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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INVESTOR FAN

INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC, CRD 159301

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:3b1009ec-5186-0145-fb17-7b13c3684b3e

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 14
On other graphs: 0
Observed: Aug 11, 2017 to Mar 20, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $787MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $787M
Private client RAUM: $785MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $56.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 16
Offices: 14Schedule D 1.F, beyond the principal office
Accounts: 2,236
Individual clients: 639
High net worth clients: 235
Custody, client assets: $183M
SEC number: 801-111660
CRD: 159301
Filings on the tape: 30
First filed: Aug 11, 2017
Latest filed: Mar 20, 2026
Organised: Limited Liability Company, WA
Website: panfili-financial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROD D EHRLICH	n/a	BOISE, ID	14	25	2	no
MARGO RUTH PORTER-PANFILI	n/a	UPLAND, IN \| BOISE, ID	14	18	1	no
DALE RUSSELL TEACHOUT	n/a	BIG TIMBER, MT	13	35	2	no
JEFFREY STEVEN HUGHES	n/a	BURIEN, WA	12	36	2	no
VINCENT LUKE DONIVAN	n/a	Coeur d'Alene, ID	9	15	2	no
DEBORAH WEIS ELLIS	Certified Financial Planner	BOISE, ID \| WASHINGTON, UT	2	15	3	no
TODD WILLIAM CARTER	n/a	BOISE, ID \| BOTHELL, WA	2	43	3	no
SCOTT PHILBRICK BOWHAY	n/a	Moraga, CA \| BOISE, ID	1	44	5	no
KENNETH ROBINSON CLARK	n/a	BOISE, ID \| LAS VEGAS, NV	1	12	1	no
Margaret Hoffmaster Connelly	Chartered Financial Analyst	BOISE, ID \| Charlottesville, VA	0	18	1	no
ANDREA SUSAN STIERNSTRAND	n/a	Charlottesville, VA \| BOISE, ID	0	13	1	no
Lauren Elizabeth Legendre	Certified Financial Planner	Plaquemine, LA \| New York, NY \| BOISE, ID	0	20	n/a	no
Sofia Paola Iglesias Gonzalez	Certified Financial Planner	San Diego, CA \| BOISE, ID	0	14	n/a	no
Francois Roger Bigot	Certified Financial Planner	BOISE, ID \| Fayetteville, GA	0	16	5	no

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
EHRLICH, ROD, D	PRINCIPAL/CCO/MEMBER	E	yes	10/2011	Aug 11, 2017	Dec 2, 2024
HUGHES, JEFFREY, STEVEN	Member	B	no	10/2015	Aug 11, 2017	Dec 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EDWARD J. PANFILI	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bend	Or	United States	4	no
Moraga	CA	United States	1	no
LA GRANDE	Or	United States	1	no
n/a	n/a	n/a	1	no

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; showing 9 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$787M	$787M	18	16	14	n/a	n/a
2024	Apr 2, 2025	$428M	$428M	13	11	11	n/a	n/a
2023	Mar 26, 2024	$255M	$255M	8	7	7	n/a	n/a
2022	Feb 9, 2023	$186M	$186M	8	7	7	n/a	n/a
2021	Feb 2, 2022	$229M	$229M	9	8	6	n/a	n/a
2020	Mar 16, 2021	$174M	$174M	8	7	5	n/a	n/a
2019	Feb 29, 2020	$153M	$153M	8	7	5	n/a	n/a
2018	Mar 21, 2019	$134M	$134M	8	7	7	n/a	n/a
2017	Feb 28, 2018	$137M	$137M	8	7	7	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
5	4	1	28.6%	0	2	0	12	7

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
2025	$787M	$428M	84.1%	$186M	61.7%	18	13	14	11

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
STEELHEAD WEALTH MANAGEMENT	2	Feb 2, 2026	Feb 2, 2026	GLEN ALLEN, VA	Team lift out	RIA to new firm	11.8%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SHERPA WEALTH STRATEGIES, LLC	2	Aug 6, 2024	Aug 1, 2024	BEND, OR	Team lift out	Other	100.0%
LPL FINANCIAL LLC	2	Nov 12, 2021	Nov 18, 2021	SAN JOSE, CA	Team lift out	Ibd to RIA	0.0%

Relationships

Registered with (26)

