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 Fisher Investments
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 |
|---|---|---|---|---|---|
| Noah Mahlon Eberhart | LPL Financial LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2026 | Sep 16, 2026 |
| Diedric Berg | Northwestern Mutual Investment Services,LLC no RAUM | Fisher Investments independent RIA | Other | Sep 10, 2026 | Sep 15, 2026 |
| Max Quincy Adams | Gds Wealth Management independent RIA | Fisher Investments independent RIA | RIA to RIA | Aug 27, 2026 | Sep 16, 2026 |
| Adam John Herakovich | Morningstar Investment Management LLC mixed wealth | Fisher Investments independent RIA | RIA to RIA | Aug 13, 2026 | Aug 18, 2026 |
| Robert Drexel | Eagle Strategies LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2026 | Aug 18, 2026 |
| Kathryn Ashley Link | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 10, 2026 | Aug 12, 2026 |
| Dean Matthew Hassan | Equitable Advisors, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2026 | Aug 24, 2026 |
| Fatima-Bintu Mahama | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Aug 3, 2026 | Aug 12, 2026 |
| Vincent Arthur Nuno | One Capital Management, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | Jul 30, 2026 | Aug 19, 2026 |
| Logan Douglas Goodwin | Elevate Financial Planning And Wealth Management independent RIA | Fisher Investments independent RIA | RIA to RIA | Jul 30, 2026 | Aug 17, 2026 |
| Trent Elliott Vassberg | Frost Investment Services BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2026 | Sep 16, 2026 (50 d) |
| Edwin James Fletcher | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jul 27, 2026 | Aug 12, 2026 |
| Brandon Cone | Charles Schwab & Co., Inc. national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2026 | Jul 24, 2026 |
| Tyler Melby | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2026 | Sep 16, 2026 (55 d) |
| Jose Nelson Cuellar | U.S. Bancorp Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2026 | Aug 11, 2026 |
| Marco Antonio Coronado | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 20, 2026 | Aug 14, 2026 |
| William Paul Peters | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2026 | Jul 20, 2026 |
| Timothy Patrick Killea | Charles Schwab & Co., Inc. national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2026 | Jul 21, 2026 |
| Michael Jeff Glozer | Focus Partners Wealth, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | Jul 13, 2026 | Sep 16, 2026 (65 d) |
| Casey John Hendrickson | Raymond James Investment Management asset manager | Fisher Investments independent RIA | Other | Jul 13, 2026 | Jul 15, 2026 |
| Michael Glen Copeland | Wells Fargo Advisors wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jul 13, 2026 | Jul 20, 2026 |
| Jonathan W Hasemeier | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jun 16, 2026 | Jul 15, 2026 |
| Nicholas Falco | Empower Advisory Group, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 11, 2026 | Jul 16, 2026 (35 d) |
| Robert Paul Bernard | Retirement Planners Of America independent RIA | Fisher Investments independent RIA | RIA to RIA | Jun 9, 2026 | Jul 20, 2026 (41 d) |
| Leonardo Emmanuel Rodriguez-Rodriguez | Keyes, Stange & Wooten Wealth Management, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | Jun 9, 2026 | Jun 11, 2026 |
| Christopher Robert Sall | Retirement Planners Of America independent RIA | Fisher Investments independent RIA | RIA to RIA | Jun 9, 2026 | Sep 16, 2026 (99 d) |
| Matthew Walter Rego | Mathews Capital Management state registered | Fisher Investments independent RIA | Other | Jun 8, 2026 | Jun 17, 2026 |
| David Lee Sanders | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jun 4, 2026 | Jul 17, 2026 (43 d) |
| Elijah Louis Cummins-Mikkalson | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2026 | Sep 16, 2026 (104 d) |
| Anna Magann | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jun 2, 2026 | Jun 15, 2026 |
| Benjamin Graham Waltman | Equitable Advisors, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2026 | Jul 15, 2026 (43 d) |
| John Caius Moorhouse Dorsey | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | Aug 19, 2026 (83 d) |
| Luke Christian Snyder | Arvest Wealth Management independent RIA | Fisher Investments independent RIA | RIA to RIA | May 27, 2026 | May 12, 2026 |
| Luke Jockovich | Kcd Financial, Inc. independent RIA | Fisher Investments independent RIA | RIA to RIA | May 27, 2026 | Jun 12, 2026 |
| Ryan D Kramer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 22, 2026 | Jul 14, 2026 (53 d) |
| Brett Evert | Charles Schwab & Co., Inc. national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 22, 2026 | Jun 5, 2026 |
| Marc Robert Beaudreau | Mariner BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 22, 2026 | Jul 20, 2026 (59 d) |
| Jesse L Perry | T. Rowe Price Advisory Services, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2026 | Jun 29, 2026 (39 d) |
| Carter Sterling Benton | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2026 | Jul 14, 2026 (54 d) |
| Cason Patrick Vitello | Strategic Financial Planning, Inc. independent RIA | Fisher Investments independent RIA | RIA to RIA | May 21, 2026 | Sep 15, 2026 (117 d) |
| Brian Lee Glass | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | Aug 17, 2026 (89 d) |
| Harrison Brock Mayers | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | Jul 16, 2026 (57 d) |
| Frank J. Colucci | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 19, 2026 | Jul 20, 2026 (62 d) |
| John David Borzone | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 19, 2026 | Jul 17, 2026 (59 d) |
| Hayden Neely | Cx Institutional, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | May 18, 2026 | Jun 10, 2026 |
| Cameron Alan Githens | W&S Brokerage Services, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 18, 2026 | Jun 15, 2026 |
| Benjamin Scott Topping | Principal Advised Services BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2026 | May 15, 2026 |
| Justin Lyle Elsbury | Pinnacle Wealth Advisors independent RIA | Fisher Investments independent RIA | RIA to RIA | May 13, 2026 | May 15, 2026 |
| Keith Steele Stacy | Raskin Global Inc. state registered | Fisher Investments independent RIA | Other | May 13, 2026 | May 18, 2026 |
| Amanda Louise Pritchard | Principal Advised Services BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2026 | Jun 12, 2026 |
| Juan Martin Ponce | Goldman Sachs Wealth Services, L.P. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2026 | May 19, 2026 |
| Emanuel G Garcia | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 13, 2026 | May 19, 2026 |
| Gehrig Stephen Butz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 13, 2026 | May 14, 2026 |
| Derek Andrews | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 11, 2026 | May 15, 2026 |
| Jacob Robert Winiger | Fefa Financial independent RIA | Fisher Investments independent RIA | RIA to RIA | May 11, 2026 | Jun 11, 2026 (31 d) |
| Cole Peterlin | Elevate Financial Planning And Wealth Management independent RIA | Fisher Investments independent RIA | RIA to RIA | May 11, 2026 | Aug 17, 2026 (98 d) |
| Alec Dale Pittsenbarger | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 8, 2026 | May 14, 2026 |
| Allie Grace Amerson | True Private Wealth Advisors, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | May 7, 2026 | Jun 15, 2026 (39 d) |
| Kyle Michael Gambert | MML Investors Services, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2026 | Jun 11, 2026 (36 d) |
| Michael Ray Ohmstede | Magnate Advisory Services, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | May 5, 2026 | May 20, 2026 |
Page 1 of 26Next
1,549 moves match.