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 River Financial

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
Ashley Lynn ReiterStrategic Blueprint, LLC independent RIAGreat River Financial independent RIARIA to RIAAug 14, 2026Sep 8, 2026
Ashley Lynn ReiterGw Financial independent RIAGreat River Financial independent RIARIA to RIANov 12, 2024Jul 10, 2023
Joshua Lin WolbergOnedigital institutionalGreat River Financial no RAUMOtherDec 15, 2021Jul 9, 2021
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3 moves match.