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 Hirtle & Co., 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
Derek Ethan JordanBryn Mawr Trust Advisors, LLC independent RIAHirtle & Co., LLC otherOtherDec 3, 2025Dec 9, 2025
Bruce Anderson SelfTruist Advisory Services, Inc. BD affiliatedHirtle & Co., LLC otherOtherOct 10, 2023Jan 16, 2024 (98 d)
Andrew J RamseyCrestone Asset Management LLC mixed wealthHirtle & Co., LLC otherOtherSep 22, 2020Aug 27, 2020
David Carl HenkelCm Wealth Advisors LLC mixed wealthHirtle & Co., LLC otherOtherMar 23, 2020Aug 26, 2020 (156 d)
Nicholas Jon PopolizioMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHirtle & Co., LLC asset managerOtherMay 1, 2019Feb 13, 2020 (288 d)
Nicholas Ian CavanaughVicus Capital, Inc. independent RIAHirtle & Co., LLC asset managerOtherFeb 22, 2019Mar 11, 2019
Juan Manuel BuendiaFranklin Templeton Fund Adviser, LLC asset managerHirtle & Co., LLC asset managerOtherDec 31, 2017Jun 14, 2018 (165 d)
Robert Malone EberleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHirtle & Co., LLC otherOtherApr 27, 2017Dec 12, 2017 (229 d)
Daniel Bernard EaganAlliancebernstein L.P. otherHirtle & Co., LLC otherOtherJan 9, 2017Jan 20, 2017
Thomas Loran AustinMcadam LLC no RAUMHirtle & Co., LLC asset managerOtherDec 11, 2014Apr 22, 2019 (1593 d)
Benjamin Ki ParkWells Fargo Advisors wirehouseHirtle & Co., LLC otherOtherSep 24, 2012Jul 23, 2021 (3224 d)
Catherine Elise BockNew England Securities Corporation otherHirtle & Co., LLC otherOtherJun 6, 2012Jun 12, 2012
Mark Theodore KellyMycio Wealth Partners, LLC otherHirtle & Co., LLC otherOtherMay 24, 2011Oct 7, 2011 (136 d)
Bradley Dale SwinsburgJ.P. Morgan Securities LLC wirehouseHirtle & Co., LLC otherOtherFeb 16, 2011Mar 25, 2011 (37 d)
Cort Alan HaberBmo Family Office, LLC otherHirtle & Co., LLC otherOtherAug 30, 2006Jan 29, 2007 (152 d)
Samuel Peter VaranoEquitable Advisors, LLC national BDHirtle & Co., LLC otherOtherJul 20, 2006Aug 3, 2006
William Lawrence HaganFlagship Capital Management Inc otherHirtle & Co., LLC otherOtherAug 30, 2005Aug 30, 2005
Richard Jones Thompson LerchLehman Brothers Inc. unclassifiedHirtle & Co., LLC otherOtherApr 14, 2005Apr 11, 2005
Terrence Michael HillBanc One Securities Corporation unclassifiedHirtle & Co., LLC otherOtherApr 30, 2004Nov 15, 2007 (1294 d)
Christopher Todd ValerioGardner Lewis Asset Management LP otherHirtle & Co., LLC otherOtherMar 1, 2004Mar 4, 2004
Terence Bradley CongerCimarron Biomedical Investors unclassifiedHirtle & Co., LLC otherOtherDec 31, 2002Feb 17, 2011 (2970 d)
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21 moves match.