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 Bahl & Gaynor 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
William Lawrence McgarrieMorgan Stanley wirehouseBahl & Gaynor LLC mixed wealthWirehouse to independent RIAOct 31, 2024Jul 30, 2025 (272 d)
Jeremy David KeesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBahl & Gaynor LLC mixed wealthWirehouse to independent RIAApr 15, 2024Jan 7, 2025 (267 d)
Brian Michael RidgewayThornburg Investment Management Inc asset managerBahl & Gaynor LLC mixed wealthOtherJan 9, 2024Sep 24, 2025 (624 d)
Shane Alan RussellCapital Client Group, Inc. no RAUMBahl & Gaynor LLC mixed wealthOtherJan 5, 2024Sep 23, 2025 (627 d)
Anthony Robert SabaFirst Trust Advisors LP asset managerBahl & Gaynor LLC mixed wealthOtherOct 13, 2023Feb 28, 2024 (138 d)
Chloe Anne HuntVirtus Investment Advisers, LLC asset managerBahl & Gaynor LLC mixed wealthOtherSep 20, 2023Feb 28, 2024 (161 d)
Jeffrey David RosenAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJul 6, 2023Feb 28, 2024 (237 d)
Joseph David BesharaAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJul 6, 2023Feb 28, 2024 (237 d)
Neal Young LeeAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJul 6, 2023Feb 29, 2024 (238 d)
Andrew John RaiaAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJul 6, 2023Feb 28, 2024 (237 d)
Ryan Patrick WelchAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJul 6, 2023Feb 28, 2024 (237 d)
Steven Angelo MazzuchelliAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJul 6, 2023Feb 28, 2024 (237 d)
Nicolas WerthmanFlexible Plan Investments Ltd mixed wealthBahl & Gaynor LLC mixed wealthRIA to RIAJul 5, 2023Feb 28, 2024 (238 d)
Kevin Patrick BomanAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJun 30, 2023Feb 28, 2024 (243 d)
Peter Graham KnipeAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJun 30, 2023Feb 28, 2024 (243 d)
John P GalvinAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJun 30, 2023Feb 28, 2024 (243 d)
Jayme Sue FoxAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJun 30, 2023Feb 28, 2024 (243 d)
John Patrick GalvinAdvisors Asset Management, Inc. otherBahl & Gaynor LLC mixed wealthOtherJun 30, 2023Mar 1, 2024 (245 d)
Aaron KraussMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBahl & Gaynor LLC mixed wealthWirehouse to independent RIAJan 23, 2013Sep 24, 2025 (4627 d)
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19 moves match.