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 Ep Wealth Advisors

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
Nicolas WalterMorgan Stanley wirehouseEp Wealth Advisors independent RIAWirehouse to independent RIASep 7, 2026Sep 10, 2026
Mark Townsend DuvallOpes Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAAug 26, 2026Jun 26, 2026
Tracie Lynne SoutherlandOpes Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAAug 7, 2026Jun 29, 2026
Erin Michael WhalenOpes Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAAug 7, 2026Jun 29, 2026
Louis Lawrence OdetteOpes Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAAug 7, 2026Jun 29, 2026
Kenji BleickerOpes Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAAug 7, 2026Jun 26, 2026
Lyla Kristina Andrea BonillaOpes Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAAug 7, 2026Jun 26, 2026
Benjamin Cole SchamberLegacy Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 31, 2026Jul 27, 2026
Michael Bert CourseyClearview Wealth Advisors, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 21, 2026Jan 15, 2026
Corbin M. CourseyClearview Wealth Advisors, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 21, 2026Jan 9, 2026
Nicholas CostasOne Capital Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 20, 2026Jul 14, 2026
Carlos Mauricio AlasSummit Wealth Group independent RIAEp Wealth Advisors independent RIARIA to RIAJun 22, 2026Jun 24, 2026
Yuhsin WangFirst Foundation Advisors independent RIAEp Wealth Advisors independent RIARIA to RIAJun 8, 2026May 27, 2026
Jason Hyrum TaylorFarther independent RIAEp Wealth Advisors independent RIARIA to RIAJun 1, 2026Jun 3, 2026
Grady Harrison CampsLido independent RIAEp Wealth Advisors independent RIARIA to RIAMay 29, 2026May 6, 2026
Doug John IrelandWedbush Securities Inc. BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 22, 2026Jun 4, 2026
Ricardo Andres GonzalezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEp Wealth Advisors independent RIAWirehouse to independent RIAMay 22, 2026Jun 1, 2026
Zachary PidgeonCetera Investment Advisers LLC BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2026Apr 22, 2026
Ara Patrick AbrahamianDivergent Planning independent RIAEp Wealth Advisors independent RIARIA to RIAApr 23, 2026Mar 27, 2026
Matthew Barnes BrockDivergent Planning independent RIAEp Wealth Advisors independent RIARIA to RIAApr 23, 2026Mar 27, 2026
Joshua Remson StrombergDivergent Planning independent RIAEp Wealth Advisors independent RIARIA to RIAApr 23, 2026Mar 27, 2026
Karly Michele HollandDivergent Planning independent RIAEp Wealth Advisors independent RIARIA to RIAApr 23, 2026Mar 27, 2026
Neal Alexander ThompsonHarbour Investments, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIAApr 1, 2026Mar 11, 2026
Angel M DavisFocus Partners Wealth, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 26, 2026Mar 23, 2026
Harlan Myles FlintLongview Asset Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 23, 2026Feb 17, 2026
Martin J RodriguezLongview Asset Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 23, 2026Feb 24, 2026
Jasmine Nicole BairLongview Asset Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 23, 2026Mar 16, 2026
Jeffrey John IngrahamManning & Napier Advisors, LLC mixed wealthEp Wealth Advisors independent RIARIA to RIAMar 18, 2026Apr 6, 2026
Richard Craig CawBetter Money Decisions independent RIAEp Wealth Advisors independent RIARIA to RIAMar 9, 2026Sep 23, 2025
Lea Ann Garrison KnightBetter Money Decisions independent RIAEp Wealth Advisors independent RIARIA to RIAMar 9, 2026Sep 16, 2025
Maarten Robert Pieter KerstensHarbour Investments, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 20, 2026Mar 5, 2026
Austin J SeifertHarbour Investments, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 20, 2026Mar 5, 2026
Jeremy Johnathon McmullenFoguth Wealth Management, LLC. independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 9, 2026Jan 16, 2026
Sherry AnselmoCharles Schwab & Co., Inc. national BDEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2026Apr 9, 2026 (68 d)
Donna E WoodruffCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 16, 2026
Susan Christine AnastasiadisCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 21, 2026
Craig Jason MccroryCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 20, 2026
Steven Terrell MahanCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 16, 2026
Sara Ashley LaclairCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 16, 2026
Hunter RuckCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 23, 2026
Susan Marie KoeBetter Money Decisions independent RIAEp Wealth Advisors independent RIARIA to RIANov 13, 2025Sep 17, 2025
Jocelyn Rose BlackBetter Money Decisions independent RIAEp Wealth Advisors independent RIARIA to RIANov 13, 2025Sep 18, 2025
Kathleen Jutta ConnorsBetter Money Decisions independent RIAEp Wealth Advisors independent RIARIA to RIANov 13, 2025Sep 17, 2025
Justin Scott MoreciMariner BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2025Dec 23, 2025 (69 d)
Jonathan Patrick O'BrienMidwest Professional Planners, Ltd. independent RIAEp Wealth Advisors independent RIARIA to RIAOct 8, 2025Oct 29, 2025
Ryan Christopher ColletteRwa Wealth Partners independent RIAEp Wealth Advisors independent RIARIA to RIAOct 1, 2025Dec 10, 2025 (70 d)
Madisen Beatryce KarlsonAustin Private Wealth, LLC independent RIAEp Wealth Advisors independent RIARIA to RIASep 18, 2025Oct 9, 2025
David Burns DevitaGirard Advisory Services, LLC independent RIAEp Wealth Advisors independent RIARIA to RIASep 12, 2025Oct 8, 2025
April Renee PunchRobert W. Baird & Co. Incorporated mixed wealthEp Wealth Advisors independent RIARIA to RIASep 10, 2025Sep 22, 2025
Joseph Dean LindleySeia BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2025Oct 8, 2025 (34 d)
Andrew TalleyPark Avenue Securities LLC BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2025Sep 16, 2025 (32 d)
Linus R NygardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEp Wealth Advisors independent RIAWirehouse to independent RIAAug 8, 2025Jul 9, 2026 (335 d)
Spencer CampmanEdward Jones national BDEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 28, 2025Sep 16, 2025 (50 d)
Stephen Marc ReichesRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 23, 2025Aug 4, 2025
Teresa VelgaraRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 23, 2025Aug 5, 2025
Bradley Christian HillsRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 23, 2025Aug 11, 2026 (384 d)
Elizabeth XilasRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Aug 5, 2025
David Michael RappaportRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Aug 5, 2025
Kristyn Renee GibsonRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Sep 16, 2025 (56 d)
Shari Lynn ReichesRappaport Reiches Capital Management, independent RIAEp Wealth Advisors independent RIARIA to RIAJul 22, 2025Aug 5, 2025
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309 moves match.