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 Hoxton 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
Claire TaylorHoxton Wealth independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAOct 17, 2025Oct 19, 2025
Aaron VickeryHoxton Wealth independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAJul 21, 2025Jan 28, 2026 (191 d)
Ryan WilliamsHoxton Wealth independent RIAEsi Financial Advisors independent RIARIA to RIAMay 22, 2025Dec 2, 2025 (194 d)
Shaun BrookmanHoxton Wealth independent RIAThe Mass Group independent RIARIA to RIAJun 28, 2024Oct 24, 2025 (483 d)
Afzaal Mohammed Daniyal AbbasHoxton Wealth independent RIAThe Mass Group independent RIARIA to RIAJun 28, 2024Oct 17, 2025 (476 d)
Graham BentleyHoxton Wealth independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAMay 24, 2023May 8, 2025 (715 d)
Jonathan Alexander WillisHoxton Wealth independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAMar 22, 2023May 17, 2023 (56 d)
George Barrie StaintonHoxton Wealth independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAMay 2, 2022Jun 28, 2022 (57 d)
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8 moves match.