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

Arrivals at Virtus Investment Advisers, LLC

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
Jarret Michael ShattuckHartford Funds asset managerVirtus Investment Advisers, LLC asset managerOtherSep 2, 2026Sep 14, 2026
David Benjamin QuiatVoya Investment Management Co. LLC asset managerVirtus Investment Advisers, LLC asset managerOtherAug 3, 2026Aug 18, 2026
John Thomas AndrewsAdvisor Resource Council independent RIAVirtus Investment Advisers, LLC asset managerOtherApr 22, 2026May 1, 2026
Thomas Vincent WinklerThornburg Investment Management Inc asset managerVirtus Investment Advisers, LLC asset managerOtherJan 29, 2026Feb 3, 2026
Nicholas James CoccioZacks Investment Management, Inc. mixed wealthVirtus Investment Advisers, LLC asset managerOtherJan 15, 2026Jan 20, 2026
Adam NeumeisterLPL Financial LLC BD affiliatedVirtus Investment Advisers, LLC asset managerOtherSep 25, 2025Sep 26, 2025
Benjamin Thomas FlemingVoya Financial Advisors, Inc. BD affiliatedVirtus Investment Advisers, LLC asset managerOtherJul 1, 2025Jul 14, 2025
Chloe Anne HuntBahl & Gaynor LLC mixed wealthVirtus Investment Advisers, LLC asset managerOtherApr 2, 2025Apr 8, 2025
Michael Edward BradyAc Wealth Partners otherVirtus Investment Advisers, LLC asset managerOtherDec 3, 2024Feb 10, 2025 (69 d)
Anthony CafarchiaAristotle Capital Management, LLC otherVirtus Investment Advisers, LLC asset managerOtherNov 4, 2024Nov 20, 2024
Anthony J SchuetzPalmer Square Capital Management LLC asset managerVirtus Investment Advisers, LLC asset managerOtherSep 23, 2024May 8, 2025 (227 d)
James P NaldiIndependent Financial Group, LLC BD affiliatedVirtus Investment Advisers, LLC asset managerOtherMay 31, 2024Jun 21, 2024
Alison Mabel SeverinoLord, Abbett & Co. LLC asset managerVirtus Investment Advisers, LLC asset managerOtherApr 30, 2024May 19, 2025 (384 d)
Daniel Kenneth ClineNuveen Asset Management, LLC otherVirtus Investment Advisers, LLC asset managerOtherFeb 2, 2023Feb 21, 2023
John A HarringtonMorgan Stanley wirehouseVirtus Investment Advisers, LLC asset managerOtherOct 11, 2022Nov 7, 2022
Jared L StigallFreedom Investment Management, Inc. independent RIAVirtus Investment Advisers, LLC asset managerOtherOct 3, 2022Oct 19, 2022
James CornellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVirtus Investment Advisers, LLC asset managerOtherSep 27, 2022Oct 18, 2022
Aron McmillianMorgan Stanley wirehouseVirtus Investment Advisers, LLC asset managerOtherJun 29, 2022Oct 24, 2022 (117 d)
Dana Michelle CalcoteDimensional Fund Advisors LP asset managerVirtus Investment Advisers, LLC asset managerOtherMar 21, 2022Jan 23, 2023 (308 d)
Matthew Joseph McneillVoya Investment Management Co. LLC otherVirtus Investment Advisers, LLC asset managerOtherMar 18, 2022May 9, 2022 (52 d)
Everard BisnauthNeuberger Berman Bd LLC no RAUMVirtus Investment Advisers, LLC asset managerOtherDec 31, 2021Jan 23, 2023 (388 d)
Riley Patrick GessnerVoya Investment Management Co. LLC otherVirtus Investment Advisers, LLC asset managerOtherAug 5, 2021Aug 27, 2021
Robert John ClarkeAst Investment Services, Inc. asset managerVirtus Investment Advisers, LLC asset managerOtherNov 4, 2020Oct 10, 2023 (1070 d)
Kevin KloskiAlliancebernstein L.P. otherVirtus Investment Advisers, LLC asset managerOtherApr 1, 2020Apr 1, 2020
Jonathan E LondonWilde Capital Management, LLC otherVirtus Investment Advisers, LLC asset managerOtherDec 23, 2019Aug 10, 2022 (961 d)
Edward Andrew KushmaProshare Advisors LLC asset managerVirtus Investment Advisers, LLC asset managerOtherDec 9, 2019Jan 10, 2020 (32 d)
Andres Ruelas UriarteCitigroup Global Markets Inc. BD affiliatedVirtus Investment Advisers, LLC asset managerOtherJun 13, 2019Aug 10, 2026 (2615 d)
Alexander C StuartLord, Abbett & Co. LLC asset managerVirtus Investment Advisers, LLC asset managerOtherNov 12, 2018Oct 19, 2022 (1437 d)
Geoffrey Scott JohnsonEdward Jones national BDVirtus Investment Advisers, LLC asset managerOtherApr 11, 2018May 7, 2018
