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 joined Blueprint Financial Advisors
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 |
|---|---|---|---|---|---|
| 3 | Hornor, Townsend & Kent, LLC independent RIA | Blueprint Financial Advisors independent RIA | Charlotte, Nc | RIA to RIA | Jan 26, 2026 over 11 d |
| 2 | Hornor, Townsend & Kent, LLC independent RIA | Blueprint Financial Advisors independent RIA | Conshohocken, Pa | RIA to RIA | Jan 23, 2026 |
| 2 | Morse Capital Partners, LLC independent RIA | Blueprint Financial Advisors independent RIA | Richmond, Va | RIA to RIA | Nov 10, 2025 |
| 7 | Osaic Wealth, Inc. BD affiliated | Blueprint Financial Advisors independent RIA | Greensboro, Nc | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2025 |
| 2 | Navigen Wealth Management independent RIA | Blueprint Financial Advisors independent RIA | Wausau, Wi +1 | RIA to RIA | May 20, 2025 |
| 2 | Keystone Financial Group, LLC independent RIA | Blueprint Financial Advisors independent RIA | Lexington, Ky | RIA to RIA | Feb 19, 2025 over 1 d |
| 2 | Raymond James Financial Services Advisors, Inc BD affiliated | Blueprint Financial Advisors independent RIA | Hancock, Nh +1 | Affiliated broker-dealer or bank to independent RIA | May 21, 2024 |
| 2 | Cambridge Investment Research Advisors, Inc. BD affiliated | Blueprint Financial Advisors independent RIA | Mint Hill, Nc | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2023 |