DFX Intelligence

Data Factory

RIA / WealthAdvisor10 years in industry

RACHEL CAYLIE MILLER

Advisor at EMPOWER ADVISORY GROUP, LLC

GREENWOOD VILLAGE, CO

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:8ae7d4da-97cd-622c-ed66-365a91f1cc14

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 7, 2018 to Sep 14, 2026

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

Current firm: EMPOWER ADVISORY GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Sep 7, 2018
First registration: Sep 7, 2018
Dual registered: no
Other names: RACHEL CAYLIE WINSTON
IAPD individual key: 6997778

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Apr 3, 2023	n/a	yes	GREENWOOD VILLAGE, CO	Current employment
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Jul 12, 2021	Apr 3, 2023	no	GREENWOOD VILLAGE, CO\|Tampa, FL\|Windsor, CO	Previous registration
Willow	Former SEC adviser	Dec 8, 2020	Jun 24, 2021	no	PITTSFIELD, MA\|Tampa, FL	Previous registration
FISHER INVESTMENTS	Independent wealth	Sep 7, 2018	Jul 20, 2020	no	CAMAS, WA\|PLANO, TX\|PLANO, TX\|TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PERSONAL CAPITAL ADVISORS CORPORATION	EMPOWER ADVISORY GROUP, LLC	Apr 3, 2023	Apr 3, 2023	0	Bulk transfer	RIA to ibd
Willow	PERSONAL CAPITAL ADVISORS CORPORATION	Jun 24, 2021	Jul 12, 2021	18	Firm change	RIA to RIA
FISHER INVESTMENTS	Willow	Jul 20, 2020	Dec 8, 2020	141	Firm change	RIA to RIA

Relationships

Registered with (4)

→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Apr 3, 2023 to presentfactForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Jul 12, 2021 to Apr 3, 2023factForm ADV
→ WILLOWRegistered adviserregistration: previous registration
Dec 8, 2020 to Jun 24, 2021factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Sep 7, 2018 to Jul 20, 2020factForm ADV

Dated events

No dated event names this entity yet.