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.

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SEC-registered adviser

B••• M••• T•••• A•••••••• L••

Independent wealth managerPhiladelphia, PennsylvaniaCRD 285359SEC 801-108434website IAPD

Latest filing Jul 21, 2026

First filing on the tape Sep 15, 2016 · 45 filings

SEC status approved since Oct 6, 2016

RAUM

$3.5B

reported, Item 5.F

Discretionary

99%

of RAUM

Private clients

94%

$3.3B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$63.9M

derived; firm RAUM over IAPD count

Employees

55 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

45 filings and snapshots on the tape

RAUM$3.5B as of Jul 21, 2026

Mar 31, 2017$785M then

HNW client RAUM$3.1B as of Jul 21, 2026

Mar 30, 2018$718M then

State-registered IARs (5.B.3)60 as of Jul 21, 2026

Mar 31, 201713 then

Employees (5.A)87 as of Jul 21, 2026

Mar 31, 201717 then

Private funds: no history

RAUM +16% over the last fiscal year+24% a year over threeIARs 33 to 60offices 7 to 8

Practice profile

derived from the filing of Jul 21, 2026; every figure names its basis

RAUM per advisor: $63.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 24derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $5.1MderivedHNW RAUM over HNW clients
Average account: $912,917derivedRAUM over accounts (5.F.2.f)
Discretionary: 99%derivedof RAUM
Institutional: 3.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.6derivedItem 5.A over advisors
Advisors per office: 6.1derived9 offices incl. principal (1.F.5)
RAUM growth, one year: +16%derivedbetween the last two annual amendments
Advisor growth, one year: +82%derivedItem 5.B.3 between annual amendments
Client growth, one year: +29%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
Custody: $501M, 178 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)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$3.1B88%
Individuals$227M6.5%
Corporations and businesses$83.8M2.4%
Charitable organizations$67.5M1.9%
State and municipal entities$24.4M0.7%
Other investment advisers$14.4M0.4%
Pension and profit-sharing plans$13.3M0.4%
Banks and thrifts$3.2M0.1%

Individual clients: 736reported
HNW clients: 599reported
Pension plan clients: 16reported
Charitable clients: 28reported
Accounts: 3,849reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: $501M for 178 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.94 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

