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 Edelman Financial Engines

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
Daniel G JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIADec 23, 2025Mar 5, 2026 (72 d)
Marious Donovan YanchesonEvergreen Wealth Advisors mixed wealthEdelman Financial Engines independent RIARIA to RIADec 15, 2025Jan 14, 2026
Makayla Dawn MachacekEvergreen Wealth Advisors mixed wealthEdelman Financial Engines independent RIARIA to RIADec 15, 2025Jan 14, 2026
Ryan Nicholas LedetEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 25, 2025Dec 9, 2025
Chris Andrew DanielsEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2025Nov 14, 2025
Leo Eugene LauterbachEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2025Nov 13, 2025
Brett Allen PatmoreEquitable Advisors, LLC national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2025Jul 8, 2026 (237 d)
Jeffrey ElliottRetirement Planners Of America independent RIAEdelman Financial Engines independent RIARIA to RIANov 11, 2025Nov 14, 2025
Donald Richard FrankZacks Investment Management, Inc. mixed wealthEdelman Financial Engines independent RIARIA to RIANov 4, 2025Nov 13, 2025
Summer VerdugoUBS Financial Services Inc. wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIANov 3, 2025Nov 7, 2025
Austin DisperMarketriders independent RIAEdelman Financial Engines independent RIARIA to RIANov 3, 2025Nov 11, 2025
Leontios Evangelos AkavalosJ.P. Morgan Securities LLC wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIANov 2, 2025Nov 12, 2025
Heather Sue VavraHasenberg Financial Group independent RIAEdelman Financial Engines independent RIARIA to RIAOct 29, 2025Sep 22, 2025
Jordan HasenbergHasenberg Financial Group independent RIAEdelman Financial Engines independent RIARIA to RIAOct 29, 2025Sep 22, 2025
Connor J KoviakHasenberg Financial Group independent RIAEdelman Financial Engines independent RIARIA to RIAOct 29, 2025Sep 22, 2025
Drew R GibsonHasenberg Financial Group independent RIAEdelman Financial Engines independent RIARIA to RIAOct 29, 2025Sep 22, 2025
Ryan Christopher MillerMutual Of Omaha Investor Services, Inc. independent RIAEdelman Financial Engines independent RIARIA to RIAOct 23, 2025Oct 21, 2025
William Thaddius Scott La RueAdvice And Planning Services BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAOct 10, 2025Oct 22, 2025
Natalia Laura HerkenFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAOct 6, 2025Oct 22, 2025
Anthony Joseph PiazzaEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2025Sep 3, 2025
Matthew Leonard ErbEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIASep 15, 2025Sep 5, 2025
Jonathan Jeffrey SagilFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIASep 15, 2025Oct 15, 2025
David VazquezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIASep 9, 2025Sep 11, 2025
Michael LierschWells Fargo Advisors wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIASep 3, 2025Sep 30, 2025
Matthew D ArmendarisWest Financial Services, Inc. independent RIAEdelman Financial Engines independent RIARIA to RIAAug 25, 2025Jun 25, 2026 (304 d)
Jamie Lynn RosasThrivent Investment Management Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAAug 14, 2025Aug 14, 2025
Louis F GebhardModern Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAAug 13, 2025Feb 12, 2026 (183 d)
Sean Patrick BradyFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAAug 4, 2025Aug 15, 2025
Matthew TomenyStrategic Advisers LLC national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2025Jul 16, 2025
Thomas Jay ErbEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2025Nov 13, 2025 (120 d)
Michael Steven MorrisonEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2025May 4, 2026 (292 d)
Christopher Campbell KelemenEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2025Sep 18, 2025 (64 d)
Jeffrey James DietzFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAJul 2, 2025Jul 10, 2025
Cameron OttEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jun 5, 2025
Edward Young ThorneFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAJul 1, 2025Jul 9, 2025
Christopher Stephen MattoxCamarda Wealth Advisory Group independent RIAEdelman Financial Engines independent RIARIA to RIAJun 30, 2025Jul 14, 2025
Constantine Louis KartsimasPark Avenue Securities LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJun 23, 2025Jul 15, 2025
Brian Patrick CallahanCamarda Wealth Advisory Group independent RIAEdelman Financial Engines independent RIARIA to RIAJun 20, 2025Jun 5, 2025
Besjana HustedCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJun 19, 2025Jun 5, 2025
Shad Earl SpurginMorgan Stanley wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIAJun 10, 2025Mar 11, 2026 (274 d)
Ryan McconnellStrategic Advisers LLC national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2025Jun 17, 2025
Grant Todd SparksFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAJun 5, 2025Jun 4, 2025
Chance Dakota CokerFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAJun 4, 2025Aug 13, 2025 (70 d)
Zachary William EllisRockport Wealth Advisors independent RIAEdelman Financial Engines independent RIARIA to RIAMay 28, 2025Jun 23, 2025
Kelly Marie RobertieSensible Financial Planning And Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 27, 2025Jul 27, 2026 (426 d)
Joseph Hugene WebbVanguard Advisers, Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2025Feb 4, 2026 (257 d)
Ryan PerryEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2025May 14, 2025
Ildemaro Antonio AsprinoFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAMay 7, 2025May 14, 2025
Luke PitcherEquitable Advisors, LLC national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2025Jun 6, 2025 (31 d)
Richard Eric MuddLPL Financial LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMay 5, 2025Aug 20, 2025 (107 d)
Ryan Devlin CahillCahill Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 1, 2025Apr 25, 2025
Veronica Ann DarlingtonCahill Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 1, 2025Apr 25, 2025
Eduardo J GelpiLPL Financial LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2025Apr 29, 2025
Kevin Monahan KuptzEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2025Jul 16, 2026 (449 d)
Henry O JohnsonEdward Jones national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAApr 8, 2025Jul 1, 2026 (449 d)
Timothy Luke ChapmanEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMar 27, 2025Apr 7, 2025
Alfred EinsteinEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMar 27, 2025Apr 2, 2025
Whitney C DayAmerican Harvest Financial LLC unclassifiedEdelman Financial Engines independent RIAOtherMar 19, 2025Mar 28, 2025
Joseph RaskauskasEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2025Mar 5, 2025
Eric KalmikoffConfidence Wealth Management, Inc. independent RIAEdelman Financial Engines independent RIARIA to RIAFeb 26, 2025May 14, 2025 (77 d)
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457 moves match.