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 Hilltop Wealth Advisors, 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
Ryan James WickershamHilltop Wealth Advisors, LLC independent RIAInspire Investing, LLC asset managerOtherApr 6, 2026Apr 20, 2026
Tyler Braxton Bayless-EdwardsHilltop Wealth Advisors, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAAug 27, 2025Aug 7, 2025
Katherine Grace BublitzHilltop Wealth Advisors, LLC independent RIAChoreo, LLC independent RIARIA to RIAMay 21, 2024Jul 12, 2024 (52 d)
Curtis Randall ByrdHilltop Wealth Advisors, LLC independent RIAHamilton Point Investment Advisors, LLC independent RIARIA to RIAApr 5, 2023May 12, 2023 (37 d)
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4 moves match.