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 Burkholder 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.

AdvisorFromToTypeLeftRegistered
Rachel Navon KleinmanDimensional Fund Advisors LP asset managerBurkholder Wealth Management independent RIAOtherMar 18, 2026Apr 21, 2026 (34 d)
Sarah Ashley BremerCreative Planning independent RIABurkholder Wealth Management independent RIARIA to RIAMar 24, 2025Apr 13, 2025
Carli Renee SmithMl&R Wealth Management LLC independent RIABurkholder Wealth Management independent RIARIA to RIAMar 5, 2024Mar 1, 2024
Jordan BradfordMoney Concepts Advisory Service BD affiliatedBurkholder Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 7, 2022Mar 14, 2022
Eric Douglas BurkholderThe Legacy Financial Group, Inc. independent RIABurkholder Wealth Management independent RIARIA to RIANov 20, 2019Aug 16, 2019
Michael Brock TillmanCountry Trust Bank unclassifiedBurkholder Wealth Management independent RIAOtherJul 27, 2007Jan 2, 2025 (6369 d)
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6 moves match.