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 The Mather Group, 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 |
|---|---|---|---|---|---|
| Timothy Andrew Knotts | The Hogan-Knotts Financial Group, Inc. independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jul 27, 2026 | Feb 17, 2026 |
| Robert Edward Hogan | The Hogan-Knotts Financial Group, Inc. independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jul 27, 2026 | Feb 26, 2026 |
| Robin Jan Patinkin | Focus Partners Wealth, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 18, 2026 | Jun 2, 2026 |
| Andrew Albert Lichtenberger | Charles Schwab & Co., Inc. national BD | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2025 | Jan 22, 2026 |
| George Paul Mccuen | Napa Wealth Management independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Dec 8, 2025 | Nov 20, 2025 |
| Robert John Blanusa | Napa Wealth Management independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Dec 8, 2025 | Dec 22, 2025 |
| Timothy Lee Ayles | Napa Wealth Management independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Dec 8, 2025 | Nov 20, 2025 |
| Tonya West | Napa Wealth Management independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Dec 8, 2025 | Nov 20, 2025 |
| Patrick Andrew Mccuen | Napa Wealth Management independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Dec 8, 2025 | Nov 20, 2025 |
| Scott Michael Emblen | Independent Progressive Advisors, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jul 18, 2025 | Jul 18, 2025 |
| Ann Elizabeth Garcia | Independent Progressive Advisors, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jul 18, 2025 | Jul 18, 2025 |
| Jack Logan Barker | Eq Wealth Advisors independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 30, 2025 | Jul 3, 2025 |
| Andrew Mattingly | MML Investors Services, LLC BD affiliated | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 26, 2025 | Jul 28, 2026 (397 d) |
| Haitham Emanuel Ashoo | Pillar Wealth Management, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 13, 2025 | Jun 25, 2025 |
| Christopher George Snyder | Pillar Wealth Management, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 13, 2025 | Jun 11, 2025 |
| Luis Robles | Charles Schwab & Co., Inc. national BD | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 7, 2025 | Oct 16, 2025 (131 d) |
| Brian Lane | Morgan Stanley wirehouse | The Mather Group, LLC independent RIA | Wirehouse to independent RIA | May 7, 2025 | Oct 6, 2025 (152 d) |
| David Geschke | Capital Analysts BD affiliated | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 11, 2025 | Jan 7, 2026 (271 d) |
| Zachary Jordan Freitag | Equitable Advisors, LLC national BD | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2025 | Mar 11, 2025 (57 d) |
| Nasimul Khan | Mercer Global Advisors Inc. independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Dec 12, 2024 | Dec 5, 2024 |
| Jayson Cort Jaquess | Charles Schwab & Co., Inc. national BD | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2024 | Nov 25, 2024 |
| Anna Maria Spurgin | MML Investors Services, LLC BD affiliated | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2024 | Dec 2, 2024 (80 d) |
| Courtney Lytton Fuller | Ameriprise Financial Services, LLC national BD | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 4, 2024 | Sep 20, 2024 |
| Shequeta Rice | Forum Financial Management, LP independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Aug 30, 2024 | Sep 5, 2024 |
| Karly Rose Wakely | Fisher Investments independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Apr 25, 2024 | Jul 23, 2025 (454 d) |
| Todd Michael Long | Edelman Financial Engines mixed wealth | The Mather Group, LLC independent RIA | RIA to RIA | Mar 1, 2024 | Mar 19, 2024 |
| Jules Jouvenat | Vanguard Advisers, Inc. BD affiliated | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 29, 2024 | Mar 25, 2024 |
| Jennifer Alisa Des Groseilliers | MML Investors Services, LLC BD affiliated | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 11, 2024 | Feb 12, 2024 (32 d) |
| Lucas Anthony Veldhuis | Linscomb Wealth, Inc. independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jan 7, 2024 | Feb 9, 2024 (33 d) |
| Noah Benjamin Marell | Creative Planning independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Aug 21, 2023 | Sep 7, 2023 |
