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 Evergreen Wealth Advisors

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
Elliott MccownEvergreen Wealth Advisors mixed wealthHanafara state registeredRIA to a state-registered adviserJan 5, 2026Mar 13, 2026 (67 d)
Marious Donovan YanchesonEvergreen Wealth Advisors mixed wealthEdelman Financial Engines independent RIARIA to RIADec 15, 2025Jan 14, 2026
Clayton KeyesEvergreen Wealth Advisors mixed wealthNewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2025Mar 6, 2026 (81 d)
Makayla Dawn MachacekEvergreen Wealth Advisors mixed wealthEdelman Financial Engines independent RIARIA to RIADec 15, 2025Jan 14, 2026
Michael Joseph FenchakEvergreen Wealth Advisors mixed wealthRedhawk Wealth Advisors, Inc. independent RIARIA to RIAJul 16, 2025Feb 10, 2026 (209 d)
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5 moves match.