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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

WEALTHCARE CAPITAL MANAGEMENT LLC

CRD 111119

RICHMOND, VA

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:fc7bfc95-f13e-0dc8-451d-b19bcfcb28aa

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 75
Dated events: 12
On other graphs: 0
Observed: Jan 3, 2012 to May 21, 2026
66 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=0.95 fund_share=0.0 institutional_share=0.04 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $3.9BItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.9B
Private client RAUM: $3.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 34
RAUM per advisor: $116Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 54
Advisory employees: 35
Offices: 23Schedule D 1.F, beyond the principal office
Accounts: 13,598
Individual clients: 4,326
High net worth clients: 1,312
Custody, client assets: $1.1B
SEC number: 801-60183
CIK: 1516450
CRD: 111119
Filings on the tape: 66
First filed: Jan 3, 2012
Latest filed: May 21, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 33

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT PAYNE WILSON	n/a	RICHMOND, VA	22	27	n/a	no
GORDON ELLIOTT CALDWELL	n/a	RICHMOND, VA	18	25	n/a	no
CHRISTOPHER NOEL PHILIPOOM	n/a	RICHMOND, VA	18	25	n/a	no
EDWARD GARRETT WIRWILLE	n/a	RICHMOND, VA	18	37	1	no
NICHOLAS ALAN MITCHELL	n/a	n/a	16	19	1	no
MOWRY WAYNE YOUNG	n/a	Canfield, OH \| RICHMOND, VA	16	26	1	no
BRYAN GEORGE BROWN	n/a	CANFIELD, OH \| RICHMOND, VA	16	25	1	no
RUSSELL GARRETT THORNTON	n/a	RICHMOND, VA \| ATLANTA, GA \| Atlanta, GA \| KNOXVILLE, TN	16	32	2	no
CHRISTOPHER HARRISON HESSENFLOW	n/a	RICHMOND, VA \| Hampshire, IL	15	26	3	no
RICHARD CHAMBLEE VAN ZANDT	Personal Financial Specialist	Rathdrum, ID \| RICHMOND, VA	15	19	1	no
JAMES D MIRENDA	Certified Financial Planner	EAST DORSET, VT \| RICHMOND, VA	14	30	3	no
DIANE LYNN DIXON	Certified Financial Planner	AUSTIN, TX \| RICHMOND, VA	13	34	1	no
SCARLOTT LEIGH CAGLE	Certified Financial Planner	RICHMOND, VA \| Tucker, GA	13	23	3	no
STEVEN ALLEN BERGERON	n/a	KEENE, NH	13	34	5	no
STEVEN KIF LADD	n/a	KENNEBUNK, ME	12	26	n/a	no
RONALD ELIOT MADEY	Chartered Financial Analyst	NEWTOWN SQUARE, PA \| RICHMOND, VA	12	30	2	no
KENNETH DAVID KIDECKEL	n/a	HUNTINGDON VALLEY, PA \| RICHMOND, VA	12	16	1	no
SCOTT THOMAS DAVISON	Certified Financial Planner	GRAND RAPIDS, MI \| RICHMOND, VA	12	16	1	no
BRANDY NELSON WEIBERG	n/a	RICHMOND, VA \| BROOKFIELD, WI	8	22	n/a	no
