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 Clearstead; Clearstead Advisory Solutions

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
Michael Domenic FinelliMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 22, 2026Jul 9, 2026
Paul Joseph BracagliaMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 21, 2026Jul 9, 2026
Bruce Jonathan FensterMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 21, 2026Jul 13, 2026
Philip BonelliMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 21, 2026Jul 9, 2026
Jackson DaveyMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 21, 2026Jul 9, 2026
Kenneth Donald BriscoeMycio Wealth Partners, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJul 21, 2026Jul 9, 2026
Owen Joseph MorrowCerity Partners LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAMar 3, 2026Mar 5, 2026
Keith Randolph VernonThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 18, 2026
Matthew Parker TalbotThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 19, 2026
Betsy Joann ColeThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Feb 26, 2026
George Robert LaneThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 18, 2026
Stephanie Mavis D'IppolitoThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Feb 26, 2026
Sue Young SewellThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026May 29, 2026 (100 d)
William Steven ShackThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Feb 26, 2026
Jarred Steven ChamberlainThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Feb 26, 2026
Tiffany Rose AndersenThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Feb 24, 2026
Jeffrey Taylor PierceThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 18, 2026
Cameron Campbell LamarcheThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 9, 2026
Yulya StewartThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 19, 2026
Molly Miller WaltersThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 18, 2026
Sugarsuren ByambasurenThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Apr 1, 2026 (42 d)
Maria Sabina SiwekThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 11, 2026Mar 2, 2026
David Joseph DesalvoBalanced Wealth Group LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAMar 26, 2025Apr 29, 2025 (34 d)
Allen Curtis BergWaveland Family Office, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 13, 2025Feb 14, 2025
Dennis M. ZaslavskyWaveland Family Office, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 13, 2025Feb 13, 2025
Emily Kay ErhartCbiz Investment Advisory Services, LLC institutionalClearstead; Clearstead Advisory Solutions independent RIAOtherOct 29, 2024Nov 20, 2024
Richard AhrensIndependence Wealth Advisors, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIASep 19, 2024Oct 14, 2024
Jean A. HeathEnvestnet Pmc independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAAug 26, 2024Jun 12, 2025 (290 d)
Wayne Freeman WilbanksWilbanks, Smith & Thomas Asset Management, LLC asset managerClearstead; Clearstead Advisory Solutions mixed wealthOtherMay 13, 2024May 13, 2024
Lawrence Albert BernertWilbanks, Smith & Thomas Asset Management, LLC asset managerClearstead; Clearstead Advisory Solutions mixed wealthOtherMay 6, 2024May 6, 2024
Robert Downing MundinWilbanks, Smith & Thomas Asset Management, LLC asset managerClearstead; Clearstead Advisory Solutions mixed wealthOtherMay 6, 2024May 6, 2024
Stephen James BoweryWilbanks, Smith & Thomas Asset Management, LLC asset managerClearstead; Clearstead Advisory Solutions mixed wealthOtherMay 2, 2024May 2, 2024
Wayne Turner HouseWilbanks, Smith & Thomas Asset Management, LLC asset managerClearstead; Clearstead Advisory Solutions mixed wealthOtherMay 2, 2024May 2, 2024
Caitlin Ann MonahanUBS Financial Services Inc. wirehouseClearstead; Clearstead Advisory Solutions independent RIAWirehouse to independent RIAApr 30, 2024May 29, 2025 (394 d)
Scott M MccluneyWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 29, 2024Apr 29, 2024
Paul Aaron FerwerdaWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Brianna Therese ShughrouWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Roger Herman ScheffelWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Connor Fraser Dabney FanneyWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Luke Hyma ScanlanWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Ryan StallardWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Caroline Wilkes PaceWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Thomas Francis Xavier McnallyWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 24, 2024Apr 24, 2024
Daniel Fralin PowellWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 23, 2024Apr 23, 2024
David James Kyle ElliottWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Mark Randall WardenWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Amie Slaton BatyWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Sophia Louise IvancichWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Daniel John PizetoskiWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Kurt Wilhelm EvertzWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Andrew Joshua AveryWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Ellen Wohlford AndersonTull Financial Group, Inc. independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAJun 20, 2023Oct 13, 2024 (481 d)
Scott P. SnowScott Snow (Financial Advisors) LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIADec 31, 2022Jan 22, 2023
Matthew Joel KolenichUsi Advisors institutionalClearstead; Clearstead Advisory Solutions mixed wealthOtherJun 21, 2022Jan 20, 2023 (213 d)
Allen William DenglerCerity Partners LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAMar 9, 2022Mar 27, 2024 (749 d)
David Joseph RubisHightower Advisors, LLC BD affiliatedClearstead; Clearstead Advisory Solutions independent RIAAffiliated broker-dealer or bank to independent RIAAug 18, 2021Nov 1, 2021 (75 d)
William Michael CoursonLancaster Pollard Investment Advisory Group otherClearstead; Clearstead Advisory Solutions otherOtherDec 8, 2015Dec 22, 2015
William Oley HallZephyr Management, L.P. otherClearstead; Clearstead Advisory Solutions otherOtherDec 31, 2014Jan 9, 2015
Barton Wall WeisenfluhZephyr Management, L.P. otherClearstead; Clearstead Advisory Solutions otherOtherDec 31, 2014Jan 9, 2015
Bradley Earl TurnerChess Financial Corp otherClearstead; Clearstead Advisory Solutions otherOtherMar 30, 2012Apr 2, 2012
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65 moves match.