Gia Marie BubnisBlackrock Investment Management, LLC otherVirtus Investment Advisers, LLC asset managerOtherJul 6, 2017Feb 11, 2021 (1316 d)
Reny MathewHsbc Securities (USA) Inc. otherVirtus Investment Advisers, LLC asset managerOtherApr 7, 2017Oct 21, 2021 (1658 d)
Christopher M ScuderiManulife Investment Management (US) LLC otherVirtus Investment Advisers, LLC otherOtherMar 17, 2017Apr 6, 2017
Michael L FeldmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVirtus Investment Advisers, LLC otherOtherOct 25, 2016Nov 9, 2016
Vincent Jordan TaylorMorgan Stanley wirehouseVirtus Investment Advisers, LLC otherOtherAug 14, 2015Sep 1, 2015
Edward Powers CahillMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVirtus Investment Advisers, LLC otherOtherMar 3, 2015Apr 8, 2015 (36 d)
Christopher Michael CollinsClearbridge Investments, LLC otherVirtus Investment Advisers, LLC asset managerOtherJan 7, 2015Mar 1, 2021 (2245 d)
Douglas Edward HintlianColumbia Management Investment Advisers, LLC otherVirtus Investment Advisers, LLC otherOtherSep 29, 2014Oct 16, 2014
Lijo JohnVoya Investment Management Co. LLC otherVirtus Investment Advisers, LLC otherOtherApr 24, 2014May 27, 2014 (33 d)
Alicien Anne DemonteMorgan Stanley wirehouseVirtus Investment Advisers, LLC otherOtherApr 14, 2014May 1, 2014
Douglas James BottaroMsi Financial Services, Inc. otherVirtus Investment Advisers, LLC otherOtherDec 3, 2013Dec 12, 2013
Kimberly Jean ScottPeople'S Securities, Inc. otherVirtus Investment Advisers, LLC otherOtherOct 19, 2012Nov 26, 2012 (38 d)
Donald Matthew MurphyEaton Vance Management otherVirtus Investment Advisers, LLC otherOtherOct 11, 2012Nov 27, 2012 (47 d)
Michael LauraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVirtus Investment Advisers, LLC otherOtherMay 21, 2012Apr 25, 2014 (704 d)
Lindsay Fitzgerald McleodWells Fargo Advisors wirehouseVirtus Investment Advisers, LLC otherOtherFeb 16, 2012Feb 23, 2012
Robert A SpadaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVirtus Investment Advisers, LLC otherOtherFeb 6, 2012Mar 6, 2012
Christopher J HodgdonMorgan Stanley wirehouseVirtus Investment Advisers, LLC otherOtherJan 6, 2012Jan 24, 2013 (384 d)
Eric Mathew KaletaLPL Financial LLC otherVirtus Investment Advisers, LLC otherOtherNov 25, 2011Dec 12, 2011
Jeffrey Michael McclureAllspring Funds Management, LLC otherVirtus Investment Advisers, LLC otherOtherOct 10, 2011Nov 14, 2011 (35 d)
Douglas Charles BondPurcell Advisory Services, LLC otherVirtus Investment Advisers, LLC otherOtherSep 16, 2011Oct 14, 2011
Matthew Thomas SweeneyMorgan Stanley wirehouseVirtus Investment Advisers, LLC otherOtherMar 8, 2011Oct 7, 2011 (213 d)
Jessica Butler ButlerVoya Financial Advisors, Inc. otherVirtus Investment Advisers, LLC otherOtherJan 21, 2011Oct 11, 2011 (263 d)
James C BushMorgan Stanley wirehouseVirtus Investment Advisers, LLC otherOtherDec 21, 2010Oct 7, 2011 (290 d)
Jeffrey Evans JacksonAspen Financial Management, Inc. otherVirtus Investment Advisers, LLC otherOtherApr 23, 2010Oct 11, 2011 (536 d)
Georgie Esposito LoweEvergreen Investment Management Co unclassifiedVirtus Investment Advisers, LLC otherOtherJan 4, 2010Oct 7, 2011 (641 d)
Peter Christopher GustiniFederated Securities Corp. no RAUMVirtus Investment Advisers, LLC asset managerOtherDec 31, 2009Dec 8, 2025 (5821 d)
John Francis BishopManulife Investment Management (US) LLC otherVirtus Investment Advisers, LLC asset managerOtherSep 18, 2008Mar 4, 2026 (6376 d)
David Carleton MitchellUBS Financial Services Inc. wirehouseVirtus Investment Advisers, LLC otherOtherSep 8, 2008Mar 20, 2012 (1289 d)
Joni Hope RheingoldAllianz Global Investors Managed Accounts LLC otherVirtus Investment Advisers, LLC asset managerOtherAug 17, 2007Feb 9, 2021 (4925 d)
Kevin Matthew ShanleyAllianz Global Investors Managed Accounts LLC otherVirtus Investment Advisers, LLC asset managerOtherAug 17, 2007Feb 9, 2021 (4925 d)
Shahid SaigolAllianz Global Investors Managed Accounts LLC otherVirtus Investment Advisers, LLC otherOtherMay 8, 2007Apr 3, 2012 (1792 d)
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71 moves match.