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•••• T••••• B•••••
- Title
- Wealth Advisorreportedmyinsightadvisors.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/thomas-brolle-48797612areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- I•••••• A•••••••• L•• independent RIA currentsince Nov 22, 2016 · Newtown, Pa
- M••••• S•••••• wirehouseJun 1, 2009 to Nov 15, 2016 · Newtown, Pa
- C•••••••• G••••• M•••••• I••• BD affiliatedMay 1, 2008 to Jun 1, 2009 · Newtown, Pa
- P•• W••••• M••••••••• BD affiliatedJan 1, 2004 to Jul 2, 2007 · Doylestown, Pa
- J••••• H•••••••• W••• L••••• L•• formerSep 10, 2002 to Jan 1, 2004 · Doylestown, Pa
- M••••• S•••••• to I•••••• A•••••••• L••left Nov 15, 2016, registered Nov 22, 2016 (7 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
- P•• W••••• M••••••••• to C•••••••• G••••• M•••••• I•••left Jul 2, 2007, registered May 1, 2008 (304 days) · Other
- J••••• H•••••••• W••• L••••• L•• to P•• W••••• M•••••••••left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move
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
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address