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

Nicholas A Tilli

Grounded Wealthstate registeredPlymouth, MnIA-onlyIAPD 5599495

Certified Financial Planner

Feed of 09/14/2026

Also filed as Nick Andrew Tilli

At current firm

0 y

since Mar 25, 2026

In the industry

17 y

since Jan 16, 2009 (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

Professional profile

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

Title: The Founderreportedmygroundedwealth.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/nick-tilli-cfp%C2%AE-198327b5reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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

Grounded Wealth state registered current
since Mar 25, 2026 · Plymouth, Mn
Grounded Wealth state registered
Jul 28, 2021 to Dec 31, 2025 · Plymouth, Mn
Origin Investment Advisory LLC independent RIA
Jul 12, 2021 to May 18, 2023 · Plymouth, Mn
The Mather Group, LLC independent RIA
May 17, 2019 to Jun 24, 2021 · Chicago, Il
Bergankdv Wealth Management, LLC former
Nov 24, 2016 to May 7, 2019 · Bloomington, Mn
Strategic Advisers LLC national BD
Dec 17, 2013 to Nov 2, 2016 · Edina, Mn
Td Ameritrade Investment Management, LLC former
Sep 22, 2009 to Mar 3, 2010 · Minneapolis, Mn
Td Ameritrade, Inc. former
Sep 22, 2009 to Mar 3, 2010 · Edina, Mn

Moves

a registration end followed by a registration begin elsewhere

Origin Investment Advisory LLC to Grounded Wealth
left May 18, 2023, registered Jul 28, 2021 (-659 days) · RIA to a state-registered adviser
The Mather Group, LLC to Origin Investment Advisory LLC
left Jun 24, 2021, registered Jul 12, 2021 (18 days) · RIA to a newly registered adviser
Bergankdv Wealth Management, LLC to The Mather Group, LLC
left May 7, 2019, registered May 17, 2019 (10 days) · RIA to RIA
Strategic Advisers LLC to Bergankdv Wealth Management, LLC
left Nov 2, 2016, registered Nov 24, 2016 (22 days) · Other
Td Ameritrade Investment Management, LLC to Strategic Advisers LLC
left Mar 3, 2010, registered Dec 17, 2013 (1385 days) · Other
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Mar 3, 2010, registered Sep 22, 2009 (-162 days) · channel change inside one enterprise, not a move

Signals

Nicholas A Tilli left Origin Investment Advisory Llc for Grounded Wealth (registered 2021-07-28)
May 18, 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: STATE REGISTEREDderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address