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 Capital Planning Advisors 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
Michael Gray FrazierBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Feb 13, 2026
John ChangBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Mar 4, 2026
John Joseph EdelenBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Meredith Miriam RosenBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Feb 13, 2026
Justin AmitBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Michael Alan HarrisBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Feb 13, 2026
Cameron Allen JamisonBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Mar 4, 2026
John Thomas MooserBedell Frazier Investment Counselling, LLC. independent RIACapital Planning Advisors LLC independent RIARIA to RIAJun 8, 2026Mar 4, 2026
Abraham GarciaCharles Schwab & Co., Inc. national BDCapital Planning Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 18, 2025Jan 17, 2025
Jason William MartinAmeriprise Financial Services, LLC national BDCapital Planning Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2024Jan 5, 2024
Karin Tram LeWells Fargo Advisors wirehouseCapital Planning Advisors LLC independent RIAWirehouse to independent RIASep 18, 2018Sep 19, 2018
James Fredric MccarthyLegacy Capital Management Inc otherCapital Planning Advisors LLC otherOtherMar 30, 2017Jan 6, 2017
Lawrence Arthur HansenNfp Advisor Services, LLC otherCapital Planning Advisors LLC no RAUMOtherFeb 28, 2014Mar 3, 2014
Matthew Maguire PageNfp Advisor Services, LLC otherCapital Planning Advisors LLC no RAUMOtherFeb 28, 2014Mar 3, 2014
Michael Anthony SollazzoNfp Advisor Services, LLC otherCapital Planning Advisors LLC no RAUMOtherFeb 28, 2014Mar 3, 2014
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15 moves match.