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
Noah Benjamin Marell
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Mar 28, 2025
In the industry
16 y
since Aug 6, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Aprio Wealth Management, LLC independent RIA currentsince Mar 28, 2025 · Minneapolis, Mn
- The Mather Group, LLC independent RIASep 7, 2023 to Feb 26, 2025 · Chicago, Il
- Creative Planning independent RIAOct 5, 2022 to Aug 21, 2023 · Overland Park, Ks
- Wipfli Hewins Investment Advisors LLC formerAug 29, 2012 to Jul 3, 2013 · San Mateo, Ca
- Wipfli Financial Advisors, LLC formerAug 14, 2012 to Oct 12, 2022 · Milwaukee, Wi
Moves
a registration end followed by a registration begin elsewhere
- The Mather Group, LLC to Aprio Wealth Management, LLCleft Feb 26, 2025, registered Mar 28, 2025 (30 days) · RIA to RIA
- Creative Planning to The Mather Group, LLCleft Aug 21, 2023, registered Sep 7, 2023 (17 days) · RIA to RIA
- Wipfli Financial Advisors, LLC to Wipfli Hewins Investment Advisors LLCleft Oct 12, 2022, registered Aug 29, 2012 (-3696 days) · Other
- Wipfli Hewins Investment Advisors LLC to Creative Planningleft Jul 3, 2013, registered Oct 5, 2022 (3381 days) · Other
Signals
- Noah Benjamin Marell left The Mather Group, Llc for Aprio Wealth Management, Llc (registered 2025-03-28)Feb 26, 2025 · Advisor changed firm · fact
- Noah Benjamin Marell left Creative Planning for The Mather Group, Llc (registered 2023-09-07)Aug 21, 2023 · Advisor changed firm · fact
- Noah Benjamin Marell left Wipfli Financial Advisors, Llc for Wipfli Hewins Investment Advisors Llc (registered 2012-08-29)Oct 12, 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address