DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Corient

446 moves
AdvisorFromToTypeLeftRegistered
Andrew Ferris BoothePortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Yonghui HuangStavis & Cohen Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 31, 2023
Justin Matthew SpikeRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Thomas Bridges DickeyInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Andrew Haines McnamaraDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Michael Carl TheesfeldKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 12, 2022
Joseph Robert CudaCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Jeffrey E. SuchyBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Kevin William WuebkerBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Isaiah Stephen StidhamBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Catherine Ann PittsPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Michael James NeillCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Vivek JindalKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 12, 2022
Austin Thomas AllenCorient Capital Partners, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 13, 2023 (257 d)
Scott Jarrett FrazinGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 22, 2022
Dylan Robert KestersonCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Brandon Philip DempseyBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Kelly Ann FeldmannDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 2, 2025 (643 d)
Raymond Mark WernigDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Jamie Lynne RizerBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 17, 2022
Nolan GladieuxBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Andrew Duncan PorterPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Madeline Kay HobbsBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Ryan W. GarlandBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 17, 2022
Kyle RadabaughBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Matthew Jordan SantosPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Aug 13, 2025 (866 d)
Haley Paige LanganRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Sean Robert WalpertPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Andrew Yoontae KimDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 6, 2025 (647 d)
Kathryn Rose RiesbergRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Derrick Joseph GoodenowRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Emily Nicole WiserPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Alyssa Marie OtwayRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Ashley Diane NimonRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Owen David RosebeckPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Robert Joseph HanlonDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 21, 2023 (235 d)
Lauren E. WaldoInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Tyler Garrett LealStavis & Cohen Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 31, 2023
Michael C. AjelloInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Steven George SmithKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 12, 2022
Connor John LightfieldPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Julie RomanGofen And Glossberg, L.L.C. independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 22, 2022
Max ElfenbeinRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Lillia SmithRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Brian Robert HebertDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 20, 2024 (355 d)
Danning ZhaoPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Jonathan Smith RushtonPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Daniel Thomas GaukelCi Doyle Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 22, 2023
Benjamin Stephen SaxKore Private Wealth, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Dec 12, 2022
Levi James BrownSurevest Private Wealth independent RIACorient independent RIARIA to RIAMar 2, 2023Jan 9, 2023
Clinton Paul BarberGuggenheim Investments asset managerCorient independent RIAOtherFeb 27, 2023Mar 21, 2023
John Benson DarbyCi Brightworth Private Wealth independent RIACorient independent RIARIA to RIAJan 17, 2023Oct 13, 2022
Everett B CoulterBirchbrook independent RIACorient independent RIARIA to RIANov 29, 2022Sep 8, 2026 (1379 d)
Jeremy LamGoldman Sachs Wealth Services, L.P. BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2022Apr 25, 2024 (539 d)
George W SaltonstallEaton Vance Wateroak Advisors independent RIACorient independent RIARIA to RIAOct 11, 2022Dec 13, 2022 (63 d)
David C. MccabeEaton Vance Wateroak Advisors independent RIACorient independent RIARIA to RIAOct 11, 2022Dec 14, 2023 (429 d)
Jennifer A EustanceEaton Vance Wateroak Advisors independent RIACorient independent RIARIA to RIAOct 11, 2022Oct 12, 2022
James A GilloranEaton Vance Wateroak Advisors independent RIACorient independent RIARIA to RIAOct 11, 2022Oct 12, 2022
Robert H. BortnickEaton Vance Wateroak Advisors independent RIACorient independent RIARIA to RIAOct 5, 2022Oct 4, 2022
Rachel K HolbrookMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCorient independent RIAWirehouse to independent RIASep 30, 2022Oct 12, 2023 (377 d)
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