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 Rzh Advisors 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
Austin Lee DoeblerTruist Advisory Services, Inc. BD affiliatedRzh Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2025Oct 3, 2025
Ivy Monique AlexanderWbh Advisory, Inc. independent RIARzh Advisors LLC independent RIARIA to RIAJul 18, 2024Jul 26, 2024
Jean-Paul AtallahGyl Financial Synergies, LLC mixed wealthRzh Advisors LLC independent RIARIA to RIAJul 15, 2022Jul 11, 2022
Brendan Lauder McewanHightower Advisors, LLC BD affiliatedRzh Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2021Mar 4, 2022 (172 d)
Lauren Ann RowlandGoldman Sachs Wealth Services, L.P. otherRzh Advisors LLC independent RIAOtherSep 26, 2014Jan 11, 2021 (2299 d)
Christopher Michael AutenAmeriprise Financial Services, LLC national BDRzh Advisors LLC otherOtherSep 4, 2014Sep 30, 2014
Carl Jonathan ZuckerbergCommonwealth Financial Network national BDRzh Advisors LLC otherOtherMay 28, 2010Apr 25, 2000
Spencer Morris CooperCommonwealth Financial Network national BDRzh Advisors LLC otherOtherMay 28, 2010Aug 30, 2012 (825 d)
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8 moves match.