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 Aprio Wealth Management, 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 Shane AllenMio Partners, Inc. asset managerAprio Wealth Management, LLC independent RIAOtherJul 10, 2026Jul 10, 2026
Ryan Van BlarcomAnnex Wealth Management, LLC independent RIAAprio Wealth Management, LLC independent RIARIA to RIAJan 2, 2026Jan 21, 2026
Raine A AyersAmeriprise Financial Services, LLC national BDAprio Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 5, 2025May 19, 2026 (165 d)
Timothy Brian ShmidlPrism Financial Group, L.L.C. independent RIAAprio Wealth Management, LLC independent RIARIA to RIADec 3, 2025Nov 5, 2025
Charles Henry KochPrism Financial Group, L.L.C. independent RIAAprio Wealth Management, LLC independent RIARIA to RIADec 3, 2025Nov 5, 2025
Randy A SchallerPrism Financial Group, L.L.C. independent RIAAprio Wealth Management, LLC independent RIARIA to RIADec 3, 2025Nov 5, 2025
John Patrick BohanPrism Financial Group, L.L.C. independent RIAAprio Wealth Management, LLC independent RIARIA to RIADec 3, 2025Jan 9, 2026 (37 d)
Amanda Louise BrownPrism Financial Group, L.L.C. independent RIAAprio Wealth Management, LLC independent RIARIA to RIADec 3, 2025Nov 12, 2025
Danielle Marie ReitzFacet independent RIAAprio Wealth Management, LLC independent RIARIA to RIANov 17, 2025Jun 11, 2026 (206 d)
Christopher Dean GuintherMontag independent RIAAprio Wealth Management, LLC independent RIARIA to RIANov 5, 2025Nov 13, 2025
James Randolph LovingMontag independent RIAAprio Wealth Management, LLC independent RIARIA to RIAOct 15, 2025Jan 20, 2026 (97 d)
Eric William FlynnCompound Planning, Inc. independent RIAAprio Wealth Management, LLC independent RIARIA to RIAOct 6, 2025Nov 10, 2025 (35 d)
William Landis WestenbergerPrime Capital Financial mixed wealthAprio Wealth Management, LLC independent RIARIA to RIAOct 3, 2025Oct 30, 2025
Daniel William WilsonAnnex Wealth Management, LLC independent RIAAprio Wealth Management, LLC independent RIARIA to RIASep 26, 2025Jan 1, 2026 (97 d)
Hayden McconnellWells Fargo Advisors wirehouseAprio Wealth Management, LLC independent RIAWirehouse to independent RIAJun 25, 2025May 19, 2026 (328 d)
Srbo Nmn RadisavljevicKrd Wealth Management, LLC independent RIAAprio Wealth Management, LLC independent RIARIA to RIAMar 31, 2025Jan 17, 2025
Noah Benjamin MarellThe Mather Group, LLC independent RIAAprio Wealth Management, LLC independent RIARIA to RIAFeb 26, 2025Mar 28, 2025
Haley Brooke PattersonJ.P. Morgan Securities LLC wirehouseAprio Wealth Management, LLC independent RIAWirehouse to independent RIAApr 18, 2024May 9, 2024
Matthew Joseph MillerInvesco Advisers, Inc. asset managerAprio Wealth Management, LLC independent RIAOtherDec 18, 2023Jan 25, 2024 (38 d)
William Cory ArchibaldTaverik Capital, LLC asset managerAprio Wealth Management, LLC independent RIAOtherNov 21, 2023Dec 6, 2023
Violet Amaranth HungerfordRina Wealth Management Services LLC independent RIAAprio Wealth Management, LLC independent RIARIA to RIADec 21, 2022Aug 10, 2022
Caroline Paun DougherMercer Global Advisors Inc. independent RIAAprio Wealth Management, LLC independent RIARIA to RIAApr 26, 2022Jan 20, 2026 (1365 d)
Adam James NiestradtConstellation Wealth Advisors independent RIAAprio Wealth Management, LLC independent RIARIA to RIAApr 8, 2022Oct 26, 2022 (201 d)
Richard Herman SchrieferEquitable Advisors, LLC national BDAprio Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2021Apr 19, 2021
Adam Mitchell VenokurEquitable Advisors, LLC national BDAprio Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 5, 2021Apr 19, 2021
Scott Joseph BarnasMML Investors Services, LLC BD affiliatedAprio Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 20, 2021Apr 13, 2021 (83 d)
Phillipe Alexander ToupinJones Gregg Financial, LLC state registeredAprio Wealth Management, LLC mixed wealthOtherJan 14, 2020Feb 25, 2020 (42 d)
John Andrew BlyAvantax Planning Partners, Inc. independent RIAAprio Wealth Management, LLC mixed wealthRIA to RIANov 1, 2019Nov 26, 2019
Marc LevenUBS Financial Services Inc. wirehouseAprio Wealth Management, LLC mixed wealthWirehouse to independent RIAJul 4, 2019Jul 29, 2019
Kelly Manning RodriguezUnited Capital Financial Advisors otherAprio Wealth Management, LLC otherOtherMay 2, 2017May 8, 2017
Davi KutnerSecurian Financial Services, Inc. otherAprio Wealth Management, LLC otherOtherAug 6, 2015Sep 15, 2015 (40 d)
Paul Matthew DammBalentine otherAprio Wealth Management, LLC otherOtherJun 22, 2015May 26, 2015
Marci Jo KerrFnb Wealth Management otherAprio Wealth Management, LLC independent RIAOtherApr 21, 2014Jan 1, 2026 (4273 d)
Jana Schell ScottMethod Enterprises, LLC otherAprio Wealth Management, LLC otherOtherAug 7, 2013Aug 16, 2012
Kory David LeeMorgan Stanley wirehouseAprio Wealth Management, LLC otherOtherAug 10, 2012Aug 22, 2012
Cortney Lynn RiceMorgan Stanley wirehouseAprio Wealth Management, LLC otherOtherAug 8, 2012Aug 22, 2012
Lauren Mouzayck MillardMorgan Stanley wirehouseAprio Wealth Management, LLC otherOtherAug 8, 2012Aug 22, 2012
Shelly D. WaltonBb&T Investment Services, Inc. no RAUMAprio Wealth Management, LLC otherOtherJul 18, 2012Mar 17, 2014 (607 d)
Summer Anne RobertsMorgan Keegan & Company, LLC otherAprio Wealth Management, LLC otherOtherApr 11, 2012Aug 16, 2012 (127 d)
James Clinton BridgesMorgan Keegan & Company, LLC otherAprio Wealth Management, LLC otherOtherApr 11, 2012Aug 16, 2012 (127 d)
Dorothy StantonMorgan Stanley wirehouseAprio Wealth Management, LLC otherOtherOct 10, 2011Aug 16, 2012 (311 d)
Allen Huggins JohnsonOppenheimer & Co. Inc. otherAprio Wealth Management, LLC otherOtherOct 13, 2010Oct 12, 2010
Kim Marie MartinOppenheimer & Co. Inc. otherAprio Wealth Management, LLC otherOtherOct 13, 2010Aug 16, 2012 (673 d)
Lisa Taranto SchifferAmeriprise Financial Services, LLC national BDAprio Wealth Management, LLC otherOtherJun 3, 2003Jun 10, 2003
Christopher Jameson WynneAmeriprise Financial Services, LLC national BDAprio Wealth Management, LLC otherOtherMay 16, 2003Jun 10, 2003
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45 moves match.