DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Norton
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Robert Alexander (Jr) Norton
At current firm
0 y
since Nov 5, 2025
In the industry
43 y
since Apr 13, 1983 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- World Investment Advisors, LLC other currentsince Nov 5, 2025 · Berwyn, Pa
- Wealth Advisory Group, Inc. formerFeb 26, 2016 to Nov 26, 2025 · Berwyn, Pa
- Logan Capital Management, Inc. mixed wealthJan 16, 2015 to Feb 29, 2016 · Ardmore, Pa
- Santa Barbara Asset Management, LLC formerJan 5, 2009 to Apr 8, 2013 · Los Angeles, Ca
- Rittenhouse Asset Management, Inc. unclassifiedFeb 11, 2003 to Jan 5, 2009 · Radnor, Pa
Moves
a registration end followed by a registration begin elsewhere
- Wealth Advisory Group, Inc. to World Investment Advisors, LLCleft Nov 26, 2025, registered Nov 5, 2025 (-21 days) · Other · moved with a team
- Logan Capital Management, Inc. to Wealth Advisory Group, Inc.left Feb 29, 2016, registered Feb 26, 2016 (-3 days) · Other
- Santa Barbara Asset Management, LLC to Logan Capital Management, Inc.left Apr 8, 2013, registered Jan 16, 2015 (648 days) · Other
- Rittenhouse Asset Management, Inc. to Santa Barbara Asset Management, LLCleft Jan 5, 2009, registered Jan 5, 2009 (0 days) · Other
Signals
- Robert Norton left Wealth Advisory Group, Inc. for World Investment Advisors, Llc (registered 2025-11-05)Nov 26, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address