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

William Ehrbar

Ernst & Young Investment Advisers Llpno RAUMAustin, TxIA-onlyIAPD 5961759

Certified Financial Planner

Feed of 09/14/2026

Also filed as William Neil Ehrbar

At current firm

1 y

since Jun 6, 2025

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ernst & Young Investment Advisers Llp no RAUM current
since Jun 6, 2025 · Austin, Tx
Family Financial independent RIA
Nov 26, 2024 to Apr 24, 2025 · Manhattan Beach, Ca
J.P. Morgan Securities LLC wirehouse
May 3, 2022 to Nov 8, 2023 · Austin, Tx
Kestra Advisory Services, LLC BD affiliated
Mar 30, 2021 to Jan 31, 2022 · Austin, Tx
Fisher Investments independent RIA
Feb 3, 2020 to Dec 21, 2020 · Plano, Tx

Moves

a registration end followed by a registration begin elsewhere

Family Financial to Ernst & Young Investment Advisers Llp
left Apr 24, 2025, registered Jun 6, 2025 (43 days) · Other
J.P. Morgan Securities LLC to Family Financial
left Nov 8, 2023, registered Nov 26, 2024 (384 days) · Wirehouse to independent RIA
Kestra Advisory Services, LLC to J.P. Morgan Securities LLC
left Jan 31, 2022, registered May 3, 2022 (92 days) · Affiliated broker-dealer or bank to wirehouse
Fisher Investments to Kestra Advisory Services, LLC
left Dec 21, 2020, registered Mar 30, 2021 (99 days) · RIA to affiliated broker-dealer or bank

Signals

William Ehrbar left Family Financial for Ernst & Young Investment Advisers Llp (registered 2025-06-06)
Apr 24, 2025 · Advisor changed firm · fact
William Ehrbar left J.P. Morgan Securities Llc for Family Financial (registered 2024-11-26)
Nov 8, 2023 · Advisor changed firm · fact
William Ehrbar left Kestra Advisory Services, Llc for J.P. Morgan Securities Llc (registered 2022-05-03)
Jan 31, 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: No RAUM reportedderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address