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 Rialto 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jesse Nathaniel Cramer | Captrust institutional | Rialto Wealth Management independent RIA | Other | May 22, 2026 | May 30, 2026 |
| Kevin Renzie Sullivan | Rockbridge Investment Management, LLC independent RIA | Rialto Wealth Management independent RIA | RIA to RIA | Dec 2, 2025 | Dec 1, 2025 |
| Mariah Galletta | Cadaret Grant & Co Inc BD affiliated | Rialto Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 7, 2025 | Apr 15, 2026 (432 d) |
| Jeffrey Hughes Watson | Pinnacle Investments, LLC BD affiliated | Rialto Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2023 | Aug 25, 2023 |
| Edward John Barno | Rockbridge Investment Management, LLC independent RIA | Rialto Wealth Management no RAUM | RIA to a newly registered adviser | May 26, 2022 | Apr 7, 2022 |
| Ethan David Gilbert | Rockbridge Investment Management, LLC independent RIA | Rialto Wealth Management no RAUM | RIA to a newly registered adviser | May 26, 2022 | Apr 25, 2022 |
| Michael L. Antonacci | Rockbridge Investment Management, LLC independent RIA | Rialto Wealth Management no RAUM | RIA to a newly registered adviser | May 26, 2022 | Apr 18, 2022 |
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7 moves match.