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

Michelle Petrowski

Schwab Wealth Advisory, Inc.no RAUMPhoenix, Azdual registrantIAPD 5837917

Certified Financial Planner

Feed of 09/14/2026

Also filed as Michelle Buonincontri

At current firm

0 y

since Jun 17, 2026

In the industry

13 y

since Apr 17, 2013 (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

Schwab Wealth Advisory, Inc. no RAUM current
since Jun 17, 2026 · Phoenix, Az
Vanguard Advisers, Inc. BD affiliated
May 12, 2026 to May 28, 2026 · Scottsdale, Az
Ellevest independent RIA
Jan 8, 2024 to Dec 2, 2024 · Anthem, Az
Origin Investment Advisory LLC independent RIA
Jan 31, 2022 to Feb 13, 2024 · Anthem, Az
Being In Abundance, LLC unclassified
Aug 24, 2021 to Feb 18, 2026 · Anthem, Az
Sensible Money, LLC independent RIA
Aug 17, 2015 to Jun 6, 2016 · Scottsdale, Az
Schwab Wealth Advisory, Inc. no RAUM
Apr 17, 2013 to Dec 4, 2014 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Vanguard Advisers, Inc. to Schwab Wealth Advisory, Inc.
left May 28, 2026, registered Jun 17, 2026 (20 days) · Other
Being In Abundance, LLC to Origin Investment Advisory LLC
left Feb 18, 2026, registered Jan 31, 2022 (-1479 days) · Other
Ellevest to Vanguard Advisers, Inc.
left Dec 2, 2024, registered May 12, 2026 (526 days) · RIA to affiliated broker-dealer or bank
Origin Investment Advisory LLC to Ellevest
left Feb 13, 2024, registered Jan 8, 2024 (-36 days) · RIA to RIA
Sensible Money, LLC to Being In Abundance, LLC
left Jun 6, 2016, registered Aug 24, 2021 (1905 days) · Other
Schwab Wealth Advisory, Inc. to Sensible Money, LLC
left Dec 4, 2014, registered Aug 17, 2015 (256 days) · Other

Signals

Michelle Petrowski left Vanguard Advisers, Inc. for Schwab Wealth Advisory, Inc. (registered 2026-06-17)
May 28, 2026 · Advisor changed firm · fact
Michelle Petrowski left Being In Abundance, Llc for Origin Investment Advisory Llc (registered 2022-01-31)
Feb 18, 2026 · Advisor changed firm · fact
Michelle Petrowski left Ellevest for Vanguard Advisers, Inc. (registered 2026-05-12)
Dec 2, 2024 · Advisor changed firm · fact
Michelle Petrowski left Origin Investment Advisory Llc for Ellevest (registered 2024-01-08)
Feb 13, 2024 · 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: No RAUM reportedderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address