55 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
E••• R••••• H••••••	Philadelphia, Pa	Oct 18, 2016	17 y	1
E••• W•••••• O•••••Certified Financial Planner	Philadelphia, Pa	Oct 18, 2016	16 y	5
D•••• A•••••• N••••••Chartered Financial Analyst	Princeton, Nj	Aug 29, 2018	25 y	1
G•••••• C••• S•••••••	Philadelphia, Pa	Feb 27, 2019	24 y	0
A••••• N••••• D••••Chartered Financial Analyst	Philadelphia, Pa	Aug 9, 2019	11 y	0
R••••• J••••• S••••••••	Philadelphia, Pa	Oct 22, 2019	32 y	2
S••• S••• M•••••	Philadelphia, Pa	Oct 23, 2019	13 y	0
S•••••• B•••••Chartered Financial Analyst	Philadelphia, Pa	Jan 20, 2023	15 y	0
C•••••• O••• P••••••••Certified Financial Planner, Chartered Financial Analyst	Philadelphia, Pa	Jan 31, 2023	21 y	1
S••• C••••••••• D••••Chartered Financial Analyst	Greenville, De	Jan 31, 2023	28 y	5
C••••••••• L••••••• K••••••••• J•Chartered Financial Analyst	Philadelphia, Pa	Jun 29, 2023	12 y	0
L•••••• L•• P•••••••Certified Financial Planner	Wilmington, De	Jul 3, 2023	24 y	1
M•••••• G••••• P•••••••Certified Financial Planner	Wilmington, De	Jul 6, 2023	27 y	4
D•••• M•••• C•••••••••	Wilmington, De	Jul 6, 2023	22 y	3
J••• R•••••• M•••••Certified Financial Planner	Philadelphia, Pa	Jul 6, 2023	29 y	6
S••• L• L•••••	Philadelphia, Pa	Aug 8, 2023	16 y	2
J•••••••• K•••• B•••	Philadelphia, Pa	Aug 8, 2023	22 y	1
L••• A• S••••••••	Philadelphia, Pa	Aug 8, 2023	10 y	1
M•••••••• D•••••••••	Berwyn, Pa	Aug 8, 2023	19 y	2
J•••• T• B•••••Chartered Financial Analyst	Berwyn, Pa	Aug 24, 2023	26 y	0
A••••• G• K•••••Certified Financial Planner, Chartered Financial Analyst	Philadelphia, Pa	Aug 24, 2023	15 y	0
A••••• F••••• B•••••	Boca Raton, Fl	Aug 24, 2023	12 y	1
J••••••••• R•••••	Philadelphia, Pa	Aug 28, 2023	36 y	1
A••• M• R•••••Chartered Financial Analyst	Berwyn, Pa	Sep 26, 2023	28 y	0
J•••• A••••• H•••••••••Chartered Financial Analyst	Philadelphia, Pa	Sep 26, 2023	34 y	0
J•••• P•••••• H••••••Certified Financial Planner, Chartered Financial Consultant	Philadelphia, Pa	Nov 1, 2023	14 y	1
A•••••• S•••••• F••••	Philadelphia, Pa	Nov 27, 2023	13 y	0
Q••••••• E•••••••• P•••••	Rehoboth Beach, De	Apr 10, 2024	10 y	1
C••••••••• S•••••• W•••••••Certified Financial Planner	Wilmington, De	May 5, 2024	19 y	1
J••• J••••• W••••••Certified Financial Planner	Philadelphia, Pa	Jun 3, 2024	16 y	3
J•••••• Z•••• Y•Chartered Financial Analyst	Berwyn, Pa	Jun 12, 2024	12 y	1
V••••• M•••• B••••••	Berwyn, Pa	Jul 2, 2024	30 y	0
K••••••• R• D••••	Philadelphia, Pa	Jul 2, 2024	20 y	1
S••••• G•••	Berwyn, Pa	Aug 22, 2024	12 y	0
C••••••••• S• F•••••	Philadelphia, Pa	Jan 8, 2025	21 y	4
G••••• H•••• G••••••	Philadelphia, Pa	Jan 14, 2025	15 y	0
P••• C•••• M••••••••Certified Financial Planner	Philadelphia, Pa	Jan 30, 2025	32 y	2
J•••• E••••• F•••••	Philadelphia, Pa	Feb 10, 2025	29 y	2
B•••••• M•••••• M•••••••	Doylestown, Pa	Feb 12, 2025	20 y	9
C••••••• C• L••	Berwyn, Pa	May 29, 2025	13 y	0

All 55 advisors at B••• M••• T•••• A•••••••• L••

Advisor movement

4 left, 3 joined in 12 months

net -1 in 12 months2 left in 90 days1 joined in 90 daysdeparture rate 7.3% of current headcount7 left over 36 months

