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
Grady Wirth
Certified Financial Planner
Feed of 09/15/2026
Also filed as Grady J Wirth
At current firm
0 y
since Apr 2, 2026
In the industry
14 y
since Jun 1, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Hightower Advisors, LLC BD affiliated currentsince Apr 2, 2026 · Chicago, Il
- J.P. Morgan Securities LLC wirehouseNov 9, 2020 to Apr 3, 2026 · Sewickley, Pa
- Adviceperiod, LLC formerApr 21, 2020 to Nov 2, 2020 · Pittsburgh, Pa
- Hefren-Tillotson, Inc. formerMar 13, 2017 to Apr 20, 2020 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Hightower Advisors, LLCleft Apr 3, 2026, registered Apr 2, 2026 (-1 days) · Wirehouse to affiliated broker-dealer or bank
- Adviceperiod, LLC to J.P. Morgan Securities LLCleft Nov 2, 2020, registered Nov 9, 2020 (7 days) · RIA to wirehouse
- Hefren-Tillotson, Inc. to Adviceperiod, LLCleft Apr 20, 2020, registered Apr 21, 2020 (1 days) · RIA to RIA
Signals
- Grady Wirth left J.P. Morgan Securities Llc for Hightower Advisors, Llc (registered 2026-04-02)Apr 3, 2026 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address