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 Adero Partners, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Aaron James White | Adero Partners, LLC independent RIA | Cache Advisors LLC asset manager | Other | Mar 4, 2025 | Mar 10, 2025 |
| Tavin Logan Blair | Adero Partners, LLC independent RIA | Aldrich Wealth LP independent RIA | RIA to RIA | Feb 6, 2025 | Sep 8, 2026 (579 d) |
| Christopher Matthew Boudreaux | Adero Partners, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 5, 2024 | Apr 15, 2026 (496 d) |
| Nina Doehrman | Adero Partners, LLC independent RIA | Range Advisory, LLC independent RIA | RIA to RIA | Nov 1, 2024 | Jan 16, 2026 (441 d) |
| Luis Manuel Amato | Adero Partners, LLC independent RIA | Brightplan LLC no RAUM | Other | Jun 23, 2023 | Oct 1, 2024 (466 d) |
| Jennifer A Sun | Adero Partners, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Feb 23, 2023 | Nov 1, 2023 (251 d) |
| Michael Remedios | Adero Partners, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Oct 19, 2020 | Nov 13, 2020 |
| Jeffrey Scott White | Adero Partners, LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Feb 26, 2020 | Mar 5, 2020 |
| Carolyn Ann Masline | Adero Partners, LLC independent RIA | United Capital Financial Advisors independent RIA | RIA to RIA | Jun 24, 2019 | Aug 1, 2019 (38 d) |
| Luke Seiderman | Adero Partners, LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Mar 29, 2019 | Mar 11, 2019 |
| Johanna Sanchez Adleson | Adero Partners, LLC independent RIA | Aspen Capital Management, LLC independent RIA | RIA to RIA | Oct 19, 2018 | Jun 18, 2020 (608 d) |
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11 moves match.