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 Abacus Wealth Partners
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 |
|---|---|---|---|---|---|
| Hallie Elizabeth Kraus | Treehouse Wealth Advisors independent RIA | Abacus Wealth Partners independent RIA | RIA to RIA | Sep 8, 2026 | Sep 3, 2026 |
| Aaron Winer | Milestone Financial Advisors unclassified | Abacus Wealth Partners independent RIA | Other | Jul 11, 2026 | Oct 13, 2025 |
| Cosmo Charles Hahn | UBS Financial Services Inc. wirehouse | Abacus Wealth Partners independent RIA | Wirehouse to independent RIA | Jul 9, 2026 | Jul 10, 2026 |
| Alison Elizabeth Motroni | Align Impact, LLC independent RIA | Abacus Wealth Partners independent RIA | RIA to RIA | Dec 31, 2025 | May 7, 2026 (127 d) |
| Ruby Delilah Lambrecht | Vanguard Advisers, Inc. BD affiliated | Abacus Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 2, 2025 | Aug 26, 2025 |
| Kerry Grace Keihn | Prime Capital Financial mixed wealth | Abacus Wealth Partners independent RIA | RIA to RIA | Jul 15, 2025 | Oct 24, 2025 (101 d) |
| Marisa Anh Hoan Browne | Carbon Collective Investing, LLC mixed wealth | Abacus Wealth Partners independent RIA | RIA to RIA | May 22, 2025 | Apr 28, 2026 (341 d) |
| Jo-Anne Marie Jessee | Cetera Investment Advisers LLC BD affiliated | Abacus Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2025 | May 18, 2026 (417 d) |
| Casie Rae Dunning | Jerry J Davis Cpa Pc unclassified | Abacus Wealth Partners independent RIA | Other | Dec 31, 2023 | Jun 8, 2021 |
| Daniel Raymond Smith | Vanguard Advisers, Inc. BD affiliated | Abacus Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 22, 2022 | May 30, 2023 (312 d) |
| Kasey Michael Mcmanis | Mycio Wealth Partners, LLC independent RIA | Abacus Wealth Partners independent RIA | RIA to RIA | Oct 22, 2019 | Oct 17, 2019 |
| Mary Elizabeth Storjohann | Workable Wealth unclassified | Abacus Wealth Partners independent RIA | Other | May 31, 2019 | Aug 3, 2019 (64 d) |
| Elizabeth Ariel Ward | Workable Wealth unclassified | Abacus Wealth Partners independent RIA | Other | May 31, 2019 | Aug 3, 2019 (64 d) |
| Lauren Taylor Boyes | Raymond James Financial Services Advisors, Inc BD affiliated | Abacus Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 26, 2018 | Aug 30, 2018 (35 d) |
| Jacob Quiroz | Edward Jones national BD | Abacus Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 15, 2018 | Nov 3, 2025 (2668 d) |
| Lindsey Shea Woodward Rafkind | Dimensional Fund Advisors LP other | Abacus Wealth Partners other | Other | Jul 6, 2017 | Aug 30, 2017 (55 d) |
| Jana Elizabeth Davis | Esf Financial Planning Group unclassified | Abacus Wealth Partners other | Other | Apr 29, 2016 | Nov 19, 2015 |
| Jessica Abrams | Wells Fargo Advisors wirehouse | Abacus Wealth Partners other | Other | Nov 5, 2015 | Dec 23, 2015 (48 d) |
| Laura Morganelli | Valley National Advisers Inc other | Abacus Wealth Partners other | Other | Aug 21, 2015 | Sep 8, 2015 |
| Gabriel Stephen Brenner | Next Step Wealth, LLC unclassified | Abacus Wealth Partners other | Other | Dec 22, 2014 | Dec 22, 2014 |
| Lara Gaston Lamb | Lamb Financial Planning, LLC unclassified | Abacus Wealth Partners other | Other | Aug 2, 2013 | Aug 27, 2013 |
| Darius Geiser Gagne | Quantum Wealth Management LLC unclassified | Abacus Wealth Partners other | Other | Dec 31, 2012 | Feb 14, 2012 |
| David Allen Dewolf | Quantum Wealth Management LLC unclassified | Abacus Wealth Partners other | Other | Dec 31, 2012 | Feb 14, 2012 |
| Brian Edward Canning | Strategic Advisers LLC national BD | Abacus Wealth Partners other | Other | Dec 9, 2011 | Jan 23, 2012 (45 d) |
| Adam Guadalupe Salas | Edward Jones national BD | Abacus Wealth Partners other | Other | Feb 8, 2011 | Jun 15, 2012 (493 d) |
| Spencer David Sherman | Abacus Portfolios unclassified | Abacus Wealth Partners other | Other | Jan 21, 2010 | Nov 19, 2009 |
| Barrett Sean Porter | Abacus Portfolios unclassified | Abacus Wealth Partners other | Other | Jan 21, 2010 | Dec 3, 2009 |
| Barbara Jacobs Wolf | Abacus Portfolios unclassified | Abacus Wealth Partners other | Other | Jan 21, 2010 | Dec 3, 2009 |
| Scott David Carl | Mutual Service Corporation unclassified | Abacus Wealth Partners other | Other | Aug 21, 2008 | Sep 7, 2012 (1478 d) |
| Jason M Cole | Sherman Financial unclassified | Abacus Wealth Partners other | Other | Dec 31, 2003 | Jan 16, 2004 |
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30 moves match.