← Francois Roger BigotAdvisorregistration: current employment
Feb 23, 2026 to presentfactForm ADV
← Sofia Paola Iglesias GonzalezAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← Lauren Elizabeth LegendreAdvisorregistration: current employment
Dec 18, 2025 to presentfactForm ADV
← Margaret Hoffmaster ConnellyAdvisorregistration: current employment
Dec 15, 2025 to presentfactForm ADV
← ANDREA SUSAN STIERNSTRANDAdvisorregistration: current employment
Dec 15, 2025 to presentfactForm ADV
← KENNETH ROBINSON CLARKAdvisorregistration: current employment
Apr 4, 2025 to presentfactForm ADV
← SCOTT PHILBRICK BOWHAYAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← TODD WILLIAM CARTERAdvisorregistration: current employment
Jul 1, 2024 to presentfactForm ADV
← DEBORAH WEIS ELLISAdvisorregistration: current employment
Dec 14, 2023 to presentfactForm ADV
← VINCENT LUKE DONIVANAdvisorregistration: current employment
Feb 9, 2017 to presentfactForm ADV
← JEFFREY STEVEN HUGHESAdvisorregistration: current employment
Jun 25, 2014 to presentfactForm ADV
← DALE RUSSELL TEACHOUTAdvisorregistration: current employment
Jan 30, 2013 to presentfactForm ADV
← MARGO RUTH PORTER-PANFILIAdvisorregistration: current employment
Feb 9, 2012 to presentfactForm ADV
← ROD D EHRLICHAdvisorregistration: current employment
Jan 24, 2012 to presentfactForm ADV
← Brian Kirby StallcopAdvisorregistration: previous registration
Aug 1, 2024 to Jul 2, 2026factForm ADV
← MAGGIE SAYERSAdvisorregistration: previous registration
Dec 22, 2025 to Jun 24, 2026factForm ADV
← COLEMAN WILLIAMS POLLARDAdvisorregistration: previous registration
Nov 17, 2025 to Feb 2, 2026factForm ADV
← MICHAEL S ELLISAdvisorregistration: previous registration
Nov 17, 2025 to Feb 2, 2026factForm ADV
← Ben Y PedenAdvisorregistration: previous registration
Aug 1, 2024 to Apr 4, 2025factForm ADV
← Erin Lea WeberAdvisorregistration: previous registration
Aug 1, 2024 to Mar 20, 2025factForm ADV
← KYLE RICHARD HUNTERAdvisorregistration: previous registration
Sep 10, 2024 to Sep 21, 2024factForm ADV
← BRIAN DAT NGUYENAdvisorregistration: previous registration
Nov 18, 2021 to Jan 17, 2023factForm ADV
← PATRICK BAUZONAdvisorregistration: previous registration
Nov 18, 2021 to Jan 17, 2023factForm ADV
← TECHI PUGEDA CARREONAdvisorregistration: previous registration
Oct 18, 2018 to Mar 1, 2019factForm ADV
← ROBERT JOHN BLANUSAAdvisorregistration: previous registration
Oct 31, 2012 to Oct 1, 2015factForm ADV
← MELISSA DAVISAdvisorregistration: previous registration
Feb 15, 2013 to Mar 4, 2013factForm ADV

Moved with (3)

→ STEELHEAD WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Feb 2, 2026 to Feb 2, 2026factForm ADV
→ TWIN PEAKS WEALTH ADVISORSRegistered adviser2 advisors, team lift out, same day
Jan 17, 2023 to Dec 15, 2022factForm ADV
← LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Nov 12, 2021 to Nov 18, 2021factForm ADV

Owns (1)

← HUGHES, JEFFREY, STEVENOwnerMEMBER, ownership code B, individual
Aug 11, 2017 to Dec 2, 2024factForm ADV

Controls (1)

← EHRLICH, ROD, DOwnerPRINCIPAL/CCO/MEMBER, ownership code E, individual
Aug 11, 2017 to Dec 2, 2024factForm ADV

