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 Ascent Wealth Partners, 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
Gerard Charles MurrayPatriot Asset Management, Inc. independent RIAAscent Wealth Partners, LLC independent RIARIA to RIAMar 3, 2026Dec 10, 2025
Sophia G TsoupelisStrategic Financial Services independent RIAAscent Wealth Partners, LLC independent RIARIA to RIANov 4, 2025Nov 24, 2025
Shawn Ryan NashMorgan Stanley wirehouseAscent Wealth Partners, LLC independent RIAWirehouse to independent RIAAug 28, 2013Jan 29, 2026 (4537 d)
Joseph Dominick SummaStrategic Financial Services otherAscent Wealth Partners, LLC independent RIAOtherNov 11, 2011Jun 14, 2021 (3503 d)
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4 moves match.