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 Brickley Wealth Management
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Carissa Nguyen Yen | Summitry, LLC independent RIA | Brickley Wealth Management independent RIA | RIA to RIA | Mar 6, 2026 | May 8, 2026 (63 d) |
| Ebi C Mathew | Wealth Architects, LLC independent RIA | Brickley Wealth Management independent RIA | RIA to RIA | Sep 25, 2024 | Feb 18, 2025 (146 d) |
| Stephen Mark Brickley | LPL Financial LLC other | Brickley Wealth Management other | Other | Jun 13, 2017 | Jul 18, 2017 (35 d) |
| Aaron Michael Brickley | LPL Financial LLC other | Brickley Wealth Management other | Other | Jun 13, 2017 | Jul 18, 2017 (35 d) |
| Nathan George Brickley | LPL Financial LLC other | Brickley Wealth Management other | Other | Jun 13, 2017 | Jul 18, 2017 (35 d) |
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5 moves match.