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

Arcadia Wealth Management, LLC

Independent wealth managerManchester, New HampshireCRD 284925SEC 801-121212website IAPD

Latest filing Aug 10, 2026

First filing on the tape Apr 13, 2021 · 48 filings

SEC status approved since May 14, 2021

RAUM

$446M

reported, Item 5.F

Discretionary

98%

of RAUM

Private clients

98%

$437M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$44.6M

derived; firm RAUM over IAPD count

Employees

10 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

48 filings and snapshots on the tape

RAUM$446M as of Aug 10, 2026

Feb 7, 2022$213M then

HNW client RAUM$214M as of Aug 10, 2026

Feb 7, 2022$42.8M then

State-registered IARs (5.B.3)10 as of Aug 10, 2026

Feb 7, 20227 then

Employees (5.A)20 as of Aug 10, 2026

Feb 7, 202215 then

Private funds: no history

RAUM +17% over the last fiscal year+29% a year over threeIARs 7 to 10

Practice profile

derived from the filing of Aug 10, 2026; every figure names its basis

RAUM per advisor: $44.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 66derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.3MderivedHNW RAUM over HNW clients
Average account: $221,209derivedRAUM over accounts (5.F.2.f)
Discretionary: 98%derivedof RAUM
Institutional: 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.0derivedItem 5.A over advisors
Advisors per office: 5.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year: +17%derivedbetween the last two annual amendments
Advisor growth, one year: +29%derivedItem 5.B.3 between annual amendments
Client growth, one year: -6.3%derived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Financial planning clients: 500reportedItem 5.H
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)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Individuals$222M50%
High-net-worth individuals$214M48%
Corporations and businesses$8.5M1.9%
Pension and profit-sharing plans$497,7990.1%

Individual clients: 561reported
HNW clients: 94reported
Pension plan clients: 7reported
Charitable clients: 0reported
Accounts: 2,014reported
Financial planning clients: 500reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

10 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Michael Richard PanicoCertified Financial Planner	Manchester, Nh	Oct 7, 2016	23 y	1
Christopher Robert Dube	Manchester, Nh	Jun 30, 2021	12 y	1
Ryan Raphael	Manchester, Nh	Jul 14, 2023	9 y	4
Trever Lawrence RobbinsCertified Financial Planner	Manchester, Nh	May 16, 2024	12 y	1
Kevin Jonathan TooheyCertified Financial Planner	Manchester, Nh	Oct 23, 2024	13 y	2
Taylor William Maliska	Manchester, Nh	Apr 3, 2025	13 y	0
Timothy Spampinato	Manchester, Nh	Jun 10, 2025	12 y	1
Christopher Scott CarterCertified Financial Planner	Manchester, Nh	Aug 7, 2025	14 y	1
William James SalazarCertified Financial Planner	Manchester, Nh	Apr 9, 2026	11 y	4
Glenn Sullivan	Manchester, Nh	May 1, 2026	11 y	3

Advisor movement

0 left, 2 joined in 12 months

net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months

Left, latest

Justin Douglas Champlain to Alphastar Capital Management
Aug 15, 2025 · RIA to RIA
Joel Silloway to Kinetic Investment Management, Inc.
Jul 30, 2025 · RIA to RIA
Bernard John Lynch to Goodman Advisory Group, LLC
Apr 7, 2025 · RIA to RIA
James Patrick Moran to Empower Advisory Group, LLC
Jun 16, 2023 · RIA to affiliated broker-dealer or bank
Brady Joseph Rodgers to Osaic Wealth, Inc.
Mar 24, 2023 · RIA to affiliated broker-dealer or bank
Sarah Katherine Mcdonald to J. W. Cole Advisors, Inc.
Jun 2, 2020 · RIA to RIA
Andrew Joseph Camlin to Brookstone Capital Management LLC
Sep 20, 2018 · RIA to RIA

Joined, latest

Glenn Sullivan from Equitable Advisors, LLC
May 1, 2026 · Affiliated broker-dealer or bank to independent RIA
William James Salazar from Commonwealth Financial Network
Apr 9, 2026 · Affiliated broker-dealer or bank to independent RIA
Christopher Scott Carter from Td Private Client Wealth LLC
Aug 7, 2025 · Affiliated broker-dealer or bank to independent RIA
Timothy Spampinato from Equitable Advisors, LLC
Jun 10, 2025 · Affiliated broker-dealer or bank to independent RIA
Joel Silloway from Northwestern Mutual Investment Services,LLC
Nov 15, 2024 · Other
Kevin Jonathan Toohey from Fidelity Personal And Workplace Advisors
Oct 23, 2024 · Affiliated broker-dealer or bank to independent RIA
Bernard John Lynch from Fidelity Personal And Workplace Advisors
Jul 9, 2024 · Affiliated broker-dealer or bank to independent RIA
Trever Lawrence Robbins from Avantax Advisory Services
May 16, 2024 · Affiliated broker-dealer or bank to independent RIA
Ryan Raphael from Level Four Advisory Services
Jul 14, 2023 · Affiliated broker-dealer or bank to independent RIA
Christopher Robert Dube from Citizens Securities, Inc.
Jun 30, 2021 · Affiliated broker-dealer or bank to independent RIA
James Patrick Moran from Fidelity Personal And Workplace Advisors
Jun 29, 2021 · Affiliated broker-dealer or bank to independent RIA
Sarah Katherine Mcdonald from Edward Jones
Oct 2, 2017 · Affiliated broker-dealer or bank to independent RIA
Andrew Joseph Camlin from Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 5, 2017 · Wirehouse to independent RIA
Michael Richard Panico from Gwn Securities Inc.
Oct 7, 2016 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Nmn Jessica Panico · Chief Operating Officercontrol
since 01/2012 · owns less than 5%
Richard Michael Panico · Ceo & Chief Compliance Officercontrol
since 05/2016 · owns 75% or more

