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 Xcelsior Advisor Partners 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.

AdvisorFromToTypeLeftRegistered
Stanley Mark ReegRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAAug 17, 2026Jul 28, 2026
Todd Michael ReegRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAAug 17, 2026Jul 27, 2026
Nathan William GundersonRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAAug 17, 2026Jul 24, 2026
Tyler T OsterlooRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAAug 17, 2026Aug 26, 2026
Jacob Andrew DuffyRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAApr 28, 2026Apr 23, 2026
David E MathiasRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAApr 28, 2026Apr 23, 2026
Julie Anne LaffertyRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAApr 28, 2026May 14, 2026
Cayden Anthony BrotzRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAApr 28, 2026May 20, 2026
Sheri Lynn RhyanWells Fargo Advisors wirehouseXcelsior Advisor Partners LLC independent RIAWirehouse to independent RIAApr 2, 2026Apr 15, 2026
Katie NullinerStrategic Advisers LLC national BDXcelsior Advisor Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 2, 2026May 4, 2026 (32 d)
Matthew Stephen CurleyExcelsior Wealth Management LLC independent RIAXcelsior Advisor Partners LLC no RAUMRIA to a newly registered adviserNov 17, 2025Mar 10, 2025
Matthew ToelkeExcelsior Wealth Management LLC independent RIAXcelsior Advisor Partners LLC no RAUMRIA to a newly registered adviserNov 17, 2025Mar 10, 2025
Calum Moats BashfordExcelsior Wealth Management LLC independent RIAXcelsior Advisor Partners LLC no RAUMRIA to a newly registered adviserNov 17, 2025Mar 10, 2025
Thomas Matthew GlynnRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAOct 28, 2025Oct 20, 2025
Peter LisickyRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAOct 28, 2025Oct 17, 2025
Rebecca L GadusRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAAug 25, 2025Aug 15, 2025
David Tyson EubanksRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAAug 25, 2025Aug 16, 2025
Gene Forest PucciRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAJun 25, 2025Jun 23, 2025
Mark Allen PetersonRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAJun 4, 2025Jan 6, 2026 (216 d)
Joseph D HardeeMorgan Stanley wirehouseXcelsior Advisor Partners LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Apr 1, 2025Mar 13, 2025
James Timothy ChandlerRobert W. Baird & Co. Incorporated mixed wealthXcelsior Advisor Partners LLC independent RIARIA to RIAJun 12, 2022Dec 24, 2025 (1291 d)
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21 moves match.