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 Acropolis Investment 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
Jennifer Anne LissnerWells Fargo Advisors wirehouseAcropolis Investment Management independent RIAWirehouse to independent RIAJun 15, 2026Sep 2, 2026 (79 d)
Bradley A CombsParadigm Financial Advisors LLC independent RIAAcropolis Investment Management independent RIARIA to RIAAug 21, 2019Jul 29, 2019
John Russell McclellandDuncker Streett & Co. independent RIAAcropolis Investment Management otherOtherMay 13, 2019Jun 20, 2017
Michele Rene' ClarkClark Hourly Financial Planning And Investment Management unclassifiedAcropolis Investment Management independent RIAOtherMay 1, 2019May 2, 2019
William Scott MckillipMML Investors Services, LLC otherAcropolis Investment Management independent RIAOtherJan 13, 2017Aug 14, 2018 (578 d)
Ryanne Ashley HarmannPrincipal Securities, Inc. otherAcropolis Investment Management otherOtherSep 11, 2015Sep 14, 2015
Robert Stanley FlemingU.S. Bancorp Investments, Inc. otherAcropolis Investment Management otherOtherJun 12, 2015Jun 12, 2015
Cynthia Lynn MckillipMoneta Group Investment Advisors, LLC otherAcropolis Investment Management otherOtherNov 10, 2014Dec 16, 2014 (36 d)
Robert Stanley FlemingU.S. Bancorp Investments, Inc. otherAcropolis Investment Management otherOtherJan 23, 2007Jan 22, 2007
Sakis Sotirios SalasFirst Horizon Advisors, Inc otherAcropolis Investment Management otherOtherNov 1, 2005Oct 25, 2006 (358 d)
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10 moves match.