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.
Signals
Dated events with a source
Every event names how it is dated: a filing date, a registration date or a roster snapshot. Facts are what a form says; derived events compare two filings; inferences (a control person absent from the next Schedule A) are labelled as such. None of these is a prediction.
- Richard Allan Baum added a NJ registration at Wells Fargo Advisors
- Bryce Donovan Kelley added a TX registration at Lpl Financial Llc
- Cooper Grady added a MN registration at Stratos Wealth Partners, Ltd
- Richard Hakim Drew added a TX registration at Vanguard Advisers, Inc.
- Ashley Elizabeth Koed added a KY registration at 3Edge Asset Management, Lp
- Matthew Allen Shrope added a TX registration at Lpl Financial Llc
- Michael Martin Zickert added a TX registration at Wells Fargo Advisors
- David L Little added a NC registration at Keel Point, Llc
- Tyler D. Parise added a TX registration at J.P. Morgan Securities Llc
- Alexander T Skaltsis added a NJ registration at Morgan Stanley
- Megan Anne Reilly added a SD registration at Columbia Management Investment Advisers, Llc
- Megan Anne Reilly added a OK registration at Columbia Management Investment Advisers, Llc
- Megan Anne Reilly added a NJ registration at Columbia Management Investment Advisers, Llc
- Megan Anne Reilly added a MO registration at Columbia Management Investment Advisers, Llc
- Megan Anne Reilly added a LA registration at Columbia Management Investment Advisers, Llc
- Megan Anne Reilly added a KY registration at Columbia Management Investment Advisers, Llc
- Megan Anne Reilly added a IN registration at Columbia Management Investment Advisers, Llc
- Megan Anne Reilly added a DE registration at Columbia Management Investment Advisers, Llc
- Michael Ryan Difiore added a TX registration at Park Avenue Securities Llc
- Michael Ryan Difiore added a NH registration at Park Avenue Securities Llc
- Kristen Caseley added a NH registration at Scs Capital Management Llc
- Juan Pablo Fortoul Solorzano added a NJ registration at Insigneo Advisory Services, Llc
- Noah Joseph Domangue added a KY registration at Park Avenue Securities Llc
- Jeanine Morris added a KY registration at Strategic Wealth Investment Group, Llc
- Kristina Ann Mcgrath added a TX registration at Edward Jones
- Chance Lopez-Coleman added a NC registration at Lpl Financial Llc
- Clayton Ayres added a WY registration at Strategic Advisers Llc
- Briggin R Bluemel added a UT registration at Lpl Financial Llc
- Asher Hoopes added a LA registration at Td Private Client Wealth Llc
- Timothy Andrew Odell added a CA registration at Citizens Securities, Inc.
- Samuel Wilson Griggs added a TX registration at Lpl Financial Llc
- David H Carns added a TX registration at Strategic Advisers Llc
- Elias Chamoun added a TX registration at J.P. Morgan Securities Llc
- Liam Xavier Leahy added a TX registration at Florida Financial Advisors, Llc
- Stephen Scheer added a TX registration at Strategic Advisers Llc
- Jennifer Glacken added a TX registration at Financial Celebrations
- Paige Ashley Wylie added a TX registration at Strategic Advisers Llc
- Mark Thomas Woodfield added a IL registration at Centaurus Financial, Inc.
- Evan J Thornton added a TX registration at Equitable Advisors, Llc
- Carter Maxwell Rivers added a MI registration at Cornerstone Financial Consulting, Llc
- Jeffrey Brent Groves added a TX registration at Sequent Planning, Llc
- Nathan A Stepp added a TX registration at Edward Jones
- Curtis Lamont Davis added a GA registration at Td Private Client Wealth Llc
- Ember Savannah Lytle added a TX registration at Florida Financial Advisors, Llc
- Chelsea Cloak Niestrom added a NM registration at Cloak Advisors
- Brian Christopher Petrelli added a FL registration at Florida Financial Advisors, Llc
- William Thomas Henry added a CA registration at Willis Towers Watson Securities, Llc
- Robert James Travers added a KS registration at Usa Financial Securities Llc
- Evan James Allvord added a TX registration at Schwab Wealth Advisory, Inc.
- Matthew Jay Peterson added a TX registration at Principal Securities, Inc.
- Christian Michael Karcher added a TX registration at Lpl Financial Llc
- Douglas Levasseur added a CA registration at Willis Towers Watson Securities, Llc
- Fuser Juliano Rodriguez added a WV registration at Td Private Client Wealth Llc
- Dylan Koenig added a TX registration at Strategic Advisers Llc
- Oluseun Adedeji Onitiri added a TX registration at Rbc Capital Markets, Llc
- Rebekah Danielle Stavne added a TX registration at Edward Jones
- Frank A Gomez added a TX registration at J.P. Morgan Securities Llc
- Sandra Anne Williams added a NY registration at Park Avenue Securities Llc
- Brooke Nicole Boyd added a FL registration at Mdrn Wealth
- Hafez Emanian added a MN registration at Citizens Securities, Inc.
218,257 events match.