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 Measured Wealth Private Client Group, 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
Joseph Tyndale NeffMai Capital Management, LLC independent RIAMeasured Wealth Private Client Group, LLC independent RIARIA to RIAAug 4, 2025Nov 12, 2025 (100 d)
Alejandra BorgeCitigroup Global Markets Inc. BD affiliatedMeasured Wealth Private Client Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 4, 2024Jul 1, 2024 (88 d)
George ZaharopoulosWells Fargo Advisors wirehouseMeasured Wealth Private Client Group, LLC independent RIAWirehouse to independent RIAJan 26, 2024Mar 1, 2024 (35 d)
Joshua Thomas HaapanenCitizens Securities, Inc. BD affiliatedMeasured Wealth Private Client Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2023Jan 9, 2023
Eric James TiernoLPL Financial LLC independent RIAMeasured Wealth Private Client Group, LLC independent RIARIA to RIAMay 6, 2022Apr 27, 2022
Andrew Joseph CamlinEquitable Advisors, LLC national BDMeasured Wealth Private Client Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 12, 2022Jan 24, 2022
Edward Robert MillerFocus Partners Wealth, LLC independent RIAMeasured Wealth Private Client Group, LLC independent RIARIA to RIAOct 12, 2021Jun 25, 2021
John Duncan BlackWells Fargo Advisors wirehouseMeasured Wealth Private Client Group, LLC independent RIAWirehouse to independent RIAApr 21, 2020Apr 7, 2020
Andrew James DonahueSvb Wealth independent RIAMeasured Wealth Private Client Group, LLC independent RIARIA to RIAOct 3, 2019Mar 23, 2022 (902 d)
Jay H LevySb Advisory, LLC BD affiliatedMeasured Wealth Private Client Group, LLC otherOtherDec 12, 2018Jan 10, 2017
Timothy Richard HamiltonOn Investment Management Co BD affiliatedMeasured Wealth Private Client Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2018Sep 24, 2018
David Bruce McnameeClm Capital Management LLC unclassifiedMeasured Wealth Private Client Group, LLC otherOtherDec 31, 2017Jan 2, 2018
Christopher Hale StonerColumbia Management Investment Advisers, LLC otherMeasured Wealth Private Client Group, LLC otherOtherMar 2, 2017Apr 6, 2017 (35 d)
Kelly Foss-RootH. Beck, Inc. otherMeasured Wealth Private Client Group, LLC independent RIAOtherDec 23, 2016Dec 10, 2025 (3274 d)
Kyle Donald PowersH. Beck, Inc. otherMeasured Wealth Private Client Group, LLC otherOtherMay 25, 2016May 29, 2014
Stephen John BrunoAmeriprise Financial Services, LLC national BDMeasured Wealth Private Client Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 26, 2016Jun 10, 2019 (1200 d)
Edward Heath BenwayH. Beck, Inc. otherMeasured Wealth Private Client Group, LLC otherOtherJul 6, 2015Apr 22, 2014
Richard Louis KesnerThe Commonwealth Group otherMeasured Wealth Private Client Group, LLC otherOtherDec 31, 2002Apr 24, 2015 (4497 d)
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18 moves match.