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

Arrivals at Cresset Asset Management, LLC

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
Lenet RivasFidelity Personal And Workplace Advisors BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 26, 2023Aug 24, 2023
Melissa Jean SchuermanCwm, LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2023Jul 17, 2023
Marina Elizabeth Van SteenIeq Capital, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 21, 2023Sep 12, 2023 (83 d)
Paul Eric TramontanoJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 21, 2023
Jon Michael GoldsteinJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 24, 2023
Michael Ames TexidoJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Aug 4, 2025 (810 d)
David Ralph AriziniJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 21, 2023
Dean JacksonJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Dec 17, 2024 (580 d)
Deborah Jane CamilloJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023May 19, 2023
Sam KatzmanJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 21, 2023
Angela Sarah RaitzinJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 21, 2023
Darci M HawkinsJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 21, 2023
Timothy Robert RossJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 21, 2023
George Francis BoudriaJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 21, 2023
Mark Thomas MulvoyJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 21, 2023
Andrew O'ConnellJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Apr 21, 2023
John Mueller CramptonJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023May 18, 2023
Molly Kate Williams StelmarJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Jun 2, 2023
Andrew Evan KarasykJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023May 12, 2023
Maria Nicole RogersJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023May 17, 2023
Varun JainJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2023Sep 20, 2024 (492 d)
Alexander John LytleJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 16, 2023May 12, 2023
James Thomas CheapTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 11, 2023May 9, 2023
Joseph C ParkJ.P. Morgan Private Wealth Advisors LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 10, 2023May 19, 2023
Kenneth Joseph SoroskyTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 2, 2023
Gary Bret FincherTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 2, 2023
Jacob Daniel BondTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 1, 2023
Christopher Dwight StoutTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 2, 2023
Christopher Craig SchlatterTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 18, 2023
Travis Anthony HenryTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023Jun 16, 2023 (39 d)
George Humberto LujanTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 1, 2023
John Wilson CrowtherTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 1, 2023
Teresa Jay DigregorioVanguard Advisers, Inc. BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 27, 2023Mar 27, 2023 (59 d)
Levent DurmusCharles Schwab & Co., Inc. national BDCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 9, 2022Dec 6, 2022
Kyle Jacob KolbLegacies Wealth LLC independent RIACresset Asset Management, LLC independent RIARIA to RIADec 7, 2022Mar 17, 2023 (100 d)
Samir A. RahmanBrighton Jones LLC independent RIACresset Asset Management, LLC independent RIARIA to RIANov 21, 2022Dec 6, 2022
Andrew Bloom MoelMonograph Wealth Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIASep 30, 2022Mar 28, 2023 (179 d)
Andrew Alan OhmanMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAAug 30, 2022Jun 1, 2022
Chase Andrew RodawigCustos Family Office LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAAug 26, 2022Sep 1, 2022
Kaitlin Marie HylandHorizon Wealth Management independent RIACresset Asset Management, LLC independent RIARIA to RIAAug 22, 2022Aug 26, 2022
Bradley John StinnMorgan Stanley wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIAAug 11, 2022Dec 11, 2024 (853 d)
Brett Jerome GreenspanMorningstar Investment Services LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJul 18, 2022Jul 7, 2022
Robert Anthony D'AngeloAltrius Capital Management, Inc. independent RIACresset Asset Management, LLC independent RIARIA to RIAJul 1, 2022Jun 7, 2022
Brendan Lawrence HungerfordMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIAJun 29, 2022Jul 6, 2022
Mark Andrew BendinelliMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIAJun 27, 2022Aug 12, 2022 (46 d)
Julia Sheriann JeromeFocus Financial independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 23, 2022Jul 20, 2022
Charles Joseph MaxwellSargent Management Co no RAUMCresset Asset Management, LLC independent RIAOtherJun 2, 2022Jun 1, 2022
Patrick Ryan ReganMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
James Michael RobbinsMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Renay Helen HendersonMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Jon Kenneth CrowMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 9, 2022
James Paul SiorisMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Anne Catherine NovakMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Patrick Spencer SieringMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
David John LegusMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 7, 2022
Thomas Charles PellMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Phillip Jeffrey StrohmMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Ryan Mark SiewertMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Gregory Joseph LaughlinMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Camille VukodinovichMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
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206 moves match.