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.
T•••••• A••• G•••••
- U••••• C•••••• F•••••••• A••••••• independent RIA currentsince Dec 19, 2025 · Leawood, Ks
- O••••••••• institutionalNov 20, 2015 to Jan 7, 2026 · Overland Park, Ks
- V• W••••• A••••••• L•• formerNov 3, 2010 to Jan 3, 2017 · Overland Park, Ks
- M••••• S•••••• wirehouseJun 23, 2009 to Oct 11, 2010 · Kansas City, Mo
- O••••••••• to U••••• C•••••• F•••••••• A•••••••left Jan 7, 2026, registered Dec 19, 2025 (-19 days) · Other · moved with a team
- V• W••••• A••••••• L•• to O•••••••••left Jan 3, 2017, registered Nov 20, 2015 (-410 days) · Other · moved with a team
- M••••• S•••••• to V• W••••• A••••••• L••left Oct 11, 2010, registered Nov 3, 2010 (23 days) · Other
- T•••••• A••• G••••• left Onedigital for U••••• C•••••• F•••••••• A••••••• (registered 2025-12-19)Jan 7, 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address