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 Martinwright Advisory, 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
Sonia CrumplerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMartinwright Advisory, LLC independent RIAWirehouse to independent RIAJul 15, 2026Aug 4, 2026
Jennifer Scott FribergBalentine independent RIAMartinwright Advisory, LLC independent RIARIA to RIAMar 2, 2026May 15, 2026 (74 d)
Hugh Sylvanus MerkelTru Independence Asset Management, LLC independent RIAMartinwright Advisory, LLC no RAUMRIA to a newly registered adviserFeb 6, 2026Feb 9, 2026
Bradley Garrett MartinTru Independence Asset Management, LLC independent RIAMartinwright Advisory, LLC no RAUMRIA to a newly registered adviserFeb 6, 2026Dec 2, 2025
Margaret Champagne WrightTru Independence Asset Management, LLC independent RIAMartinwright Advisory, LLC no RAUMRIA to a newly registered adviserFeb 6, 2026Feb 9, 2026
Hannah June ThompsonTru Independence Asset Management, LLC independent RIAMartinwright Advisory, LLC no RAUMRIA to a newly registered adviserFeb 6, 2026Feb 9, 2026
Margaret F SimsTruist Advisory Services, Inc. BD affiliatedMartinwright Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 1, 2025Jun 26, 2026 (207 d)
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7 moves match.