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 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
Derek AndrewsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 11, 2026May 15, 2026
Jacob Robert WinigerFefa Financial independent RIAFisher Investments independent RIARIA to RIAMay 11, 2026Jun 11, 2026 (31 d)
Cole PeterlinElevate Financial Planning And Wealth Management independent RIAFisher Investments independent RIARIA to RIAMay 11, 2026Aug 17, 2026 (98 d)
Alec Dale PittsenbargerMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 8, 2026May 14, 2026
Allie Grace AmersonTrue Private Wealth Advisors, LLC independent RIAFisher Investments independent RIARIA to RIAMay 7, 2026Jun 15, 2026 (39 d)
Kyle Michael GambertMML Investors Services, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2026Jun 11, 2026 (36 d)
Michael Ray OhmstedeMagnate Advisory Services, LLC independent RIAFisher Investments independent RIARIA to RIAMay 5, 2026May 20, 2026
Kevin Lee HoweElevate Financial Planning And Wealth Management independent RIAFisher Investments independent RIARIA to RIAMay 5, 2026Jun 10, 2026 (36 d)
Timothy George HigginsEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 5, 2026May 14, 2026
Luke K JayneFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 5, 2026May 14, 2026
Patrick C. JohnsonJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 3, 2026Jul 17, 2026 (75 d)
Christian Blaise PluchinoWiss Private Client Advisors, LLC independent RIAFisher Investments independent RIARIA to RIAMay 3, 2026May 12, 2026
James Eric TerwilligerStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2026Apr 28, 2026
Ethan Elliott MacleanElevate Financial Planning And Wealth Management independent RIAFisher Investments independent RIARIA to RIAApr 27, 2026Jun 11, 2026 (45 d)
Kyler BurkettMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 22, 2026Apr 28, 2026
Garrett Mitchell MooneyCx Institutional, LLC independent RIAFisher Investments independent RIARIA to RIAApr 21, 2026May 13, 2026
Austin Matthew AdamcewiczFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 21, 2026Apr 27, 2026
Justin PlanteHennion & Walsh Asset Management, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2026Apr 21, 2026
Steven AulicinoStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2026May 14, 2026
Dennis N. KelserStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2026Apr 15, 2026
Spencer BelnapT. Rowe Price Advisory Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2026Apr 15, 2026
Jordan Christiansen KelleyOdingard Capital Management state registeredFisher Investments independent RIAOtherApr 15, 2026May 18, 2026 (33 d)
Austin StarrettSofi Wealth LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 14, 2026Apr 17, 2026
Ryan NolanSofi Wealth LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 14, 2026Apr 27, 2026
Cole R SilvesterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 14, 2026May 14, 2026
Steven SzikszaySound Income Strategies, LLC independent RIAFisher Investments independent RIARIA to RIAApr 13, 2026Apr 16, 2026
Stuart Daniel BallD.A. Davidson & Co. independent RIAFisher Investments independent RIARIA to RIAApr 13, 2026Apr 14, 2026
Ryan Atul VazJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 10, 2026May 12, 2026 (32 d)
Caleb SoukhamneutFirst Command Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2026Aug 11, 2026 (124 d)
Cody Jacob DeemsAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2026Apr 17, 2026
Logan Marshall RedeyEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 8, 2026May 13, 2026 (35 d)
Nicholas J LamaMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 7, 2026Apr 8, 2026
Zachary Paul GuptaFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 7, 2026Apr 15, 2026
Zakaria ElkaoukabiStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 2, 2026Apr 14, 2026
Louis Daniel ManzellaFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2026May 15, 2026 (45 d)
Gavin ChangourFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2026Apr 16, 2026
Jack Ryan McmichaelFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2026Sep 16, 2026 (169 d)
Andy Edgar ChenAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2026Apr 15, 2026
Jansen Eugene MccabeAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2026Apr 20, 2026
Damian Matthew MartorellaAllstate Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2026Jun 16, 2026 (78 d)
Dylan T ShalveyEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2026Jun 10, 2026 (72 d)
Neil Patrick StapishPrincipal Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 27, 2026Apr 15, 2026
Nathan DarkeFirst Command Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2026Sep 16, 2026 (174 d)
Andrew ArndtFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2026May 13, 2026 (48 d)
William D PooleMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 25, 2026Apr 17, 2026
David Andrew VidaureModern Wealth Management, LLC independent RIAFisher Investments independent RIARIA to RIAMar 24, 2026Apr 16, 2026
Bridgette Dawn MichaudOpinicus independent RIAFisher Investments independent RIARIA to RIAMar 23, 2026Apr 21, 2026
Grant Taylor StyersCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 20, 2026Apr 6, 2026
Terry MyersJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 18, 2026Apr 16, 2026
Sanaj GuptaEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2026Jun 11, 2026 (85 d)
Robert Joseph WetterValic Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 16, 2026Mar 18, 2026
Ty William PowellFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2026Mar 20, 2026
Karl Keller LambertFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2026Apr 17, 2026 (36 d)
Anna PavlovychStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 9, 2026Jun 12, 2026 (95 d)
Matthew Lee GrayAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 6, 2026Aug 13, 2026 (160 d)
Joseph CaponeLPL Financial LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 6, 2026Mar 10, 2026
William HallCetera Investment Advisers LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2026Mar 16, 2026
Tyler James BrockEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2026Apr 17, 2026 (45 d)
Natalie Ann PiccoloRaymond James Financial Services Advisors, Inc BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2026Aug 20, 2026 (171 d)
Richard Tafur BernardFirst Command Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2026Mar 11, 2026
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1,559 moves match.