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 Badgley Phelps Wealth Managers
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 |
|---|---|---|---|---|---|
| Emily Kay Kopp | Badgley Phelps Wealth Managers independent RIA | Freestone Capital Management, LLC independent RIA | RIA to RIA | Jan 21, 2026 | Jan 20, 2026 |
| Andrew J Hooley | Badgley Phelps Wealth Managers independent RIA | Mowery & Schoenfeld Wealth Management, LLC independent RIA | RIA to RIA | Mar 4, 2025 | Jan 24, 2025 |
| Tiffany Chiang Stoner | Badgley Phelps Wealth Managers independent RIA | Avier Wealth Advisors independent RIA | RIA to RIA | Sep 19, 2024 | Oct 16, 2024 |
| Paul Chi-Tung Horng | Badgley Phelps Wealth Managers independent RIA | Mindstate Capital LLC state registered | RIA to a state-registered adviser | Jan 17, 2024 | Apr 26, 2024 (100 d) |
| Karina Bianca Bayani Dahilig | Badgley Phelps Wealth Managers independent RIA | Sei Investments Management Corp other | Other | Jul 5, 2022 | Jul 8, 2022 |
| Jeffrey Mark Walters | Badgley Phelps Wealth Managers independent RIA | Advisia Financial Planning state registered | RIA to a state-registered adviser | May 20, 2022 | Jun 1, 2026 (1473 d) |
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6 moves match.