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
Edward John Barno
Feed of 09/14/2026
Also filed as Edward J Barno
At current firm
4 y
since Apr 7, 2022
In the industry
15 y
since Dec 23, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Rialto Wealth Management independent RIA currentsince Apr 7, 2022 · Syracuse, Ny
- Rockbridge Investment Management, LLC independent RIAMay 30, 2021 to May 26, 2022 · Syracuse, Ny
- Salt City Financial Planning And Wealth Management, LLC unclassifiedFeb 14, 2012 to Mar 28, 2013 · Syracuse, Ny
- Invest Financial Corporation formerMar 7, 2011 to Nov 18, 2011 · Appleton, Wi
Moves
a registration end followed by a registration begin elsewhere
- Rockbridge Investment Management, LLC to Rialto Wealth Managementleft May 26, 2022, registered Apr 7, 2022 (-49 days) · RIA to a newly registered adviser · moved with a team
- Salt City Financial Planning And Wealth Management, LLC to Rockbridge Investment Management, LLCleft Mar 28, 2013, registered May 30, 2021 (2985 days) · Other
- Invest Financial Corporation to Salt City Financial Planning And Wealth Management, LLCleft Nov 18, 2011, registered Feb 14, 2012 (88 days) · Other
Signals
- Edward John Barno left Rockbridge Investment Management, Llc for Rialto Wealth Management (registered 2022-04-07)May 26, 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address