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
- Wealth Advisorreportedthemadisonpartners.comfirm site, Sep 15, 2026
- Professional profile
- themadisonpartners.com/team/mary-morrowreportedthemadisonpartners.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.
- M•••••• P••••••• independent RIA currentsince Oct 29, 2025 · M••••••, Wi
- G••••••• F•••••••• unclassifiedMay 29, 2019 to Oct 21, 2025 · Sturgeon Bay, Wi
- C•••• H••• A••••••••• L•• formerJul 3, 2017 to Jan 25, 2019 · Sturgeon Bay, Wi
- C•••••• A•••• M••••••••• L•• formerMar 28, 2016 to Jun 28, 2017 · Sturgeon Bay, Wi
- S•••••••• F••••••••• I••• formerOct 7, 2011 to Dec 31, 2015 · Scottsdale, Az
- N••• F•••••••• G••••• I••• formerMar 8, 2001 to Sep 2, 2011 · Apopka, Fl
- G••••••• F•••••••• to M•••••• P•••••••left Oct 21, 2025, registered Oct 29, 2025 (8 days) · Other
- C•••• H••• A••••••••• L•• to G••••••• F••••••••left Jan 25, 2019, registered May 29, 2019 (124 days) · Other · moved with a team
- C•••••• A•••• M••••••••• L•• to C•••• H••• A••••••••• L••left Jun 28, 2017, registered Jul 3, 2017 (5 days) · Other
- S•••••••• F••••••••• I••• to C•••••• A•••• M••••••••• L••left Dec 31, 2015, registered Mar 28, 2016 (88 days) · Other
- N••• F•••••••• G••••• I••• to S•••••••• F••••••••• I•••left Sep 2, 2011, registered Oct 7, 2011 (35 days) · Other
- M••• O• M••••• left G••••••• F•••••••• for M•••••• P••••••• (registered 2025-10-29)Oct 21, 2025 · 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
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address