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 Orion Portfolio Solutions, 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
Edward Charles KellyOrion Portfolio Solutions, LLC independent RIACibc Private Wealth Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 6, 2023Sep 1, 2023 (238 d)
Kevin George VonseggernOrion Portfolio Solutions, LLC independent RIAFbl Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2023Feb 3, 2023 (32 d)
Amy Lynn MagnottaOrion Portfolio Solutions, LLC independent RIARkl Private Wealth independent RIARIA to RIASep 30, 2022May 12, 2026 (1320 d)
Jared Nevel BosleyOrion Portfolio Solutions, LLC independent RIALiberty One Investment Management asset managerOtherSep 20, 2022Oct 10, 2022
Tyler WoodsOrion Portfolio Solutions, LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 2, 2022Sep 6, 2022
James Joseph DoolingOrion Portfolio Solutions, LLC independent RIAHartford Funds asset managerOtherSep 1, 2022Dec 1, 2022 (91 d)
Sean Thomas BeltonOrion Portfolio Solutions, LLC independent RIALiberty One Investment Management asset managerOtherSep 1, 2022Oct 29, 2025 (1154 d)
Charles R MillerOrion Portfolio Solutions, LLC independent RIAAdvisors Asset Management, Inc. otherOtherSep 1, 2022Oct 17, 2022 (46 d)
Timothy John BottomlyOrion Portfolio Solutions, LLC independent RIAMorningstar Investment Services LLC independent RIARIA to RIASep 1, 2022May 29, 2024 (636 d)
Brandon BastubaOrion Portfolio Solutions, LLC independent RIAThe Pacific Financial Group, Inc. independent RIARIA to RIASep 1, 2022Aug 15, 2025 (1079 d)
Thomas Peter PileggiOrion Portfolio Solutions, LLC independent RIASei Investments Management Corp otherOtherSep 1, 2022Oct 27, 2022 (56 d)
Ryan Joseph AllessioOrion Portfolio Solutions, LLC independent RIAAssetmark, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 1, 2022Jan 23, 2023 (144 d)
James SabbatiniOrion Portfolio Solutions, LLC independent RIAOsaic Fa, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 1, 2022Feb 7, 2023 (159 d)
Kevin Gregory KulakOrion Portfolio Solutions, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 1, 2022Dec 7, 2022 (97 d)
Steven Allen GroveOrion Portfolio Solutions, LLC independent RIALiberty One Investment Management asset managerOtherSep 1, 2022Oct 11, 2022 (40 d)
Kenneth Lavon ChambersOrion Portfolio Solutions, LLC independent RIAMorningstar Investment Services LLC independent RIARIA to RIASep 1, 2022Dec 6, 2023 (461 d)
Michael Edward LengeOrion Portfolio Solutions, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIASep 1, 2022Aug 16, 2023 (349 d)
Ryan John BrumfieldOrion Portfolio Solutions, LLC independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIASep 1, 2022Nov 9, 2022 (69 d)
Alexander Roman DeciantisOrion Portfolio Solutions, LLC independent RIASei Investments Management Corp otherOtherSep 1, 2022Oct 13, 2022 (42 d)
Edward Connor MillayOrion Portfolio Solutions, LLC independent RIASei Investments Management Corp otherOtherSep 1, 2022Oct 26, 2022 (55 d)
Jesse David BargstadtOrion Portfolio Solutions, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 26, 2022Sep 1, 2022
Stephanie Margo BloombergOrion Portfolio Solutions, LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 24, 2022Jul 1, 2022
Michael Edward BradyOrion Portfolio Solutions, LLC independent RIAAc Wealth Partners otherOtherJun 10, 2022Sep 25, 2023 (472 d)
William Thomas ColeOrion Portfolio Solutions, LLC independent RIAAc Wealth Partners otherOtherJun 10, 2022Sep 25, 2023 (472 d)
Brendan Patrick McconnellOrion Portfolio Solutions, LLC independent RIAAc Wealth Partners otherOtherJun 3, 2022Sep 25, 2023 (479 d)
Daniel Christopher BeesonOrion Portfolio Solutions, LLC independent RIAAssetmark, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 23, 2022Aug 1, 2022 (70 d)
Jason Bradford MooreOrion Portfolio Solutions, LLC independent RIAAc Wealth Partners otherOtherMay 9, 2022Sep 25, 2023 (504 d)
Daniel Ryan LightnerOrion Portfolio Solutions, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankApr 29, 2022Jun 28, 2022 (60 d)
