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 Future You Wealth

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
Daniel Ryan SterlingFuture You Wealth independent RIANerdwallet Wealth Partners, LLC independent RIARIA to RIAJul 31, 2025Aug 11, 2025
Lauren Debra SterlingFuture You Wealth independent RIANerdwallet Wealth Partners, LLC independent RIARIA to RIAJul 31, 2025Aug 6, 2025
William Ambrose ToczylowskiFuture You Wealth independent RIANerdwallet Wealth Partners, LLC independent RIARIA to RIAJul 31, 2025Aug 11, 2025
James Timothy BashallFuture You Wealth independent RIANerdwallet Wealth Partners, LLC independent RIARIA to RIAJul 31, 2025Aug 20, 2025
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4 moves match.