KIMBERLY NOELLE NICHOLS	n/a	RICHMOND, VA	8	12	2	yes
Samuel Robert Moore	n/a	RICHMOND, VA \| Canfield, OH	7	12	n/a	no
KEVIN LAURENCE LONDON	n/a	Vero Beach, FL \| RICHMOND, VA	7	27	4	no
JOHN JOSEPH SCHLICHTING	n/a	RICHMOND, VA	7	10	n/a	no
BRIAN LELAND HYDE	n/a	RICHMOND, VA \| Mechanicsville, VA	5	28	3	no
WILLIAM HARTWELL COX	Certified Financial Planner\|Chartered Financial Consultant	RICHMOND, VA	5	35	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
DuBrueler, Justin	CHIEF FINANCIAL OFFICER	Na	yes	09/2014	May 21, 2026	May 21, 2026
KRAUSE, JAMES, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	yes	04/2021	May 21, 2026	May 21, 2026
MADEY, RONALD, ELIOT	CHIEF INVESTMENT OFFICER	Na	yes	04/2018	May 21, 2026	May 21, 2026
REGAN, MATTHEW, THOMAS	President	Na	yes	08/2018	May 21, 2026	May 21, 2026
WEALTHCARE PARENT HOLDINGS LLC	Member	E	yes	01/2022	May 21, 2026	May 21, 2026
NEWSPRING HOLDINGS CO-INVESTOR LLC	Member	C	yes	03/2018	Mar 25, 2024	Dec 17, 2024
WEALTHCARE HOLDINGS LLC	MANAGER AND SOLE MEMBER	E	yes	09/2013	Dec 20, 2013	Dec 17, 2024
WEALTHCARE LLC	Member	E	yes	12/2021	Mar 25, 2024	Dec 17, 2024
WEALTHCARE LLC	Member	D	yes	03/2018	Mar 25, 2024	Dec 17, 2024
WEALTHCARE PARENT INC.	Member	C	yes	01/2022	Mar 25, 2024	Dec 17, 2024
WEALTHCARE PARTNERS LLC	Member	E	yes	09/2022	Mar 25, 2024	Dec 17, 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
WEALTHCARE ADVISORY PARTNERS LLC	n/a	Bd affiliated wealth	$8.3B	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
WEST CHESTER	Pa	United States	4	yes
Canfield	Oh	United States	2	no
FORT MILL	Sc	United States	2	no
Jemison	Al	United States	1	no
Rathdrum	Id	United States	1	no
HOFFMAN ESTATES	IL	United States	1	no
GRAND RAPIDS	Mi	United States	1	no
Malvern	Pa	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$3.9B	$3.9B	54	35	23	n/a	n/a
2024	Mar 31, 2025	$3.0B	$3.0B	53	36	21	n/a	n/a
2023	Mar 25, 2024	$2.6B	$2.5B	53	34	17	n/a	n/a
2022	Mar 15, 2023	$2.6B	$2.6B	59	38	17	n/a	n/a
2021	Jan 26, 2022	$2.9B	$2.9B	61	35	18	n/a	n/a
2020	Mar 25, 2021	$2.3B	$2.3B	55	33	22	n/a	n/a
2019	Feb 3, 2020	$1.7B	$1.7B	57	34	22	n/a	n/a
2018	Mar 24, 2019	$1.3B	$1.2B	57	34	20	n/a	n/a
2017	Mar 29, 2018	$1.3B	$1.3B	57	36	21	n/a	n/a
2016	Mar 30, 2017	$1.5B	$1.5B	60	40	n/a	n/a	n/a
2015	Mar 29, 2016	$1.3B	$1.3B	80	42	n/a	n/a	n/a
2014	Mar 31, 2015	$1.2B	$1.0B	57	40	n/a	n/a	n/a
2013	Mar 28, 2014	$942M	$803M	47	32	n/a	n/a	n/a
2012	Mar 27, 2013	$645M	$607M	44	32	n/a	n/a	n/a
2011	Jan 3, 2012	$490M	$470M	n/a	n/a	n/a	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
1	0	1	0.0%	0	0	0	5	1

