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 Betterment

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
Erica Nicole GrundzaBetterment independent RIARoot Financial Partners independent RIARIA to RIAJun 12, 2026May 20, 2026
Robert John GlotfeltyBetterment independent RIARange Advisory, LLC independent RIARIA to RIAJan 7, 2025Feb 9, 2025 (33 d)
Yosef GhebrayBetterment independent RIARange Advisory, LLC independent RIARIA to RIASep 26, 2024Oct 10, 2024
Bryan Tyrell StigerBetterment independent RIASgl Financial, LLC independent RIARIA to RIAMar 27, 2024Apr 17, 2024
Michael Crandall ColemanBetterment independent RIARetirable no RAUMRIA to a newly registered adviserJul 19, 2018Jul 2, 2021 (1079 d)
Garrett Knox OakleyBetterment independent RIAOakley Private Wealth state registeredRIA to a state-registered adviserJun 12, 2018Jul 10, 2026 (2950 d)
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6 moves match.