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 Mercer Global Advisors Inc.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Austin Mitchell Litvak | O'Brien Wealth Partners LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 31, 2026 | Jul 28, 2025 |
| Jonathan A Smith | O'Brien Wealth Partners LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 31, 2026 | Jul 28, 2025 |
| Aplavya Anna Gupta | Sb Capital Management, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 31, 2026 | Nov 4, 2025 |
| Adelaide Patricia Magee | O'Brien Wealth Partners LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 31, 2026 | Jul 28, 2025 |
| Audrey Baker | O'Brien Wealth Partners LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 31, 2026 | Aug 1, 2025 |
| Antonette Hayakawa | Sb Capital Management, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 31, 2026 | Oct 30, 2025 |
| Robert Philip Horwitz | Thompson Advisory Services, LLC unclassified | Mercer Global Advisors Inc. independent RIA | Other | Mar 31, 2026 | Dec 18, 2025 |
| Vicki Renee Mcconnell | Mcconnell Financial Advisors unclassified | Mercer Global Advisors Inc. independent RIA | Other | Mar 30, 2026 | Jan 5, 2026 |
| Kevin Michael Brady | Long Run Wealth Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 30, 2026 | Jan 16, 2026 |
| Christopher Edward Miller | Long Run Wealth Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 30, 2026 | Jan 16, 2026 |
| Lynn Marie Magnus | Long Run Wealth Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 30, 2026 | Jan 15, 2026 |
| Galen Goodridge Crane | Long Run Wealth Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 30, 2026 | Feb 6, 2026 |
| Katelyn Drake Depew | Advice And Planning Services BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | May 4, 2026 (35 d) |
| Kaila Elise Kelleher | Long Run Wealth Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 30, 2026 | Jan 16, 2026 |
| Tyler James Frank | Long Run Wealth Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 30, 2026 | Aug 21, 2026 (144 d) |
| Mikayla Jean Ploof | Long Run Wealth Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 30, 2026 | Aug 11, 2026 (134 d) |
| Ethan Klie | Mckinley Carter Wealth Services, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 30, 2026 | Apr 9, 2026 |
| Sharon Dahis | Mycio Wealth Partners, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 27, 2026 | Jun 4, 2026 (69 d) |
| Nnamdi Chibuzo Odi | Westwood Wealth Management mixed wealth | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 26, 2026 | Mar 25, 2026 |
| Keith Michael Prybylski | UBS Financial Services Inc. wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Mar 24, 2026 | Mar 30, 2026 |
| James Bondar | Zacks Investment Management, Inc. mixed wealth | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 18, 2026 | Apr 9, 2026 |
| Timothy Paul Mcnamara | Beacon Pointe Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 12, 2026 | Apr 9, 2026 |
| Chad Everett Staskal | My Legacy Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 12, 2026 | Sep 30, 2025 |
| Matthew A Hobson | My Legacy Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 12, 2026 | Sep 15, 2025 |
| Suzanne Lynn Daniel | My Legacy Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 12, 2026 | Sep 10, 2025 |
| Jake Taylor Springer | My Legacy Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 12, 2026 | Sep 18, 2025 |
| Joshua Lucas Johnson | LPL Financial LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2026 | May 8, 2026 (59 d) |
| Bridger Dawson | Edward Jones national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2026 | Mar 19, 2026 |
| Jeffrey Colin Tews | Lebenthal Global Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 6, 2026 | Mar 25, 2026 |
| Jarrod Brock | Peak American Investment Advisors, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 12, 2026 | Apr 22, 2026 (69 d) |
| Chris Kiesel | Glideslope Wealth Management unclassified | Mercer Global Advisors Inc. independent RIA | Other | Feb 3, 2026 | Nov 25, 2025 |
| Cristina Levin | Mariner BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2026 | Feb 19, 2026 |
| Zachary Alan Schiller | Alliancebernstein L.P. asset manager | Mercer Global Advisors Inc. independent RIA | Other | Jan 30, 2026 | Jan 14, 2026 |
| Scott E Grooms | Cetera Investment Advisers LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 27, 2026 | Jun 1, 2026 (125 d) |
| Ethan G Matkin | Ep Wealth Advisors independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 23, 2026 | Jan 14, 2026 |
| Thomas Elliot Stone | Box Financial Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 22, 2026 | Feb 9, 2026 |
| Michelle Rogero Hendry | Raymond James & Associates, Inc. national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Jan 16, 2026 |
| Taylor Harrison Embury | Mariner BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Jun 30, 2026 (174 d) |
| Ryan Richard Poterack | Private Advisor Group, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2026 | Jan 7, 2026 |
| Alec John Quaid | Private Advisor Group, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2026 | Jan 6, 2026 |
| Petra Chien | J.P. Morgan Securities LLC wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Jan 5, 2026 | Jan 15, 2026 |
| Shawn Kim | Manhattan West Asset Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 5, 2026 | May 21, 2026 (136 d) |
| Kayla Sue-Helene Samuel | Allworth Financial, L.P. BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 5, 2026 | Feb 13, 2026 (39 d) |
| Kyle Bradley Svetlik | Annex Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 2, 2026 | Jan 12, 2026 |
| Paul Edward Meyer | Integrated Advisors Network LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 31, 2025 | Apr 3, 2024 |
| Jaimi Lee Dennehy | Integrated Advisors Network LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 31, 2025 | May 4, 2024 |
| Christopher George Kalafatis | Integrated Advisors Network LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 31, 2025 | Apr 26, 2024 |
| Anthony Welle | Farmstead Financial unclassified | Mercer Global Advisors Inc. independent RIA | Other | Dec 24, 2025 | Mar 12, 2026 (78 d) |
| Harish Vasanji Vishria | Vishria Bird Financial Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | May 7, 2025 |
| Robert Floyd Bird | Vishria Bird Financial Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Apr 7, 2025 |
| David Todd Stanley | Full Sail Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Jun 13, 2025 |
| Tyler Townsdin Grubbs | Full Sail Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Jun 13, 2025 |
| Zachary Austin Reynolds | Full Sail Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Jun 26, 2025 |
| Scott Lee Cravens | Full Sail Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Jun 17, 2025 |
| Max Jackson Rhodes | Full Sail Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Jun 16, 2025 |
| Kyle Ray | Full Sail Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Jun 17, 2025 |
| Hunter Nichols Brown | Full Sail Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Jun 16, 2025 |
| Austin Rucker Burks | Full Sail Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Jun 13, 2025 |
| Jordan Elizabeth Dean | Full Sail Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Jun 13, 2025 |
| Samuel Gill Warner | Full Sail Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 23, 2025 | Jun 16, 2025 |
776 moves match.