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 Legacy 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
Aaron Eduard StolpenTwin Focus Capital Partners, LLC independent RIALegacy Advisors, LLC independent RIARIA to RIAJun 1, 2026Aug 13, 2026 (73 d)
Joshua Paul BarnesSei Investments Management Corp mixed wealthLegacy Advisors, LLC independent RIARIA to RIAFeb 24, 2026Mar 2, 2026
Robert Francis WursterSavant Wealth Management independent RIALegacy Advisors, LLC independent RIARIA to RIAMar 21, 2024Apr 8, 2024
Aaron Eduard StolpenDomani Wealth, LLC independent RIALegacy Advisors, LLC independent RIARIA to RIAMar 24, 2023Sep 22, 2023 (182 d)
Brian Joseph HenrysenRaymond James Financial Services Advisors, Inc BD affiliatedLegacy Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 25, 2023Apr 11, 2023 (76 d)
Kelly Marie HansenPrimerica Advisors national BDLegacy Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 1, 2022Dec 1, 2023 (365 d)
Joseph Thomas FabrizioMycio Wealth Partners, LLC independent RIALegacy Advisors, LLC independent RIARIA to RIAJan 4, 2021Jan 12, 2021
Patrick Ryan DevlinIronview Capital Management, LLC mixed wealthLegacy Advisors, LLC independent RIARIA to RIAJul 13, 2020Mar 24, 2020
John Keegan EinspanierOakwood Capital Management LLC independent RIALegacy Advisors, LLC independent RIARIA to RIANov 13, 2019Jan 24, 2020 (72 d)
David Joseph HillMiller Investment Management, LP independent RIALegacy Advisors, LLC independent RIARIA to RIAApr 2, 2018Apr 12, 2018
Patrick Joseph McdermottVanguard Advisers, Inc. otherLegacy Advisors, LLC otherOtherFeb 3, 2014May 8, 2014 (94 d)
Thomas Francis RileyKistler-Tiffany Advisors otherLegacy Advisors, LLC otherOtherApr 2, 2013Apr 25, 2013
John Mcpoland SteigerwaldSage Financial Group Inc. otherLegacy Advisors, LLC otherOtherMay 31, 2012Oct 28, 2013 (515 d)
Steven Paul MignognaNew England Securities Corporation otherLegacy Advisors, LLC otherOtherJan 25, 2011Oct 5, 2011 (253 d)
Stephen Philip ErfleSei Investments Management Corp otherLegacy Advisors, LLC otherOtherMay 16, 2008Oct 29, 2008 (166 d)
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15 moves match.