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

Richard Bryan Meyers

Advisors Capital Management, LLCindependent RIAGreen Cove Springs, Fl IA-onlyIAPD 6301012

Feed of 09/15/2026

Also filed as Bryan Meyers

At current firm

1 y

since Mar 10, 2025

In the industry

26 y

since May 1, 2000 (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

Advisors Capital Management, LLC independent RIA current
since Mar 10, 2025 · Green Cove Springs, Fl
Sax Wealth Advisors, LLC independent RIA
Aug 14, 2024 to Dec 10, 2024 · Jacksonville, Fl
UBS Financial Services Inc. wirehouse
Jun 19, 2023 to Aug 22, 2024 · Jacksonville, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 10, 2023 to Jun 12, 2023 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Sax Wealth Advisors, LLC to Advisors Capital Management, LLC
left Dec 10, 2024, registered Mar 10, 2025 (90 days) · RIA to RIA
UBS Financial Services Inc. to Sax Wealth Advisors, LLC
left Aug 22, 2024, registered Aug 14, 2024 (-8 days) · Wirehouse to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.
left Jun 12, 2023, registered Jun 19, 2023 (7 days) · Wirehouse to wirehouse · moved with a team

Signals

Richard Bryan Meyers left Sax Wealth Advisors, Llc for Advisors Capital Management, Llc (registered 2025-03-10)
Dec 10, 2024 · Advisor changed firm · fact
Richard Bryan Meyers left Ubs Financial Services Inc. for Sax Wealth Advisors, Llc (registered 2024-08-14)
Aug 22, 2024 · Advisor changed firm · fact
Richard Bryan Meyers left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Ubs Financial Services Inc. (registered 2023-06-19)
Jun 12, 2023 · 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address