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 Cache Advisors LLC
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 |
|---|---|---|---|---|---|
| Nicholas Thomas Fontaine | Dimensional Fund Advisors LP asset manager | Cache Advisors LLC asset manager | Other | Jul 9, 2026 | Jul 28, 2026 |
| Rian Tony Goulart | Dimensional Fund Advisors LP asset manager | Cache Advisors LLC asset manager | Other | Jan 13, 2026 | Jan 20, 2026 |
| Aaron James White | Adero Partners, LLC independent RIA | Cache Advisors LLC asset manager | Other | Mar 4, 2025 | Mar 10, 2025 |
| Bradley James Hanus | Principal Asset Management other | Cache Advisors LLC asset manager | Other | Aug 14, 2024 | Aug 26, 2024 |
| Collin Michael Schrier | Vestmark Advisory Solutions, Inc. independent RIA | Cache Advisors LLC asset manager | Other | May 7, 2024 | Oct 31, 2024 (177 d) |
| Elisa Marie Garibay | Wealthfront Advisers LLC independent RIA | Cache Advisors LLC asset manager | Other | Nov 15, 2023 | May 16, 2024 (183 d) |
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6 moves match.