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 Earned Wealth Advisors, 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
Chance Dakota CokerEdelman Financial Engines independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAFeb 20, 2026Feb 25, 2026
Jacob QuirozAbacus Wealth Partners independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAFeb 11, 2026Sep 3, 2026 (204 d)
Devin Gregory ClareRovin Capital independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAFeb 9, 2026Nov 19, 2025
Muhammad Naadir JalillFisher Investments independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAJan 6, 2026Feb 11, 2026 (36 d)
Barrett Thomas GrayChoreo, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAJan 2, 2026Jan 8, 2026
Jason Mahoney OdellOjm Group, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIADec 11, 2025Dec 8, 2025
Andrew Michael TaylorOjm Group, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIADec 11, 2025Dec 8, 2025
David Bruce MandellOjm Group, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIADec 11, 2025Dec 23, 2025
Robert G PeelmanOjm Group, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIADec 11, 2025Dec 8, 2025
Harold Michael LewellenOjm Group, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIADec 11, 2025Dec 8, 2025
Adam Nicholas BraunscheidelOjm Group, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIADec 11, 2025Dec 5, 2025
Devon James HunterFocus Partners Wealth, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIADec 5, 2025Dec 10, 2025
William Truett DavisBeacon Pointe Advisors, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAOct 31, 2025Dec 11, 2025 (41 d)
Tyler Braxton Bayless-EdwardsHilltop Wealth Advisors, LLC independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAAug 27, 2025Aug 7, 2025
Jeanette Lynn BeattyFacet independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAAug 15, 2025Aug 28, 2025
Thomas Anthony WalkerEmpower Advisory Group, LLC BD affiliatedEarned Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2025Oct 16, 2025 (92 d)
Gerald M NowakowskiUBS Financial Services Inc. wirehouseEarned Wealth Advisors, LLC independent RIAWirehouse to independent RIASep 18, 2024Feb 11, 2026 (511 d)
Shannon BlackmonAdasina Social Capital independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAFeb 5, 2020Feb 6, 2020
Patrick Lee BeamanInvesco Advisers, Inc. asset managerEarned Wealth Advisors, LLC independent RIAOtherMay 31, 2019Sep 11, 2025 (2295 d)
Nicholas Louis GizzarelliOriole Advisors, LLC unclassifiedEarned Wealth Advisors, LLC independent RIAOtherJul 2, 2018Jul 23, 2018
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20 moves match.