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 Ellevest

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
Dawn Carolyn AbernathyCore Planning independent RIAEllevest independent RIARIA to RIAMay 20, 2026Aug 2, 2024
Patricia Ann StallworthPs Worth, LLC unclassifiedEllevest independent RIAOtherMar 23, 2026Aug 28, 2023
Jennifer NeeleyMorgan Stanley wirehouseEllevest independent RIAWirehouse to independent RIANov 5, 2024Oct 29, 2024
Uchechi KaluAbacus Wealth Partners independent RIAEllevest independent RIARIA to RIAOct 9, 2024Oct 24, 2024
Michelle Rae WagnerFacet independent RIAEllevest independent RIARIA to RIAAug 15, 2024Nov 6, 2024 (83 d)
Veronica TaylorNorthstar Investment Advisory LLC no RAUMEllevest independent RIAOtherJul 29, 2024May 1, 2023
Lori Beth LustbergThird Eye Associates, Ltd state registeredEllevest independent RIAOtherJul 8, 2024Aug 2, 2024
Lyndsi Grace StenderVista Capital Partners, Inc. independent RIAEllevest independent RIARIA to RIAJun 10, 2024Jun 24, 2024
Naima Nefertari Barnes BushCapital Investment Advisors independent RIAEllevest independent RIARIA to RIAApr 2, 2024May 1, 2024
Kerry Ann O'BrienOrigin Investment Advisory LLC independent RIAEllevest independent RIARIA to RIAMar 18, 2024May 16, 2024 (59 d)
Brooke WeiseLPL Financial LLC BD affiliatedEllevest independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2024Aug 16, 2024 (157 d)
Michelle PetrowskiOrigin Investment Advisory LLC independent RIAEllevest independent RIARIA to RIAFeb 13, 2024Jan 8, 2024
Sabrina RoshWealth Architects, LLC independent RIAEllevest independent RIARIA to RIAAug 28, 2023Sep 29, 2023 (32 d)
Darci Colleen ZaunmillerConfidence Wealth Management, Inc. independent RIAEllevest independent RIARIA to RIAJul 28, 2023Aug 28, 2023 (31 d)
Katherine Nicole PhillipsPracticecfo Investments mixed wealthEllevest independent RIARIA to RIAJun 8, 2023Jun 23, 2023
Kathleen Jessica VillegasOld Peak Finance independent RIAEllevest independent RIARIA to RIAMay 18, 2023May 23, 2023
Corrinne Marie RiversChildfree Wealth no RAUMEllevest independent RIAOtherApr 17, 2023May 12, 2023
Allison Masoero HersheyZenith Wealth Partners independent RIAEllevest independent RIARIA to RIADec 15, 2022Jun 22, 2023 (189 d)
Alondra GarciaWilbanks, Smith & Thomas Asset Management, LLC independent RIAEllevest independent RIARIA to RIAJul 13, 2022Sep 23, 2022 (72 d)
Healy MarroyWells Fargo Advisors wirehouseEllevest independent RIAWirehouse to independent RIAJun 15, 2022Jun 27, 2023 (377 d)
Samantha Craig VientRetirable independent RIAEllevest independent RIARIA to RIAJun 1, 2022May 20, 2022
Hannah Bauque SteendamNeuberger Berman Bd LLC no RAUMEllevest independent RIAOtherMay 25, 2022Feb 23, 2024 (639 d)
Kaitlin Marie HorschUBS Financial Services Inc. wirehouseEllevest independent RIAWirehouse to independent RIAApr 18, 2022Aug 18, 2022 (122 d)
Ehijie Mofeolu SadoAdvocacy Wealth Management, LLC independent RIAEllevest independent RIARIA to RIANov 23, 2021Dec 2, 2021
Andrea L CiprianiWells Fargo Advisors wirehouseEllevest independent RIAWirehouse to independent RIAOct 29, 2021Oct 28, 2021
Victoria E FergusonRobert W. Baird & Co. Incorporated mixed wealthEllevest independent RIARIA to RIAJun 29, 2021Aug 19, 2021 (51 d)
Carmina Victoria LongMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEllevest independent RIAWirehouse to independent RIAJun 7, 2021Jun 15, 2021
Maria A DelgadoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEllevest independent RIAWirehouse to independent RIAJun 3, 2021Jun 14, 2021
Jodi RuddLPL Financial LLC BD affiliatedEllevest independent RIAAffiliated broker-dealer or bank to independent RIAMay 5, 2021Feb 14, 2022 (285 d)
Samantha Craig VientOrigin Investment Advisory LLC no RAUMEllevest independent RIAOtherMar 10, 2021Apr 16, 2021 (37 d)
Krista Allison CavalieriBudros, Ruhlin & Roe independent RIAEllevest independent RIARIA to RIAJan 15, 2021Jan 7, 2021
Sofia Liana FigueroaMorgan Stanley wirehouseEllevest independent RIAWirehouse to independent RIANov 19, 2020Nov 13, 2020
Lindsey Carolyn LewisVanguard Advisers, Inc. BD affiliatedEllevest independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2020Jun 6, 2022 (578 d)
Suhaila PalumboMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEllevest independent RIAWirehouse to independent RIAJun 10, 2019Jul 2, 2019
Elisa A. FierroManske Wealth Management, LLC independent RIAEllevest independent RIARIA to RIAMay 16, 2019Jun 18, 2019 (33 d)
Tammy K PiochUBS Financial Services Inc. wirehouseEllevest independent RIAWirehouse to independent RIAApr 2, 2019Apr 4, 2019
Ashley Nicole BlecknerRs Crum Inc. independent RIAEllevest independent RIARIA to RIAMar 29, 2019Apr 3, 2019
Natalie Ann TaylorLearnvest Planning Services, LLC no RAUMEllevest independent RIAOtherJun 11, 2018Nov 16, 2018 (158 d)
Maria KleinhansMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEllevest independent RIAWirehouse to independent RIAMar 20, 2018Oct 12, 2021 (1302 d)
Rebecca Bradshaw PalmerJ.P. Morgan Private Wealth Advisors LLC otherEllevest independent RIAOtherJan 3, 2018Aug 3, 2021 (1308 d)
Mally Mills BurtonUBS Financial Services Inc. wirehouseEllevest otherOtherOct 20, 2017Dec 13, 2017 (54 d)
Rachel G RabinovichSociety Of Grownups, LLC no RAUMEllevest independent RIAOtherMar 20, 2017May 4, 2020 (1141 d)
Rachel Jean Brown LawrenceLearnvest Planning Services, LLC no RAUMEllevest independent RIAOtherDec 5, 2016May 15, 2018 (526 d)
Ankur G PatelCredit Suisse Securities (USA) LLC otherEllevest independent RIAOtherMay 12, 2016Feb 24, 2021 (1749 d)
Jennie Irene SandersMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEllevest otherOtherMar 11, 2013Nov 16, 2017 (1711 d)
Sylvia Shiu Han KwanEdelman Financial Engines otherEllevest no RAUMOtherSep 15, 2008Feb 16, 2016 (2710 d)
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46 moves match.