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 Silvercrest Asset Management Group 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
Brian Raymond BiesCortina Asset Management, LLC otherSilvercrest Asset Management Group LLC independent RIAOtherJul 30, 2019Aug 8, 2019
Steven Richard LillyCortina Asset Management, LLC otherSilvercrest Asset Management Group LLC independent RIAOtherJul 30, 2019Jan 21, 2025 (2002 d)
Robert Kyungwon ChoiNeosho Capital LLC independent RIASilvercrest Asset Management Group LLC independent RIARIA to RIAJan 25, 2019Jan 2, 2020 (342 d)
Alphonse Ignatius ChanNeosho Capital LLC independent RIASilvercrest Asset Management Group LLC independent RIARIA to RIAJan 25, 2019Jan 2, 2020 (342 d)
Christopher Keith RicheyNeosho Capital LLC independent RIASilvercrest Asset Management Group LLC independent RIARIA to RIAJan 25, 2019Jan 2, 2020 (342 d)
Palmer Peebles GarsonCary Street Partners otherSilvercrest Asset Management Group LLC otherOtherApr 16, 2014Apr 16, 2014
Alfred Marshall Acuff, Jr.Cary Street Partners otherSilvercrest Asset Management Group LLC otherOtherMar 5, 2014Mar 26, 2014
William Fuller GadsdenWood & Anthony LLC unclassifiedSilvercrest Asset Management Group LLC independent RIAOtherDec 31, 2011Oct 27, 2022 (3953 d)
Robert Henry BucherWood & Anthony LLC unclassifiedSilvercrest Asset Management Group LLC independent RIAOtherDec 31, 2011Apr 18, 2019 (2665 d)
Ernest CruikshankWood & Anthony LLC unclassifiedSilvercrest Asset Management Group LLC independent RIAOtherDec 31, 2011Jan 1, 2026 (5115 d)
Scott BrownAlliancebernstein L.P. otherSilvercrest Asset Management Group LLC independent RIAOtherNov 18, 2011May 5, 2022 (3821 d)
George David Phelps HamarSilvercrest Financial Services, Inc. unclassifiedSilvercrest Asset Management Group LLC otherOtherMar 29, 2011Apr 8, 2005
Benjamin BrewsterSilvercrest Financial Services, Inc. unclassifiedSilvercrest Asset Management Group LLC otherOtherMar 29, 2011Apr 8, 2005
Theresia Eileen MullerSilvercrest Financial Services, Inc. unclassifiedSilvercrest Asset Management Group LLC otherOtherMar 29, 2011Apr 8, 2005
Nancy Ellen HigginsSilvercrest Asset Management Group LLC unclassifiedSilvercrest Asset Management Group LLC otherOtherFeb 12, 2010Jan 4, 2013 (1057 d)
Todd Neil KanterSilvercrest Asset Management Group LLC unclassifiedSilvercrest Asset Management Group LLC otherOtherFeb 12, 2010Mar 5, 2013 (1117 d)
Jeffrey Paul NevinsNeuberger Berman Management LLC otherSilvercrest Asset Management Group LLC independent RIAOtherDec 31, 2009Sep 8, 2025 (5730 d)
John Allen GrayOsprey Partners Investment Management, LLC unclassifiedSilvercrest Asset Management Group LLC otherOtherDec 31, 2008Jan 23, 2013 (1484 d)
Matthew ArpanoMorgan Stanley & Co. LLC unclassifiedSilvercrest Asset Management Group LLC otherOtherMay 23, 2006Jan 23, 2013 (2437 d)
David Keith MurdockErnst & Young Investment Advisers Llp no RAUMSilvercrest Asset Management Group LLC otherOtherOct 20, 2005May 24, 2013 (2773 d)
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20 moves match.