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.

Advisor moves

Departures from O'Brien Wealth Partners LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Elisabeth Meltzer ZimmermanO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Jul 14, 2025
Jill Ann FopianoO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Jul 16, 2025
Qing YangO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Aug 1, 2025
Lauren Elizabeth HigginsO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Jul 16, 2025
Timothy A. PilczakO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Jul 16, 2025
Richard Arthur DaviesO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Jul 16, 2025
Leah Elizabeth MccormackO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Jul 28, 2025
Matthew Christopher KelleyO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Jul 28, 2025
Austin Mitchell LitvakO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Jul 28, 2025
Jonathan A SmithO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Jul 28, 2025
Adelaide Patricia MageeO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Jul 28, 2025
Audrey BakerO'Brien Wealth Partners LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 31, 2026Aug 1, 2025
Alicia ChiamuleraO'Brien Wealth Partners LLC independent RIACharter Oak Capital Management independent RIARIA to RIANov 19, 2018Nov 27, 2018
Brian Harlan WaldnerO'Brien Wealth Partners LLC otherCitizens Private Wealth independent RIAOtherSep 30, 2016Oct 2, 2019 (1097 d)
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14 moves match.