Jonathon Richard McadowOrion Portfolio Solutions, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankApr 22, 2022Apr 27, 2022
Caleb John MoyerOrion Portfolio Solutions, LLC independent RIAToews Asset Management otherOtherAug 9, 2021Oct 12, 2021 (64 d)
Nicholas CodolaOrion Portfolio Solutions, LLC independent RIAWealthplan Investment Management LLC independent RIARIA to RIAAug 3, 2021Aug 12, 2021
Konstantin Grigoryevich EtusOrion Portfolio Solutions, LLC independent RIADynamic independent RIARIA to RIAJun 30, 2021Jul 14, 2021
Jeovany E ZelayaOrion Portfolio Solutions, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherApr 5, 2021Jan 26, 2026 (1757 d)
Michael Craig ZarrenOrion Portfolio Solutions, LLC independent RIAAssetmark, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 29, 2021Mar 4, 2021 (34 d)
Cory James KendallOrion Portfolio Solutions, LLC independent RIAThe Pacific Financial Group, Inc. independent RIARIA to RIAJan 19, 2021Feb 2, 2021
Gunnar Eric OlafsonOrion Portfolio Solutions, LLC independent RIAFairway Asset Management, LLC otherOtherJan 4, 2021Apr 10, 2023 (826 d)
Benjamin Charles McqueenOrion Portfolio Solutions, LLC independent RIALiberty One Investment Management asset managerOtherNov 11, 2020Nov 12, 2025 (1827 d)
John E WelchOrion Portfolio Solutions, LLC independent RIAApex Financial Partners, LLC unclassifiedOtherSep 16, 2020Feb 22, 2021 (159 d)
Karen Michelle MillsOrion Portfolio Solutions, LLC independent RIALiberty One Investment Management asset managerOtherJun 12, 2020Jun 22, 2020
Ritchie O BrownOrion Portfolio Solutions, LLC independent RIAElk Ridge Financial Services state registeredRIA to a state-registered adviserApr 14, 2020Aug 3, 2020 (111 d)
Aaron Joshua PloscoweOrion Portfolio Solutions, LLC independent RIAAdvanced Asset Management Advisors, Inc. otherOtherFeb 3, 2020May 4, 2020 (91 d)
Stephen T StrawOrion Portfolio Solutions, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJan 27, 2020Sep 30, 2020 (247 d)
Darrell Lynn SaathoffOrion Portfolio Solutions, LLC independent RIASequent Planning, LLC independent RIARIA to RIAOct 18, 2019Feb 12, 2020 (117 d)
Janey L KegleyOrion Portfolio Solutions, LLC independent RIAMain Management, LLC independent RIARIA to RIAOct 18, 2019Nov 5, 2019
Ryan David ByrneOrion Portfolio Solutions, LLC independent RIAMeeder Advisory Services, Inc. independent RIARIA to RIAOct 18, 2019Feb 20, 2020 (125 d)
Shari Beth RashOrion Portfolio Solutions, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2019Oct 8, 2019
Jeffrey Allen DunnOrion Portfolio Solutions, LLC independent RIAW&S Brokerage Services, Inc. no RAUMOtherAug 29, 2019Nov 14, 2019 (77 d)
John Robert CrowellOrion Portfolio Solutions, LLC independent RIAT. Rowe Price Advisory Services, Inc. independent RIARIA to RIAAug 21, 2019Jun 18, 2020 (302 d)
James Augusta TaylorOrion Portfolio Solutions, LLC independent RIAMain Management, LLC independent RIARIA to RIAJun 4, 2019May 21, 2019
Andrew ReisdorffOrion Portfolio Solutions, LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 18, 2019May 31, 2019 (43 d)
Paul Barclay GeigerOrion Portfolio Solutions, LLC independent RIAMeeder Asset Management, Inc. otherOtherAug 3, 2018Jul 30, 2019 (361 d)
Brian David MannOrion Portfolio Solutions, LLC independent RIAFortress Financial Partners state registeredRIA to a state-registered adviserJun 22, 2018Sep 11, 2024 (2273 d)
Andrew Grennan BeaugardOrion Portfolio Solutions, LLC otherNational Pension & Group Consultants, Inc unclassifiedOtherNov 26, 2012May 20, 2008
Stephanie Lee LemmaOrion Portfolio Solutions, LLC otherCharles Schwab & Co., Inc. national BDOtherJan 24, 2011Jan 24, 2011
Ryan Ashley KirbyOrion Portfolio Solutions, LLC otherRetirement Income Advisors, LLC unclassifiedOtherMay 27, 2008Feb 22, 2008
Michael Dunlap NapierOrion Portfolio Solutions, LLC otherHoran Wealth Management otherOtherMay 17, 2005Jan 10, 2013 (2795 d)
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56 moves match.