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

Tanya Elizabeth Rapacz

The Advisory Group Of San Francisco, LLCindependent RIASan Francisco, Ca IA-onlyIAPD 4795967

Certified Financial Planner

Feed of 09/14/2026

At current firm

2 y

since Nov 29, 2023

In the industry

25 y

since Oct 11, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

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

Professional profile: linkedin.com/in/tanya-rapacz-3283a02reporteddivorceadvisoryfp.comfirm site, Sep 16, 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

The Advisory Group Of San Francisco, LLC independent RIA current
since Nov 29, 2023 · Ellicott City, Md
Arthur Stein Financial, LLC former
Feb 7, 2019 to Nov 28, 2023 · Bethesda, Md
Compass Wealth Management, LLC former
Aug 4, 2015 to Dec 7, 2015 · Concord, Ma
Garnet Group LLC former
Aug 30, 2006 to Nov 3, 2009 · Boston, Md
Smith Rapacz, LLC unclassified
Oct 11, 2000 to Dec 31, 2006 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Arthur Stein Financial, LLC to The Advisory Group Of San Francisco, LLC
left Nov 28, 2023, registered Nov 29, 2023 (1 days) · RIA to RIA
Compass Wealth Management, LLC to Arthur Stein Financial, LLC
left Dec 7, 2015, registered Feb 7, 2019 (1158 days) · Other
Garnet Group LLC to Compass Wealth Management, LLC
left Nov 3, 2009, registered Aug 4, 2015 (2100 days) · Other
Smith Rapacz, LLC to Garnet Group LLC
left Dec 31, 2006, registered Aug 30, 2006 (-123 days) · Other

Signals

Tanya Elizabeth Rapacz left Arthur Stein Financial, Llc for The Advisory Group Of San Francisco, Llc (registered 2023-11-29)
Nov 28, 2023 · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address