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.
Teams that left Wealthcare Advisory Partners LLC
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, and who all registered next through the same other firm. The rule reads registration dates on IAPD and nothing else: no press, no name matching, no judgment about why. When the cluster carried half or more of the firm it left, or the destination filed a succession naming it, it is typed firm absorbed rather than lift-out. When the two CRDs are one enterprise (the same business name, as with the two Wells Fargo Advisors channels, the same 75%+ owner on both Schedule As around the move, or one name the other with a word added) it is a channel change, listed only when asked for and never counted as a team in or out. Corporate re-registrations (hundreds of people moved to a new CRD in one month) are excluded before teams are formed.
| Advisors | From | To | Branch | Type | Left |
|---|---|---|---|---|---|
| 2 | Wealthcare Advisory Partners LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | West Chester, Pa | Affiliated broker-dealer or bank to another | Jun 12, 2026 |
| 2 | Wealthcare Advisory Partners LLC BD affiliated | LPL Financial LLC BD affiliated | West Chester, Pa | Affiliated broker-dealer or bank to another | Jun 12, 2026 |
| 6 | Wealthcare Advisory Partners LLC BD affiliated | Prairie Advisory, LLC no RAUM | Leawood, Ks | Affiliated broker-dealer or bank to a newly registered adviser | May 15, 2026 |
| 4 | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | Lawrence, Ks +1 | RIA to RIA | Feb 25, 2026 |
| 5 | Wealthcare Advisory Partners LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | West Chester, Pa | RIA to RIA | May 17, 2023 |
| 2 | Wealthcare Advisory Partners LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | Bloomfield Hills, Mi | RIA to RIA | Apr 4, 2023 |
| 2 | Wealthcare Advisory Partners LLC independent RIA | Belpointe Asset Management LLC independent RIA | Manheim, Pa +1 | RIA to RIA | Dec 22, 2022 |
| 2 | Wealthcare Advisory Partners LLC independent RIA | Strategic Advisory Services independent RIA | West Chester, Pa | RIA to RIA | Aug 2, 2022 |
| 5 | Wealthcare Advisory Partners LLC independent RIA | Water Street Financial LLC no RAUM | Winchester, Va | RIA to a newly registered adviser | Sep 30, 2021 |
| 2 | Wealthcare Advisory Partners LLC independent RIA | Cwm, LLC BD affiliated | Downingtown, Pa +1 | RIA to affiliated broker-dealer or bank | Jul 13, 2021 |