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
Brian Kirby Stallcop left Investor Fan for Wealth Enhancement Advisory Services, Llc (registered 2026-05-01)
Form ADVobserved 6 days ago
Occurred
Jun 24, 2026
Advisor changed firm
Maggie Sayers left Investor Fan for Tendful Wealth Planning (registered 2026-04-30)
Form ADVobserved 6 days ago
Occurred
Mar 20, 2026
Regulatory AUM changed
Investor Fan reported RAUM $787.4M, up 84% from $427.7M (2026-02-20 to 2026-03-20)
Form ADVobserved 6 days ago
$360M
Occurred
Feb 2, 2026
Team lift-out
2 advisors left Investor Fan (Glen Allen, VA) for Steelhead Wealth Management on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Feb 2, 2026
Advisor changed firm
Coleman Williams Pollard left Investor Fan for Steelhead Wealth Management (registered 2026-02-02)
Form ADVobserved 6 days ago
Occurred
Feb 2, 2026
Advisor changed firm
Michael S Ellis left Investor Fan for Steelhead Wealth Management (registered 2026-02-02)
Form ADVobserved 6 days ago
Occurred
Apr 4, 2025
Advisor changed firm
Ben Y Peden left Investor Fan for Focus Partners Wealth, Llc (registered 2025-04-29)
Form ADVobserved 6 days ago
Occurred
Mar 20, 2025
Advisor changed firm
Erin Lea Weber left Investor Fan for Black Diamond Financial, Llc (registered 2025-04-28)
Form ADVobserved 6 days ago
Occurred
Jan 31, 2025
Regulatory AUM changed
Investor Fan reported RAUM $427.7M, up 67% from $255.4M (2024-12-02 to 2025-01-31)
Form ADVobserved 6 days ago
$172M
Occurred
Sep 21, 2024
Advisor changed firm
Kyle Richard Hunter left Investor Fan for Hunter Investment Services Llc (registered 2024-11-01)
Form ADVobserved 6 days ago
Occurred
Aug 6, 2024
Team lift-out
2 advisors left Sherpa Wealth Strategies, LLC (Bend, OR) for Investor Fan on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jan 17, 2023
Advisor changed firm
Patrick Bauzon left Investor Fan for Twin Peaks Wealth Advisors (registered 2022-12-15)
Form ADVobserved 6 days ago
Occurred
Jan 17, 2023
Advisor changed firm
Brian Dat Nguyen left Investor Fan for Twin Peaks Wealth Advisors (registered 2022-12-15)
Form ADVobserved 6 days ago
Occurred
Aug 11, 2017
First Form ADV filing
Investor Fan filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b1009ec-5186-0145-fb17-7b13c3684b3e
First observed: Aug 11, 2017
Last observed: Mar 20, 2026 6 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.

INVESTOR FAN

INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC, CRD 159301

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:3b1009ec-5186-0145-fb17-7b13c3684b3e

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROD D EHRLICH

n/a

BOISE, ID

MARGO RUTH PORTER-PANFILI

n/a

UPLAND, IN | BOISE, ID

DALE RUSSELL TEACHOUT

n/a

BIG TIMBER, MT

JEFFREY STEVEN HUGHES

n/a

BURIEN, WA

VINCENT LUKE DONIVAN

n/a

Coeur d'Alene, ID

DEBORAH WEIS ELLIS

Certified Financial Planner

BOISE, ID | WASHINGTON, UT

TODD WILLIAM CARTER

n/a

BOISE, ID | BOTHELL, WA

SCOTT PHILBRICK BOWHAY

n/a

Moraga, CA | BOISE, ID

KENNETH ROBINSON CLARK

n/a

BOISE, ID | LAS VEGAS, NV

Margaret Hoffmaster Connelly

Chartered Financial Analyst

BOISE, ID | Charlottesville, VA

ANDREA SUSAN STIERNSTRAND

n/a

Charlottesville, VA | BOISE, ID

Lauren Elizabeth Legendre

Certified Financial Planner

Plaquemine, LA | New York, NY | BOISE, ID

n/a

Sofia Paola Iglesias Gonzalez

Certified Financial Planner

San Diego, CA | BOISE, ID

n/a

Francois Roger Bigot

Certified Financial Planner

BOISE, ID | Fayetteville, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EHRLICH, ROD, D

PRINCIPAL/CCO/MEMBER

yes

10/2011

Aug 11, 2017

Dec 2, 2024

HUGHES, JEFFREY, STEVEN

Member

10/2015

Aug 11, 2017

Dec 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EDWARD J. PANFILI

n/a

City

State

Country

Employees

Also broker-dealer

Bend

United States

Moraga

United States

LA GRANDE

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$787M

n/a

2024

Apr 2, 2025

$428M

n/a

2023

Mar 26, 2024

$255M

n/a

2022

Feb 9, 2023

$186M

n/a

2021

Feb 2, 2022

$229M

n/a

2020

Mar 16, 2021

$174M

n/a

2019

Feb 29, 2020

$153M

n/a

2018

Mar 21, 2019

$134M

n/a

2017

Feb 28, 2018

$137M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

28.6%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$787M

$428M

84.1%

$186M

61.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STEELHEAD WEALTH MANAGEMENT

Feb 2, 2026

GLEN ALLEN, VA

Team lift out

RIA to new firm

11.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SHERPA WEALTH STRATEGIES, LLC

Aug 6, 2024

Aug 1, 2024

BEND, OR

Team lift out

Other

100.0%

LPL FINANCIAL LLC

Nov 12, 2021

Nov 18, 2021

SAN JOSE, CA

Team lift out

Ibd to RIA

0.0%