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
Brent Michael MeyerMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Daniel Steven KambeitzMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
William James MartinetEvoke Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAMar 25, 2022Mar 24, 2022
Karen SotallaroOak Harvest Investment Services independent RIACresset Asset Management, LLC independent RIARIA to RIAFeb 16, 2022Mar 15, 2022
Julian TurosienskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIAFeb 15, 2022Mar 22, 2022 (35 d)
John Thomas KasameyerFidelity Institutional Wealth Adviser LLC no RAUMCresset Asset Management, LLC independent RIAOtherFeb 8, 2022Mar 8, 2022
Thomas Carrier MckeownFidelity Personal And Workplace Advisors BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 7, 2022Dec 23, 2021
Christopher Hugh GeorgopoulosMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIAJan 4, 2022Jan 11, 2022
Megan Ashley KellermanPeakline Partners, LLC asset managerCresset Asset Management, LLC independent RIAOtherDec 14, 2021Jan 3, 2022
Elizabeth Kytle ChandlerJ.P. Morgan Securities LLC wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIANov 8, 2021Nov 9, 2021
Amy Elizabeth MacleodManchester Capital Management LLC independent RIACresset Asset Management, LLC independent RIARIA to RIANov 3, 2021Oct 17, 2025 (1444 d)
Michelle Franco TriversBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 5, 2021
Kelly Ann DownsBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 5, 2021
Justin BermanBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 1, 2021
Joseph Parker MitchellBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 5, 2021
Whitney W WarmackBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 1, 2021
Wenyuan Tang NottebohmBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 1, 2021
Ryan WalkerBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 14, 2021
Jill Brodie AsraelBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 5, 2021
Zach Elan SenftBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 5, 2021
Bobby Lewis MortonBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 5, 2021
Lacey Lynne SchoenbachlerBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 5, 2021
Serina AwadallaBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 5, 2021
Savannah AndersenBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 5, 2021
Joseph ZaccardiBerman Capital Advisors, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAOct 19, 2021Oct 5, 2021
Jamie L. WallJ.P. Morgan Securities LLC wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIASep 21, 2021Oct 22, 2021 (31 d)
Joshua Ryan ToggerHeritage Wealth Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAJul 14, 2021Aug 6, 2021
Jennifer A SunRelevant Wealth Advisors, LLC otherCresset Asset Management, LLC independent RIAOtherJun 22, 2021Jun 11, 2021
Noel Marie CampbellIconiq Capital, LLC otherCresset Asset Management, LLC independent RIAOtherMay 27, 2021Jun 22, 2021
Aashka Desai SinghAmeriprise Financial Services, LLC national BDCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2021Jun 1, 2021
Joseph Stanley FalchekSbsb Financial Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAApr 14, 2021May 13, 2021
Catherine Marie WardRBC Capital Markets, LLC national BDCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 16, 2021Feb 19, 2021
Andrew Peter PreisendanzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIAFeb 8, 2021May 18, 2021 (99 d)
Melissa Ann LongBb&T Securities, LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 17, 2020Sep 16, 2020
Eric Henes SchoenerPagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJul 9, 2020Jul 9, 2020
David William KarpPagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Stephen Herman BerardiPagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Dawn Marie PagePagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Andrew James WoolridgePagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Amanda Rae PlonskiPagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Nicholas Vincent MellonePagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Lars Gunnar OkesonPagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Sarah SimonCoastal Bridge Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAMar 31, 2020Mar 30, 2020
Augustus Bowdoin SpauldingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIAMar 9, 2020Mar 9, 2020
Peter C SherlockMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIAMar 9, 2020Mar 9, 2020
Kevin BaumhartFidelity Personal And Workplace Advisors BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 11, 2020Feb 28, 2020
Brian Keith JonesOsaic Advisory Services, LLC BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 10, 2020Jul 27, 2021 (533 d)
Lauren Poe WatsonWms Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIANov 26, 2019Jun 16, 2020 (203 d)
Tyler Shane BetheaCrow Holdings Capital asset managerCresset Asset Management, LLC independent RIAOtherNov 11, 2019Feb 19, 2025 (1927 d)
Michael Richard SilvermanCrow Holdings Capital asset managerCresset Asset Management, LLC independent RIAOtherNov 11, 2019Feb 20, 2025 (1928 d)
Nathaniel Taylor HaskellGoldman Sachs Wealth Services, L.P. BD affiliatedCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 23, 2019Sep 17, 2019
John Michael Corral SarabiaAmeriprise Financial Services, LLC national BDCresset Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 7, 2019Nov 18, 2022 (1199 d)
Blake Taylor GreenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCresset Asset Management, LLC independent RIAWirehouse to independent RIAJun 24, 2019Jun 28, 2019
James Eugene LonginottiCypress Wealth Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 17, 2019May 14, 2021 (728 d)
Sophie Angela LeeCypress Wealth Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 17, 2019May 1, 2019
Nathan SnodgrassEvanston Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAApr 22, 2019Mar 15, 2019
Matthew James TerrienEvanston Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAApr 22, 2019Mar 15, 2019
David D JacksonEvanston Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAApr 22, 2019Mar 15, 2019
Jeffrey J CismoskiEvanston Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAApr 22, 2019Mar 15, 2019
Dominic J MessinaEvanston Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAApr 22, 2019Mar 28, 2019
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206 moves match.