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 Dew Wealth Management

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
Griffin Reed HesterEdward Jones national BDDew Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2025Mar 10, 2026 (124 d)
Jack Michael RizziPatrick M. Sweeney & Associates, Inc independent RIADew Wealth Management independent RIARIA to RIAOct 24, 2025Nov 12, 2025
Austyn Stephen BrinkerhoffAmeriprise Financial Services, LLC national BDDew Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIASep 29, 2025Nov 13, 2025 (45 d)
Steven Michael CosentiniMag Cap independent RIADew Wealth Management independent RIARIA to RIASep 26, 2025Oct 14, 2025
Alexander M KalembaMorgan Stanley wirehouseDew Wealth Management independent RIAWirehouse to independent RIAApr 1, 2025May 1, 2025
Garrett Maurice HittnerFisher Investments independent RIADew Wealth Management independent RIARIA to RIAJan 22, 2025Feb 26, 2025 (35 d)
Joshua Seth RussFinancial Serenity, LLC state registeredDew Wealth Management independent RIAOtherJan 15, 2025Feb 18, 2025 (34 d)
Connor Todd RuthOsaic Wealth, Inc. BD affiliatedDew Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2024Feb 28, 2024
Shaundra Yvette PattersonDivine Wealth Strategies unclassifiedDew Wealth Management independent RIAOtherDec 31, 2023Oct 31, 2023
Stephen MandracchiaIronwood Investment Counsel, LLC independent RIADew Wealth Management independent RIARIA to RIANov 28, 2023Sep 22, 2023
Justin Alexander KowalskiHantz Financial Services, Inc. independent RIADew Wealth Management independent RIARIA to RIAJan 16, 2023Mar 31, 2023 (74 d)
Nicholas Joseph WestCwm, LLC BD affiliatedDew Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 3, 2023Dec 6, 2023 (337 d)
Christal VargasPrivate Advisor Group, LLC BD affiliatedDew Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2023Mar 25, 2022
Laura Catherine DavisCuthbert Financial Guidance state registeredDew Wealth Management independent RIAOtherSep 16, 2022Aug 2, 2022
Anna Ngo BhaiSouthstate Private Capital Management LLC independent RIADew Wealth Management independent RIARIA to RIASep 1, 2022Mar 30, 2023 (210 d)
Nicholas James MarinoGerber, LLC independent RIADew Wealth Management independent RIARIA to RIAJul 11, 2022Jul 28, 2022
Ryan Robert MillerElser Financial Planning, Inc. independent RIADew Wealth Management independent RIARIA to RIAJun 20, 2022Jul 14, 2022
Kevin StevensAvid Planning state registeredDew Wealth Management independent RIAOtherJun 2, 2022Sep 29, 2025 (1215 d)
Bryan David StobbBergankdv Wealth Management, LLC mixed wealthDew Wealth Management independent RIARIA to RIAMay 24, 2022Jul 8, 2022 (45 d)
Carter Brantley BennettVanguard Advisers, Inc. BD affiliatedDew Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 7, 2022May 12, 2022 (35 d)
Preston Robert WeaverIronoak Wealth independent RIADew Wealth Management independent RIARIA to RIAMar 21, 2022May 29, 2022 (69 d)
Wesley James LeftwichPlancorp, LLC independent RIADew Wealth Management independent RIARIA to RIAJan 5, 2022Jan 13, 2022
Kolton QuitnoVanguard Advisers, Inc. BD affiliatedDew Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIADec 3, 2021Feb 3, 2022 (62 d)
Ryan Allan CoxAvantax Advisory Services BD affiliatedDew Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 25, 2021Jul 27, 2021 (32 d)
Andrew Taylor MajdOptima Capital Management independent RIADew Wealth Management independent RIARIA to RIANov 4, 2020Dec 24, 2020 (50 d)
Barry Hays HaysVanguard Advisers, Inc. BD affiliatedDew Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 13, 2020May 22, 2020 (70 d)
Anders Johnson SkagerbergTruenorth Wealth independent RIADew Wealth Management independent RIARIA to RIADec 31, 2019Nov 19, 2023 (1419 d)
Sean R MeyeresCharles Schwab & Co., Inc. national BDDew Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIADec 2, 2019Feb 25, 2021 (451 d)
Bryce Thomas KeffelerSeros Wealth Partners independent RIADew Wealth Management independent RIARIA to RIAFeb 28, 2018Apr 9, 2018 (40 d)
Nathaniel BirkholzDai Wealth, LLC otherDew Wealth Management independent RIAOtherDec 5, 2016Jan 25, 2022 (1877 d)
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30 moves match.