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
Aaron Oakley Best
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Mar 16, 2026
In the industry
12 y
since Feb 5, 2014 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Forefront independent RIA currentsince Mar 16, 2026 · Austin, Tx
- Best Wealth Advisory, LLC unclassifiedSep 26, 2023 to Jun 29, 2026 · Saint George, Ut
- Ep Wealth Advisors independent RIAMay 31, 2022 to Sep 26, 2023 · Torrance, Ca
- Vantage Advisors, LLC formerApr 14, 2015 to Jun 24, 2022 · St. George, Ut
Moves
a registration end followed by a registration begin elsewhere
- Best Wealth Advisory, LLC to Forefrontleft Jun 29, 2026, registered Mar 16, 2026 (-105 days) · Other
- Ep Wealth Advisors to Best Wealth Advisory, LLCleft Sep 26, 2023, registered Sep 26, 2023 (0 days) · Other
- Vantage Advisors, LLC to Ep Wealth Advisorsleft Jun 24, 2022, registered May 31, 2022 (-24 days) · Other · moved with a team
Signals
- Aaron Oakley Best left Best Wealth Advisory, Llc for Forefront (registered 2026-03-16)Jun 29, 2026 · Advisor changed firm · fact
- Aaron Oakley Best left Ep Wealth Advisors for Best Wealth Advisory, Llc (registered 2023-09-26)Sep 26, 2023 · Advisor changed firm · fact
- Aaron Oakley Best left Vantage Advisors, Llc for Ep Wealth Advisors (registered 2022-05-31)Jun 24, 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address