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
Mitchell Sinkler & Starr
Legal name Mitchell Sinkler & Starr Inc
Latest filing Mar 23, 2026
First filing on the tape Mar 22, 2012 · 25 filings
SEC status approved since Feb 8, 1972
RAUM
$1.8B
reported, Item 5.F
Discretionary
18%
of RAUM
Private clients
98%
$1.8B individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$256M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$1.8B as of Mar 23, 2026
Mar 22, 2012$965M then
HNW client RAUM$1.8B as of Mar 23, 2026
Mar 27, 2018$1.1B then
State-registered IARs (5.B.3)0 as of Mar 23, 2026
Mar 22, 20120 then
Employees (5.A)9 as of Mar 23, 2026
Feb 11, 20138 then
Private funds: no history
RAUM +1.0% over the last fiscal year+6.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 23, 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
- $256MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.3MderivedHNW RAUM over HNW clients
- Average account
- $2.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 18%derivedof RAUM
- Institutional
- 2.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $132M, 25 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.8B98%
- Charitable organizations$36.1M2.0%
- Individual clients
- n/areported
- HNW clients
- 240reported
- Pension plan clients
- n/areported
- Charitable clients
- 7reported
- Accounts
- 607reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $132M for 25 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| William Wood Wylie | Philadelphia, Pa | Feb 19, 1991 | 46 y | 0 |
| Nicholas Wood Carper | Philadelphia, Pa | Aug 30, 1995 | 31 y | 0 |
| William Gregory RichardsonChartered Financial Analyst | Philadelphia, Pa | May 16, 2005 | 21 y | 0 |
| Heather Flick Mcmeekin | Philadelphia, Pa | Apr 28, 2015 | 29 y | 0 |
| Peter Thomas ToscaniCertified Financial Planner, Chartered Financial Analyst | Philadelphia, Pa | Oct 16, 2019 | 10 y | 0 |
| Phillip David BecknerChartered Financial Analyst | Philadelphia, Pa | Apr 16, 2021 | 10 y | 1 |
| James Stewart Mcconnel | Philadelphia, Pa | Feb 9, 2026 | 28 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
none on the tape
Joined, latest
- Phillip David Beckner from West Financial Services, Inc.Apr 16, 2021 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Flick Heather Mcmeekin · Vice Presidentcontrolsince 04/2017 · owns 10% to 25%
- Gregory William Richardson · President / Chief Compliance Officercontrolsince 01/2007 · owns 50% to 75%
- Thomas Peter Toscani · Vice Presidentcontrolsince 01/2022 · owns 10% to 25%
- David William Wilson · Portfolio Managersince 04/2017 · owns 10% to 25%
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 |
|---|---|---|---|---|---|
| Philadelphia, Pa · principal | 7 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 580 to 607Mar 20, 2025 to Mar 23, 2026
- Advisory employees · 6 to 5Mar 20, 2025 to Mar 23, 2026
- Advisory activities · 4 to 3Mar 20, 2025 to Mar 23, 2026
- HNW clients · 234 to 240Mar 20, 2025 to Mar 23, 2026
- Assets in custody · $89.8M to $132MMar 20, 2025 to Mar 23, 2026
- Employees · 10 to 9Mar 20, 2025 to Mar 23, 2026
- Financial planning clients · 11-25 to 1-10Mar 20, 2025 to Mar 23, 2026
- Discretionary RAUM · $466M to $315MMar 20, 2025 to Mar 23, 2026
- HNW RAUM · $1.6B to $1.8BMar 20, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $1.3B to $1.5BMar 20, 2025 to Mar 23, 2026
- RAUM · $1.8B to $1.8BMar 20, 2025 to Mar 23, 2026
- Advisory employees · 7 to 6Mar 22, 2024 to Mar 20, 2025
- Accounts · 535 to 580Mar 22, 2024 to Mar 20, 2025
- Charity clients · 8 to 7Mar 22, 2024 to Mar 20, 2025
- HNW clients · 235 to 234Mar 22, 2024 to Mar 20, 2025
- Assets in custody · $670M to $89.8MMar 22, 2024 to Mar 20, 2025
- Financial planning clients · 11-25 to 11-25Mar 22, 2024 to Mar 20, 2025
- Discretionary RAUM · $401M to $466MMar 22, 2024 to Mar 20, 2025
- HNW RAUM · $1.4B to $1.6BMar 22, 2024 to Mar 20, 2025
- Non-discretionary RAUM · $1.2B to $1.3BMar 22, 2024 to Mar 20, 2025
- RAUM · $1.6B to $1.8BMar 22, 2024 to Mar 20, 2025
- Accounts · 508 to 535Jan 11, 2024 to Mar 22, 2024
- HNW clients · 220 to 235Jan 11, 2024 to Mar 22, 2024
- Assets in custody · $884M to $670MJan 11, 2024 to Mar 22, 2024
- Financial planning clients · 1-10 to 11-25Jan 11, 2024 to Mar 22, 2024
- Discretionary RAUM · $377M to $401MJan 11, 2024 to Mar 22, 2024
- HNW RAUM · $1.3B to $1.4BJan 11, 2024 to Mar 22, 2024
- Non-discretionary RAUM · $1.1B to $1.2BJan 11, 2024 to Mar 22, 2024
- RAUM · $1.5B to $1.6BJan 11, 2024 to Mar 22, 2024
- Accounts · 494 to 508Jan 28, 2022 to Mar 23, 2023
- HNW clients · 224 to 220Jan 28, 2022 to Mar 23, 2023
- Assets in custody · $974M to $884MJan 28, 2022 to Mar 23, 2023
- Discretionary RAUM · $387M to $377MJan 28, 2022 to Mar 23, 2023
- HNW RAUM · $1.4B to $1.3BJan 28, 2022 to Mar 23, 2023
- Non-discretionary RAUM · $1.3B to $1.1BJan 28, 2022 to Mar 23, 2023
- RAUM · $1.6B to $1.5BJan 28, 2022 to Mar 23, 2023
- Accounts · 456 to 494Mar 22, 2021 to Jan 28, 2022
- Advisory employees · 5 to 7Mar 22, 2021 to Jan 28, 2022
- Advisory activities · 2 to 4Mar 22, 2021 to Jan 28, 2022
- HNW clients · 221 to 224Mar 22, 2021 to Jan 28, 2022
Signals
5 dated events
- Marcella Nancy Haegele (Chief Compliance Officer) no longer on Schedule A of Mitchell Sinkler & Starr (listed 2024-01-11, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Mitchell Sinkler & Starr reported RAUM $1.6B, up 35% from $1.2B (2021-03-22 to 2022-01-28)Jan 28, 2022 · RAUM change · derived
- Wood William Wylie (President) no longer on Schedule A of Mitchell Sinkler & Starr (listed 2021-03-22, absent 2022-01-28)Jan 28, 2022 · Control person left · inference
- Thomas Peter Toscani (Vice President) appeared on Schedule A of Mitchell Sinkler & StarrJan 28, 2022 · Control person joined · fact
- Wood Nicholas Carper (Vice President & Secretary) no longer on Schedule A of Mitchell Sinkler & Starr (listed 2019-03-25, absent 2019-07-25)Jul 25, 2019 · Control person left · inference
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
- Business email
- info@mssadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 215-561-0808reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 215-665-1450reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 888-665-1452reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/6210850reportedpublic record, Form ADV, Sep 17, 2026
- Website
- MSSADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 215-665-1450reportedpublic record, Form ADV, Mar 23, 2026
- Team page
- MSSADVISORS.COM/our-peoplereportedpublished by the firm, firm site, Sep 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
- $256Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026