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.
- C•••••• independent RIA currentsince Jun 23, 2026 · Chicago, Il
- V•••••• C•••••• M••••••••• L• formerDec 18, 2018 to Jun 17, 2026 · Chicago, Il
- C•••• H••• A••••••••• L•• formerJun 2, 2008 to Dec 3, 2018 · Chicago, Il
- C•••• H••• A••••••••• I•• unclassifiedFeb 28, 2008 to Jun 3, 2008 · Highland Park, Il
- V•••••• C•••••• M••••••••• L• to C••••••left Jun 17, 2026, registered Jun 23, 2026 (6 days) · RIA to RIA · moved with a team
- C•••• H••• A••••••••• L•• to V•••••• C•••••• M••••••••• L•left Dec 3, 2018, registered Dec 18, 2018 (15 days) · Other · moved with a team
- C•••• H••• A••••••••• I•• to C•••• H••• A••••••••• L••left Jun 3, 2008, registered Jun 2, 2008 (-1 days) · Other
- D••••• A•••• J•••• left V•••••• C•••••• M••••••••• L• for Corient (registered 2026-06-23)Jun 17, 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address