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 Fisher Investments
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 |
|---|---|---|---|---|---|
| D'Andre Thortvedt | Fisher Investments independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 4, 2026 | Aug 4, 2026 |
| Nathaniel Christian Williams | Fisher Investments independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Sep 2, 2026 | Sep 14, 2026 |
| Stuart Alan Connelly | Fisher Investments independent RIA | Brooklyn Fi, LLC independent RIA | RIA to RIA | Aug 20, 2026 | Sep 3, 2026 |
| Nathan Robert Nelson | Fisher Investments independent RIA | Cain, Watters & Associates, LLC independent RIA | RIA to RIA | Aug 20, 2026 | Sep 2, 2026 |
| Brian William Bors | Fisher Investments independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 20, 2026 | Sep 1, 2026 |
| Jordan Reece Bowman | Fisher Investments independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Aug 20, 2026 | Aug 21, 2026 |
| Kevin Patrick Murphy | Fisher Investments independent RIA | Stevens Capital Partners independent RIA | RIA to RIA | Aug 12, 2026 | Aug 14, 2026 |
| Alan Hays Richey | Fisher Investments independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 11, 2026 | Aug 25, 2026 |
| Aaron Benjamin Wallace | Fisher Investments independent RIA | Pruvise state registered | RIA to a state-registered adviser | Aug 5, 2026 | Sep 4, 2026 |
| Jonathan Robert Sherrod | Fisher Investments independent RIA | Sherrod Wealth Management state registered | RIA to a state-registered adviser | Aug 4, 2026 | Aug 10, 2026 |
| Kevin M Wright | Fisher Investments independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Jul 22, 2026 | Aug 14, 2026 |
| Ian Alexander Troutman | Fisher Investments independent RIA | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2026 | Aug 3, 2026 |
| Steven Michael Vanhorn | Fisher Investments independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2026 | Aug 12, 2026 |
| Pablo Ramon Ochoa | Fisher Investments independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jul 20, 2026 | Jun 24, 2026 |
| Andres Eduardo Martinez | Fisher Investments independent RIA | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | Jul 16, 2026 | Jul 29, 2026 |
| Jason Edward Brown | Fisher Investments independent RIA | Farther independent RIA | RIA to RIA | Jul 7, 2026 | Jul 6, 2026 |
| Dylan Elijah Delacruz | Fisher Investments independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 6, 2026 | Aug 7, 2026 (32 d) |
| Jacob Alexander Filipowski | Fisher Investments independent RIA | Trajan Wealth, L.L.C. independent RIA | RIA to RIA | Jul 1, 2026 | Jul 28, 2026 |
| Trevor Michael Endres | Fisher Investments independent RIA | J. W. Cole Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2026 | Jul 16, 2026 |
| Thomas Marc Harris | Fisher Investments independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Jun 26, 2026 | Jul 16, 2026 |
| Logan Isaiah Green | Fisher Investments independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Jun 26, 2026 | Jul 8, 2026 |
| Andrew Bryan Anderson | Fisher Investments independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2026 | Sep 15, 2026 (81 d) |
| Christopher Gabriel Chavez | Fisher Investments independent RIA | Apricity Financial, LLC independent RIA | RIA to RIA | Jun 26, 2026 | Jul 17, 2026 |
| Taylor A Belesiu | Fisher Investments independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jun 25, 2026 | Jul 22, 2026 |
| Jacob A Smith | Fisher Investments independent RIA | Q3 Advisors, LLC no RAUM | Other | Jun 25, 2026 | Aug 5, 2026 (41 d) |
| Shaelyn Sommer Boyer | Fisher Investments independent RIA | Corient independent RIA | RIA to RIA | Jun 23, 2026 | Sep 16, 2026 (85 d) |
| Dylan Corey Nertavich | Fisher Investments independent RIA | Foster Victor independent RIA | RIA to RIA | Jun 22, 2026 | Jul 22, 2026 |
| Daniel-Elijah Valverde | Fisher Investments independent RIA | Lido independent RIA | RIA to RIA | Jun 22, 2026 | Jul 15, 2026 |
| Jessica Rae Fairchild | Fisher Investments independent RIA | Rfg Wealth Advisory independent RIA | RIA to RIA | Jun 9, 2026 | Jul 13, 2026 (34 d) |
