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.
R••••• L•••• B•••
- Title
- Comprehensive Wealth Managerreportedplanvestfinancial.comfirm site, Sep 16, 2026
- Designations
- MBA, CPA, CRPC, AAMSreportedplanvestfinancial.comas printed on the bio page, Sep 16, 2026
- Business email
- robert.behr@planvestfinancial.comreportedplanvestfinancial.comfirm site, Sep 16, 2026
- Direct business phone
- 240-930-3774reportedplanvestfinancial.comfirm site, Sep 16, 2026
- Professional profile
- planvestfinancial.com/team/robert-l-behr-mba-cpareportedplanvestfinancial.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/robert-l-behr-mba-cpa-1b96897reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- linkedin.com/in/robert-l-behr-mba-cpa-1b96897reportedplanvestfinancial.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••••••• F••••••••• I••• independent RIA currentsince Dec 18, 2023 · Gaithersburg, Md
- L•• F•••••••• L•• BD affiliatedDec 20, 2013 to May 9, 2018 · Gaithersburg, Md
- M••••• S•••••• wirehouseJun 1, 2009 to Jan 10, 2014 · Bethesda, Md
- C•••••••• G••••• M•••••• I••• BD affiliatedFeb 21, 2006 to Jun 1, 2009 · Bethesda, Md
- L••• M•••• W••• W•••••• I••••••••• unclassifiedFeb 4, 2005 to Feb 21, 2006 · Bethesda, Md
- U•• F•••••••• S••••••• I••• wirehouseJan 27, 2001 to Feb 23, 2005 · Bethesda, Md
- L•• F•••••••• L•• to P••••••• F••••••••• I•••left May 9, 2018, registered Dec 18, 2023 (2049 days) · RIA to a newly registered adviser · moved with a team
- M••••• S•••••• to L•• F•••••••• L••left Jan 10, 2014, registered Dec 20, 2013 (-21 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- L••• M•••• W••• W•••••• I••••••••• to C•••••••• G••••• M•••••• I•••left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move
- U•• F•••••••• S••••••• I••• to L••• M•••• W••• W•••••• I•••••••••left Feb 23, 2005, registered Feb 4, 2005 (-19 days) · Other
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address