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.
- Title
- Senior Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Professional profile
- farther.com/advisor/philip-cawleyreportedfarther.comfirm site, Sep 15, 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.
- F•••••• independent RIA currentsince Jun 17, 2026 · Portland, Me
- W••••••••• P•••••••• L•• independent RIADec 3, 2021 to Jul 1, 2026 · Portland, Me
- H••••••••• A••••••• formerOct 1, 2014 to Dec 26, 2021 · Portland, Me
- C••••••• • C••• I••• formerMar 23, 2005 to Oct 8, 2014 · Portland, Me
- L••• M•••• W••• W•••••• I••••••••• unclassifiedApr 11, 2002 to Mar 7, 2005 · Portland, Me
- W••••••••• P•••••••• L•• to F••••••left Jul 1, 2026, registered Jun 17, 2026 (-14 days) · RIA to RIA · moved with a team
- H••••••••• A••••••• to W••••••••• P•••••••• L••left Dec 26, 2021, registered Dec 3, 2021 (-23 days) · RIA to RIA · moved with a team
- C••••••• • C••• I••• to H••••••••• A•••••••left Oct 8, 2014, registered Oct 1, 2014 (-7 days) · Other
- L••• M•••• W••• W•••••• I••••••••• to C••••••• • C••• I•••left Mar 7, 2005, registered Mar 23, 2005 (16 days) · Other
- P••••• J••• C••••• left W••••••••• P•••••••• L•• for Farther (registered 2026-06-17)Jul 1, 2026 · 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address