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 Net Worth Advisory 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Hunter Horrocks | Strategic Advisers LLC national BD | Net Worth Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2026 | Jun 18, 2026 |
| Ryan G Porter | Morgan Stanley wirehouse | Net Worth Advisory Group, LLC independent RIA | Wirehouse to independent RIA | Dec 2, 2021 | Jun 4, 2026 (1645 d) |
| Neal Jones Hansen | Vanguard Advisers, Inc. BD affiliated | Net Worth Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 22, 2021 | Nov 29, 2021 |
| Roxanne Smith Duennebeil | Edward Jones national BD | Net Worth Advisory Group, LLC other | Other | Jun 23, 2014 | Oct 23, 2014 (122 d) |
| Michael K Berry | UBS Financial Services Inc. wirehouse | Net Worth Advisory Group, LLC other | Other | May 7, 2008 | Nov 13, 2013 (2016 d) |
| David William Swapp | LPL Financial LLC other | Net Worth Advisory Group, LLC other | Other | Jul 25, 2005 | Jul 27, 2005 |
| Raymond Evan Levitre | Esi Financial Advisors other | Net Worth Advisory Group, LLC other | Other | May 29, 2003 | Jun 9, 2003 |
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7 moves match.