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

Andrea Zilli

Wealth Teams Allianceindependent RIAIrvine, Ca IA-onlyIAPD 5180329

Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Andrea Zilli

At current firm

1 y

since Apr 24, 2025

In the industry

19 y

since Jul 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealth Teams Alliance independent RIA current
since Feb 19, 2026 · Irvine, Ca
Sfi Advisors, LLC independent RIA current
since Apr 24, 2025 · Weehawken, Nj
Cerity Partners LLC independent RIA
Jul 5, 2023 to Jan 2, 2024 · New York, Ny
Aj Wealth former
Apr 20, 2022 to Aug 15, 2023 · New York, Ny
Kore Private Wealth, LLC former
Aug 24, 2021 to Apr 7, 2022 · New York, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 11, 2011 to Jun 5, 2018 · Jersey City, Nj

Moves

a registration end followed by a registration begin elsewhere

Cerity Partners LLC to Sfi Advisors, LLC
left Jan 2, 2024, registered Apr 24, 2025 (478 days) · RIA to RIA
Aj Wealth to Cerity Partners LLC
left Aug 15, 2023, registered Jul 5, 2023 (-41 days) · RIA to RIA · moved with a team
Kore Private Wealth, LLC to Aj Wealth
left Apr 7, 2022, registered Apr 20, 2022 (13 days) · RIA to RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Kore Private Wealth, LLC
left Jun 5, 2018, registered Aug 24, 2021 (1176 days) · Wirehouse to independent RIA · moved with a team

Signals

Andrea Zilli left Cerity Partners Llc for Sfi Advisors, Llc (registered 2025-04-24)
Jan 2, 2024 · Advisor changed firm · fact
Andrea Zilli left Aj Wealth for Cerity Partners Llc (registered 2023-07-05)
Aug 15, 2023 · Advisor changed firm · fact
Andrea Zilli left Kore Private Wealth, Llc for Aj Wealth (registered 2022-04-20)
Apr 7, 2022 · 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