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
- CEO & Founderreportedpactolus.comfirm site, Sep 16, 2026
- Founder
- “Alan Harter is the Founder and CEO of Pactolus, a distinguished platform dedicated to knowledge-sharing and bespoke solutions tailored for discerning entrepreneurs and their high-net-worth families.”reportedpactolus.comthe sentence on the bio page
- Professional profile
- pactolus.com/alan-harterreportedpactolus.comfirm site, Sep 16, 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.
- P••••••• independent RIA currentsince Jan 28, 2011 · Vienna, Va
- M••••• S•••••• wirehouseJun 1, 2009 to Feb 7, 2011 · Alexandria, Va
- C•••••••• G••••• M•••••• I••• BD affiliatedJan 20, 2006 to Jun 1, 2009 · Alexandria, Va
- W•••• F•••• A••••••• wirehouseMay 27, 2003 to Dec 31, 2005 · Mclean, Va
- U•• F•••••••• S••••••• I••• wirehouseJul 8, 1997 to Dec 2, 2002 · Sacramento, Ca
- M••••• S•••••• to P•••••••left Feb 7, 2011, registered Jan 28, 2011 (-10 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to C•••••••• G••••• M•••••• I•••left Dec 31, 2005, registered Jan 20, 2006 (20 days) · Other
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left Dec 2, 2002, registered May 27, 2003 (176 days) · Wirehouse to wirehouse
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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address