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	$3.9B	$3.0B	29.6%	$2.6B	14.7%	54	53	23	21

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
ASPIRE WEALTH ARCHITECTS	2	Jul 2, 2018	Jul 2, 2018	PITTSBURGH, PA	Team lift out	RIA to new firm	7.4%

Relationships

Affiliated with (4)

← WEALTHCARE ADVISORY PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV
→ WEALTHCARE ADVISORY PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV
← WEALTHCARE CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← GDX ADVISORY PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (58)

← ASHLEIGH N. LEMASTERAdvisorregistration: current employment
Apr 9, 2026 to presentfactForm ADV
← BRADLEY NOEL JOUBERTAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Di WuAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← AUDREY SANDERSAdvisorregistration: current employment
Apr 16, 2024 to presentfactForm ADV
← HENRY BENJAMIN SUPINSKIAdvisorregistration: current employment
Nov 18, 2023 to presentfactForm ADV
← Joseph Anthony GairoAdvisorregistration: current employment
May 12, 2023 to presentfactForm ADV
← Philip Jefferson CarterAdvisorregistration: current employment
Mar 2, 2023 to presentfactForm ADV
← Kirk StoldtAdvisorregistration: current employment
Feb 12, 2022 to presentfactForm ADV
← WILLIAM HARTWELL COXAdvisorregistration: current employment
Jul 20, 2021 to presentfactForm ADV
← BRIAN LELAND HYDEAdvisorregistration: current employment
Dec 9, 2020 to presentfactForm ADV
← JOHN JOSEPH SCHLICHTINGAdvisorregistration: current employment
Jul 5, 2019 to presentfactForm ADV
← KEVIN LAURENCE LONDONAdvisorregistration: current employment
Jun 4, 2019 to presentfactForm ADV
← HOLLY A SHARPAdvisorregistration: current employment
Apr 8, 2019 to presentfactForm ADV
← Samuel Robert MooreAdvisorregistration: current employment
Nov 19, 2018 to presentfactForm ADV
← KIMBERLY NOELLE NICHOLSAdvisorregistration: current employment
Apr 9, 2018 to presentfactForm ADV
← BRANDY NELSON WEIBERGAdvisorregistration: current employment
Dec 19, 2017 to presentfactForm ADV
← SCOTT THOMAS DAVISONAdvisorregistration: current employment
Apr 9, 2014 to presentfactForm ADV
← RONALD ELIOT MADEYAdvisorregistration: current employment
Mar 27, 2014 to presentfactForm ADV
← KENNETH DAVID KIDECKELAdvisorregistration: current employment
Mar 27, 2014 to presentfactForm ADV
← STEVEN KIF LADDAdvisorregistration: current employment
Jan 22, 2014 to presentfactForm ADV
← STEVEN ALLEN BERGERONAdvisorregistration: current employment
Jun 4, 2013 to presentfactForm ADV
← SCARLOTT LEIGH CAGLEAdvisorregistration: current employment
Jan 7, 2013 to presentfactForm ADV
← DIANE LYNN DIXONAdvisorregistration: current employment
Nov 30, 2012 to presentfactForm ADV
← JAMES D MIRENDAAdvisorregistration: current employment
Aug 27, 2012 to presentfactForm ADV
← RICHARD CHAMBLEE VAN ZANDTAdvisorregistration: current employment
Jan 31, 2011 to presentfactForm ADV
← CHRISTOPHER HARRISON HESSENFLOWAdvisorregistration: current employment
Dec 16, 2010 to presentfactForm ADV
← RUSSELL GARRETT THORNTONAdvisorregistration: current employment
Feb 19, 2010 to presentfactForm ADV
← MOWRY WAYNE YOUNGAdvisorregistration: current employment
Feb 17, 2010 to presentfactForm ADV
← BRYAN GEORGE BROWNAdvisorregistration: current employment
Feb 17, 2010 to presentfactForm ADV
← NICHOLAS ALAN MITCHELLAdvisorregistration: current employment
Dec 22, 2009 to presentfactForm ADV
and 28 more

Controls (8)

← REGAN, MATTHEW, THOMASOwnerPRESIDENT, ownership code NA, individual
Aug 23, 2018 to Dec 17, 2024factForm ADV
← MADEY, RONALD, ELIOTOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 28, 2014 to Dec 17, 2024factForm ADV
← KRAUSE, JAMES, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 28, 2021 to Dec 17, 2024factForm ADV
← DuBrueler, JustinOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Dec 26, 2017 to Dec 17, 2024factForm ADV
← NEWSPRING HOLDINGS CO-INVESTOR LLCOwnerMEMBER, ownership code C, domestic entity
Mar 25, 2024 to Dec 17, 2024factForm ADV
← WEALTHCARE HOLDINGS LLCOwnerMANAGER AND SOLE MEMBER, ownership code E, domestic entity
Dec 20, 2013 to Dec 17, 2024factForm ADV
← WEALTHCARE PARENT HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Jan 26, 2022 to Dec 17, 2024factForm ADV
← WEALTHCARE PARTNERS LLCOwnerMEMBER, ownership code E, domestic entity
Mar 25, 2024 to Dec 17, 2024factForm ADV

