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 Badgley Phelps Wealth Managers

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
Payton Priscilla ChipleyArrien Investments, Inc. independent RIABadgley Phelps Wealth Managers independent RIARIA to RIAJan 28, 2026Mar 2, 2026 (33 d)
Howard Davis MiracleMarshall & Sullivan, Inc. independent RIABadgley Phelps Wealth Managers independent RIARIA to RIANov 4, 2025Nov 4, 2025
Gregory Scott RobinsonMarshall & Sullivan, Inc. independent RIABadgley Phelps Wealth Managers independent RIARIA to RIANov 4, 2025Nov 4, 2025
Ben James DuncansonIndependent Financial Partners BD affiliatedBadgley Phelps Wealth Managers independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2025Mar 4, 2025
Soren Milo EricksonSteward Partners Investment Solutions, LLC independent RIABadgley Phelps Wealth Managers independent RIARIA to RIADec 23, 2023Feb 21, 2024 (60 d)
David Michael BerdineD.A. Davidson & Co. independent RIABadgley Phelps Wealth Managers independent RIARIA to RIAAug 10, 2022Jun 10, 2024 (670 d)
Kelsey Elizabeth LichtteneggerColdstream Wealth Management independent RIABadgley Phelps Wealth Managers independent RIARIA to RIAAug 4, 2022Aug 7, 2022
Tiffany Chiang StonerBrighton Jones LLC independent RIABadgley Phelps Wealth Managers independent RIARIA to RIAApr 12, 2022Apr 28, 2022
Andrew J HooleyApella Wealth independent RIABadgley Phelps Wealth Managers independent RIARIA to RIAApr 1, 2022Apr 28, 2022
Jacob Crawford KoodrichBuild Asset Management asset managerBadgley Phelps Wealth Managers independent RIAOtherNov 17, 2021Feb 28, 2024 (833 d)
Karina Bianca Bayani DahiligDirectional Financial Services independent RIABadgley Phelps Wealth Managers independent RIARIA to RIAApr 19, 2021Apr 1, 2022 (347 d)
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11 moves match.