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 Thryve 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.

AdvisorFromToTypeLeftRegistered
Gary Keith DorfmanStrive Asset Management asset managerThryve Wealth Management independent RIAOtherOct 10, 2025Oct 16, 2025
John Desmond BellStrive Asset Management asset managerThryve Wealth Management independent RIAOtherOct 10, 2025Oct 17, 2025
Randol Wilson CurtisOne Capital Management, LLC independent RIAThryve Wealth Management independent RIARIA to RIAOct 2, 2024Oct 16, 2025 (379 d)
Eric P CallahanJ.P. Morgan Securities LLC wirehouseThryve Wealth Management independent RIAWirehouse to independent RIAJan 5, 2024Oct 16, 2025 (650 d)
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4 moves match.