Moved with (1)

→ ASPIRE WEALTH ARCHITECTSRegistered adviser2 advisors, team lift out, same day
Jul 2, 2018 to Jul 2, 2018factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 24, 2026
Regulatory AUM changed
Wealthcare Capital Management Llc reported RAUM $3.9B, up 30% from $3.0B (2025-07-22 to 2026-03-24)
Form ADVobserved 4 days ago
$898M
Occurred
Jul 17, 2025
Advisor changed firm
Richard Lee Bartholomew left Wealthcare Capital Management Llc for Farther (registered 2025-07-01)
Form ADVobserved 4 days ago
Occurred
Aug 2, 2022
Advisor changed firm
Brad William Michels left Wealthcare Capital Management Llc for Financial Architects, Inc (registered 2013-05-01)
Form ADVobserved 4 days ago
Occurred
Jan 26, 2022
Succession filed (Item 4)
Wealthcare Capital Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Jan 26, 2022
Regulatory AUM changed
Wealthcare Capital Management Llc reported RAUM $2.9B, up 26% from $2.3B (2021-11-12 to 2022-01-26)
Form ADVobserved 4 days ago
$603M
Occurred
Apr 28, 2021
Control person left
F Steven Diberardino (Chief Compliance Officer) no longer on Schedule A of Wealthcare Capital Management Llc (listed 2021-03-25, absent 2021-04-28)
Form ADVobserved 4 days ago
Occurred
Apr 28, 2021
Control person joined
Joseph James Krause (Chief Compliance Officer) appeared on Schedule A of Wealthcare Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Mar 25, 2021
Regulatory AUM changed
Wealthcare Capital Management Llc reported RAUM $2.3B, up 33% from $1.7B (2021-01-11 to 2021-03-25)
Form ADVobserved 4 days ago
$576M
Occurred
Feb 3, 2020
Regulatory AUM changed
Wealthcare Capital Management Llc reported RAUM $1.7B, up 38% from $1.3B (2019-11-26 to 2020-02-03)
Form ADVobserved 4 days ago
$474M
Occurred
Feb 3, 2020
Control person left
Nelson Brandy Weiberg (Chief Compliance Officer) no longer on Schedule A of Wealthcare Capital Management Llc (listed 2019-11-26, absent 2020-02-03)
Form ADVobserved 4 days ago
Occurred
Feb 3, 2020
Control person joined
F Steven Diberardino (Chief Compliance Officer) appeared on Schedule A of Wealthcare Capital Management Llc
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 29, 2018
Wealthcare Capital Management Llc reported 21 offices beyond its principal office, up from 7 (2017-12-26 to 2018-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc7bfc95-f13e-0dc8-451d-b19bcfcb28aa
First observed: Jan 3, 2012
Last observed: May 21, 2026 4 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.

WEALTHCARE CAPITAL MANAGEMENT LLC

CRD 111119

RICHMOND, VA

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:fc7bfc95-f13e-0dc8-451d-b19bcfcb28aa

