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 Compound Planning, Inc.
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 |
|---|---|---|---|---|---|
| Antoine Pierre Piron | Transatlantique Private Wealth LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Aug 20, 2026 | Aug 18, 2026 |
| Matthew Gwizdz | UBS Financial Services Inc. wirehouse | Compound Planning, Inc. independent RIA | Wirehouse to independent RIA | Jul 15, 2026 | May 14, 2026 |
| Wendy A Jankoski | Wealth Architects LLC unclassified | Compound Planning, Inc. independent RIA | Other | Mar 9, 2026 | Sep 4, 2025 |
| Dylan Clark | Larson Financial Group, LLC BD affiliated | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 3, 2026 | May 14, 2026 (100 d) |
| Adam Benjamin Coleman | Maia Wealth independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Feb 2, 2026 | Feb 2, 2026 |
| Jack Patrick Mccaddon | Maia Wealth independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Feb 2, 2026 | Feb 2, 2026 |
| Scott Manning Porter | Dempsey Lord Smith, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Jan 14, 2026 | Jan 13, 2026 |
| Marcel Dominik Pfister | Svb Wealth independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Jan 13, 2026 | Jan 13, 2026 |
| Kaitlin Christine Jones | Northstar Financial Management, Inc. independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Dec 5, 2025 | Jun 11, 2025 |
| Mark Alexander Mooring | Northstar Financial Management, Inc. independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Dec 5, 2025 | Jun 11, 2025 |
| Charlotte Marie Jones | Northstar Financial Management, Inc. independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Dec 5, 2025 | Jun 10, 2025 |
| Timothy Robert Couture | First Citizens Asset Management, Inc mixed wealth | Compound Planning, Inc. independent RIA | RIA to RIA | Oct 16, 2025 | Oct 21, 2025 |
| Scott Luther Weigel | Mercer Global Advisors Inc. independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Aug 18, 2025 | Jul 23, 2025 |
| Tony R Golden | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Compound Planning, Inc. independent RIA | Wirehouse to independent RIA | Jul 23, 2025 | Aug 14, 2025 |
| Cole T Schmitt | Alesco Advisors LLC mixed wealth | Compound Planning, Inc. independent RIA | RIA to RIA | Jul 12, 2025 | Jul 18, 2025 |
| James Michael Taylor | Mercer Global Advisors Inc. independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Jun 26, 2025 | Jun 23, 2025 |
| Jannifer Lyn Shull | Ameriprise Financial Services, LLC national BD | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 20, 2025 | Jun 20, 2025 |
| Brandon Mitchell Wyand | Arq Wealth Advisors, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | May 8, 2025 | Apr 9, 2025 |
| Hali Browne London | Motley Fool Wealth Management, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Apr 9, 2025 | Apr 4, 2025 |
| Michelle Marie Leichtner | Motley Fool Wealth Management, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Apr 9, 2025 | Apr 4, 2025 |
| Cindy L Judas | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Isaac Frederick Franks | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Alexander Dean Ricke | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Tyler John Coder | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Alexander Scott James Snyder | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Amanda Joy Kelderman | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 25, 2025 | Mar 31, 2025 |
| Aaron Matthew Schomer | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 3, 2025 | Feb 27, 2025 |
| Joleen Ann Scheer | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 3, 2025 | Feb 27, 2025 |
| Kevin Gregory Lors | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 3, 2025 | Feb 27, 2025 |
| Lindsey Thorsen Oneil | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Mar 3, 2025 | Feb 27, 2025 |
| Patrick Vincent Scherer | Cw Advisors, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Feb 14, 2025 | Feb 14, 2025 |
| Trey Michael Fernandez | Motley Fool Wealth Management, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Feb 13, 2025 | Apr 7, 2025 (53 d) |
| Wiley Cyrus Belknap | Motley Fool Wealth Management, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Feb 12, 2025 | Jan 22, 2025 |
| Boyan Ognianov Doytchinov | Snyder Wealth Group independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Feb 10, 2025 | Feb 12, 2025 |
| Eric William Flynn | Creative Planning independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Jan 27, 2025 | Mar 28, 2025 (60 d) |
| Dimitry Farberov | Composition Wealth, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Nov 26, 2024 | Nov 15, 2024 |
| Mark Patzer | Composition Wealth, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Oct 15, 2024 | Sep 27, 2024 |
| Scott Douglas Hedgcock | Aletheian Wealth Advisors LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Sep 27, 2024 | Sep 6, 2024 |
| Todd Grund Rowe | Choreo, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Sep 27, 2024 | Sep 26, 2024 |
| Jakub Kubrak | Texas Capital Bank Private Wealth Advisors independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Sep 16, 2024 | Nov 8, 2024 (53 d) |
| Alec Andy Montoya | Mercer Global Advisors Inc. independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Aug 12, 2024 | Sep 23, 2024 (42 d) |
| Joseph Anthony Perna | Motley Fool Wealth Management, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Aug 9, 2024 | Aug 9, 2024 |
| Jared W Mejstrik | Austin Wealth Management, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Jul 11, 2024 | Aug 19, 2024 (39 d) |
| Reed Aaron Nothwang | Cerity Partners LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Jun 20, 2024 | Jan 1, 2025 (195 d) |
| Andrew Park | Curi Capital, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | May 8, 2024 | May 3, 2024 |
| David Aaron Pender | Fisher Investments independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | May 6, 2024 | May 3, 2024 |
| Alan Scott Ward | Johnson Sterling, Inc. other | Compound Planning, Inc. independent RIA | Other | Apr 29, 2024 | Apr 19, 2024 |
| Michael Robert Hunter | Motley Fool Wealth Management, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Apr 19, 2024 | Nov 19, 2024 (214 d) |
| Richard James Gow | Dempsey Lord Smith, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Apr 12, 2024 | Sep 21, 2022 |
| Jesse Thomas Porter | Five Oceans Advisors independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Apr 2, 2024 | Jan 14, 2026 (652 d) |
| Bernadine Marie Sanchez | Redw Wealth LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Apr 2, 2024 | Nov 21, 2024 (233 d) |
| Kevin George Mann | Empower Advisory Group, LLC BD affiliated | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2024 | Mar 1, 2024 |
| Tyler Andrew Morris | Empower Advisory Group, LLC BD affiliated | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2024 | Mar 1, 2024 |
| Joseph F. Devorak | Empower Advisory Group, LLC BD affiliated | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2024 | Mar 1, 2024 |
| Michael John Oconnor | Concentric independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Feb 21, 2024 | Jan 1, 2025 (315 d) |
| Shannon Lynch | Empower Advisory Group, LLC BD affiliated | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2024 | Jun 10, 2024 (131 d) |
| Ian James Wymore | Empower Advisory Group, LLC BD affiliated | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2024 | Sep 9, 2025 (587 d) |
| Nathan Raheel Bengali | Empower Advisory Group, LLC BD affiliated | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2024 | Jan 26, 2024 |
| Aaron Clark Foster | Empower Advisory Group, LLC BD affiliated | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2024 | Jan 1, 2025 (336 d) |
| Beau Michael Simon | Empower Advisory Group, LLC BD affiliated | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2024 | Jan 30, 2024 |
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100 moves match.