| Michael Allen Curley | Clear Perspectives Financial Planning, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 30, 2023 | May 31, 2023 |
| Carol Amelia Hoffman | Clear Perspectives Financial Planning, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 30, 2023 | May 26, 2023 |
| Deborah Lou Thocker | Clear Perspectives Financial Planning, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 30, 2023 | May 30, 2023 |
| Katherine Mary Mcinerney | Clear Perspectives Financial Planning, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 30, 2023 | May 30, 2023 |
| Robert W Bartlett | Clear Perspectives Financial Planning, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 30, 2023 | May 30, 2023 |
| Michael Justin Schelle | Clear Perspectives Financial Planning, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 30, 2023 | May 25, 2023 |
| Ryan M Gorman | Clear Perspectives Financial Planning, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 30, 2023 | May 25, 2023 |
| Judith Nobue Hirotaka | Wealth Enhancement Advisory Services, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 22, 2023 | Jul 7, 2023 |
| Jeffrey Lawrence Pierce | Creative Planning independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | May 26, 2023 | Jul 10, 2023 (45 d) |
| Christopher Scott Piccoli | Corient independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Mar 1, 2023 | Apr 14, 2023 (44 d) |
| Linda L Dash | Charles Schwab & Co., Inc. national BD | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2022 | Jan 30, 2024 (407 d) |
| Suzanne Louise Bick | Cedar Financial Advisors, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Oct 4, 2022 | Oct 6, 2022 |
| Timothy Bruce Bates | Charles Schwab & Co., Inc. national BD | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2022 | Sep 27, 2022 |
| Justin Alexander Reede | Semita Asset Management independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Aug 15, 2022 | Aug 17, 2022 |
| Stephen Craig Biggs | Hc Financial Advisors Inc independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Aug 9, 2022 | Aug 19, 2022 |
| Timothy Winfield Harvey | Hc Financial Advisors Inc independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Aug 9, 2022 | Aug 18, 2022 |
| Karla Jean Mcavoy | Hc Financial Advisors Inc independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Aug 9, 2022 | Aug 19, 2022 |
| Abigail Phillips Hasling | Hc Financial Advisors Inc independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Aug 9, 2022 | Aug 17, 2022 |
| Alexia Cher Larson | Perry B. Seiffert, Investment Management other | The Mather Group, LLC independent RIA | Other | Aug 3, 2022 | Aug 5, 2022 |
| John Christopher D'Amelio | Soundmark Wealth Management, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Apr 25, 2022 | May 3, 2022 |
| Kelly Carpenter | Carpenter Financial, Inc unclassified | The Mather Group, LLC independent RIA | Other | Mar 21, 2022 | Apr 12, 2022 |
| Philip Timothy Johnston | Shankervalleau Wealth Advisors, Inc. independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Mar 7, 2022 | Mar 10, 2022 |
| Matthew Cole Greer | Schwab Wealth Advisory, Inc. no RAUM | The Mather Group, LLC independent RIA | Other | Jan 10, 2022 | Jan 11, 2022 |
| Nathan J. Gaherty | Charles Schwab & Co., Inc. national BD | The Mather Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 9, 2022 | Jan 19, 2022 |
| Mauricio Cortes Resendiz | Eugenias Advisory Group, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Dec 22, 2021 | Dec 23, 2021 |
| Logan Edwards Green | Eugenias Advisory Group, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Dec 22, 2021 | Jan 4, 2022 |
| James Paul Berndt | Ernst & Young Investment Advisers Llp no RAUM | The Mather Group, LLC independent RIA | Other | Nov 11, 2021 | Nov 17, 2021 |
| Katie Lynne Milojevich | Allison Spielman Advisors, LLC other | The Mather Group, LLC independent RIA | Other | Nov 3, 2021 | Nov 12, 2021 |
| Brendan Maurice Reidy | Mercer Global Advisors Inc. independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Oct 1, 2021 | Oct 5, 2021 |
| B Brandon Mackie | Felton & Peel Wealth Management, Inc. state registered | The Mather Group, LLC independent RIA | Other | Aug 26, 2021 | Aug 27, 2021 |
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102 moves match.