Left, latest

A••••• M•••••• B••• to N•••••• F•••••••• G••••• I•••
Sep 1, 2026 · RIA to RIA
K•••• D•••• to L•• F•••••••• L••
Aug 11, 2026 · RIA to affiliated broker-dealer or bank
D••• L••••••• V•••• to E•••••••• A•••••••• L••
Mar 12, 2026 · RIA to affiliated broker-dealer or bank
D•••• E•••• J••••• to H••••• • C••• L••
Dec 3, 2025 · Other
J••••• V•••••• F•••• to V••••••• A•••••••• I•••
Aug 19, 2025 · RIA to affiliated broker-dealer or bank
B•••• D•••••• C••••••• to V••••••• A•••••••• I•••
Feb 28, 2025 · RIA to affiliated broker-dealer or bank
P•••• F• G••••••• to R•••••• M••••• A••••••••• I••
Jan 25, 2024 · RIA to RIA
B••••• A••••• B••• to M•••••• W••••• M••••••••• L•
Sep 14, 2023 · RIA to RIA
T•••••• M•••••• M•••••• to C• P••••••• C•••
May 26, 2023 · RIA to RIA
D••• F•••••• C•••••••• to L••• S•••• A•••••••• L••
Jul 2, 2020 · Other
M•••••• E••••• W••• to N•••••••• L••
Dec 20, 2019 · RIA to RIA
A••••• B•••• S•••••• to W••• C•••••• P•••••••• L••
Jul 2, 2019 · RIA to RIA
C••••••••• J••••• T••••••••• to W••• C•••••• P•••••••• L••
Jan 2, 2019 · RIA to a newly registered adviser
M••• W•••••• F•••••• to W••• C•••••• P•••••••• L••
Jan 2, 2019 · RIA to RIA
J••••• J••• D••••• to W••• C•••••• P•••••••• L••
Jul 25, 2018 · RIA to RIA

Joined, latest

C•••••••• C•• M•••••• from L•• F•••••••• L••
Jul 20, 2026 · Affiliated broker-dealer or bank to independent RIA
M••• E••••• B••••••• from P•• W••••• M•••••••••
Oct 23, 2025 · Other
S•••• H• N••••• from C••••••••• F•••••••• N••••••
Oct 9, 2025 · Affiliated broker-dealer or bank to independent RIA
F•••• E• H•••• from C••••••••• F•••••••• N••••••
Sep 4, 2025 · Affiliated broker-dealer or bank to independent RIA
S••••• Z•••••• D••• from C••••••••• F•••••••• N••••••
Aug 22, 2025 · Affiliated broker-dealer or bank to independent RIA
T••••• J•••• K••••• from C••••••••• F•••••••• N••••••
Jul 30, 2025 · Affiliated broker-dealer or bank to independent RIA
K•••• D•••• from C••••••••• F•••••••• N••••••
Jul 30, 2025 · Affiliated broker-dealer or bank to independent RIA
M•••••• W•••••• V•••••• from C••• L••
Jul 24, 2025 · Affiliated broker-dealer or bank to independent RIA
D••• L••••••• V•••• from C••••••••• F•••••••• N••••••
Jul 24, 2025 · Affiliated broker-dealer or bank to independent RIA
B•••••• M•••••• M••••••• from T••••• A••••••• S•••••••• I•••
Feb 12, 2025 · Affiliated broker-dealer or bank to independent RIA
J•••• E••••• F••••• from T••••• A••••••• S•••••••• I•••
Feb 10, 2025 · Affiliated broker-dealer or bank to independent RIA
P••• C•••• M•••••••• from P••••••• C•••••• M••••••••• C••••
Jan 30, 2025 · RIA to RIA
C••••••••• S• F••••• from T••••• A••••••• S•••••••• I•••
Jan 8, 2025 · Affiliated broker-dealer or bank to independent RIA
K••••••• R• D•••• from M••••• S••••••
Jul 2, 2024 · Wirehouse to independent RIA
J•••••• Z•••• Y• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Jun 12, 2024 · Wirehouse to independent RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for W••• C•••••• P•••••••• L••
Jan 2, 2019 · Philadelphia, Pa

2 joined from C••••••••• F•••••••• N••••••
Sep 3, 2025 · Drexel Hill, Pa
2 joined from C••••••••• F•••••••• N••••••
Jul 28, 2025 · Berwyn, Pa
2 joined from T••••• A••••••• S•••••••• I•••
Nov 25, 2024 · Kings Of Prussia, Pa
3 joined from B••• R••• C••••••• L••
Aug 9, 2023 · Rehoboth Beach, De · Firm absorbed
2 joined from C•••••• C•••••• M••••••••• L••
Feb 3, 2023 · W•••••••••, De
3 joined from L•• A••••••••• L••
Jan 8, 2020 · Greenville, De · Firm absorbed
10 joined from W••• C•••••• M••••••••• I•••
Mar 30, 2017 · Philadelphia, Pa · Firm absorbed

