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 Familywealth

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
Matthew Thomas MarshFamilywealth mixed wealthEagle Financial Advisors, LLC independent RIARIA to RIASep 8, 2025Sep 18, 2025
Ricardo Fabian GonzalesFamilywealth mixed wealthGradient Advisors, LLC independent RIARIA to RIAJul 24, 2024Jul 27, 2024
Brandon BeckFamilywealth mixed wealthAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 16, 2024Jan 10, 2024
Christopher Dale MetscherFamilywealth mixed wealthSunbelt Securities independent RIARIA to RIANov 22, 2023Feb 21, 2019
William Conway FryeFamilywealth mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 11, 2022Jan 5, 2026 (1455 d)
Trevor BellFamilywealth independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseFeb 5, 2020Mar 9, 2020 (33 d)
Shawn Michael MercerFamilywealth independent RIAAe Wealth Management, LLC independent RIARIA to RIAOct 1, 2018Sep 19, 2019 (353 d)
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7 moves match.