| Sarah Lynn Sizemore | Fisher Investments independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 29, 2026 | Sep 4, 2026 (98 d) |
| Troy N Thompson | Fisher Investments independent RIA | Invesco Advisers, Inc. asset manager | Other | May 27, 2026 | Jul 8, 2026 (42 d) |
| Tanner Jace Binion | Fisher Investments independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | May 22, 2026 | Jul 9, 2026 (48 d) |
| Abraham Martinez | Fisher Investments independent RIA | Centennial Advisors, LLC independent RIA | RIA to RIA | May 21, 2026 | Jun 3, 2026 |
| Jared Walker Sink | Fisher Investments independent RIA | Corient independent RIA | RIA to RIA | May 20, 2026 | Jun 9, 2026 |
| Paul Joseph Valente | Fisher Investments independent RIA | Madison Partners independent RIA | RIA to RIA | May 18, 2026 | Jun 2, 2026 |
| Greyson Hunter Finch | Fisher Investments independent RIA | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | May 14, 2026 | Jun 12, 2026 |
| Marc W. Slone | Fisher Investments independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | May 11, 2026 | Jul 9, 2026 (59 d) |
| Roland Villanueva | Fisher Investments independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | May 7, 2026 | May 30, 2026 |
| Nicholas Cooper Blaine | Fisher Investments independent RIA | Creative Planning independent RIA | RIA to RIA | May 5, 2026 | Jun 3, 2026 |
| David L Rutan | Fisher Investments independent RIA | Stirlingshire Investments independent RIA | RIA to RIA | May 4, 2026 | Jul 20, 2026 (77 d) |
| Garrett Isaac Galberach | Fisher Investments independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Apr 30, 2026 | May 1, 2026 |
| Anil Kumar | Fisher Investments independent RIA | Usaa Investment Services Company no RAUM | Other | Apr 30, 2026 | Aug 18, 2026 (110 d) |
| Timol Lemoyne Liggans | Fisher Investments independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 29, 2026 | Jun 2, 2026 (34 d) |
| Tyler Smith | Fisher Investments independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Apr 23, 2026 | Jul 21, 2026 (89 d) |
| Nathan Presutti | Fisher Investments independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 23, 2026 | Sep 1, 2026 (131 d) |
| Joel Castor | Fisher Investments independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Apr 23, 2026 | Apr 24, 2026 |
| William Joseph Marsh | Fisher Investments independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Apr 23, 2026 | Aug 6, 2026 (105 d) |
| Moab Schiers | Fisher Investments independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Apr 23, 2026 | May 1, 2026 |
| Carl Alexander Barnhart | Fisher Investments independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 23, 2026 | Jul 29, 2026 (97 d) |
| Joshua Aryeh Druz | Fisher Investments independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 22, 2026 | May 27, 2026 (35 d) |
| Gary Brian Trempe | Fisher Investments independent RIA | Frost Investment Services BD affiliated | RIA to affiliated broker-dealer or bank | Apr 16, 2026 | Apr 24, 2026 |
| David Michael Imhoff | Fisher Investments independent RIA | Facet independent RIA | RIA to RIA | Apr 8, 2026 | May 7, 2026 |
| Omar Nytel Kemp | Fisher Investments independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Jul 21, 2026 (110 d) |
| Samuel Andrew Pleasant-Cress | Fisher Investments independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 21, 2026 |
| Alexander Brea | Fisher Investments independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | May 27, 2026 (56 d) |
| Brian John Deja | Fisher Investments independent RIA | Usaa Investment Services Company no RAUM | Other | Mar 31, 2026 | Jun 5, 2026 (66 d) |
| Nathan Sheppard | Fisher Investments independent RIA | Vista Capital Partners, Inc. independent RIA | RIA to RIA | Mar 26, 2026 | Apr 16, 2026 |
| Keaton Graham Anderson | Fisher Investments independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2026 | Apr 28, 2026 (39 d) |
| Juan D Sanchez | Fisher Investments independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Mar 19, 2026 | Apr 1, 2026 |
| Charles Ray Anderson | Fisher Investments independent RIA | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2026 | Mar 24, 2026 |
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990 moves match.