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

B••••• A•••••• J••• · Chairman Of The Boardcontrol
since 06/2018 · owns less than 5%
B•••• J••••••••• K•••• · Chief Operating Officercontrol
since 05/2025 · owns less than 5%
C•••••• C••••••• M•••• · Board Membercontrol
since 01/2025 · owns less than 5%
C••••• S••••••• P••• · Board Membercontrol
since 03/2019 · owns less than 5%
C••••••••• D••••• M• · Chief Compliance Officercontrol
since 07/2023 · owns less than 5%
G•••• J••••• A••••• · Board Membercontrol
since 01/2025 · owns less than 5%
H••••••• J••••• P•••••• · Chief Wealth Officer Officercontrol
since 10/2023 · owns less than 5%
S••••••••• R•••••• J••••• · President, Chairman Of The Board Officercontrol
since 12/2019 · owns less than 5%
S•••••••• G••••••• C••• · Board Membercontrol
since 02/2020 · owns less than 5%
W•••••• S•••••• L•• · Board Membercontrol
since 01/2025 · owns less than 5%
Y•• J•••••• · Chief Investment Officercontrol
since 06/2024 · owns less than 5%
P•••••••• S•••••• · Board Member
since 01/2023 · owns less than 5%

Entity owners

W••• F•••••••• C•••• · Member
direct · owns 75% or more · public reporting company

Related persons

Schedule D 7.A

T•• B••• M••• T•••• C•••••• O• D•••••••
n
W••••••••• S•••••• F••• S••••••• F•••••
n
W••• W••••• M••••••••• L••
investment advisern

Advisers that list B••• M••• T•••• A•••••••• L•• as a related person

109955 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Philadelphia, Pa · principal	53	9	3
Berwyn, Pa	14	2	0
W•••••••••, De	8	1	0
Rehoboth Beach, De	5	0	0
Doylestown, Pa	4	1	0
Princeton, Nj	3	2	0
Berywn, Pa	2	1	0
Boca Raton, Fl	2	0	0
Rehobeth, De	0	0	0

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 3 since 2015, 0 in 24 monthsderived
Advisors acquired: 16derived
Still registered after 90 days: 81% of 16derived
After 180 days: 81% of 16derived
After 365 days: 75% of 16derived
After 730 days: 56% of 16derived
Team lift-outs after: 1derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

W•••••••••, DE11 employees
Berwyn, PA3 employees
Boca Raton, FL2 employees
Hersey, PA2 employees
Rehoboth Beach, DE2 employees

