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 Savant Wealth Management

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
Jolie MccarthySocha Financial Group, LLC independent RIASavant Wealth Management independent RIARIA to RIASep 14, 2026Sep 1, 2026
Michelle Socha VangSocha Financial Group, LLC independent RIASavant Wealth Management independent RIARIA to RIASep 14, 2026Sep 1, 2026
Scott Douglas FloersheimMeridian Wealth Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIAJun 16, 2026Jun 2, 2026
Gregory Mayhew DesmondDesmond Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIAJun 12, 2026May 5, 2026
Mitchell Littlejohn StruthersDesmond Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIAJun 12, 2026May 1, 2026
Brian John LawrenceNorth Ridge independent RIASavant Wealth Management independent RIARIA to RIAJun 10, 2026Jun 10, 2026
Adam David CornwellNorth Ridge independent RIASavant Wealth Management independent RIARIA to RIAJun 9, 2026May 4, 2026
Michelle Pham TranNorth Ridge independent RIASavant Wealth Management independent RIARIA to RIAJun 9, 2026Jun 9, 2026
Brent Joseph MartinsonGradient Wealth Management BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 27, 2026Jun 1, 2026
Cole George SamsonThe Investment Counsel Company independent RIASavant Wealth Management independent RIARIA to RIAMay 20, 2026Jul 15, 2026 (56 d)
Kenneth Roy DuetschGrand Capital Advisors, LLC unclassifiedSavant Wealth Management independent RIAOtherMar 20, 2026Mar 2, 2026
Stephen Michael SchiestelGrand Capital Advisors, LLC unclassifiedSavant Wealth Management independent RIAOtherMar 20, 2026Mar 2, 2026
Andreas Frank ShickGrand Capital Advisors, LLC unclassifiedSavant Wealth Management independent RIAOtherMar 20, 2026Mar 2, 2026
Paul Joseph HigginsHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
James Patrick ScallyHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Jennifer Mulvoy WatsonHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Matthew Alan CarronHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Sammy Amr AzzouzHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Joseph Anthony WatersHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Robert Thomas WeisseHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Kevin Russell WebberHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Matthew Theodore SimoniHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Edward Richard JastremHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Christopher Anthony RutaHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Michael Robert WaldronHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
William Bushman BainHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Kenzie Marie FerrisHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Timothy David WinnHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Jonathan Robert HardingHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Jared Matthew RavechHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Andreane Martine BolducHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Timothy Ryan DriscollHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Jack Campbell FinchHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Alexia Souad Yvette TeixeiraHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Stephen Manning CarlsonApc Financial Planning independent RIASavant Wealth Management independent RIARIA to RIAJan 15, 2026Jan 5, 2026
Suzanne Waddell HornickApc Financial Planning independent RIASavant Wealth Management independent RIARIA to RIAJan 15, 2026Jan 5, 2026
Adam Thomas KornegayApc Financial Planning independent RIASavant Wealth Management independent RIARIA to RIAJan 15, 2026Jan 5, 2026
Joseph N. OttavianoApc Financial Planning independent RIASavant Wealth Management independent RIARIA to RIAJan 15, 2026Jan 6, 2026
Daniel Benton MyersApc Financial Planning independent RIASavant Wealth Management independent RIARIA to RIAJan 15, 2026Jan 5, 2026
J Todd Hunter KeithRaymond James Financial Services Advisors, Inc BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIADec 26, 2025Feb 9, 2026 (45 d)
David Douglas CloseGryphon Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 8, 2025Oct 23, 2025
Anthony John SapienzaGryphon Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 8, 2025Oct 2, 2025
John Patrick SweeGryphon Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 8, 2025Oct 3, 2025
Trevor Davis FleckGryphon Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 8, 2025Oct 2, 2025
Kevin Michael ReedEdward Jones national BDSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIANov 21, 2025Sep 9, 2026 (292 d)
Alec Andy MontoyaCompound Planning, Inc. independent RIASavant Wealth Management independent RIARIA to RIAOct 23, 2025Nov 25, 2025 (33 d)
Robert Norman Aylin IIIPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 3, 2025
Jonathan Mark JaransonPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 3, 2025
Kristy Michelle SchafferPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 3, 2025
Matthew John WeierPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 3, 2025
Luke Judson MurrayPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 4, 2025
Dillon Joseph EssmaPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 3, 2025
Joseph Daniel YoungPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 3, 2025
Paula Ann PricePrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 3, 2025
Amanda Lynne ParsonsPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 3, 2025
Jacob William StrucelPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 3, 2025
Jaret Wayne Smith HartleyPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 20, 2025Sep 3, 2025
Kevin John MitchellLji Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 3, 2025Nov 4, 2025 (32 d)
Bruce Richard BartonParkworth Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIASep 5, 2025Aug 1, 2025
Michal Adam ZylaParkworth Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIASep 5, 2025Aug 1, 2025
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268 moves match.