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.
L••••• W••••••
- Title
- CAP Chartered Advisor in Philanthropyreportedhorwitzadvisors.comfirm site, Sep 15, 2026
- founder other
- “He is a member of the Financial Planning Association and is a founding member of International Association of Advisors in Philanthropy.”reportedhorwitzadvisors.comthe sentence on the bio page
- Professional profile
- horwitzadvisors.com/team/les-winstonreportedhorwitzadvisors.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.
- E• A• H•••••• L•• independent RIA currentsince Sep 1, 2026 · North Miami, Fl
- I•••••• S••••••••• I••• mixed wealthJun 30, 2010 to Mar 28, 2013 · North Miami, Fl
- N•• A•••••• S•••••••• L•• formerNov 2, 2000 to Jun 2, 2010 · Miami, Fl
- I•••••• S••••••••• I••• to E• A• H•••••• L••left Mar 28, 2013, registered Sep 1, 2026 (4905 days) · Other
- N•• A•••••• S•••••••• L•• to I•••••• S••••••••• I•••left Jun 2, 2010, registered Jun 30, 2010 (28 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