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 Mairs & Power
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 |
|---|---|---|---|---|---|
| Paul J Pearce | Bearing Point Capital independent RIA | Mairs & Power mixed wealth | RIA to RIA | Jan 8, 2026 | Jan 28, 2026 |
| Ryan Trebil | 360 Financial independent RIA | Mairs & Power mixed wealth | RIA to RIA | Jul 2, 2024 | Jan 8, 2025 (190 d) |
| Hilary J Sweeney | Orgel Wealth Management, LLC independent RIA | Mairs & Power mixed wealth | RIA to RIA | Aug 22, 2023 | Sep 26, 2023 (35 d) |
| Chad Michael Kilmer | William Blair & Company L.L.C. BD affiliated | Mairs & Power mixed wealth | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2021 | Jan 16, 2025 (1429 d) |
| Danelle Nora Fiman | Wealth Enhancement Advisory Services, LLC BD affiliated | Mairs & Power mixed wealth | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2019 | Jan 14, 2026 (2290 d) |
| Patrick John Farley | Stevens Foster Financial Advisors other | Mairs & Power mixed wealth | Other | Mar 8, 2018 | Oct 18, 2018 (224 d) |
| Michael Christopher Marzolf | Columbia Management Investment Advisers, LLC other | Mairs & Power mixed wealth | Other | Mar 7, 2016 | Mar 16, 2025 (3296 d) |
| Lisa Johnson Kelly | Sanford C. Bernstein & Co., LLC no RAUM | Mairs & Power mixed wealth | Other | Mar 15, 2013 | Mar 30, 2023 (3667 d) |
| Kimberley Ste. Marie Becker | Wells Fargo Investments, LLC unclassified | Mairs & Power mixed wealth | Other | Jul 20, 2010 | Dec 8, 2023 (4889 d) |
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9 moves match.