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 Red Tortoise

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
Howard Mcmonagle FlemingRed Tortoise independent RIABip Wealth, LLC independent RIARIA to RIAJul 17, 2026Jun 22, 2026
Rex Phillip MaceyRed Tortoise independent RIABip Wealth, LLC independent RIARIA to RIAJul 17, 2026Jun 22, 2026
George ChenRed Tortoise independent RIABip Wealth, LLC independent RIARIA to RIAJul 17, 2026Jun 23, 2026
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3 moves match.