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 Adero Partners, 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 |
|---|---|---|---|---|---|
| Angel M Davis | Centaurus Financial, Inc. BD affiliated | Adero Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2024 | Oct 14, 2024 |
| Tavin Logan Blair | Petersen Hastings Wealth Advisors, Inc. independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Sep 9, 2024 | Sep 27, 2024 |
| Joseph D Guerra | Raymond James & Associates, Inc. national BD | Adero Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2024 | Mar 31, 2025 (241 d) |
| Leilah Essam Buker | Brighton Jones LLC independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Nov 13, 2023 | May 13, 2024 (182 d) |
| Rebekah Yvonne Mull | Ebert Capital Management Inc. independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Jun 2, 2022 | Sep 8, 2022 (98 d) |
| Jennifer A Sun | Cresset Asset Management, LLC independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Feb 4, 2022 | Apr 6, 2022 (61 d) |
| Connor Michael Mcmahon | Infinity Financial Services Advisory independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | May 4, 2021 | May 1, 2024 (1093 d) |
| Evan David Rothschild | Morgan Stanley wirehouse | Adero Partners, LLC independent RIA | Wirehouse to independent RIA | Nov 19, 2020 | Nov 17, 2020 |
| Alina Sohng | Griffin Black, LLC independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Oct 31, 2019 | Feb 19, 2020 (111 d) |
| Mehul Amritlal Khivesara | Charles Schwab & Co., Inc. national BD | Adero Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 10, 2019 | Apr 28, 2021 (566 d) |
| Gregory Todd Warner | Hines Warner Wealth Management, LLC independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Jul 17, 2019 | Jul 2, 2019 |
| Brady John Ball | Hines Warner Wealth Management, LLC independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Jul 17, 2019 | Jul 2, 2019 |
| Sarah Elizabeth Robinson | Hines Warner Wealth Management, LLC independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Jul 17, 2019 | Jul 2, 2019 |
| Jeffrey Scott White | Brouwer & Janachowski, LLC independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Sep 19, 2018 | Oct 19, 2018 |
| Jayne Louise Smith | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| James Michael Knight | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Michael Edward Spector | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Eric Robert Swensen | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Carolyn Ann Masline | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Johanna Sanchez Adleson | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Warren Gerald Jackson | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Aaron James White | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Regan Stuart Smith | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Mark Michael Bates | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Minou Kristina Rhoades | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Luke Seiderman | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Jennifer Lynn Yacoube | The Strategic Financial Alliance other | Adero Partners, LLC independent RIA | Other | Nov 23, 2011 | Jun 30, 2021 (3507 d) |
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27 moves match.