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

William David Richardson

Avior Wealth Management, LLCindependent RIAMinnetonka, Mn IA-onlyIAPD 5151639
Feed of 09/15/2026
Also filed as William Richardson
At current firm
0 y
since Feb 23, 2026
In the industry
19 y
since Feb 20, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Wealth Advisorreportedaviorwealthmn.comfirm site, Sep 17, 2026
Designations
CRPCreportedaviorwealthmn.comas printed on the bio page, Sep 17, 2026
Years, as the firm states
21reportedaviorwealthmn.com“Bill joined Avior Wealth in February 2026 with more than 21 years of experience in the financial services industry, with a strong focus on client education and retirement planning.”
Business email
bill.richardson@avior.comreportedaviorwealthmn.comfirm site, Sep 17, 2026
Direct business phone
763-542-8884reportedaviorwealthmn.comfirm site, Sep 17, 2026
Professional profile
aviorwealthmn.com/team/bill-richardsonreportedaviorwealthmn.comfirm site, Sep 17, 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
Moves
a registration end followed by a registration begin elsewhere
Signals
  • William David Richardson left Sound Income Strategies, Llc for Avior Wealth Management, Llc (registered 2026-02-23)
    Feb 20, 2026 · Advisor changed firm · fact
  • William David Richardson left Oakwood Capital, Inc. for Sound Income Strategies, Llc (registered 2023-03-16)
    Mar 10, 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
19derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address