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 Fenimore Asset 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
James Glenn HaleyDividend Assets Capital, LLC independent RIAFenimore Asset Management, Inc. mixed wealthRIA to RIADec 9, 2025Jan 16, 2026 (38 d)
Ricki Lyn WrigleyEmpower Advisory Group, LLC BD affiliatedFenimore Asset Management, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 13, 2025Mar 21, 2025 (36 d)
Richard Henry HeimCharles Schwab & Co., Inc. national BDFenimore Asset Management, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAApr 24, 2024May 9, 2024
Christian Adams SnyderGoldman Sachs Wealth Services, L.P. BD affiliatedFenimore Asset Management, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAOct 28, 2022Oct 5, 2022
William George WiseTandem Wealth Advisors independent RIAFenimore Asset Management, Inc. mixed wealthRIA to RIASep 13, 2021Sep 27, 2022 (379 d)
Jeffrey James KohlHeartland Advisors, Inc. otherFenimore Asset Management, Inc. otherOtherJun 30, 2015Nov 23, 2015 (146 d)
Jesse Carl KoeppTrustco Bank unclassifiedFenimore Asset Management, Inc. mixed wealthOtherDec 8, 2006Jul 2, 2018 (4224 d)
Anne B. PutnamThe Danforth Associates, Inc otherFenimore Asset Management, Inc. otherOtherJun 13, 2006Jun 11, 2007 (363 d)
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8 moves match.