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 Edgerock 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
Ryan MckownStrategic Advisers LLC national BDEdgerock Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2025May 7, 2025
John Douglas HillEdelman Financial Engines independent RIAEdgerock Wealth Management independent RIARIA to RIAMar 28, 2025Jan 8, 2026 (286 d)
Brett Preston TomlinsonFidelity Personal And Workplace Advisors BD affiliatedEdgerock Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2024Feb 6, 2024
George Frederic Von EiffLPL Financial LLC BD affiliatedEdgerock Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 10, 2023Oct 20, 2023
Chase M AdlerMorgan Stanley wirehouseEdgerock Wealth Management independent RIAWirehouse to independent RIAJan 9, 2023Jan 1, 2026 (1088 d)
Kyle F O'DellAe Wealth Management, LLC BD affiliatedEdgerock Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 26, 2022Oct 3, 2021
Robert Eugene FossAe Wealth Management, LLC BD affiliatedEdgerock Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 18, 2022Oct 3, 2021
Andrew Robert PerrySecurian Financial Services, Inc. BD affiliatedEdgerock Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2021Nov 2, 2021
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8 moves match.