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 Frontier Asset Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Wesley Wade Beavers | Harfst And Associates, Inc. independent RIA | Frontier Asset Management, LLC mixed wealth | RIA to RIA | Sep 17, 2025 | Nov 12, 2025 (56 d) |
| John Charles Saunders | Potomac asset manager | Frontier Asset Management, LLC mixed wealth | Other | Aug 6, 2025 | Sep 14, 2026 (404 d) |
| Jonathan Forbes Fecko | Potomac asset manager | Frontier Asset Management, LLC mixed wealth | Other | Feb 27, 2025 | Mar 16, 2025 |
| Frank Lloyd Pape | Russell Investments other | Frontier Asset Management, LLC mixed wealth | Other | Mar 8, 2022 | Mar 28, 2023 (385 d) |
| Jessica Laine Griner | Lindner Capital Advisors, Inc. independent RIA | Frontier Asset Management, LLC mixed wealth | RIA to RIA | Feb 7, 2019 | Feb 22, 2019 |
| Clifford William Stanton | 361 Capital LLC asset manager | Frontier Asset Management, LLC mixed wealth | Other | Oct 2, 2018 | Feb 4, 2020 (490 d) |
| David Stephen Ulm | Cedar Capital, LLC other | Frontier Asset Management, LLC other | Other | Jul 26, 2016 | Mar 1, 2018 (583 d) |
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7 moves match.