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 Weaver Capital 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
Bradley Stewart BargerWells Fargo Advisors wirehouseWeaver Capital Management, LLC independent RIAWirehouse to independent RIAMay 22, 2025Jun 10, 2025
Dewitt Thompson WeaverResource Planning Group, Ltd. otherWeaver Capital Management, LLC otherOtherJul 7, 2009Jul 7, 2009
Dewitt Thompson WeaverWrh Capital Management, Llp unclassifiedWeaver Capital Management, LLC otherOtherJun 15, 2005Jun 15, 2005
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3 moves match.