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

Sara Alyssa Turner

Aurdan Capital Management, LLCindependent RIAWayne, PaIA-onlyIAPD 5762941

Certified Financial Planner

Feed of 09/14/2026

Also filed as Sara Alyssa Turner

At current firm

1 y

since May 1, 2025

In the industry

15 y

since Oct 29, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Aurdan Capital Management, LLC independent RIA current
since May 1, 2025 · Wayne, Pa
Fidelity Personal And Workplace Advisors former
May 4, 2022 to Feb 25, 2025 · Millburn, Nj
Haverford Financial Services, Inc. asset manager
Apr 24, 2017 to Mar 3, 2020 · Radnor, Pa
White Lighthouse Investment Management, Inc. independent RIA
Jan 18, 2017 to Mar 30, 2017 · Lexington, Ma
Hoover Financial Advisors, Inc. former
Mar 4, 2015 to Nov 2, 2016 · Malvern, Pa
Haverford Financial Services, Inc. asset manager
Nov 1, 2010 to Jan 23, 2015 · Radnor, Pa

Moves

a registration end followed by a registration begin elsewhere

Fidelity Personal And Workplace Advisors to Aurdan Capital Management, LLC
left Feb 25, 2025, registered May 1, 2025 (65 days) · Affiliated broker-dealer or bank to independent RIA
Haverford Financial Services, Inc. to Fidelity Personal And Workplace Advisors
left Mar 3, 2020, registered May 4, 2022 (792 days) · Other
White Lighthouse Investment Management, Inc. to Haverford Financial Services, Inc.
left Mar 30, 2017, registered Apr 24, 2017 (25 days) · Other
Hoover Financial Advisors, Inc. to White Lighthouse Investment Management, Inc.
left Nov 2, 2016, registered Jan 18, 2017 (77 days) · Other
Haverford Financial Services, Inc. to Hoover Financial Advisors, Inc.
left Jan 23, 2015, registered Mar 4, 2015 (40 days) · Other

Signals

Sara Alyssa Turner left Fidelity Personal And Workplace Advisors for Aurdan Capital Management, Llc (registered 2025-05-01)
Feb 25, 2025 · 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