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 Palo Alto 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
Nathan Thomas BlairPalo Alto Wealth Advisors, LLC independent RIACorient independent RIARIA to RIAFeb 10, 2026Jan 21, 2026
Ryan Kenneth SchmidtPalo Alto Wealth Advisors, LLC independent RIACorient independent RIARIA to RIAFeb 10, 2026Jan 16, 2026
Simon Andrew TryznaPalo Alto Wealth Advisors, LLC independent RIACorient independent RIARIA to RIAFeb 10, 2026Jan 20, 2026
Kegan Mackenzie JohnsonPalo Alto Wealth Advisors, LLC independent RIACorient independent RIARIA to RIAFeb 10, 2026Jan 20, 2026
Page 1 of 1
4 moves match.