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 Kayne Anderson Rudnick Investment Management, LLC

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
Andrew Moore Smith	Mariner BD affiliated	Kayne Anderson Rudnick Investment Management, LLC mixed wealth	Affiliated broker-dealer or bank to independent RIA	May 28, 2026	Jun 3, 2026
Brian Steven Engel	Sawgrass Asset Management LLC institutional	Kayne Anderson Rudnick Investment Management, LLC mixed wealth	Other	Apr 8, 2026	Apr 9, 2026
Clark Mcmahon	Kestra Advisory Services, LLC BD affiliated	Kayne Anderson Rudnick Investment Management, LLC mixed wealth	Affiliated broker-dealer or bank to independent RIA	Mar 18, 2026	Apr 2, 2026
Tae John Livermore	Charles Schwab & Co., Inc. national BD	Kayne Anderson Rudnick Investment Management, LLC other	Other	Dec 23, 2025	Jan 26, 2026 (34 d)
Joshua Luke Kendall	Mariner BD affiliated	Kayne Anderson Rudnick Investment Management, LLC other	Other	Oct 24, 2025	Nov 17, 2025
Chase Ryan Carmichael	Gw&K Investment Management, LLC independent RIA	Kayne Anderson Rudnick Investment Management, LLC other	Other	Sep 15, 2025	Dec 16, 2025 (92 d)
Jonathan Isaacman	Charles Schwab & Co., Inc. national BD	Kayne Anderson Rudnick Investment Management, LLC other	Other	Aug 9, 2025	Aug 14, 2025
William Mcgehee Russell	Cornerstone Wealth independent RIA	Kayne Anderson Rudnick Investment Management, LLC other	Other	Aug 6, 2025	Aug 15, 2025
Christopher John Brady	Rwa Wealth Partners independent RIA	Kayne Anderson Rudnick Investment Management, LLC other	Other	Jul 25, 2025	Aug 26, 2025 (32 d)
Benjamin Carl Huston	Focus Partners Wealth, LLC independent RIA	Kayne Anderson Rudnick Investment Management, LLC other	Other	Jul 2, 2025	Aug 22, 2025 (51 d)
Matthias Daniel Day	Corient independent RIA	Kayne Anderson Rudnick Investment Management, LLC other	Other	Feb 28, 2025	Mar 13, 2025
Dallin Garner	Fisher Investments independent RIA	Kayne Anderson Rudnick Investment Management, LLC other	Other	Jun 13, 2024	Jun 21, 2024
Russell Christopher Toth	Fisher Investments independent RIA	Kayne Anderson Rudnick Investment Management, LLC other	Other	Apr 8, 2024	Apr 17, 2024
Margaret Ann Richardson	Rockefeller Capital Management BD affiliated	Kayne Anderson Rudnick Investment Management, LLC other	Other	Oct 17, 2023	Mar 7, 2024 (142 d)
Andrew Patrick Grant	Intelligence Driven Advisers, LLC independent RIA	Kayne Anderson Rudnick Investment Management, LLC other	Other	Mar 31, 2023	Apr 20, 2023
Oren Cabir	RBC Rochdale, LLC BD affiliated	Kayne Anderson Rudnick Investment Management, LLC other	Other	Oct 27, 2022	Dec 1, 2022 (35 d)
Tyler Jeffrey Sterk	Stratos Wealth Partners, Ltd BD affiliated	Kayne Anderson Rudnick Investment Management, LLC other	Other	May 20, 2022	May 31, 2022
Carina Alexandra Berlin	Capital Group Private Client Services, Inc. independent RIA	Kayne Anderson Rudnick Investment Management, LLC other	Other	Mar 24, 2022	Jan 1, 2025 (1014 d)
James Holden	Morgan Stanley wirehouse	Kayne Anderson Rudnick Investment Management, LLC other	Other	Dec 22, 2021	Jan 10, 2022
Yuyen Chang	Creative Planning independent RIA	Kayne Anderson Rudnick Investment Management, LLC other	Other	Jul 14, 2021	Jun 30, 2022 (351 d)
Lucas Wyatt Kulma	Lourdmurray other	Kayne Anderson Rudnick Investment Management, LLC other	Other	Nov 13, 2017	May 2, 2019 (535 d)
Matthew Hanson	Manulife Investment Management (US) LLC other	Kayne Anderson Rudnick Investment Management, LLC other	Other	Jan 10, 2017	Mar 1, 2017 (50 d)
Kevin Patrick O'Regan	Natixis Advisors, LLC other	Kayne Anderson Rudnick Investment Management, LLC other	Other	Dec 20, 2016	May 2, 2019 (863 d)
Christine Le Raimond	J.P. Morgan Private Wealth Advisors LLC other	Kayne Anderson Rudnick Investment Management, LLC other	Other	Sep 16, 2016	Dec 1, 2016 (76 d)
Samuel R Waltman	Citigroup Global Markets Inc. other	Kayne Anderson Rudnick Investment Management, LLC other	Other	Feb 17, 2016	May 18, 2016 (91 d)
Dustin Lance Gale	Wells Fargo Advisors wirehouse	Kayne Anderson Rudnick Investment Management, LLC other	Other	Dec 18, 2014	Feb 6, 2015 (50 d)
Bridget Erin Costello	Td Ameritrade Investment Management, LLC other	Kayne Anderson Rudnick Investment Management, LLC other	Other	Oct 21, 2014	Oct 29, 2015 (373 d)
Randall Lee Allen	Charles Schwab & Co., Inc. national BD	Kayne Anderson Rudnick Investment Management, LLC other	Other	Aug 4, 2014	Sep 10, 2014 (37 d)
Elean Manuel Mendoza	North Capital other	Kayne Anderson Rudnick Investment Management, LLC other	Other	Dec 4, 2012	Jan 13, 2014 (405 d)
Thomas Edward Connaghan	Fisher Investments other	Kayne Anderson Rudnick Investment Management, LLC other	Other	Aug 4, 2011	Jan 1, 2025 (4899 d)
Grace Lee Apuy	Strategic Advisers LLC national BD	Kayne Anderson Rudnick Investment Management, LLC other	Other	Mar 23, 2011	Nov 5, 2019 (3149 d)
Aaron Michael Dues	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Kayne Anderson Rudnick Investment Management, LLC other	Other	Nov 23, 2010	Aug 9, 2016 (2086 d)
Darnel James Bentz	Charles Schwab & Co., Inc. national BD	Kayne Anderson Rudnick Investment Management, LLC other	Other	Sep 12, 2007	Nov 10, 2020 (4808 d)

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33 moves match.