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 Becker Capital Management, Inc.

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
Miles Panako LewisAldrich Wealth LP independent RIABecker Capital Management, Inc. independent RIARIA to RIAJul 7, 2026Jul 29, 2026
Jacob Anthony WilliamsHelmstar Wealth Management independent RIABecker Capital Management, Inc. independent RIARIA to RIAJan 19, 2026Jan 15, 2026
Brandon Scott FerreeFisher Investments independent RIABecker Capital Management, Inc. independent RIARIA to RIAMay 2, 2024May 20, 2024
Emily Grace GenorVista Capital Partners, Inc. independent RIABecker Capital Management, Inc. independent RIARIA to RIAMay 1, 2024May 12, 2024
Mack Richard GolosVanguard Advisers, Inc. BD affiliatedBecker Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 11, 2022Mar 28, 2025 (1141 d)
Tyler Oakley KaluzaCornerstone Advisors Inc independent RIABecker Capital Management, Inc. independent RIARIA to RIAMay 16, 2019May 30, 2019
Heidi Marie GoertzenConfluence Wealth Management LLC independent RIABecker Capital Management, Inc. independent RIARIA to RIAFeb 18, 2019Mar 21, 2019 (31 d)
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7 moves match.