mar 31, 2025
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Corrigan Financial Inc

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.1BItem 5.F on the latest filing (2025-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,084
Individual clients: 1,056
High net worth clients: 28
Custody, client assets: $502M
SEC number: 801-54883
CRD: 109115
Filings on the tape: 17
First filed: Mar 29, 2012
Latest filed: Mar 31, 2025
Organised: Corporation, RI
Website: corriganfinancialinc.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CORRIGAN, DANIEL, GERARD	PRESIDENT/TREASURER	D	yes	11/1989	Mar 29, 2012	May 16, 2024
KHALFAYAN, ANDRE	VICE PRESIDENT/ DIRECTOR OF FINANCIAL PLANNING & TAXATION	B	yes	12/2008	Mar 29, 2012	May 16, 2024
WINSLOW, CHRISTINE	SECRETARY/ DIRECTOR OF OPERATIONS	Na	yes	12/2008	Mar 29, 2012	May 16, 2024
PARSONS, ANDREW, JOHN	CHIEF COMPLIANCE OFFICER	A	no	12/2014	Mar 24, 2015	May 16, 2024
SALVATORE, RALPH, T	Shareholder	A	no	01/2022	Mar 31, 2022	May 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 31, 2025	$1.1B	$1.1B	19	12	0	n/a	n/a
2023	Mar 27, 2024	$1.0B	$1.0B	19	9	0	n/a	n/a
2022	Mar 28, 2023	$932M	$930M	17	11	0	n/a	n/a
2021	Mar 31, 2022	$1.1B	$1.1B	23	10	0	n/a	n/a
2020	Mar 25, 2021	$944M	$939M	23	12	0	n/a	n/a
2019	Mar 27, 2020	$863M	$857M	23	12	0	n/a	n/a
2018	Mar 27, 2019	$736M	$732M	22	12	0	n/a	n/a
2017	Mar 29, 2018	$780M	$778M	21	12	0	n/a	n/a
2016	Mar 24, 2017	$662M	$661M	22	13	n/a	n/a	n/a
2015	Mar 25, 2016	$603M	$602M	21	11	n/a	n/a	n/a
2014	Mar 24, 2015	$604M	$603M	20	10	n/a	n/a	n/a
2013	Mar 26, 2014	$580M	$578M	15	10	n/a	n/a	n/a
2012	Mar 26, 2013	$508M	$507M	14	10	n/a	n/a	n/a
2011	Mar 29, 2012	$347M	$347M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$1.1B	$1.0B	11.1%	$1.1B	1.9%	19	19	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SAVANT WEALTH MANAGEMENT	11	May 2, 2025	May 2, 2025	MIDDLETOWN, RI	Firm absorbed	RIA to RIA	91.7%

Relationships

Registered with (15)

← ANDRE KHALFAYANAdvisorregistration: previous registration
Dec 8, 2009 to Jun 27, 2025factForm ADV
← GIOVANNA IZZOAdvisorregistration: previous registration
Jun 3, 2010 to May 2, 2025factForm ADV
← DANIEL GERARD CORRIGANAdvisorregistration: previous registration
Sep 11, 2003 to May 2, 2025factForm ADV
← ANDREW JOHN PARSONSAdvisorregistration: previous registration
Oct 21, 2011 to May 2, 2025factForm ADV
← SEAN PATRICK MALONEYAdvisorregistration: previous registration
Dec 6, 2022 to May 2, 2025factForm ADV
← CHRISTINE M WINSLOWAdvisorregistration: previous registration
Sep 19, 2003 to May 2, 2025factForm ADV
← RALPH T SALVATOREAdvisorregistration: previous registration
Apr 14, 2009 to May 2, 2025factForm ADV
← SARAH ALTEMUS VANDERVEER LUIAdvisorregistration: previous registration
Oct 21, 2010 to May 2, 2025factForm ADV
← Daniel Thomas CorriganAdvisorregistration: previous registration
May 31, 2016 to May 2, 2025factForm ADV
← Maxwell A KhalfayanAdvisorregistration: previous registration
Feb 9, 2025 to May 2, 2025factForm ADV
← Jeffrey Thomas GrimesAdvisorregistration: previous registration
Feb 9, 2025 to May 2, 2025factForm ADV
← Brendan James SoleckiAdvisorregistration: previous registration
Feb 9, 2025 to May 2, 2025factForm ADV
← Julie Anne DrainvilleAdvisorregistration: previous registration
May 25, 2023 to Jan 2, 2024factForm ADV
← DAVID JOSEPH MATARESEAdvisorregistration: previous registration
Dec 2, 2009 to Dec 6, 2022factForm ADV
← Joshua Torrey HohlfelderAdvisorregistration: previous registration
Jan 31, 2017 to Aug 25, 2021factForm ADV

Moved with (1)