Related persons

Schedule D 7.A

Arcadia Financial Group, LLC
real estaten
Arcadia Tax, LLC
insurancen

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Manchester, Nh · principal	10	2	0

Offices

Schedule D 1.F, the 25 largest

Andover, MA6 employees

What changed

consecutive filings, newest first

Advisory employees · 11 to 10
May 18, 2026 to Aug 10, 2026
Employees · 21 to 20
May 18, 2026 to Aug 10, 2026
State-registered IARs · 11 to 10
May 18, 2026 to Aug 10, 2026
Advisory employees · 9 to 11
Apr 13, 2026 to May 18, 2026
Employees · 19 to 21
Apr 13, 2026 to May 18, 2026
State-registered IARs · 9 to 11
Apr 13, 2026 to May 18, 2026
Accounts · 2,615 to 2,014
Nov 20, 2025 to Feb 24, 2026
Corporate clients · 17 to 7
Nov 20, 2025 to Feb 24, 2026
HNW clients · 95 to 94
Nov 20, 2025 to Feb 24, 2026
Individual clients · 604 to 561
Nov 20, 2025 to Feb 24, 2026
Pension plan clients · 31 to 7
Nov 20, 2025 to Feb 24, 2026
Discretionary RAUM · $372M to $436M
Nov 20, 2025 to Feb 24, 2026
HNW RAUM · $200M to $214M
Nov 20, 2025 to Feb 24, 2026
Individual RAUM · $172M to $222M
Nov 20, 2025 to Feb 24, 2026
Non-discretionary RAUM · $8.3M to $9.2M
Nov 20, 2025 to Feb 24, 2026
Pension RAUM · $3.1M to $497,799
Nov 20, 2025 to Feb 24, 2026
RAUM · $380M to $446M
Nov 20, 2025 to Feb 24, 2026
Advisory employees · 6 to 9
Aug 15, 2025 to Nov 20, 2025
Employees · 21 to 19
Aug 15, 2025 to Nov 20, 2025
State-registered IARs · 6 to 9
Aug 15, 2025 to Nov 20, 2025
Advisory employees · 7 to 6
Jul 31, 2025 to Aug 15, 2025
Employees · 22 to 21
Jul 31, 2025 to Aug 15, 2025
State-registered IARs · 7 to 6
Jul 31, 2025 to Aug 15, 2025
Financial planning clients · More than 500 to More than 500
Apr 17, 2025 to Jul 31, 2025
Accounts · 2,283 to 2,615
Dec 12, 2024 to Feb 10, 2025
Corporate clients · 0 to 17
Dec 12, 2024 to Feb 10, 2025
HNW clients · 49 to 95
Dec 12, 2024 to Feb 10, 2025
Individual clients · 1,445 to 604
Dec 12, 2024 to Feb 10, 2025
Pension plan clients · 0 to 31
Dec 12, 2024 to Feb 10, 2025
Discretionary RAUM · $331M to $372M
Dec 12, 2024 to Feb 10, 2025
HNW RAUM · $78.2M to $200M
Dec 12, 2024 to Feb 10, 2025
Individual RAUM · $259M to $172M
Dec 12, 2024 to Feb 10, 2025
Non-discretionary RAUM · $5.4M to $8.3M
Dec 12, 2024 to Feb 10, 2025
Pension RAUM · $0 to $3.1M
Dec 12, 2024 to Feb 10, 2025
RAUM · $337M to $380M
Dec 12, 2024 to Feb 10, 2025
Advisory employees · 6 to 7
Nov 19, 2024 to Dec 10, 2024
Employees · 21 to 22
Nov 19, 2024 to Dec 10, 2024
State-registered IARs · 6 to 7
Nov 19, 2024 to Dec 10, 2024
Advisory employees · 7 to 6
Aug 6, 2024 to Aug 23, 2024
Employees · 22 to 21
Aug 6, 2024 to Aug 23, 2024

Signals

8 dated events

Justin Douglas Champlain left Arcadia Wealth Management, Llc for Alphastar Capital Management (registered 2025-08-07)
Aug 15, 2025 · Advisor changed firm · fact
Joel Silloway left Arcadia Wealth Management, Llc for Kinetic Investment Management, Inc. (registered 2025-08-15)
Jul 30, 2025 · Advisor changed firm · fact
Bernard John Lynch left Arcadia Wealth Management, Llc for Goodman Advisory Group, Llc (registered 2025-09-09)
Apr 7, 2025 · Advisor changed firm · fact
Arcadia Wealth Management, Llc reported RAUM $336.8M, up 61% from $209.8M (2023-11-29 to 2024-03-05)
Mar 5, 2024 · RAUM change · derived
James Patrick Moran left Arcadia Wealth Management, Llc for Empower Advisory Group, Llc (registered 2024-07-17)
Jun 16, 2023 · Advisor changed firm · fact
Brady Joseph Rodgers left Arcadia Wealth Management, Llc for Osaic Wealth, Inc. (registered 2024-01-03)
Mar 24, 2023 · Advisor changed firm · fact
Nmn Jessica Panico (Chief Operating Officer) appeared on Schedule A of Arcadia Wealth Management, Llc
Feb 22, 2023 · Control person joined · fact
Arcadia Wealth Management, Llc filed its initial SEC registration (Form ADV)
Apr 13, 2021 · First SEC registration · 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/arcadia-financial-groupreportedpublic record, Form ADV, Sep 17, 2026
Website: ARCADIA.TAXreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 603-681-9190reportedpublic record, Form ADV, Aug 10, 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: $44.6Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026