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 Abich Financial Wealth 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.

AdvisorFromToTypeLeftRegistered
William Alexander MoirCassaday & Company, Inc. independent RIAAbich Financial Wealth Management, LLC independent RIARIA to RIASep 25, 2025Oct 21, 2025
Ryan Thomas OliverCassaday & Company, Inc. independent RIAAbich Financial Wealth Management, LLC independent RIARIA to RIAFeb 19, 2025Apr 15, 2025 (55 d)
Joshua G BarbinAlternative Financial Planning unclassifiedAbich Financial Wealth Management, LLC independent RIAOtherAug 7, 2024Aug 14, 2024
Ruben Gonzalo Devia ArbanilEdelman Financial Engines mixed wealthAbich Financial Wealth Management, LLC independent RIARIA to RIAJul 29, 2023Jul 19, 2023
Patrick John VolkImpact Partnership Wealth, LLC independent RIAAbich Financial Wealth Management, LLC independent RIARIA to RIAJan 20, 2023Jan 26, 2023
Eian LomashPruco Securities, LLC BD affiliatedAbich Financial Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 9, 2022Jul 9, 2022 (61 d)
Birds Kyle HortonCuso Financial Services, L.P. BD affiliatedAbich Financial Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 10, 2021Jul 26, 2023 (715 d)
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7 moves match.