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

Thomas Michael Burger

Onesevenindependent RIABeverly, Ma dual registrantIAPD 35526

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Sep 17, 2025

In the industry

45 y

since May 1, 1981 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Principal | Wealth Advisorreportedonesevenadvisor.comfirm site, Sep 15, 2026
Designations: MBA, CFPreportedonesevenadvisor.comas printed on the bio page, Sep 16, 2026
Years, as the firm states: 40reportedonesevenadvisor.com“Tom brings over 40 years of experience in the financial services industry, with a focus on financial and estate planning.”
Boards named: Essex County Community Foundation; Overseers of the Boston Symphony Orchestrareportedonesevenadvisor.comphrases on the bio page
Professional profile: onesevenadvisor.com/staff/thomas-burgerreportedonesevenadvisor.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Oneseven independent RIA current
since Sep 17, 2025 · Beachwood, Oh
World Investment Advisors, LLC other
Jul 3, 2024 to Oct 8, 2025 · Manchester-By-The-Sea, Ma
Raymond James Financial Services Advisors, Inc BD affiliated
Mar 7, 2018 to Jun 28, 2024 · Beverly, Ma
Boston Harbor Wealth Advisors, LLC former
Feb 23, 2017 to Oct 30, 2018 · Acton, Ma
Osaic Fs, Inc. former
Dec 14, 2010 to Mar 8, 2017 · Beverly, Ma
Hamilton Financial Inc. unclassified
Aug 30, 2004 to Mar 29, 2011 · Beverly, Ma

Moves

a registration end followed by a registration begin elsewhere

World Investment Advisors, LLC to Oneseven
left Oct 8, 2025, registered Sep 17, 2025 (-21 days) · Other · moved with a team
Raymond James Financial Services Advisors, Inc to World Investment Advisors, LLC
left Jun 28, 2024, registered Jul 3, 2024 (5 days) · corporate re-registration, not a move
Boston Harbor Wealth Advisors, LLC to Raymond James Financial Services Advisors, Inc
left Oct 30, 2018, registered Mar 7, 2018 (-237 days) · RIA to affiliated broker-dealer or bank · moved with a team
Osaic Fs, Inc. to Boston Harbor Wealth Advisors, LLC
left Mar 8, 2017, registered Feb 23, 2017 (-13 days) · Other · moved with a team
Hamilton Financial Inc. to Osaic Fs, Inc.
left Mar 29, 2011, registered Dec 14, 2010 (-105 days) · Other

Signals

Thomas Michael Burger left World Investment Advisors, Llc for Oneseven (registered 2025-09-17)
Oct 8, 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: Independent wealth managerderived
Years in industry: 45derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address