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.
SEC-registered adviser
Clariti Wealth Advisors
Legal name Schiavi & Company LLC
Latest filing Mar 16, 2026
First filing on the tape Mar 2, 2012 · 38 filings
SEC status approved since Jan 31, 1983
RAUM
$798M
reported, Item 5.F
Discretionary
76%
of RAUM
Private clients
94%
$753M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$133M
derived; firm RAUM over IAPD count
Employees
10
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$798M as of Mar 16, 2026
Mar 2, 2012$301M then
HNW client RAUM$714M as of Mar 16, 2026
Mar 5, 2018$393M then
State-registered IARs (5.B.3)6 as of Mar 16, 2026
Mar 2, 20120 then
Employees (5.A)10 as of Mar 16, 2026
Mar 19, 20138 then
Private funds: no history
RAUM +28% over the last fiscal year+16% a year over threeIARs 7 to 6
Practice profile
derived from the filing of Mar 16, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $133MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $599,682derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 76%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- -14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +9.2%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $500M, 206 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$714M94%
- Individuals$39.3M5.2%
- Charitable organizations$5.7M0.8%
- Corporations and businesses$973,7660.1%
- Individual clients
- 55reported
- HNW clients
- 195reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,330reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $500M for 206 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ravi Pravin DattaniCertified Financial Planner | Wilmington, De | May 4, 2020 | 29 y | 0 |
| Ryan Gregory CrossCertified Financial Planner | Wilmington, De | May 18, 2020 | 24 y | 0 |
| John Carmen MelaseccaCertified Financial Planner | Wilmington, De | May 18, 2020 | 29 y | 1 |
| Karen R. Malchione | Wilmington, De | Nov 18, 2020 | 27 y | 0 |
| Gerald Raul Snyder | Wilmington, De | Jan 5, 2021 | 32 y | 6 |
| Ethan William Whittaker | Wilmington, De | Oct 11, 2024 | 9 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Michael William Shone to Operose Advisors LLCJun 30, 2023 · RIA to RIA
Joined, latest
- Michael William Shone from Wharton Equity CorporationJan 6, 2022 · Other
- Gerald Raul Snyder from Fidelity Personal And Workplace AdvisorsJan 5, 2021 · Affiliated broker-dealer or bank to independent RIA
- John Carmen Melasecca from Strategic Advisers LLCMay 18, 2020 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Gregory Ryan Cross · Chief Compliance Officer/Membercontrolsince 02/2020 · owns less than 5%
- Pravin Ravi Dattani · President/Managing Membercontrolsince 02/2020 · owns less than 5%
- Gregory Ryan Cross · Ownercontrolsince 02/2020 · owns 75% or more of Ll Cross Corp.
- Pravin Ravi Dattani · Shareholdercontrolsince 02/2006 · owns 75% or more of Ria Holdings Corp.
- Carmen John Melasecca · Ownercontrolsince 02/2020 · owns 75% or more of Jcm3 Corp.