ADV anomalies

11 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jul 21, 2026
C••••• S••••••• P••• (BOARD MEMBER) left Schedule A between the filings of 2024-06-18 and 2026-07-21
peers: independent wealth managers, $1B to $5B (1,362)
control person changedChange between filings · filing Jul 21, 2026
S•••••••• G••••••• C••• (BOARD MEMBER) left Schedule A between the filings of 2024-06-18 and 2026-07-21
peers: independent wealth managers, $1B to $5B (1,362)
control person changedChange between filings · filing Jul 21, 2026
B•••• J••••••••• K•••• (CHIEF OPERATING OFFICER) appeared on Schedule A between the filings of 2024-06-18 and 2026-07-21
peers: independent wealth managers, $1B to $5B (1,362)
control person changedChange between filings · filing Jul 21, 2026
W•••••• S•••••• L•• (BOARD MEMBER) appeared on Schedule A between the filings of 2024-06-18 and 2026-07-21
peers: independent wealth managers, $1B to $5B (1,362)
control person changedChange between filings · filing Jul 21, 2026
B••••• A•••••• J••• (CHAIRMAN OF THE BOARD) left Schedule A between the filings of 2024-06-18 and 2026-07-21
peers: independent wealth managers, $1B to $5B (1,362)
control person changedChange between filings · filing Jul 21, 2026
C••••••••• D••••• M• (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-06-18 and 2026-07-21
peers: independent wealth managers, $1B to $5B (1,362)
control person changedChange between filings · filing Jul 21, 2026
Y•• J•••••• (CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2024-06-18 and 2026-07-21
peers: independent wealth managers, $1B to $5B (1,362)
control person changedChange between filings · filing Jul 21, 2026
G•••• J••••• A••••• (BOARD MEMBER) appeared on Schedule A between the filings of 2024-06-18 and 2026-07-21
peers: independent wealth managers, $1B to $5B (1,362)
control person changedChange between filings · filing Jul 21, 2026
C•••••• C••••••• M•••• (BOARD MEMBER) appeared on Schedule A between the filings of 2024-06-18 and 2026-07-21
peers: independent wealth managers, $1B to $5B (1,362)
advisor count surgeChange between filings · filing Apr 22, 2026
advisory representatives (Item 5.B.3) moved from 33.0 to 60.0 (+82.0%) between the annual amendments of 2025-01-23 and 2026-04-22; the peer median change was 0.0% (999 comparable advisers, 99.0th percentile of changes)
peers: independent wealth managers, $1B to $5B (999) · 99% percentile
employee count surgeChange between filings · filing Apr 22, 2026
employees (Item 5.A) moved from 50.0 to 87.0 (+74.0%) between the annual amendments of 2025-01-23 and 2026-04-22; the peer median change was +4.0% (1050 comparable advisers, 98.0th percentile of changes)
