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 Clearpoint 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
Kathryn Ann AllenAllen Wealth Advisors state registeredClearpoint Wealth Management state registeredOtherDec 31, 2025Nov 5, 2025
Monalynd YoungAllen Wealth Advisors state registeredClearpoint Wealth Management state registeredOtherDec 31, 2025Nov 5, 2025
Ross Benjamin MillerAllen Wealth Advisors state registeredClearpoint Wealth Management state registeredOtherDec 31, 2025Oct 6, 2025
Steven Alan EarlySteward Wealth Management independent RIAClearpoint Wealth Management state registeredRIA to a state-registered adviserAug 3, 2023Nov 4, 2025 (824 d)
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4 moves match.