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.
B••••• W•••••• M•••••••••
- Title
- Senior Wealth Advisorreportedalphacore.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/brooks-merrifield-6022281a5reportedalphacore.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.
- A•••••••• C•••••• L•• independent RIA currentsince Jul 1, 2026 · La Jolla, Ca
- E•• R•••• W••••• M••••••••• L•• independent RIAMar 27, 2020 to Jul 31, 2026 · Denver, Co
- M••••••••• • C•• L•• unclassifiedJun 4, 2015 to Apr 17, 2020 · Denver, Co
- W•••••• S••••••••• I••• BD affiliatedJan 5, 2011 to May 14, 2015 · Denver, Co
- L•• F•••••••• L•• BD affiliatedJun 3, 2002 to Jan 11, 2011 · Denver, Co
- P••••••••• E••••• G••••• L•• unclassifiedJul 19, 1999 to Jun 5, 2002 · Denver, Co
- E•• R•••• W••••• M••••••••• L•• to A•••••••• C•••••• L••left Jul 31, 2026, registered Jul 1, 2026 (-30 days) · RIA to RIA · moved with a team
- M••••••••• • C•• L•• to E•• R•••• W••••• M••••••••• L••left Apr 17, 2020, registered Mar 27, 2020 (-21 days) · Other
- W•••••• S••••••••• I••• to M••••••••• • C•• L••left May 14, 2015, registered Jun 4, 2015 (21 days) · Other
- L•• F•••••••• L•• to W•••••• S••••••••• I•••left Jan 11, 2011, registered Jan 5, 2011 (-6 days) · Other
- P••••••••• E••••• G••••• L•• to L•• F•••••••• L••left Jun 5, 2002, registered Jun 3, 2002 (-2 days) · Other
- B••••• W•••••• M••••••••• left E•• R•••• W••••• M••••••••• L•• for A•••••••• C•••••• L•• (registered 2026-07-01)Jul 31, 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address