peers: independent wealth managers, $1B to $5B (1,050) · 98% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Other offices · 7 to 8
Mar 23, 2026 to Apr 22, 2026
Accounts · 3,371 to 3,849
Jun 30, 2025 to Mar 23, 2026
Advisory employees · 46 to 55
Jun 30, 2025 to Mar 23, 2026
Charity clients · 22 to 28
Jun 30, 2025 to Mar 23, 2026
Corporate clients · 19 to 30
Jun 30, 2025 to Mar 23, 2026
HNW clients · 515 to 599
Jun 30, 2025 to Mar 23, 2026
Individual clients · 486 to 736
Jun 30, 2025 to Mar 23, 2026
Pension plan clients · 59 to 16
Jun 30, 2025 to Mar 23, 2026
Assets in custody · $507M to $501M
Jun 30, 2025 to Mar 23, 2026
Employees · 59 to 87
Jun 30, 2025 to Mar 23, 2026
State-registered IARs · 47 to 60
Jun 30, 2025 to Mar 23, 2026
Discretionary RAUM · $3.0B to $3.5B
Jun 30, 2025 to Mar 23, 2026
HNW RAUM · $2.5B to $3.1B
Jun 30, 2025 to Mar 23, 2026
Individual RAUM · $167M to $227M
Jun 30, 2025 to Mar 23, 2026
Non-discretionary RAUM · $20.0M to $45.2M
Jun 30, 2025 to Mar 23, 2026
Pension RAUM · $26.0M to $13.3M
Jun 30, 2025 to Mar 23, 2026
RAUM · $3.0B to $3.5B
Jun 30, 2025 to Mar 23, 2026
Business name · B••• M••• C•••••• M••••••••• L•• to B••• M••• T•••• A•••••••• L••
May 1, 2025 to Jun 30, 2025
Financial planning clients · 251-500 to 251-500
May 1, 2025 to Jun 30, 2025
Legal name · B••• M••• C•••••• M••••••••• L•• to B••• M••• T•••• A•••••••• L••
May 1, 2025 to Jun 30, 2025
Accounts · 3,390 to 3,371
Jan 23, 2025 to May 1, 2025
Advisory employees · 32 to 46
Jan 23, 2025 to May 1, 2025
Charity clients · 23 to 22
Jan 23, 2025 to May 1, 2025
Corporate clients · 14 to 19
Jan 23, 2025 to May 1, 2025
HNW clients · 520 to 515
Jan 23, 2025 to May 1, 2025
Individual clients · 511 to 486
Jan 23, 2025 to May 1, 2025
Pension plan clients · 32 to 59
Jan 23, 2025 to May 1, 2025
Assets in custody · $45.7M to $507M
Jan 23, 2025 to May 1, 2025
Employees · 50 to 59
Jan 23, 2025 to May 1, 2025
State-registered IARs · 33 to 47
Jan 23, 2025 to May 1, 2025
Discretionary RAUM · $2.9B to $3.0B
Jan 23, 2025 to May 1, 2025
HNW RAUM · $2.5B to $2.5B
Jan 23, 2025 to May 1, 2025
Individual RAUM · $167M to $167M
Jan 23, 2025 to May 1, 2025
Non-discretionary RAUM · $128M to $20.0M
Jan 23, 2025 to May 1, 2025
Pension RAUM · $45.2M to $26.0M
Jan 23, 2025 to May 1, 2025
RAUM · $3.0B to $3.0B
Jan 23, 2025 to May 1, 2025
Other offices · 5 to 7
Nov 11, 2024 to Jan 23, 2025
Accounts · 2,793 to 3,390
Nov 21, 2023 to Mar 26, 2024
Advisory employees · 28 to 32
Nov 21, 2023 to Mar 26, 2024
Corporate clients · 29 to 14
Nov 21, 2023 to Mar 26, 2024

