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 Evermay Wealth 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
Steven Andrew TomisekKirk Capital Advisors LLC independent RIAEvermay Wealth Management, LLC independent RIARIA to RIAAug 26, 2026Sep 14, 2026
Christopher James CutlipPrivate Advisor Group, LLC BD affiliatedEvermay Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2026Jun 4, 2026
Luke Michael SalzerT.M. Wealth Management independent RIAEvermay Wealth Management, LLC independent RIARIA to RIAMar 9, 2026Mar 30, 2026
Brandon David WolfAmeriprise Financial Services, LLC national BDEvermay Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 18, 2026Feb 12, 2026
Brett Ryan SchmaderFlorida Financial Advisors, LLC BD affiliatedEvermay Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 14, 2025Jan 7, 2026 (85 d)
Anh Thi NguyenDynamic independent RIAEvermay Wealth Management, LLC independent RIARIA to RIANov 22, 2024Jan 2, 2025 (41 d)
Camille Jayde SvitekPrime Capital Financial mixed wealthEvermay Wealth Management, LLC independent RIARIA to RIAApr 9, 2024Jun 3, 2024 (55 d)
Eliot SimonGarnet Group LLC independent RIAEvermay Wealth Management, LLC independent RIARIA to RIAMar 23, 2022Oct 9, 2024 (931 d)
Joni Roberta AltHopwood Financial Services, Inc. independent RIAEvermay Wealth Management, LLC independent RIARIA to RIAOct 6, 2021Oct 21, 2021
Jordan RubinManchester Capital Management LLC independent RIAEvermay Wealth Management, LLC independent RIARIA to RIASep 10, 2021Jun 15, 2021
Ryan Christopher PhillipsSagevest Wealth Management independent RIAEvermay Wealth Management, LLC independent RIARIA to RIAMar 23, 2020Mar 31, 2020
Mitchel SchlesingerStone Bridge Investment Partners LLC unclassifiedEvermay Wealth Management, LLC independent RIAOtherJan 26, 2018Apr 19, 2021 (1179 d)
Andrew Thomas SponaugleUnited Capital Financial Advisors otherEvermay Wealth Management, LLC otherOtherSep 11, 2017Nov 28, 2017 (78 d)
Eric Josef SchaeferSavant Wealth Management otherEvermay Wealth Management, LLC otherOtherApr 24, 2015Apr 22, 2015
John Arnold EdwardsAsb Capital Management LLC otherEvermay Wealth Management, LLC otherOtherMar 26, 2010Apr 7, 2010
Elizabeth Strickland LarsonAyrshire Associates Inc unclassifiedEvermay Wealth Management, LLC otherOtherMay 26, 2009Aug 13, 2013 (1540 d)
William Calvin PittUnited Brokerage Services Inc otherEvermay Wealth Management, LLC otherOtherApr 16, 2009Aug 13, 2013 (1580 d)
Damon Anthony WhiteUnited Brokerage Services Inc otherEvermay Wealth Management, LLC otherOtherApr 16, 2009Aug 13, 2013 (1580 d)
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18 moves match.