→ SAVANT WEALTH MANAGEMENTRegistered adviser11 advisors, firm absorbed, same day
May 2, 2025 to May 2, 2025factForm ADV

Controls (3)

← CORRIGAN, DANIEL, GERARDOwnerPRESIDENT/TREASURER, ownership code D, individual
Mar 29, 2012 to May 16, 2024factForm ADV
← KHALFAYAN, ANDREOwnerVICE PRESIDENT/ DIRECTOR OF FINANCIAL PLANNING & TAXATION, ownership code B, individual
Mar 29, 2012 to May 16, 2024factForm ADV
← WINSLOW, CHRISTINEOwnerSECRETARY/ DIRECTOR OF OPERATIONS, ownership code NA, individual
Mar 29, 2012 to May 16, 2024factForm ADV

Owns (2)

← PARSONS, ANDREW, JOHNOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Mar 24, 2015 to May 16, 2024factForm ADV
← SALVATORE, RALPH, TOwnerSHAREHOLDER, ownership code A, individual
Mar 31, 2022 to May 16, 2024factForm ADV

Dated events

Occurred
Jul 1, 2025
Left the SEC roster
Corrigan Financial Inc no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $1.1B)
Form ADVobserved 6 days ago
$1.1B
Occurred
Jun 27, 2025
Advisor changed firm
Andre Khalfayan left Corrigan Financial Inc for Savant Wealth Management (registered 2025-06-11)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Firm absorbed
Corrigan Financial Inc's advisors moved to Savant Wealth Management (Middletown, RI): 11 of 12 registered, on the same day
Form ADVobserved 6 days ago
11 advisors
Occurred
May 2, 2025
Advisor changed firm
Christine M Winslow left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Advisor changed firm
Ralph T Salvatore left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Advisor changed firm
Sean Patrick Maloney left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Advisor changed firm
Daniel Thomas Corrigan left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Advisor changed firm
Andrew John Parsons left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Advisor changed firm
Giovanna Izzo left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Advisor changed firm
Maxwell A Khalfayan left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Advisor changed firm
Jeffrey Thomas Grimes left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Advisor changed firm
Brendan James Solecki left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Advisor changed firm
Daniel Gerard Corrigan left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2025
Advisor changed firm
Sarah Altemus Vanderveer Lui left Corrigan Financial Inc for Savant Wealth Management (registered 2025-05-02)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2024
Advisor changed firm
Julie Anne Drainville left Corrigan Financial Inc for Commonwealth Financial Network (registered 2024-01-25)
Form ADVobserved 6 days ago
Occurred
Dec 6, 2022
Advisor changed firm
David Joseph Matarese left Corrigan Financial Inc for Janney Montgomery Scott Llc (registered 2022-10-31)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:33f1cd0a-4aa9-f98d-98fd-5d0260f95548
First observed: Mar 29, 2012
Last observed: Mar 31, 2025 17 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORRIGAN FINANCIAL INC

CRD 109115

MIDDLETOWN, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33f1cd0a-4aa9-f98d-98fd-5d0260f95548

Data as of Mar 31, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CORRIGAN, DANIEL, GERARD

PRESIDENT/TREASURER

yes

11/1989

Mar 29, 2012

May 16, 2024

KHALFAYAN, ANDRE

VICE PRESIDENT/ DIRECTOR OF FINANCIAL PLANNING & TAXATION

yes

12/2008

Mar 29, 2012

May 16, 2024

WINSLOW, CHRISTINE

SECRETARY/ DIRECTOR OF OPERATIONS

yes

12/2008

Mar 29, 2012

May 16, 2024

PARSONS, ANDREW, JOHN

CHIEF COMPLIANCE OFFICER

12/2014

Mar 24, 2015

May 16, 2024

SALVATORE, RALPH, T

Shareholder

01/2022

Mar 31, 2022

May 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 31, 2025

$1.1B

n/a

2023

Mar 27, 2024

$1.0B

n/a

2022

Mar 28, 2023

$932M

$930M

n/a

2021

Mar 31, 2022

$1.1B

n/a

2020

Mar 25, 2021

$944M

$939M

n/a

2019

Mar 27, 2020

$863M

$857M

n/a

2018

Mar 27, 2019

$736M

$732M

n/a

2017

Mar 29, 2018

$780M

$778M

n/a

2016

Mar 24, 2017

$662M

$661M

n/a

2015

Mar 25, 2016

$603M

$602M

n/a

2014

Mar 24, 2015

$604M

$603M

n/a

2013

Mar 26, 2014

$580M

$578M

n/a

2012

Mar 26, 2013

$508M

$507M

n/a

2011

Mar 29, 2012

$347M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$1.1B

$1.0B

11.1%

$1.1B

1.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SAVANT WEALTH MANAGEMENT

May 2, 2025

MIDDLETOWN, RI

Firm absorbed

RIA to RIA

91.7%