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 Northcoast Asset 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
Jacob Vincent StewartDeschutes Investment Consulting, LLC otherNorthcoast Asset Management LLC independent RIAOtherMay 6, 2026Jun 26, 2026 (51 d)
Charles Edward Waits LuzioBbr Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 27, 2025Jun 11, 2025
Matthew Paul VillersStrategic Advisers LLC national BDNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2025Apr 2, 2025
Robert Logan CampbellTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Michael Gary BallTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Gordan Craig PostTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Sandra Loraine KnechtTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Brian Lee JanesTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Nathan James KubikTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
David James KubikTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Jonathan Dawson AhaltTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
William David Van KeulenTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Clarissa Rugaber HobsonTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Amy Michele ZamikovskyTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Michael James MeadorTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Kenneth P TillmanTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Phillip WoodfordTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Yiwen ChenTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Thomas Jeffrey MaxfieldTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Craig Evans CarnickTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Richard Gordon LeaderTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Dylan John BurkeTransform Wealth, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 3, 2025Apr 1, 2025
Tyler J BartleyLasalle St. Investment Advisors, L.L.C. BD affiliatedNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2025Jan 21, 2025
Ernest Lewis MacvicarRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Maury Leonard FertigRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Douglas Alfred CrimminsRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
David Aaron McgranahanRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Rebecca Ellen DeatonRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Gregory Kenneth NeerRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Ruth Fiorentino UressRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Catherine Cannon GoelRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Kathryn C. GlanzRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Brian Gerard CallahanRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Jeffrey Michael FosselmanRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Jennifer Marie DavisRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Quinn Patrick MartinRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Whitney Kathryn Spalding SpencerRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Jacob Alexander CavaleriDiversify Wealth Management, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Sep 27, 2024 (44 d)
Evan Jeffrey FerryRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 7, 2024
Erica Lynn YoungIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 9, 2024
Brian Patrick SullivanIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 1, 2024
Wayne Carl JamersonIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 1, 2024
Alan Dixon BeuggIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 1, 2024
Bryce Walker SowitchIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Sep 5, 2024 (64 d)
Jeffrey John GordonIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 9, 2024
Casey John FrankenIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 9, 2024
Todd Macarthur DoumaTmd Wealth Management independent RIANorthcoast Asset Management LLC independent RIARIA to RIAJul 1, 2024Jul 24, 2024
Eric Jeffrey AnthonyTmd Wealth Management independent RIANorthcoast Asset Management LLC independent RIARIA to RIAJul 1, 2024Jul 29, 2024
Gavin David LyonsTmd Wealth Management independent RIANorthcoast Asset Management LLC independent RIARIA to RIAJul 1, 2024Jul 24, 2024
Mark William RizviTmd Wealth Management independent RIANorthcoast Asset Management LLC independent RIARIA to RIAJul 1, 2024Aug 1, 2024 (31 d)
Dante PetersonTmd Wealth Management independent RIANorthcoast Asset Management LLC independent RIARIA to RIAJul 1, 2024Jul 30, 2024
David James CopelandStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Kathleen Dougherty-KleinStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 14, 2024
Neal Howard PriceStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Ashley Elizabeth SeubertStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Michael Morse GarrisonStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Andrew Terrence DenenbergStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Michael TuberStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Marcie P. NachStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Michael S. KarminStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
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140 moves match.