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 Betterment

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
Robert John GlotfeltyRange Advisory, LLC independent RIABetterment independent RIARIA to RIAAug 4, 2025Aug 25, 2025
David Axell CalderonSavant Wealth Management independent RIABetterment independent RIARIA to RIAJun 9, 2025Jan 30, 2026 (235 d)
Christian Heredia-BauerJ.P. Morgan Securities LLC wirehouseBetterment independent RIAWirehouse to independent RIAMar 23, 2025May 4, 2026 (407 d)
Brian McgillinThrivent Investment Management Inc. BD affiliatedBetterment independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2024Jan 30, 2026 (501 d)
Eli Gold SavellePruco Securities, LLC BD affiliatedBetterment independent RIAAffiliated broker-dealer or bank to independent RIAMay 24, 2024Jul 23, 2024 (60 d)
Natisha Kay RunyanKingsview Wealth Management, LLC independent RIABetterment independent RIARIA to RIAMay 17, 2024Jun 12, 2024
Norman Andrew PerkinsDiversify Wealth Management, LLC independent RIABetterment independent RIARIA to RIAApr 30, 2024Apr 25, 2024
Erica Nicole GrundzaUnique Wealth, LLC independent RIABetterment independent RIARIA to RIAMar 7, 2024Mar 27, 2024
Mario LanderosSpectrum Wealth Advisory Group, LLC independent RIABetterment independent RIARIA to RIAAug 31, 2023Mar 27, 2024 (209 d)
Hannah Marie KaufmanRs Crum Inc. independent RIABetterment independent RIARIA to RIAAug 23, 2023Sep 29, 2023 (37 d)
Matthew Terrence RiopellePayden & Rygel otherBetterment independent RIAOtherJun 8, 2023May 24, 2025 (716 d)
Samantha Louise BeauvaisAviance Capital Partners LLC independent RIABetterment independent RIARIA to RIAApr 3, 2023Aug 30, 2024 (515 d)
Alec Daniel PupoVanguard Advisers, Inc. BD affiliatedBetterment independent RIAAffiliated broker-dealer or bank to independent RIANov 8, 2021Nov 19, 2021
Yosef GhebrayFidelity Personal And Workplace Advisors BD affiliatedBetterment independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2021Nov 19, 2021 (44 d)
Sara KalsmanOne Capital Management, LLC independent RIABetterment independent RIARIA to RIASep 29, 2021Nov 2, 2021 (34 d)
Kyle McbrienPlante Moran Financial Advisors independent RIABetterment independent RIARIA to RIAAug 2, 2021Oct 25, 2021 (84 d)
Bryan Tyrell StigerAdvice And Planning Services BD affiliatedBetterment independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Dec 1, 2020
Mindy YuUBS Financial Services Inc. wirehouseBetterment independent RIAWirehouse to independent RIADec 4, 2019Dec 6, 2021 (733 d)
Corbin Blackwell DonahueCapital One Investing, Inc. independent RIABetterment independent RIARIA to RIASep 26, 2018Oct 17, 2018
Jonathan WittigCharles Schwab & Co., Inc. national BDBetterment independent RIAAffiliated broker-dealer or bank to independent RIAApr 4, 2017Jun 21, 2018 (443 d)
Garrett Knox OakleyRobert W. Baird & Co. Incorporated otherBetterment otherOtherDec 1, 2016Oct 6, 2017 (309 d)
Michael Crandall ColemanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBetterment otherOtherMar 4, 2016Oct 10, 2017 (585 d)
Page 1 of 1
22 moves match.