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.

AdvisorFromToTypeLeftRegistered
David Victor GatesFisher Investments independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankMar 18, 2026Apr 6, 2026
Hunter MosesFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAMar 13, 2026Aug 26, 2026 (166 d)
Lora Lynn LeavenworthFisher Investments independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 12, 2026Jun 1, 2026 (81 d)
Alif KarowadiaFisher Investments independent RIAUnited Capital Financial Advisors independent RIARIA to RIAMar 12, 2026Apr 2, 2026
Edward Gerald De CabooterFisher Investments independent RIABlsh Wealth Management state registeredRIA to a state-registered adviserMar 12, 2026Mar 2, 2026
Imran Olamide AkinteyeFisher Investments independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankMar 12, 2026Mar 27, 2026
Alex Mathew MedunaFisher Investments independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAMar 9, 2026Apr 21, 2026 (43 d)
Stephen NsienFisher Investments independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMar 9, 2026Mar 16, 2026
Andrew Richard RumbelowFisher Investments independent RIASyon Capital LLC independent RIARIA to RIAMar 5, 2026Jun 10, 2026 (97 d)
Brian Kenneth CobbFisher Investments independent RIADigital Ascension Group - Wealth otherOtherMar 5, 2026Mar 31, 2026
Daniel Mckinley YancyFisher Investments independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankMar 5, 2026Mar 9, 2026
Humberto VargasFisher Investments independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 5, 2026Mar 30, 2026
Alexander Frederick GrohFisher Investments independent RIAInspire Advisors, LLC independent RIARIA to RIAFeb 25, 2026Mar 16, 2026
Sean TempleFisher Investments independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseFeb 25, 2026Mar 11, 2026
Emma Harrison EganFisher Investments independent RIASoltis Investment Advisors, LLC independent RIARIA to RIAFeb 25, 2026Mar 11, 2026
Kate BrunoriFisher Investments independent RIAPcm Encore, LLC independent RIARIA to RIAFeb 19, 2026Feb 19, 2026
Jacob B IsraelFisher Investments independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankFeb 18, 2026Mar 26, 2026 (36 d)
John TrevinoFisher Investments independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseFeb 18, 2026Jun 18, 2026 (120 d)
Kyle Allan JonesFisher Investments independent RIACreative Planning independent RIARIA to RIAFeb 17, 2026Mar 26, 2026 (37 d)
Johnny Gabriel OrtegaFisher Investments independent RIATransamerica Retirement Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 12, 2026Mar 4, 2026
William Estep CarmichaelFisher Investments independent RIAJgp Wealth Management, LLC independent RIARIA to RIAFeb 11, 2026Mar 26, 2026 (43 d)
Stephen Patrick HickmanFisher Investments independent RIACreative Planning independent RIARIA to RIAFeb 10, 2026Feb 12, 2026
Grant Tanner MollFisher Investments independent RIAAnnex Wealth Management, LLC independent RIARIA to RIAFeb 10, 2026Feb 17, 2026
Armando VegaFisher Investments independent RIADelos Capital Advisors independent RIARIA to RIAFeb 4, 2026Mar 20, 2026 (44 d)
William Ayigbatonye AllagoaFisher Investments independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 2, 2026Mar 20, 2026 (46 d)
Benjamin R CasonFisher Investments independent RIAMdrn Capital independent RIARIA to RIAJan 26, 2026Mar 12, 2026 (45 d)
Michael Joseph MerluzziFisher Investments independent RIASterling Bridge Financial Group LLC independent RIARIA to RIAJan 23, 2026Sep 14, 2026 (234 d)
Bryce Michael ThalackerFisher Investments independent RIAMissionsquare Retirement BD affiliatedRIA to affiliated broker-dealer or bankJan 20, 2026Jan 30, 2026
Bryant Henry GauthierFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAJan 12, 2026Jan 15, 2026
Cory MitchellFisher Investments independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankJan 6, 2026May 2, 2026 (116 d)
