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 moves
Departures from Savant Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kyra Faith Thiel | Savant Wealth Management independent RIA | Perk Planning state registered | RIA to a state-registered adviser | Aug 4, 2026 | Sep 9, 2026 (36 d) |
| Hannah Basil Bryant | Savant Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Jun 29, 2026 | Jul 15, 2026 |
| Michele Diane Bush | Savant Wealth Management independent RIA | Prospect Financial Group LLC independent RIA | RIA to RIA | Jun 24, 2026 | Jul 14, 2026 |
| Joel Micah Braswell | Savant Wealth Management independent RIA | Holden Family Office, LLC state registered | RIA to a state-registered adviser | Feb 9, 2026 | Feb 23, 2026 |
| Gregory Anthony Kopp | Savant Wealth Management independent RIA | Alliancebernstein L.P. other | Other | Dec 20, 2025 | Apr 2, 2026 (103 d) |
| Paul Edward Staniszewski | Savant Wealth Management independent RIA | Sikich Financial independent RIA | RIA to RIA | Dec 19, 2025 | Apr 15, 2026 (117 d) |
| Ritu Jain | Savant Wealth Management independent RIA | The Retirement Solutions Group state registered | RIA to a state-registered adviser | Sep 23, 2025 | Apr 21, 2026 (210 d) |
| Jonathon Merickel | Savant Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Sep 4, 2025 | Feb 10, 2026 (159 d) |
| Andrew Michael Niemoeller | Savant Wealth Management independent RIA | Collaborative Capital Advisors LLC no RAUM | RIA to a newly registered adviser | Sep 4, 2025 | Sep 15, 2025 |
| Abigail Catherine O'Rourke | Savant Wealth Management independent RIA | Choreo, LLC independent RIA | RIA to RIA | Sep 4, 2025 | Sep 3, 2025 |
| Nicholas Andrew Tarr | Savant Wealth Management independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Jun 26, 2025 | Aug 19, 2025 (54 d) |
| David Axell Calderon | Savant Wealth Management independent RIA | Betterment independent RIA | RIA to RIA | Jun 9, 2025 | Jan 30, 2026 (235 d) |
| Daniel Earl Holdridge | Savant Wealth Management independent RIA | Wedmont Private Capital independent RIA | RIA to RIA | Jun 2, 2025 | Jun 16, 2025 |
| Jennifer Ann O'Hara | Savant Wealth Management independent RIA | Digital Ascension Group - Wealth other | Other | Feb 28, 2025 | Mar 27, 2026 (392 d) |
| Jonathan Henkels | Savant Wealth Management independent RIA | Beacon Global Advisor Network, LLC independent RIA | RIA to RIA | Jan 29, 2025 | Feb 25, 2025 |
| Richard Harold Brown | Savant Wealth Management independent RIA | Mariner Independent independent RIA | RIA to RIA | Dec 12, 2024 | Sep 16, 2025 (278 d) |
| Bradley Jason Goodman | Savant Wealth Management independent RIA | Apollon Wealth Management, LLC independent RIA | RIA to RIA | Dec 6, 2024 | Feb 4, 2026 (425 d) |
| Jeremy Seth Joseph | Savant Wealth Management independent RIA | Simplicity Wealth other | Other | Dec 6, 2024 | Dec 20, 2024 |
| Shawn Jennings | Savant Wealth Management independent RIA | Voya Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 22, 2024 | Nov 17, 2025 (360 d) |
| Tanner William Fields | Savant Wealth Management independent RIA | Captrust institutional | Other | Jun 26, 2024 | Jul 30, 2024 (34 d) |
| Daniel A Rojas | Savant Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jun 14, 2024 | Jun 13, 2024 |
| Timothy Adam Carpenter | Savant Wealth Management independent RIA | Rhodo Wealth Management LLC state registered | RIA to a state-registered adviser | Jun 3, 2024 | Jul 12, 2024 (39 d) |
| Chris Alan Walters | Savant Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 26, 2024 | Jan 15, 2026 (629 d) |
| Sobhi Baghdadi | Savant Wealth Management independent RIA | Haland Wealth Management state registered | RIA to a state-registered adviser | Apr 11, 2024 | Oct 30, 2025 (567 d) |
| Kyle Brandon Beissel | Savant Wealth Management independent RIA | Faithward Advisors, LLC independent RIA | RIA to RIA | Apr 9, 2024 | Apr 23, 2024 |
| Robert Francis Wurster | Savant Wealth Management independent RIA | Legacy Advisors, LLC independent RIA | RIA to RIA | Mar 21, 2024 | Apr 8, 2024 |
| Joshua John Maly | Savant Wealth Management independent RIA | Mdrn Capital independent RIA | RIA to RIA | Jan 19, 2024 | Mar 11, 2024 (52 d) |
| Brian Thomas Rykovich | Savant Wealth Management independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2024 | Mar 12, 2024 (56 d) |
