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 Altruist Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Wesley Michael White | Brookstone Capital Management LLC independent RIA | Altruist Advisors LLC no RAUM | RIA to a newly registered adviser | Sep 9, 2026 | Sep 10, 2026 |
| Austin Taylor Kobilka | Brookstone Capital Management LLC independent RIA | Altruist Advisors LLC no RAUM | RIA to a newly registered adviser | Sep 9, 2026 | Sep 10, 2026 |
| Colin Monteith | Ameriprise Financial Services, LLC national BD | Altruist Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 5, 2026 | Aug 27, 2026 |
| Coleman Andrew Webb | Wells Fargo Advisors wirehouse | Altruist Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 16, 2026 | Jun 23, 2026 |
| Michael Laine | Pks Advisory Services, LLC independent RIA | Altruist Advisors LLC no RAUM | RIA to a newly registered adviser | Jun 15, 2026 | Jun 17, 2026 |
| Cameron Macgregor Laine | Pks Advisory Services, LLC independent RIA | Altruist Advisors LLC no RAUM | RIA to a newly registered adviser | Jun 15, 2026 | Jun 17, 2026 |
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6 moves match.