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 Great Diamond 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.

AdvisorFromToTypeLeftRegistered
Stephen Daniel PoulosHeadinvest independent RIAGreat Diamond Partners, LLC independent RIARIA to RIAMay 19, 2025May 20, 2025
Lisa Susan DemersUBS Financial Services Inc. wirehouseGreat Diamond Partners, LLC independent RIAWirehouse to independent RIAJun 7, 2021Jul 6, 2021
Wyatt AndreoliWells Fargo Advisors wirehouseGreat Diamond Partners, LLC independent RIAWirehouse to independent RIAApr 19, 2021Apr 27, 2021
Joseph William PowersUBS Financial Services Inc. wirehouseGreat Diamond Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 20, 2019May 9, 2019
Helen Elizabeth AndreoliUBS Financial Services Inc. wirehouseGreat Diamond Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 20, 2019May 9, 2019
John Marshall PiperUBS Financial Services Inc. wirehouseGreat Diamond Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 20, 2019May 9, 2019
Andrew Thomas ScottUBS Financial Services Inc. wirehouseGreat Diamond Partners, LLC independent RIAWirehouse to independent RIAMay 20, 2019Jun 24, 2020 (401 d)
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7 moves match.