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 Whitwell Advisors

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
Gavin Thomas OwenCrg Wealth, LLC state registeredWhitwell Advisors independent RIAOtherApr 24, 2025Jan 2, 2025
Mary Susan Brockington PerryWells Fargo Advisors wirehouseWhitwell Advisors independent RIAWirehouse to independent RIAFeb 13, 2025Jul 29, 2026 (531 d)
Rosemary Soto WrightCompound Planning, Inc. independent RIAWhitwell Advisors independent RIARIA to RIAJan 3, 2025Jan 6, 2025
Paul Jay ReifersonCompound Planning, Inc. independent RIAWhitwell Advisors independent RIARIA to RIAJan 3, 2025Jan 1, 2026 (363 d)
Stefan WhitwellCompound Planning, Inc. independent RIAWhitwell Advisors independent RIARIA to RIAJan 3, 2025Jan 6, 2025
Page 1 of 1
5 moves match.