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 Moneta Group Investment Advisors, 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.

AdvisorFromToTypeLeftRegistered
Daniel BrownStifel, Nicolaus & Company, Incorporated national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2026Aug 5, 2026
Andrey Vladimirovich RudomiotovFocus Partners Wealth, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJul 27, 2026Jul 28, 2026
Matthew Robert FosterInnovest Portfolio Solutions LLC no RAUMMoneta Group Investment Advisors, LLC independent RIAOtherJun 2, 2026Jun 5, 2026
Matthew HermanBbr Partners, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMay 26, 2026Jun 25, 2026
Katherine Leigh JochumWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIAMay 7, 2026May 7, 2026
Patrick HigginsStifel, Nicolaus & Company, Incorporated national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 8, 2026Apr 10, 2026
Geoffrey Taylor BowersStrategic Advisers LLC national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2026May 20, 2026 (62 d)
Jacob Anthony StewartFocus Partners Wealth, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMar 16, 2026Apr 1, 2026
Derek M WagnerEdward Jones national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2026Mar 17, 2026
Tyler Michael JoernAlliancebernstein L.P. asset managerMoneta Group Investment Advisors, LLC independent RIAOtherFeb 25, 2026May 20, 2026 (84 d)
Trent M GrassRaymond James & Associates, Inc. national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 27, 2026Feb 13, 2026
Kristina Marie AshworthCetera Planning Partners independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJan 21, 2026Feb 2, 2026
Mitchel PaganoSummit Financial, LLC BD affiliatedMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2026Jan 13, 2026
Thomas Andrew LaneLane Hipple - Wealth Management Group independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIADec 31, 2025Aug 27, 2025
Andrew C HippleLane Hipple - Wealth Management Group independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIADec 31, 2025Sep 8, 2025
Thomas Andrew LaneLane Hipple - Wealth Management Group independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIADec 31, 2025Aug 27, 2025
Gregory Hayes ReadingLane Hipple - Wealth Management Group independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIADec 31, 2025Sep 4, 2025
Emily Rose MulliganLane Hipple - Wealth Management Group independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIADec 31, 2025Sep 8, 2025
Dane E JohnsonWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIANov 19, 2025Dec 9, 2025
Stephanie Bridget RitterEdward Jones national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2025Sep 2, 2026 (289 d)
Carolyn Gerae BowlesAlbright Wealth unclassifiedMoneta Group Investment Advisors, LLC independent RIAOtherOct 31, 2025Oct 31, 2025
Chad Aaron WilliamsAveo Capital Partners, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAOct 1, 2025Aug 14, 2025
Brian R EllerAveo Capital Partners, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAOct 1, 2025Aug 26, 2025
Zachary Joseph HeathAveo Capital Partners, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAOct 1, 2025Aug 26, 2025
Traci Jeanine BrysonRobert W. Baird & Co. Incorporated mixed wealthMoneta Group Investment Advisors, LLC independent RIARIA to RIAAug 25, 2025Aug 26, 2025
Parshad Kirpal SinghMercer Global Advisors Inc. independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJul 16, 2025Aug 8, 2025
Michael Robert BeckerStifel, Nicolaus & Company, Incorporated national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 5, 2025Jul 11, 2025 (36 d)
Christina LinkWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIAApr 9, 2025May 8, 2025
Emily BerrySeverin Investments LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMar 21, 2025Jul 18, 2025 (119 d)
Taylor M HoweEdward Jones national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 22, 2025Jan 28, 2025
Evan KingCharles Schwab & Co., Inc. national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2025Jan 7, 2025
Matthew G LuzeckyHill Investment Group independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJan 2, 2025Jan 9, 2025
John ReaganM Holdings Securities, Inc. BD affiliatedMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2024Mar 3, 2026 (427 d)
Jeffery Cameron KlineLPL Enterprise, LLC no RAUMMoneta Group Investment Advisors, LLC independent RIAOtherDec 20, 2024Dec 24, 2024
Colleen Helen CarmitchelNorth Pointe Wealth Advisors, LLC unclassifiedMoneta Group Investment Advisors, LLC independent RIAOtherDec 9, 2024Dec 19, 2024
Jacob Joseph MalinaPlancorp, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAOct 16, 2024Oct 25, 2024
Brian Patrick RiggsFocus Partners Wealth, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAOct 8, 2024Oct 15, 2024
Matthew Vincent FletcherLPL Financial LLC BD affiliatedMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 18, 2024Aug 21, 2024 (34 d)
Kyle GrayFidelity Personal And Workplace Advisors BD affiliatedMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 3, 2024Jul 9, 2024
Tina M RogersWealthnet Investments, LLC unclassifiedMoneta Group Investment Advisors, LLC independent RIAOtherJun 20, 2024Nov 1, 2024 (134 d)
Sean Douglas RidleyU.S. Bancorp Investments, Inc. BD affiliatedMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 22, 2024May 23, 2024
Thomas Sprott CousinsCitigroup Global Markets Inc. BD affiliatedMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 18, 2024May 24, 2024 (36 d)
Madeline Christine SaboTrue North Advisors, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAApr 8, 2024Feb 5, 2025 (303 d)
Michael St Clair WalshWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIAMar 12, 2024Mar 12, 2024
Amy Ann HiettWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIAMar 12, 2024Mar 13, 2024
Lauren Sinead YoungRatio Wealth Group LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAFeb 20, 2024Feb 22, 2024
Ally Melvin KellUBS Financial Services Inc. wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIAFeb 2, 2024Feb 6, 2024
Melissa BoyerForvis Mazars Wealth Advisors, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJan 23, 2024Feb 20, 2024
Brandon BineauCaptrust institutionalMoneta Group Investment Advisors, LLC independent RIAOtherJan 23, 2024Feb 1, 2024
William Nicholas JenkinsHdq Wealth state registeredMoneta Group Investment Advisors, LLC independent RIAOtherDec 8, 2023Jul 25, 2022
Jerrod Christopher AndersonEdward Jones national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 5, 2023Dec 8, 2023
Richard J BettgerStifel, Nicolaus & Company, Incorporated national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 29, 2023Feb 8, 2024 (132 d)
Robert Anthony SchaferMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIAJul 25, 2023Aug 1, 2023
Nikelle Lakisha TurnerCharles Schwab & Co., Inc. national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 22, 2023Jul 27, 2023 (66 d)
Jana Marie GregorekVisionary Wealth Advisors, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMay 11, 2023May 18, 2023
Brandon Jay Reef LaxtonBuckingham Strategic Wealth, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMay 9, 2023May 30, 2023
Jaye EverlandIwp Wealth - Private Client Advisors independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMar 31, 2023Mar 31, 2023
Jason Wayne SandryIwp Wealth - Private Client Advisors independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMar 31, 2023Mar 31, 2023
Robert Logan SwietermanCetera Investment Advisers LLC BD affiliatedMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 22, 2023Apr 4, 2023
Richard David ArmstrongTriune Financial Partners, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMar 10, 2023May 2, 2023 (53 d)
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132 moves match.