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 Aspiriant, 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
Jason Michael KissAspiriant, LLC independent RIACibc Private Wealth Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 15, 2025Oct 17, 2025
Mitchell ItoAspiriant, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 28, 2025Jun 10, 2025
Rohit Bharat MansukhaniAspiriant, LLC independent RIACorient independent RIARIA to RIAMar 13, 2025Jun 10, 2025 (89 d)
Orin Alan WinickAspiriant, LLC independent RIAManhattan West Asset Management, LLC mixed wealthRIA to RIAFeb 14, 2023Jul 12, 2023 (148 d)
Andrew Thomas BecketAspiriant, LLC independent RIALaguna Wealth Advisors, LLC independent RIARIA to RIAMay 16, 2022Aug 21, 2022 (97 d)
Angie Marie GraingerAspiriant, LLC independent RIAProsperent Capital, LLC state registeredRIA to a state-registered adviserMar 23, 2022Jan 26, 2026 (1405 d)
Mary Elizabeth SchallAspiriant, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJan 11, 2022Jan 27, 2022
Elizabeth Michelle MisakAspiriant, LLC independent RIATrue Link Financial Advisors otherOtherDec 20, 2021Jan 4, 2022
Stephen James SimonAspiriant, LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankNov 16, 2020Apr 23, 2021 (158 d)
Thomas Hsin LoAspiriant, LLC independent RIAVested Financial Planning, LLC independent RIARIA to RIAMay 31, 2018May 25, 2018
Kaleb Kevin PaddockAspiriant, LLC independent RIATen Talents Financial Planning LLC state registeredRIA to a state-registered adviserMay 31, 2018Aug 9, 2018 (70 d)
Matthew Ross AdamsAspiriant, LLC otherDowling & Yahnke, LLC otherOtherMay 1, 2017Aug 23, 2017 (114 d)
Jane K YooAspiriant, LLC otherJane Financial, LLC state registeredOtherApr 13, 2017May 24, 2017 (41 d)
Kenneth Charles GottAspiriant, LLC otherMeritas Wealth Management, LLC independent RIAOtherMar 17, 2015Mar 19, 2019 (1463 d)
Jason Terrance ThomasAspiriant, LLC otherPortfolio Design Labs, LLC no RAUMOtherJun 4, 2013Jan 14, 2022 (3146 d)
Kinta Mack SmithAspiriant, LLC otherLarson Financial Group, LLC otherOtherMar 8, 2012Jan 2, 2014 (665 d)
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16 moves match.