| Michael Hunter Brooks | Savant Wealth Management independent RIA | Stadion Money Management, LLC mixed wealth | RIA to RIA | May 8, 2023 | Jun 8, 2023 (31 d) |
| Kimberly Spence | Savant Wealth Management independent RIA | Merit Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 13, 2022 | Sep 10, 2026 (1428 d) |
| Steven John Gillhaus | Savant Wealth Management independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2022 | Sep 30, 2022 |
| Joseph Thomas Trimble | Savant Wealth Management independent RIA | Root Financial Partners independent RIA | RIA to RIA | Aug 1, 2022 | Aug 24, 2023 (388 d) |
| Maureen D Wright | Savant Wealth Management independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Aug 1, 2022 | Aug 28, 2023 (392 d) |
| Ehidiame O Eichie | Savant Wealth Management independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2022 | Aug 16, 2022 |
| Andrew Michael Pisel | Savant Wealth Management independent RIA | Creekmur Asset Management, LLC independent RIA | RIA to RIA | Dec 1, 2021 | Jan 10, 2022 (40 d) |
| Kathryn Mary Risch | Savant Wealth Management independent RIA | Focus Advisor Solutions, LLC independent RIA | RIA to RIA | Jul 21, 2021 | Dec 21, 2021 (153 d) |
| Stephen Bergman | Savant Wealth Management independent RIA | Forum Financial Management, LP independent RIA | RIA to RIA | Dec 16, 2020 | Jan 11, 2021 |
| Hannah Marie Collman | Savant Wealth Management independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Jun 15, 2020 | Feb 27, 2025 (1718 d) |
| Matthew Henry Kiehl | Savant Wealth Management independent RIA | Creative Planning independent RIA | RIA to RIA | Jun 4, 2020 | Feb 11, 2022 (617 d) |
| Ann Goldschmidt Schnorrenberg | Savant Wealth Management independent RIA | Withum Wealth Management independent RIA | RIA to RIA | Mar 13, 2020 | Jun 19, 2020 (98 d) |
| Brett A. Spencer | Savant Wealth Management independent RIA | Impact Financial state registered | RIA to a state-registered adviser | Feb 3, 2020 | May 15, 2020 (102 d) |
| Donovan Julian Sanchez | Savant Wealth Management independent RIA | Skyview Financial Planning, LLC unclassified | Other | Nov 21, 2018 | Feb 20, 2019 (91 d) |
| David Fritz Wirth | Savant Wealth Management other | Facet no RAUM | Other | Aug 16, 2017 | Nov 7, 2017 (83 d) |
| John David Roegner | Savant Wealth Management other | Wealthspire Retirement Advisory institutional | Other | Aug 7, 2017 | Aug 13, 2018 (371 d) |
| Adam Wendell Larson | Savant Wealth Management other | Balasa Dinverno Foltz LLC other | Other | Jan 23, 2017 | Feb 21, 2017 |
| Shayna Amalie Lebowitz | Savant Wealth Management other | Sbsb Financial Advisors other | Other | Oct 10, 2016 | Oct 25, 2016 |
| Wendy Marie Moyers | Savant Wealth Management other | Linden Oak Wealth Partners LLC unclassified | Other | Jul 22, 2016 | Aug 5, 2016 |
| Kristen Rita Lindahl | Savant Wealth Management other | Fiduciary Financial Advisors independent RIA | Other | May 3, 2016 | Oct 15, 2024 (3087 d) |
| Bryan David Moscinski | Savant Wealth Management other | Robert W. Baird & Co. Incorporated other | Other | Jul 8, 2015 | Jul 28, 2015 |
| Steven Andrew Starnes | Savant Wealth Management other | Grand Wealth Management, LLC other | Other | Apr 24, 2015 | Jul 28, 2015 (95 d) |
| Eric Josef Schaefer | Savant Wealth Management other | Evermay Wealth Management, LLC other | Other | Apr 24, 2015 | Apr 22, 2015 |
| Nicholas Jay Toman | Savant Wealth Management other | Empowered Financial Investments, LLC unclassified | Other | Dec 8, 2014 | Jan 10, 2019 (1494 d) |
| Sarah Mouser | Savant Wealth Management other | Cassaday & Company, Inc. independent RIA | Other | Jul 11, 2014 | Jun 23, 2023 (3269 d) |
| Mark Edward Pniak | Savant Wealth Management other | Choreo, LLC other | Other | May 12, 2014 | May 30, 2014 |
| Julie Ann Cook | Savant Wealth Management other | Waddell & Reed other | Other | Mar 20, 2013 | Apr 16, 2013 |
| Dimitar Stefanov Tanchev | Savant Wealth Management other | Calamos Wealth Management LLC independent RIA | Other | Mar 7, 2011 | Dec 9, 2019 (3199 d) |
| James John Foley | Savant Wealth Management other | Janney Montgomery Scott LLC other | Other | Jan 5, 2011 | Jan 4, 2011 |
| Amy Lisa Barrett | Savant Wealth Management other | Voyager Capital Management, LLC other | Other | Nov 11, 2009 | Nov 16, 2009 |
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58 moves match.