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 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.

AdvisorFromToTypeLeftRegistered
Michal Adam ZylaParkworth Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIASep 5, 2025Aug 1, 2025
Ian Maximilian GondaParkworth Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIASep 5, 2025Aug 1, 2025
Sheac Yee Lim-HamiltonParkworth Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIASep 5, 2025Aug 1, 2025
Robert Carl StrangesEmpower Advisory Group, LLC BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2025Sep 18, 2025
Andre KhalfayanCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAJun 27, 2025Jun 11, 2025
Matthew DicksonNovadius Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMay 13, 2025Jun 23, 2025 (41 d)
Alison Nicole WhiteNia Impact Capital mixed wealthSavant Wealth Management independent RIARIA to RIAMay 12, 2025Jul 15, 2025 (64 d)
Giovanna IzzoCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Daniel Gerard CorriganCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Andrew John ParsonsCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Sean Patrick MaloneyCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Christine M WinslowCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Ralph T SalvatoreCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Sarah Altemus Vanderveer LuiCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Daniel Thomas CorriganCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Maxwell A KhalfayanCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Jeffrey Thomas GrimesCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Brendan James SoleckiCorrigan Financial Inc independent RIASavant Wealth Management independent RIARIA to RIAMay 2, 2025May 2, 2025
Brent Anthony KalkaIht Wealth Management LLC BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2025May 2, 2025
Jeffrey Paul NeavorMML Investors Services, LLC BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2025Apr 4, 2025
Dennis John ReillyTrue Wealth Strategy LLC unclassifiedSavant Wealth Management independent RIAOtherFeb 8, 2025Feb 14, 2025
Arik Paul SchechetWellesley Asset Management, Inc. mixed wealthSavant Wealth Management independent RIARIA to RIAFeb 5, 2025Apr 10, 2025 (64 d)
Michelle Marie SmithSource Financial Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 11, 2024Dec 10, 2024
Shane Patrick BrennanKeenan Financial independent RIASavant Wealth Management independent RIARIA to RIADec 5, 2024Mar 16, 2026 (466 d)
Donald Gregory WylinBdk Financial Services, Inc. unclassifiedSavant Wealth Management independent RIAOtherOct 18, 2024Oct 1, 2024
Melissa Lynn ClarkeKemp Financial Management, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 4, 2024Oct 1, 2024
Wyatt Alexander KiedrowskiKemp Financial Management, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 4, 2024Oct 1, 2024
Lauren Leigh ZunigaKemp Financial Management, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 4, 2024Oct 2, 2024
Daniel Joseph HutchersonSortino Advisory Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 3, 2024Jan 1, 2025 (90 d)
Stephen Andrew HeitzSortino Advisory Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 2, 2024Oct 1, 2024
Thomas DicristofaroEdelman Financial Engines independent RIASavant Wealth Management independent RIARIA to RIAAug 23, 2024Aug 29, 2024
Laura Kathleen ChiesmanFirstwave Financial no RAUMSavant Wealth Management independent RIAOtherJul 1, 2024May 28, 2024
Robert Michael DevriesFirstwave Financial no RAUMSavant Wealth Management independent RIAOtherJul 1, 2024Mar 10, 2024
James Brent OstranderFirstwave Financial no RAUMSavant Wealth Management independent RIAOtherJul 1, 2024Mar 10, 2024
Joel Thomas SauerMilestone Investment Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 2, 2024Apr 22, 2024
Brian Troy HinsonBridgeworth Wealth Management no RAUMSavant Wealth Management independent RIAOtherMar 20, 2024Dec 4, 2023
Delynn Moring ZellBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 13, 2023
David Wayne HarrisBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
James Samuel FitchBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Patti Boatwright BlackBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Wade Alan WarrenBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
William O'Neal HocuttBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Jonathan Eric MillicanBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Laura Kitchens RhoadesBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 13, 2023
David Marcus CurlesBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Adam MungerBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Stewart Daniel WhittBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
James Stephen GunterBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
David Kent WardBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Taylor Hayes BrownBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Edward Franklin ThomasBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Tara Henderson IngramBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 13, 2023
Andrew David D'AmicoBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 13, 2023
John Lawrence KalousekBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Dec 4, 2023
Marly King GreenBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2024Jan 10, 2024
Bradley Jason GoodmanWilliam Blair & Company L.L.C. BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAFeb 23, 2024May 28, 2024 (95 d)
David Franklin RamageSwaimbrown Wealth Management LLC mixed wealthSavant Wealth Management independent RIARIA to RIAFeb 22, 2024Dec 7, 2023
John Jay PeaySwaimbrown Wealth Management LLC mixed wealthSavant Wealth Management independent RIARIA to RIAFeb 22, 2024Dec 7, 2023
Patrick Thomas OsullivanCalamos Advisors LLC asset managerSavant Wealth Management independent RIAOtherFeb 20, 2024Feb 22, 2024
William Joseph GaugerThrivent Investment Management Inc. BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2024Apr 26, 2024 (74 d)
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269 moves match.