Entity owners
- Jcm3 Corp. · Ownership Entitydirect · owns 10% to 25%
- Ll Cross Corp. · Ownership Entitydirect · owns 10% to 25%
- Ria Holdings Corp. · Ownership Entitydirect · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wilmington, De · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 1,265 to 1,330Jun 11, 2025 to Mar 16, 2026
- Corporate clients · 2.0 to unsetJun 11, 2025 to Mar 16, 2026
- HNW clients · 185 to 195Jun 11, 2025 to Mar 16, 2026
- Individual clients · 44 to 55Jun 11, 2025 to Mar 16, 2026
- Assets in custody · $391M to $500MJun 11, 2025 to Mar 16, 2026
- Financial planning clients · 101-250 to 251-500Jun 11, 2025 to Mar 16, 2026
- State-registered IARs · 7 to 6Jun 11, 2025 to Mar 16, 2026
- Discretionary RAUM · $501M to $606MJun 11, 2025 to Mar 16, 2026
- HNW RAUM · $562M to $714MJun 11, 2025 to Mar 16, 2026
- Individual RAUM · $24.0M to $39.3MJun 11, 2025 to Mar 16, 2026
- Non-discretionary RAUM · $121M to $192MJun 11, 2025 to Mar 16, 2026
- RAUM · $622M to $798MJun 11, 2025 to Mar 16, 2026
- Financial planning clients · 101-250 to 101-250Mar 27, 2025 to Jun 11, 2025
- Accounts · 1,243 to 1,265Dec 26, 2024 to Mar 27, 2025
- Corporate clients · unset to 2.0Dec 26, 2024 to Mar 27, 2025
- HNW clients · 175 to 185Dec 26, 2024 to Mar 27, 2025
- Individual clients · 50 to 44Dec 26, 2024 to Mar 27, 2025
- Assets in custody · $366M to $391MDec 26, 2024 to Mar 27, 2025
- State-registered IARs · 6 to 7Dec 26, 2024 to Mar 27, 2025
- Discretionary RAUM · $451M to $501MDec 26, 2024 to Mar 27, 2025
- HNW RAUM · $531M to $562MDec 26, 2024 to Mar 27, 2025
- Individual RAUM · $29.3M to $24.0MDec 26, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $115M to $121MDec 26, 2024 to Mar 27, 2025
- RAUM · $566M to $622MDec 26, 2024 to Mar 27, 2025
- Accounts · 1,224 to 1,243Mar 24, 2023 to Mar 14, 2024
- Advisory employees · 8 to 6Mar 24, 2023 to Mar 14, 2024
- HNW clients · 159 to 175Mar 24, 2023 to Mar 14, 2024
- Individual clients · 56 to 50Mar 24, 2023 to Mar 14, 2024
- Assets in custody · $395M to $366MMar 24, 2023 to Mar 14, 2024
- Employees · 12 to 10Mar 24, 2023 to Mar 14, 2024
- State-registered IARs · 8 to 6Mar 24, 2023 to Mar 14, 2024
- Other offices · 4 to 1Mar 24, 2023 to Mar 14, 2024
- Discretionary RAUM · $412M to $451MMar 24, 2023 to Mar 14, 2024
- HNW RAUM · $470M to $531MMar 24, 2023 to Mar 14, 2024
- Individual RAUM · $33.4M to $29.3MMar 24, 2023 to Mar 14, 2024
- Non-discretionary RAUM · $94.6M to $115MMar 24, 2023 to Mar 14, 2024
- RAUM · $507M to $566MMar 24, 2023 to Mar 14, 2024
- Accounts · 1,111 to 1,224Oct 25, 2022 to Mar 23, 2023
- HNW clients · 148 to 159Oct 25, 2022 to Mar 23, 2023
- Individual clients · 47 to 56Oct 25, 2022 to Mar 23, 2023
Signals
5 dated events
- Clariti Wealth Advisors reported RAUM $797.6M, up 28% from $622.2M (2025-06-11 to 2026-03-16)Mar 16, 2026 · RAUM change · derived
- Michael William Shone left Clariti Wealth Advisors for Operose Advisors Llc (registered 2025-06-05)Jun 30, 2023 · Advisor changed firm · fact
- Carmen John Melasecca (Owner) appeared on Schedule A of Clariti Wealth AdvisorsJul 28, 2020 · Control person joined · fact
- Alfred Vincent Schiavi (President/Chief Compliance Officer/Managing Member) no longer on Schedule A of Clariti Wealth Advisors (listed 2019-03-19, absent 2020-03-26)Mar 26, 2020 · Control person left · inference
- Gregory Ryan Cross (Chief Compliance Officer) appeared on Schedule A of Clariti Wealth AdvisorsMar 26, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/clariti-wealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- claritiwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 302-994-4444reportedpublic record, Form ADV, Mar 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $133Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026