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 Aspiriant, 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
Gretchen Carol HollsteinLitman Gregory Wealth Management, LLC independent RIAAspiriant, LLC independent RIARIA to RIASep 17, 2025Sep 30, 2025
Timothy Winfield HarveyThe Mather Group, LLC independent RIAAspiriant, LLC independent RIARIA to RIAOct 9, 2024Oct 21, 2024
Emilio V Alix-BrantleyMorgan Stanley wirehouseAspiriant, LLC independent RIAWirehouse to independent RIAMar 12, 2024Oct 17, 2024 (219 d)
Michael Willis KingTruist Advisory Services, Inc. BD affiliatedAspiriant, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 14, 2023Aug 11, 2023 (119 d)
Michael WuTruist Advisory Services, Inc. BD affiliatedAspiriant, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 13, 2022Mar 29, 2022 (75 d)
Paul Joseph HynesHearthstone | Private Wealth Management independent RIAAspiriant, LLC independent RIARIA to RIADec 31, 2021Dec 3, 2021
Wendy Carol WildeyHearthstone | Private Wealth Management independent RIAAspiriant, LLC independent RIARIA to RIADec 31, 2021Dec 3, 2021
Karen Margaret ClappHearthstone | Private Wealth Management independent RIAAspiriant, LLC independent RIARIA to RIADec 31, 2021Dec 3, 2021
Elizabeth Michelle MisakHearthstone | Private Wealth Management independent RIAAspiriant, LLC independent RIARIA to RIADec 31, 2021Dec 3, 2021
Lina M SanchezMg&A Wealth independent RIAAspiriant, LLC independent RIARIA to RIAMay 28, 2021Dec 18, 2024 (1300 d)
Gina Marie WillkommWealth Quest Partners, Inc. independent RIAAspiriant, LLC independent RIARIA to RIAFeb 8, 2021Feb 28, 2025 (1481 d)
Fernando SanchezLouis Barajas & Associates otherAspiriant, LLC independent RIAOtherMar 29, 2019Apr 17, 2025 (2211 d)
Ami S AranhaCallan Capital, LLC independent RIAAspiriant, LLC independent RIARIA to RIAJun 22, 2018Jan 5, 2026 (2754 d)
Mindy Beth TankelGreenberg Graham Advisors LLC otherAspiriant, LLC independent RIAOtherJan 4, 2018Feb 28, 2019 (420 d)
Jan Nicole Ramirez VegaGfo Advisory Services, LLC otherAspiriant, LLC independent RIAOtherDec 31, 2017Jan 7, 2026 (2929 d)
Cliff C LohStanford Investment Group, Inc. otherAspiriant, LLC independent RIAOtherMar 28, 2017Jun 18, 2018 (447 d)
Kaleb Kevin PaddockStanford Investment Group, Inc. otherAspiriant, LLC otherOtherMar 28, 2017Mar 21, 2018 (358 d)
Darryl Randolph RaeStanford Investment Group, Inc. otherAspiriant, LLC otherOtherFeb 9, 2017Feb 1, 2017
Helen Ann DietzStanford Investment Group, Inc. otherAspiriant, LLC otherOtherFeb 9, 2017Feb 1, 2017
Talia PierluissiStanford Investment Group, Inc. otherAspiriant, LLC otherOtherFeb 9, 2017Feb 1, 2017
Natalie Ann MorrellaStanford Investment Group, Inc. otherAspiriant, LLC otherOtherFeb 9, 2017Feb 1, 2017
Nayan Prafulchandra LapsiwalaStanford Investment Group, Inc. otherAspiriant, LLC otherOtherFeb 9, 2017Feb 1, 2017
Daniel M MoasSouthport Capital otherAspiriant, LLC independent RIAOtherDec 20, 2016Jan 28, 2026 (3326 d)
Nathan Sorenson KublankCliftonlarsonallen Wealth Advisors, LLC otherAspiriant, LLC otherOtherOct 11, 2016Oct 19, 2016
Stephen Kaichiro KawasakiBalasa Dinverno Foltz LLC otherAspiriant, LLC independent RIAOtherSep 23, 2016Mar 15, 2025 (3095 d)
Devin Duffy CruiseThe Glowacki Group, LLC otherAspiriant, LLC otherOtherApr 1, 2016Apr 1, 2016
Linda Kaye KitchensHokanson Associates, Inc. otherAspiriant, LLC otherOtherJan 4, 2016Jan 4, 2016
Mark PetrieHokanson Associates, Inc. otherAspiriant, LLC otherOtherJan 4, 2016Jan 4, 2016