Signals

39 dated events

A••••• M•••••• B••• left B••• M••• T•••• A•••••••• L•• for N•••••• F•••••••• G••••• I••• (registered 2026-09-15)
Sep 1, 2026 · Advisor changed firm · fact
K•••• D•••• left B••• M••• T•••• A•••••••• L•• for L•• F•••••••• L•• (registered 2026-08-26)
Aug 11, 2026 · Advisor changed firm · fact
B••• M••• T•••• A•••••••• L•• reported 60 state-registered advisory representatives, up from 47 (2025-06-30 to 2026-03-23)
Mar 23, 2026 · Advisor headcount change · derived
D••• L••••••• V•••• left B••• M••• T•••• A•••••••• L•• for E•••••••• A•••••••• L•• (registered 2026-06-08)
Mar 12, 2026 · Advisor changed firm · fact
D•••• E•••• J••••• left B••• M••• T•••• A•••••••• L•• for H••••• • C••• L•• (registered 2025-12-09)
Dec 3, 2025 · Advisor changed firm · fact
2 advisors left C••••••••• F•••••••• N•••••• (Drexel Hill, PA) for B••• M••• T•••• A•••••••• L•• within 13 days
Sep 3, 2025 · Team lift-out · derived
J••••• V•••••• F•••• left B••• M••• T•••• A•••••••• L•• for V••••••• A•••••••• I••• (registered 2025-09-19)
Aug 19, 2025 · Advisor changed firm · fact
2 advisors left C••••••••• F•••••••• N•••••• (Berwyn, PA) for B••• M••• T•••• A•••••••• L•• within 8 days
Jul 28, 2025 · Team lift-out · derived
B••• M••• T•••• A•••••••• L•• reported 47 state-registered advisory representatives, up from 33 (2025-01-23 to 2025-05-01)
May 1, 2025 · Advisor headcount change · derived
B•••• D•••••• C••••••• left B••• M••• T•••• A•••••••• L•• for V••••••• A•••••••• I••• (registered 2025-03-19)
Feb 28, 2025 · Advisor changed firm · fact
2 advisors left T••••• A••••••• S•••••••• I••• (Kings OF Prussia, PA) for B••• M••• T•••• A•••••••• L•• on the same day
Nov 25, 2024 · Team lift-out · derived
Jasmine Yu (Chief Investment Officer) appeared on Schedule A of B••• M••• T•••• A•••••••• L••
Jun 18, 2024 · Control person joined · fact
P•••• F• G••••••• left B••• M••• T•••• A•••••••• L•• for R•••••• M••••• A••••••••• I•• (registered 2024-02-07)
Jan 25, 2024 · Advisor changed firm · fact
Patrick Jamie Hopkins (Chief Executive Officer) appeared on Schedule A of B••• M••• T•••• A•••••••• L••
Nov 1, 2023 · Control person joined · fact
B••••• A••••• B••• left B••• M••• T•••• A•••••••• L•• for M•••••• W••••• M••••••••• L• (registered 2023-09-26)
Sep 14, 2023 · Advisor changed firm · fact
B••• R••• C••••••• L••'s advisors moved to B••• M••• T•••• A•••••••• L•• (Rehoboth Beach, DE): 3 of 4 registered, on the same day
Aug 9, 2023 · Firm absorbed (people side) · derived
B••• M••• T•••• A•••••••• L•• reported RAUM $2.7B, up 48% from $1.8B (2023-07-06 to 2023-08-08)
Aug 8, 2023 · RAUM change · derived
B••• M••• T•••• A•••••••• L•• reported 25 state-registered advisory representatives, up from 14 (2023-07-06 to 2023-08-08)
Aug 8, 2023 · Advisor headcount change · derived
M Donna Cunningham (Chief Compliance Officer) appeared on Schedule A of B••• M••• T•••• A•••••••• L••
Jul 3, 2023 · Control person joined · fact
J••••• J•••• W••••••• (Board Member) no longer on Schedule A of B••• M••• T•••• A•••••••• L•• (listed 2023-03-30, absent 2023-07-03)
Jul 3, 2023 · Control person left · inference
Randolph Harrison Gelber (Chief Compliance Officer) no longer on Schedule A of B••• M••• T•••• A•••••••• L•• (listed 2023-03-30, absent 2023-07-03)
Jul 3, 2023 · Control person left · inference
D Jeffrey Mills (Chief Investment Officer) no longer on Schedule A of B••• M••• T•••• A•••••••• L•• (listed 2023-03-30, absent 2023-07-03)
Jul 3, 2023 · Control person left · inference
T•••••• M•••••• M•••••• left B••• M••• T•••• A•••••••• L•• for C• P••••••• C••• (registered 2023-05-12)
May 26, 2023 · Advisor changed firm · fact
2 advisors left C•••••• C•••••• M••••••••• L•• (Wilmington, DE) for B••• M••• T•••• A•••••••• L•• on the same day
Feb 3, 2023 · Team lift-out · derived
B••• M••• T•••• A•••••••• L•• reported RAUM $2.2B, up 133% from $959.3M (2022-03-31 to 2023-01-03)
Jan 3, 2023 · RAUM change · derived
B••• M••• T•••• A•••••••• L•• reported RAUM $959.3M, up 27% from $757.1M (2021-08-17 to 2022-03-31)
Mar 31, 2022 · RAUM change · derived
D Jeffrey Mills (Chief Investment Officer) appeared on Schedule A of B••• M••• T•••• A•••••••• L••
Mar 31, 2022 · Control person joined · fact
Rodger Levenson (Board Member) no longer on Schedule A of B••• M••• T•••• A•••••••• L•• (listed 2019-12-20, absent 2020-03-10)
Mar 10, 2020 · Control person left · inference
Cole Garrett Spangler (Board Member) appeared on Schedule A of B••• M••• T•••• A•••••••• L••
Mar 10, 2020 · Control person joined · fact
J••••• Robert Schneider (President) appeared on Schedule A of B••• M••• T•••• A•••••••• L••
Dec 20, 2019 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

B••• M••• C•••••• M••••••••• L•• · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Business phone: 833-973-7633reportedpublished by the firm, firm site, Sep 15, 2026
Website: b••.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 215.731.1820reportedpublic record, Form ADV, Jul 21, 2026
Contact form: b••.comreportedpublished by the firm, firm site, Sep 15, 2026
Team page: b••.comreportedpublished by the firm, firm site, Sep 15, 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: $63.9Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026