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 Captrust

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
6	Truist Advisory Services, Inc. BD affiliated	Captrust institutional	Tampa, Fl +1	Other	Apr 17, 2026 over 3 d
6	Suncoast Equity Management, LLC independent RIA	Captrust institutional	Tampa, Fl	Other	Jan 28, 2026
2	Wealth Covenant Group LLC independent RIA	Captrust institutional	Houston, Tx	Other	Mar 20, 2025
3	Campbell Wealth Management, Inc. independent RIA	Captrust institutional	Alexandria, Va	Other	Feb 6, 2025
2	Southern Wealth Management Llp independent RIA	Captrust institutional	New Orleans, La	Other	Oct 25, 2023
6	Raymond James Financial Services Advisors, Inc BD affiliated	Captrust institutional	Sanford, Nc	Other	Oct 23, 2023 over 11 d
2	Commonwealth Financial Network national BD	Captrust institutional	Omaha, Ne	Other	Nov 17, 2022
6	Hightower Advisors, LLC BD affiliated	Captrust institutional	Wilmington, Nc +2	Other	Oct 28, 2022
2	Frontier Wealth Management, LLC independent RIA	Captrust institutional	Omaha, Ne	Other	Oct 21, 2022
2	Portfolio Evaluations, Inc. no RAUM	Captrust institutional	--	Other	Aug 30, 2022
2	Crescent Capital Consulting, LLC mixed wealth	Captrust institutional	New Orleans, La	Other	Mar 29, 2022
2	New Market Wealth Management, LLC independent RIA	Captrust institutional	Irvine, Ca +1	Other	Mar 28, 2022
2	Fidelity Personal And Workplace Advisors BD affiliated	Captrust institutional	Boston, Ma	Other	Jun 30, 2021 over 12 d
6	Cammack Retirement Group institutional	Captrust institutional	New York, Ny	Other	May 18, 2021
7	Wells Fargo Advisors wirehouse	Captrust institutional	Folsom, Ca +2	Other	Mar 5, 2021
10	Plante Moran Financial Advisors independent RIA	Captrust institutional	Southfield, Mi +2	Other	Sep 2, 2020
2	Mcqueen, Ball & Associates Inc. independent RIA	Captrust institutional	Bethlehem, Pa	Other	Sep 30, 2019
2	World Investment Advisors, LLC BD affiliated	Captrust institutional	Lincroft, Nj	Other	Feb 13, 2019
2	Morton Wealth Management LLC independent RIA	Captrust institutional	Greensboro, Nc	Other	Dec 31, 2018
2	Davidson & Garrard Inc other	Captrust other	Lynchburg, Va	Other	Dec 31, 2017
3	Osaic Wealth, Inc. other	Captrust other	Sacramento, Ca	Other	Jun 20, 2017 over 1 d
2	Wells Fargo Advisors wirehouse	Captrust other	Tampa, Fl	Other	Jun 12, 2017 over 2 d
2	World Investment Advisors, LLC other	Captrust other	Lincroft, Nj	Other	Dec 31, 2016

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23 teams match.derived from registration dates