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 Russell Investments

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
Tim William BondParcion Private Wealth LLC independent RIARussell Investments institutionalOtherMay 13, 2025Mar 5, 2025
Rush Kirk EvansBlackrock Investment Management, LLC otherRussell Investments institutionalOtherAug 29, 2024Dec 11, 2024 (104 d)
Tanner ButtonDimensional Fund Advisors LP asset managerRussell Investments otherOtherJun 23, 2022Jul 22, 2022
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3 moves match.