Daniel SaucedaFisher Investments independent RIAPacer Advisors, Inc. asset managerOtherJan 6, 2026Sep 17, 2026 (254 d)
Muhammad Naadir JalillFisher Investments independent RIAEarned Wealth Advisors, LLC independent RIARIA to RIAJan 6, 2026Feb 11, 2026 (36 d)
Scott PiperFisher Investments independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 5, 2026Jan 23, 2026
Lee Arnold FarmerFisher Investments independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankDec 23, 2025Dec 23, 2025
Timur Nikita StantonFisher Investments independent RIACrestview Wealth Management, LLC state registeredRIA to a state-registered adviserDec 17, 2025Dec 21, 2025
Thomas Matthew CarneyFisher Investments independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 16, 2025Feb 4, 2026 (50 d)
Cameron Peyton ClearFisher Investments independent RIAOnedigital institutionalOtherDec 16, 2025Dec 15, 2025
Joseph Michael BianchiFisher Investments independent RIAStride Investments, LLC independent RIARIA to RIADec 16, 2025Jan 6, 2026
Kent Erik LarssonFisher Investments independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2025Mar 12, 2026 (87 d)
Dylan Ernest ManeyFisher Investments independent RIAManey Wealth no RAUMRIA to a newly registered adviserDec 15, 2025Jan 23, 2026 (39 d)
Daniel JacksonFisher Investments independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIADec 10, 2025Jun 10, 2026 (182 d)
Kelly Jane RomanoFisher Investments independent RIAEmpirical Wealth Management independent RIARIA to RIADec 9, 2025Jan 13, 2026 (35 d)
William N MoyerFisher Investments independent RIAMorgan Stanley wirehouseRIA to wirehouseDec 4, 2025Jan 13, 2026 (40 d)
Freddie Latron BroadwayFisher Investments independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 2, 2025May 19, 2026 (168 d)
Cassandra Michelle SanchezFisher Investments independent RIAFinancial & Tax Architects, LLC independent RIARIA to RIADec 2, 2025Dec 18, 2025
Laken Lamar LewisFisher Investments independent RIACx Institutional, LLC independent RIARIA to RIANov 25, 2025Dec 15, 2025
Jacob Andrew Patrick HowethFisher Investments independent RIAGenerational Wealth Advisors independent RIARIA to RIANov 19, 2025Apr 10, 2026 (142 d)
Anthony DobberfuhlFisher Investments independent RIAHarlow Wealth Management, Inc. independent RIARIA to RIANov 19, 2025Apr 16, 2026 (148 d)
Dustin Dayton WigingtonFisher Investments independent RIARulicent state registeredRIA to a state-registered adviserNov 18, 2025Jan 22, 2026 (65 d)
Thomas Patrick ReynoldsFisher Investments independent RIASuncoast Equity Management, LLC independent RIARIA to RIANov 18, 2025Nov 19, 2025
Saul RuizFisher Investments independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankNov 18, 2025Nov 24, 2025
Ashley Renee HeinemanFisher Investments independent RIAConcurrent Investment Advisors, LLC independent RIARIA to RIANov 18, 2025Jan 8, 2026 (51 d)
Jessica Catherine ColemanFisher Investments independent RIAIronwood Investment Counsel, LLC independent RIARIA to RIANov 18, 2025Aug 10, 2026 (265 d)
Chase Frederick LakariFisher Investments independent RIADrake & Associates, LLC independent RIARIA to RIANov 13, 2025Feb 24, 2026 (103 d)
Nahif ChowdhuryFisher Investments independent RIACerity Partners LLC independent RIARIA to RIANov 13, 2025Jan 13, 2026 (61 d)
Nicholas G BarnettFisher Investments independent RIADigital Ascension Group - Wealth otherOtherNov 5, 2025Nov 17, 2025
Martin Andrew CarnesFisher Investments independent RIADigital Ascension Group - Wealth otherOtherOct 28, 2025Nov 9, 2025
Augusto TodeschiniFisher Investments independent RIAWebull Advisors LLC independent RIARIA to RIAOct 15, 2025Apr 22, 2026 (189 d)
Adam Richard ArringtonFisher Investments independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankOct 14, 2025Nov 21, 2025 (38 d)
Rick KennedyFisher Investments independent RIAStansberry Asset Management, LLC independent RIARIA to RIAOct 6, 2025Dec 16, 2025 (71 d)
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992 moves match.