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 Plancorp, 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
Andrew Marcantonio-FieldsVanguard Advisers, Inc. BD affiliatedPlancorp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2026Aug 11, 2026
Valeriane Michelle WilsonAthena'S Wealth, Inc. unclassifiedPlancorp, LLC independent RIAOtherApr 9, 2026May 28, 2026 (49 d)
Judson Ray MyersRegency Investment Advisors Inc independent RIAPlancorp, LLC independent RIARIA to RIAApr 7, 2026Apr 1, 2026
Christopher Louis ComstockRegency Investment Advisors Inc independent RIAPlancorp, LLC independent RIARIA to RIAApr 7, 2026Apr 1, 2026
Ryan John BarnesRegency Investment Advisors Inc independent RIAPlancorp, LLC independent RIARIA to RIAApr 7, 2026Apr 1, 2026
Wade Allan WallaceRegency Investment Advisors Inc independent RIAPlancorp, LLC independent RIARIA to RIAApr 7, 2026Apr 1, 2026
Noah Joseph MenezesRegency Investment Advisors Inc independent RIAPlancorp, LLC independent RIARIA to RIAApr 7, 2026Apr 1, 2026
Kevin Jordan GrahamCibc Private Wealth Advisors, Inc. BD affiliatedPlancorp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 6, 2026Jul 7, 2026 (92 d)
Ryan Robert MillerDew Wealth Management independent RIAPlancorp, LLC independent RIARIA to RIANov 12, 2025Nov 17, 2025
Brian Patrick RiggsMoneta Group Investment Advisors, LLC independent RIAPlancorp, LLC independent RIARIA to RIAOct 7, 2025Oct 15, 2025
Stacey Lynn MannebachMoneta Group Investment Advisors, LLC independent RIAPlancorp, LLC independent RIARIA to RIASep 8, 2025Nov 13, 2025 (66 d)
Odaro Eric AisueniWillis Johnson Wealth independent RIAPlancorp, LLC independent RIARIA to RIAOct 29, 2024Dec 10, 2025 (407 d)
Devin William PloesserWells Fargo Advisors wirehousePlancorp, LLC independent RIAWirehouse to independent RIAJul 10, 2024Aug 13, 2024 (34 d)
Robert John AnderbergMurray Street Capital Advisors, LLC independent RIAPlancorp, LLC independent RIARIA to RIAJun 11, 2024Jun 17, 2024
Mary CrawleyFamily Legacy Financial Solutions, LLC independent RIAPlancorp, LLC independent RIARIA to RIADec 15, 2023Feb 20, 2024 (67 d)
Dawn Torres-GaleCompass Planning Associates, Inc. independent RIAPlancorp, LLC independent RIARIA to RIADec 4, 2023Jun 13, 2024 (192 d)
Deanna Schuler OrfImpact Partnership Wealth, LLC independent RIAPlancorp, LLC independent RIARIA to RIAOct 16, 2023Nov 2, 2023
Bryan David BartsModern Dollar Planning, LLC independent RIAPlancorp, LLC independent RIARIA to RIAJul 28, 2023Nov 20, 2023 (115 d)
Desiree Blythe KaulMainstreet Financial Planning, Inc. state registeredPlancorp, LLC independent RIAOtherJul 20, 2023Aug 10, 2023
Yezmin ThomasCambridge Investment Research Advisors, Inc. BD affiliatedPlancorp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2022Mar 10, 2022 (36 d)
Nicholas StorkEdward Jones national BDPlancorp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 12, 2021May 4, 2021
Steven Floyd OwensAdvice And Planning Services BD affiliatedPlancorp, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Mar 25, 2025 (1593 d)
Brian Charles WatsonEdward Jones national BDPlancorp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2020May 14, 2024 (1594 d)
Ranie J VerbyMoneta Group Investment Advisors, LLC independent RIAPlancorp, LLC independent RIARIA to RIAOct 30, 2019Oct 26, 2019
Daniel S LeeB|O|S independent RIAPlancorp, LLC independent RIARIA to RIAJan 28, 2019Jan 29, 2019
Derek Franklin JessRaymond James Financial Services Advisors, Inc BD affiliatedPlancorp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 15, 2018Jul 26, 2018 (72 d)
Joleen Sue ScharenbrochPnc Wealth Management otherPlancorp, LLC independent RIAOtherMay 1, 2017Apr 30, 2018 (364 d)
Jason Sy CoMorgan Stanley wirehousePlancorp, LLC independent RIAWirehouse to independent RIANov 28, 2016Mar 29, 2018 (486 d)
Matthew John BaisdenLarson Financial Group, LLC otherPlancorp, LLC otherOtherJun 13, 2016Jul 13, 2016
Peter Joseph LazaroffAcropolis Investment Management otherPlancorp, LLC otherOtherMar 27, 2015Apr 7, 2015
Charles Frederick Meyer1926 Investment Advisors otherPlancorp, LLC otherOtherFeb 24, 2015Feb 24, 2015
Michael James VredenburghNorthwestern Mutual Investment Services,LLC otherPlancorp, LLC otherOtherAug 18, 2014Jan 13, 2017 (879 d)
Benjamin Jakob SchwartzIpi Wealth Management, Inc. otherPlancorp, LLC otherOtherAug 9, 2013Jan 22, 2015 (531 d)
Rebecca Lynn BoneUmb Financial Services, Inc. no RAUMPlancorp, LLC otherOtherJul 30, 2013Mar 5, 2014 (218 d)
Sara Marie GelsheimerBlue Ocean Portfolios, LLC otherPlancorp, LLC otherOtherJul 9, 2013Jul 22, 2013
David John ArnsBlue Ocean Portfolios, LLC otherPlancorp, LLC otherOtherMay 7, 2013Jun 6, 2013
Angela OsborneStancorp Investment Advisers, Inc. otherPlancorp, LLC otherOtherSep 18, 2012Oct 24, 2012 (36 d)
Andrew P MclaughlinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePlancorp, LLC otherOtherSep 2, 2009Nov 22, 2013 (1542 d)
Kyle Howard AttarianMorgan Keegan & Company, LLC otherPlancorp, LLC otherOtherAug 24, 2009Nov 18, 2009 (86 d)
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39 moves match.