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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A••••• P•••••• H•••••
- E• W••••• A••••••• independent RIA currentsince Jan 2, 2025 · Brighton, Mi
- 4••• G•• formerDec 3, 2013 to Nov 16, 2017 · Brighton, Mi
- 4••• G••• L•• formerOct 5, 2011 to Dec 24, 2013 · Brighton, Mi
- E•••••••• W••••• M••••••••• L•• formerJul 15, 2009 to Mar 14, 2025 · Brighton, Mi
- I••••• F•••••••• C••••••••• formerApr 7, 2009 to Jun 2, 2017 · Williamston, Mi
- O•••• W•••••• I••• BD affiliatedApr 15, 2008 to Apr 14, 2009 · Brighton, Mi
- E•••••••• W••••• M••••••••• L•• to 4••• G••• L••left Mar 14, 2025, registered Oct 5, 2011 (-4909 days) · Other
- 4••• G•• to E• W••••• A•••••••left Nov 16, 2017, registered Jan 2, 2025 (2604 days) · Other · moved with a team
- I••••• F•••••••• C••••••••• to E•••••••• W••••• M••••••••• L••left Jun 2, 2017, registered Jul 15, 2009 (-2879 days) · Other · moved with a team
- 4••• G••• L•• to 4••• G••left Dec 24, 2013, registered Dec 3, 2013 (-21 days) · channel change inside one enterprise, not a move
- O•••• W•••••• I••• to I••••• F•••••••• C•••••••••left Apr 14, 2009, registered Apr 7, 2009 (-7 days) · Other
- A••••• P•••••• H••••• left E•••••••• W••••• M••••••••• L•• for 4••• G••• L•• (registered 2011-10-05)Mar 14, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address