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT PAYNE WILSON

n/a

RICHMOND, VA

n/a

GORDON ELLIOTT CALDWELL

n/a

RICHMOND, VA

n/a

CHRISTOPHER NOEL PHILIPOOM

n/a

RICHMOND, VA

n/a

EDWARD GARRETT WIRWILLE

n/a

RICHMOND, VA

NICHOLAS ALAN MITCHELL

n/a

MOWRY WAYNE YOUNG

n/a

Canfield, OH | RICHMOND, VA

BRYAN GEORGE BROWN

n/a

CANFIELD, OH | RICHMOND, VA

RUSSELL GARRETT THORNTON

n/a

RICHMOND, VA | ATLANTA, GA | Atlanta, GA | KNOXVILLE, TN

CHRISTOPHER HARRISON HESSENFLOW

n/a

RICHMOND, VA | Hampshire, IL

RICHARD CHAMBLEE VAN ZANDT

Personal Financial Specialist

Rathdrum, ID | RICHMOND, VA

JAMES D MIRENDA

Certified Financial Planner

EAST DORSET, VT | RICHMOND, VA

DIANE LYNN DIXON

Certified Financial Planner

AUSTIN, TX | RICHMOND, VA

SCARLOTT LEIGH CAGLE

Certified Financial Planner

RICHMOND, VA | Tucker, GA

STEVEN ALLEN BERGERON

n/a

KEENE, NH

STEVEN KIF LADD

n/a

KENNEBUNK, ME

n/a

RONALD ELIOT MADEY

Chartered Financial Analyst

NEWTOWN SQUARE, PA | RICHMOND, VA

KENNETH DAVID KIDECKEL

n/a

HUNTINGDON VALLEY, PA | RICHMOND, VA

SCOTT THOMAS DAVISON

Certified Financial Planner

GRAND RAPIDS, MI | RICHMOND, VA

BRANDY NELSON WEIBERG

n/a

RICHMOND, VA | BROOKFIELD, WI

n/a

KIMBERLY NOELLE NICHOLS

n/a

RICHMOND, VA

yes

Samuel Robert Moore

n/a

RICHMOND, VA | Canfield, OH

n/a

KEVIN LAURENCE LONDON

n/a

Vero Beach, FL | RICHMOND, VA

JOHN JOSEPH SCHLICHTING

n/a

RICHMOND, VA

n/a

BRIAN LELAND HYDE

n/a

RICHMOND, VA | Mechanicsville, VA

WILLIAM HARTWELL COX

Certified Financial Planner|Chartered Financial Consultant

RICHMOND, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DuBrueler, Justin

CHIEF FINANCIAL OFFICER

yes

09/2014

May 21, 2026

KRAUSE, JAMES, JOSEPH

CHIEF COMPLIANCE OFFICER

yes

04/2021

May 21, 2026

MADEY, RONALD, ELIOT

CHIEF INVESTMENT OFFICER

yes

04/2018

May 21, 2026

REGAN, MATTHEW, THOMAS

President

yes

08/2018

May 21, 2026

WEALTHCARE PARENT HOLDINGS LLC

Member

yes

01/2022

May 21, 2026

NEWSPRING HOLDINGS CO-INVESTOR LLC

Member

yes

03/2018

Mar 25, 2024

Dec 17, 2024

WEALTHCARE HOLDINGS LLC

MANAGER AND SOLE MEMBER

yes

09/2013

Dec 20, 2013

Dec 17, 2024

WEALTHCARE LLC

Member

yes

12/2021

Mar 25, 2024

Dec 17, 2024

WEALTHCARE LLC

Member

yes

03/2018

Mar 25, 2024

Dec 17, 2024

WEALTHCARE PARENT INC.

Member

yes

01/2022

Mar 25, 2024

Dec 17, 2024

WEALTHCARE PARTNERS LLC

Member

yes

09/2022

Mar 25, 2024

Dec 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEALTHCARE ADVISORY PARTNERS LLC

n/a

Bd affiliated wealth

$8.3B

yes

n/a

City

State

Country

Employees

Also broker-dealer

WEST CHESTER

United States

yes

Canfield

United States

FORT MILL

United States

Jemison

United States

Rathdrum

United States

HOFFMAN ESTATES

United States

GRAND RAPIDS

United States

Malvern

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$3.9B

n/a

2024

Mar 31, 2025

$3.0B

n/a

2023

Mar 25, 2024

$2.6B

$2.5B

n/a

2022

Mar 15, 2023

$2.6B

n/a

2021

Jan 26, 2022

$2.9B

n/a

2020

Mar 25, 2021

$2.3B

n/a

2019

Feb 3, 2020

$1.7B

n/a

2018

Mar 24, 2019

$1.3B

$1.2B

n/a

2017

Mar 29, 2018

$1.3B

n/a

2016

Mar 30, 2017

$1.5B

n/a

2015

Mar 29, 2016

$1.3B

n/a

2014

Mar 31, 2015

$1.2B

$1.0B

n/a

2013

Mar 28, 2014

$942M

$803M

n/a

2012

Mar 27, 2013

$645M

$607M

n/a

2011

Jan 3, 2012

$490M

$470M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.9B

$3.0B

29.6%

$2.6B

14.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ASPIRE WEALTH ARCHITECTS

Jul 2, 2018

PITTSBURGH, PA

Team lift out

RIA to new firm

7.4%