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 teams

Teams that joined 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.

AdvisorsFromToBranchTypeLeft
2Crowley Wealth Management, Inc. independent RIAWealthcare Advisory Partners LLC independent RIAWilmington, DeRIA to RIADec 31, 2025
7Integrated Wealth Concepts LLC independent RIAWealthcare Advisory Partners LLC independent RIABloomfield Hills, MiRIA to RIAApr 1, 2025
2Counsel Fiduciary, LLC independent RIAWealthcare Advisory Partners LLC independent RIANew York, Ny +1RIA to RIAMar 31, 2025
2The Wealth Consulting Group independent RIAWealthcare Advisory Partners LLC independent RIAOverland Park, Ks +1RIA to RIAFeb 20, 2024
2The Wealth Consulting Group independent RIAWealthcare Advisory Partners LLC independent RIALas Vegas, NvRIA to RIAJan 3, 2024
2Securities America Advisors, Inc. BD affiliatedWealthcare Advisory Partners LLC independent RIANeptune City, Nj +1Affiliated broker-dealer or bank to independent RIAAug 3, 2023
2Faithward Advisors, LLC independent RIAWealthcare Advisory Partners LLC independent RIALancaster, PaRIA to RIANov 16, 2022
2Eagle Financial Management Services, LLC otherWealthcare Advisory Partners LLC independent RIAShreveport, LaOtherJul 19, 2022
2American Portfolios Advisors, Inc independent RIAWealthcare Advisory Partners LLC independent RIAHolbrook, NyRIA to RIAOct 21, 2021
2Wells Fargo Advisors wirehouseWealthcare Advisory Partners LLC independent RIALynchburg, VaWirehouse to independent RIAJan 14, 2021
5Avantax Advisory Services BD affiliatedWealthcare Advisory Partners LLC independent RIAIrving, TxAffiliated broker-dealer or bank to independent RIASep 15, 2020
over 2 d
2Gaines Financial Group independent RIAWealthcare Advisory Partners LLC independent RIABoca Raton, FlRIA to RIAJan 13, 2020
3Independent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAMemphis, TnAffiliated broker-dealer or bank to independent RIAMay 2, 2019
2Independent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAFremont, Ca +1Affiliated broker-dealer or bank to independent RIAMay 2, 2019
2Independent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIATampa, Fl +1Affiliated broker-dealer or bank to independent RIAMay 2, 2019
over 11 d
21st Global Advisors Inc BD affiliatedWealthcare Advisory Partners LLC independent RIABaytown, Tx +1Affiliated broker-dealer or bank to independent RIAFeb 8, 2019
2Wells Fargo Advisors wirehouseWealthcare Advisory Partners LLC otherKnoxville, TnOtherOct 20, 2017
2Private Advisor Group, LLC otherWealthcare Advisory Partners LLC otherMorristown, NjOtherJan 31, 2017
2Waddell & Reed otherWealthcare Advisory Partners LLC otherScottsdale, Az +1OtherFeb 6, 2016
2Osaic Institutions, Inc. otherWealthcare Advisory Partners LLC otherWinchester, VaOtherJan 29, 2016
2Msi Financial Services, Inc. otherWealthcare Advisory Partners LLC no RAUMLeesburg, VaOtherMar 12, 2015
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21 teams match.derived from registration dates