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 River Wealth Advisors 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
Bradford Douglas HouchinsFidelity Personal And Workplace Advisors BD affiliatedRiver Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 26, 2024Jul 10, 2024
Brian J JankowskiFort Pitt Capital Group, LLC independent RIARiver Wealth Advisors LLC independent RIARIA to RIAJun 24, 2024Jul 21, 2026 (757 d)
Benjamin Earl DumAdvice And Planning Services BD affiliatedRiver Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 18, 2022May 17, 2022
Eric Alexander WiegandBb&T Securities, LLC BD affiliatedRiver Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 8, 2020May 13, 2020
Ralph E MannaRoof Advisory Group, Inc. independent RIARiver Wealth Advisors LLC independent RIARIA to RIAApr 5, 2019Apr 17, 2019
Judith Ann SavchakBb&T Securities, LLC BD affiliatedRiver Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2018Aug 1, 2019 (213 d)
Edward Bernard O'GormanFma Advisory Inc otherRiver Wealth Advisors LLC otherOtherDec 31, 2015Jun 9, 2016 (161 d)
Jennifer Ann CollinsFma Advisory Inc otherRiver Wealth Advisors LLC otherOtherDec 28, 2015Jun 9, 2016 (164 d)
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8 moves match.