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 Strategic Advisory Partners
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Erica Rohlfing Lyall | Modera Wealth Management, LLC independent RIA | Strategic Advisory Partners independent RIA | RIA to RIA | Oct 13, 2025 | Oct 14, 2025 |
| Caleb Marsh | Morgan Stanley wirehouse | Strategic Advisory Partners independent RIA | Wirehouse to independent RIA | Aug 24, 2021 | Feb 28, 2022 (188 d) |
| Blaise Stevens | Spartan Planning Group independent RIA | Strategic Advisory Partners independent RIA | RIA to RIA | Jun 14, 2021 | Aug 18, 2021 (65 d) |
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3 moves match.