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
Barry William Randall
Feed of 09/14/2026
At current firm
0 y
since Mar 17, 2026
In the industry
33 y
since Jun 17, 1993 (earliest exam, job or registration)
Prior registered firms
3
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
- Northstar Financial Companies, Inc. independent RIA currentsince Mar 17, 2026 · Saint Paul, Mn
- Crabtree Asset Management L.L.C. unclassifiedJan 13, 2014 to Mar 20, 2026 · Saint Paul, Mn
- Wilmington Trust Investment Advisors, Inc. otherFeb 21, 2007 to May 1, 2007 · Baltimore, Md
- U.S. Bancorp Asset Management, Inc. asset managerJan 2, 2002 to Aug 29, 2005 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Crabtree Asset Management L.L.C. to Northstar Financial Companies, Inc.left Mar 20, 2026, registered Mar 17, 2026 (-3 days) · Other
- Wilmington Trust Investment Advisors, Inc. to Crabtree Asset Management L.L.C.left May 1, 2007, registered Jan 13, 2014 (2449 days) · Other
- U.S. Bancorp Asset Management, Inc. to Wilmington Trust Investment Advisors, Inc.left Aug 29, 2005, registered Feb 21, 2007 (541 days) · Other
Signals
- Barry William Randall left Crabtree Asset Management L.L.C. for Northstar Financial Companies, Inc. (registered 2026-03-17)Mar 20, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address