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 Madison Investment 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
Aaron Ryan HansonRBC Capital Markets, LLC national BDMadison Investment Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJan 15, 2026Feb 3, 2026
Michael Zachariah GrimesReinhart Partners, LLC otherMadison Investment Advisors, LLC mixed wealthOtherAug 21, 2024Mar 25, 2025 (216 d)
Kiernan HaneyKalos Management BD affiliatedMadison Investment Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJul 19, 2022Mar 23, 2023 (247 d)
Matthew Howard WeissKlaas Financial Asset Advisors, LLC. independent RIAMadison Investment Advisors, LLC mixed wealthRIA to RIAMay 1, 2022Jun 22, 2022 (52 d)
Thomas Levi WilliamsonBmo Asset Management Corp. otherMadison Investment Advisors, LLC mixed wealthOtherFeb 4, 2022Apr 30, 2025 (1181 d)
Joel Arthur DykmanReinhart Partners, LLC mixed wealthMadison Investment Advisors, LLC mixed wealthRIA to RIAJun 11, 2021Jul 1, 2021
Thomas Ralph Henry TibblesHansberger Growth Investors, LP mixed wealthMadison Investment Advisors, LLC mixed wealthRIA to RIADec 31, 2020Oct 29, 2020
Christopher SpaithAdvice And Planning Services BD affiliatedMadison Investment Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIANov 13, 2020Sep 29, 2022 (685 d)
Natalie L JohnsonFidelity Personal And Workplace Advisors BD affiliatedMadison Investment Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJun 26, 2020Feb 9, 2021 (228 d)
Robin Chorone RoquitteMadison Asset Management otherMadison Investment Advisors, LLC otherOtherNov 13, 2019Jan 27, 2011
Phillip Ronald WaaraHansberger Growth Investors, LP otherMadison Investment Advisors, LLC otherOtherNov 13, 2019Feb 23, 2017
David GeislerCorvara Capital, LLC unclassifiedMadison Investment Advisors, LLC mixed wealthOtherDec 31, 2018Aug 27, 2019 (239 d)
Carol Jean Vander SluisMadison Asset Management otherMadison Investment Advisors, LLC otherOtherNov 16, 2016Jan 9, 2012
Steven Allan CarlNorthroad Capital Management LLC otherMadison Investment Advisors, LLC mixed wealthOtherSep 30, 2016Oct 12, 2021 (1838 d)
Timothy John Van PeltSteele Capital Management, Inc. otherMadison Investment Advisors, LLC mixed wealthOtherJan 4, 2016Mar 20, 2023 (2632 d)
Stuart Paul DybdahlNorthwestern Mutual Investment Services,LLC otherMadison Investment Advisors, LLC otherOtherAug 28, 2015Sep 3, 2015
John Colburn ClarkeHeartland Advisors, Inc. otherMadison Investment Advisors, LLC otherOtherAug 7, 2015Sep 3, 2015
Christopher Anthony AlemanJ.P. Morgan Securities LLC wirehouseMadison Investment Advisors, LLC mixed wealthWirehouse to independent RIAMar 5, 2015Apr 3, 2019 (1490 d)
Benjamin Nathan DickeyReinhart Partners, LLC otherMadison Investment Advisors, LLC otherOtherDec 20, 2012Dec 19, 2012
Jeffrey Edward SimonbakerMadison Investment Holdings, Inc no RAUMMadison Investment Advisors, LLC otherOtherDec 31, 2011Jan 27, 2011
Brian John ClevenMadison Investment Holdings, Inc no RAUMMadison Investment Advisors, LLC otherOtherApr 6, 2011Jan 26, 2011
Michael Ryan GlatkowskiHeartland Advisors, Inc. otherMadison Investment Advisors, LLC mixed wealthOtherFeb 15, 2008Feb 1, 2019 (4004 d)
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22 moves match.