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 Wealthfd
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 |
|---|---|---|---|---|---|
| Andrew David Lainoff | Wealthfd independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 21, 2025 | Nov 21, 2025 (92 d) |
| Robert Philip Wolfe | Wealthfd independent RIA | Healthyfp state registered | RIA to a state-registered adviser | Apr 4, 2025 | Jun 25, 2025 (82 d) |
| Adam Wilkins | Wealthfd independent RIA | Wealth Management Solutions independent RIA | RIA to RIA | Jul 5, 2022 | Jul 5, 2022 |
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3 moves match.