Myles D RushHokanson Associates, Inc. otherAspiriant, LLC otherOtherJan 4, 2016Jan 4, 2016
Matthew Ross AdamsHokanson Associates, Inc. otherAspiriant, LLC otherOtherJan 4, 2016Jan 4, 2016
Thomas Hsin LoFluent Wealth Partners otherAspiriant, LLC otherOtherOct 1, 2015Jan 30, 2017 (487 d)
Angie Marie GraingerBlack Belt Financial And Insurance Services, Inc. unclassifiedAspiriant, LLC independent RIAOtherJul 28, 2015Feb 18, 2020 (1666 d)
Nicholas Hogan RuzetteEquinox Securities, Inc. unclassifiedAspiriant, LLC independent RIAOtherDec 10, 2014Mar 26, 2020 (1933 d)
Jason Michael KissBrownson, Rehmus & Foxworth, Inc. no RAUMAspiriant, LLC otherOtherJun 17, 2014Jun 19, 2014
Orin Alan WinickBarclays Capital Inc. otherAspiriant, LLC otherOtherJun 13, 2014Jun 17, 2014
Andrew Thomas BecketSagent Wealth Management otherAspiriant, LLC independent RIAOtherJun 6, 2014Jan 31, 2019 (1700 d)
Jane K YooWaypoint Wealth Partners otherAspiriant, LLC otherOtherJun 13, 2013Jan 30, 2017 (1327 d)
Gregory Paul FasigAspiriant Investment Advisors, LLC otherAspiriant, LLC otherOtherJul 9, 2012Jul 10, 2012
Paul John NikolaiAspiriant Investment Advisors, LLC otherAspiriant, LLC otherOtherJul 9, 2012Jul 10, 2012
John Patrick PetrieAspiriant Investment Advisors, LLC otherAspiriant, LLC otherOtherJul 9, 2012Jul 9, 2012
Philip James KastenholzAspiriant Investment Advisors, LLC otherAspiriant, LLC otherOtherJul 9, 2012Jul 9, 2012
Mary Ellen KruegerAspiriant Investment Advisors, LLC otherAspiriant, LLC otherOtherJul 9, 2012Jul 19, 2012
Peter Lewin SchwartzAspiriant Investment Advisors, LLC otherAspiriant, LLC otherOtherJul 9, 2012Jul 16, 2012
Marc CastellaniMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAspiriant, LLC otherOtherJun 22, 2012Oct 26, 2015 (1221 d)
Ryan Trager NelsonFirst Allied Advisory Services, Inc. otherAspiriant, LLC independent RIAOtherMar 9, 2012Dec 3, 2018 (2460 d)
Michael B. WeissmanAspiriant Investment Advisors, LLC otherAspiriant, LLC independent RIAOtherMar 8, 2012Mar 12, 2021 (3291 d)
David Christopher GrecsekDeloitte Investment Advisors LLC unclassifiedAspiriant, LLC independent RIAOtherOct 8, 2010Mar 15, 2021 (3811 d)
Lisa Marie CollettiDeloitte Investment Advisors LLC unclassifiedAspiriant, LLC independent RIAOtherOct 8, 2010Mar 10, 2021 (3806 d)
Bradley Alan WeberDeloitte Investment Advisors LLC unclassifiedAspiriant, LLC independent RIAOtherOct 8, 2010Jan 7, 2026 (5570 d)
David Edward MuchowDeloitte Investment Advisors LLC unclassifiedAspiriant, LLC otherOtherOct 8, 2010Feb 7, 2014 (1218 d)
Adam Everett StanleyDeloitte Investment Advisors LLC unclassifiedAspiriant, LLC otherOtherOct 8, 2010Jan 13, 2014 (1193 d)
Gregory Ryan SchickKfq Investment Advisors LLC unclassifiedAspiriant, LLC otherOtherMay 20, 2008Aug 6, 2008 (78 d)
Carl David ForsterKfq Investment Advisors LLC unclassifiedAspiriant, LLC otherOtherMay 20, 2008Aug 6, 2008 (78 d)
Kenneth Charles GottKfq Investment Advisors LLC unclassifiedAspiriant, LLC otherOtherMay 20, 2008Aug 6, 2008 (78 d)
Sandra Leigh BragarKfq Investment Advisors LLC unclassifiedAspiriant, LLC otherOtherMay 20, 2008Aug 6, 2008 (78 d)
Sam LeeKfq Investment Advisors LLC unclassifiedAspiriant, LLC otherOtherMay 20, 2008Aug 6, 2008 (78 d)
Mary Elizabeth SchallFifth Third Securities, Inc. otherAspiriant, LLC independent RIAOtherApr 25, 2008Nov 17, 2019 (4223 d)
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57 moves match.