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 Cresset 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Zachary Joseph Ventrice | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 15, 2026 | Sep 3, 2026 |
| Amanda Rose Gordon | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 14, 2026 | Sep 8, 2026 |
| Andrea Giulio Item | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 9, 2026 | Aug 26, 2026 |
| Michael Sean Macdonald | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 4, 2026 | Aug 25, 2026 |
| William Stuart Marino | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 4, 2026 | Aug 25, 2026 |
| Sarah Danielle Ponczek | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 4, 2026 | Aug 25, 2026 |
| Michael Allen Bober | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 3, 2026 | Aug 25, 2026 |
| Ettore D Ventrice | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 3, 2026 | Aug 26, 2026 |
| Alexandre Martins Santos | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 3, 2026 | Aug 26, 2026 |
| Evan Lee Blake | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 3, 2026 | Aug 27, 2026 |
| Veronica Martinez | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 3, 2026 | Sep 4, 2026 |
| Christine S Sloboth | UBS Financial Services Inc. wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 3, 2026 | Aug 26, 2026 |
| Alexandria Nguyen-Kuwamoto | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Aug 31, 2026 | Sep 11, 2026 |
| Kevin Scott Benesh | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Aug 12, 2026 | Aug 19, 2026 |
| Matthew Austin Williams | Awm Financial Services Inc. independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Aug 4, 2026 | Sep 11, 2026 (38 d) |
| Cory James Boggs | Manchester Capital Management LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Jul 28, 2026 | Jul 28, 2026 |
| Nicholas Williams Smith | Lazard Asset Management LLC other | Cresset Asset Management, LLC independent RIA | Other | Jun 23, 2026 | Jun 23, 2026 |
| Jacqueline Marie Vertucci-Alfonso | Stifel, Nicolaus & Company, Incorporated national BD | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | Jul 7, 2026 (40 d) |
| Nicolette Jane Davicino | Armstrong, Fleming & Moore, Inc. independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | May 19, 2026 | Jul 28, 2026 (70 d) |
| Matthew Wallace Cooper | Rockefeller Capital Management BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2026 | Apr 16, 2026 |
| Allison Bathgate Hild | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 13, 2026 | Apr 15, 2026 |
| Mark Steven Ostroff | Mai Capital Management, LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Mar 31, 2026 | Apr 7, 2026 |
| Jodi Danielle Van Voorhis | Equitable Advisors, LLC national BD | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Apr 10, 2026 |
| Mark Julien Thompson | Morgan Stanley wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Mar 18, 2026 | Mar 27, 2026 |
| Jennifer Lam | Mariner BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2026 | Apr 21, 2026 (41 d) |
| Michael Underwood Ellington | Alliancebernstein L.P. asset manager | Cresset Asset Management, LLC independent RIA | Other | Dec 15, 2025 | Dec 2, 2025 |
| James Thomas Cheap | Peakline Partners, LLC asset manager | Cresset Asset Management, LLC independent RIA | Other | Nov 25, 2025 | Dec 10, 2025 |
| Zachary Lincoln Gardner | Alliancebernstein L.P. asset manager | Cresset Asset Management, LLC independent RIA | Other | Nov 7, 2025 | Oct 28, 2025 |
| Danique E Van Der Velden | Alliancebernstein L.P. asset manager | Cresset Asset Management, LLC independent RIA | Other | Nov 7, 2025 | Nov 19, 2025 |
| Brooks Michael Allen | Nepsis, Inc. independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Nov 7, 2025 | Dec 10, 2025 (33 d) |
| Rachel Kimberly Clore | Wealthspire Advisors independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Oct 14, 2025 | Dec 2, 2025 (49 d) |
| Franklin Douglas Starz | LPL Financial LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 24, 2025 | Sep 17, 2026 (358 d) |
| Jordan Christina Jewell | Alliancebernstein L.P. asset manager | Cresset Asset Management, LLC independent RIA | Other | Sep 17, 2025 | Sep 19, 2025 |
| Isabel Sepulveda Aguirre | Fidelity Personal And Workplace Advisors BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 10, 2024 | Jan 10, 2025 (31 d) |
| Christopher M Mortvedt | Ironwood Wealth Management, LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Jul 29, 2024 | Sep 5, 2024 (38 d) |
| Aileen Kay Braga | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Jul 13, 2024 | Sep 22, 2025 (436 d) |
| Abigail Caso Holmes | Brightside Partners independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Jun 17, 2024 | Aug 27, 2024 (71 d) |
| Marcel Myszewski | Bbr Partners, LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | May 20, 2024 | May 29, 2024 |
| Andrew Huang | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 8, 2024 | Apr 19, 2024 |
| Steve Ching | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | May 7, 2024 | Apr 19, 2024 |
| Patrick Hejlik | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | May 7, 2024 | Apr 19, 2024 |
| Lauren Poe Watson | Brightside Partners independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Apr 29, 2024 | Jun 20, 2024 (52 d) |
| Dagny Maidman | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 20, 2024 | Apr 19, 2024 |
| Christopher Chase | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 20, 2024 | Apr 19, 2024 |
| Erik Ralston | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 20, 2024 | Apr 19, 2024 |
| Timur Zeinapur | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 20, 2024 | Apr 19, 2024 |
| Alana M Yokoyama | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 20, 2024 | Apr 19, 2024 |
| Timothy Filipi Cahyadi | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 20, 2024 | Apr 25, 2024 |
| Ryan Christopher Ortiz | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 20, 2024 | Apr 19, 2024 |
| Beatrice Rose Maidman | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 20, 2024 | Apr 19, 2024 |
| Christopher S Fisher | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 20, 2024 | Apr 25, 2024 |
| Aleksandra Kurzydlowski | Blackrock Investment Management, LLC other | Cresset Asset Management, LLC independent RIA | Other | Apr 9, 2024 | May 7, 2024 |
| Leslie Joan Cannon | The Invictus Collective, LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Apr 1, 2024 | May 21, 2024 (50 d) |
| Nathan David Stoker | Truclarity Wealth Advisors independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Jan 26, 2024 | Jan 1, 2025 (341 d) |
| Jeanne Marie Mcgannon | Geller Advisors LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Sep 22, 2023 | Oct 3, 2023 |
| Robert Scott Politz | Avondale Wealth Management LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Sep 15, 2023 | Sep 19, 2023 |
| Garrett Price Birnbaum | J.P. Morgan Securities LLC wirehouse | Cresset Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 2, 2023 | Sep 13, 2023 |
| Erica Camille Berger | Knightsbridge Wealth Management independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Aug 9, 2023 | Aug 18, 2023 |
| Micah Jon Miller | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2023 | Aug 18, 2023 |
| Leann Shea | Cerity Partners LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Jul 28, 2023 | Nov 21, 2024 (482 d) |
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206 moves match.