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 Matter Family Office

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
Benjamin Hye-Kwang KimThe Pacific Group independent RIAMatter Family Office independent RIARIA to RIAJul 30, 2026Sep 11, 2026 (43 d)
Kevin Michael MccabeIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 10, 2026
Charles Alexander WillhoitIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 10, 2026
Jerrel Lee ArmstrongIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 10, 2026
Tamara Jean WardIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 13, 2026
Stephanie Lynn BowersIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 10, 2026
Shannon Mary ConnorIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 10, 2026
Natasha Sophia GunbergIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 13, 2026
Andrew D McdonaldIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 10, 2026
Nicholas Holland KralIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 10, 2026
Lindsey Nicole BrownIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 10, 2026
Joshua Samuel GoldinIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 10, 2026
Megan Mary SandhagenIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Feb 26, 2026
Jackson KlutznickIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Jul 10, 2026
Adrielle LagdaIwp Wealth Management LLC independent RIAMatter Family Office independent RIARIA to RIAJul 8, 2026Feb 18, 2026
Thomas Henry ItkoffCreative Planning independent RIAMatter Family Office independent RIARIA to RIAJul 7, 2026Jul 17, 2026
Christopher WrenchAmeriprise Financial Services, LLC national BDMatter Family Office independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2026Jul 22, 2026 (42 d)
Ryan WaterhouseAmeriprise Financial Services, LLC national BDMatter Family Office independent RIAAffiliated broker-dealer or bank to independent RIAFeb 11, 2026Feb 18, 2026
Ty Robert HydeNorthwestern Mutual Investment Services,LLC no RAUMMatter Family Office independent RIAOtherSep 19, 2025Mar 3, 2026 (165 d)
Matthew Ryan HaneyJ.P. Morgan Securities LLC wirehouseMatter Family Office independent RIAWirehouse to independent RIAMay 15, 2025Apr 10, 2026 (330 d)
Lucy Andrews GardnerTolleson Private Wealth Management mixed wealthMatter Family Office independent RIARIA to RIAApr 26, 2024Jul 10, 2024 (75 d)
Justin Lewis ThompsonTolleson Private Wealth Management mixed wealthMatter Family Office independent RIARIA to RIANov 27, 2023Dec 19, 2023
Noah SolomonCharles Schwab & Co., Inc. national BDMatter Family Office independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2023Jul 25, 2023
Thomas Emerson BevingtonCharles Schwab & Co., Inc. national BDMatter Family Office independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2023Mar 23, 2023 (43 d)
Lauren Michele MaherMariner BD affiliatedMatter Family Office independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2022Sep 28, 2022
Jaron Robert WagnerCuri Capital, LLC independent RIAMatter Family Office independent RIARIA to RIANov 2, 2021Apr 4, 2023 (518 d)
Erin Clare MccloskeySnowball Wealth Management independent RIAMatter Family Office independent RIARIA to RIADec 2, 2020Apr 1, 2020
Katherine Michelle AwbreyGreenway Family Office, LLC independent RIAMatter Family Office independent RIARIA to RIAJul 23, 2019Aug 13, 2019
Laura Mannz SlawskiMoneta Group Investment Advisors, LLC otherMatter Family Office otherOtherJan 2, 2018Jan 30, 2018
Madison Christa AthertonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMatter Family Office independent RIAWirehouse to independent RIAOct 27, 2017Jun 4, 2024 (2412 d)
Thierry Jean Dominique BrunelGfo Advisory Services, LLC otherMatter Family Office independent RIAOtherNov 12, 2013Jun 13, 2019 (2039 d)
Andrew SebastianEtico Wealth Management LLC otherMatter Family Office independent RIAOtherSep 11, 2013Mar 7, 2024 (3830 d)
Bradley J BishopMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMatter Family Office otherOtherMar 6, 2012Mar 7, 2012
Brian Joseph FernandezMoneta Group Investment Advisors, LLC otherMatter Family Office otherOtherJun 6, 2007Oct 17, 2007 (133 d)
Philip Edward RollhausAlan Biller And Associates otherMatter Family Office independent RIAOtherNov 6, 2006May 28, 2021 (5317 d)
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35 moves match.