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••••• G•••••
- P••• I••••••••• L•• asset manager currentsince Aug 12, 2026 · Hightstown, Nj
- A•••••••• I••••••••• L•• asset managerApr 9, 2024 to Aug 5, 2026 · Hightstown, Nj
- I•• I••••••••• M••••••••• L•• asset managerAug 30, 2018 to Sep 7, 2023 · New York, Ny
- I•••••• A•••••••• I••• asset managerSep 27, 2010 to Sep 7, 2016 · Atlanta, Ga
- E•••••••• A•••••••• L•• national BDAug 6, 2008 to May 8, 2009 · New York, Ny
- R••••• F•••••• I••• unclassifiedNov 18, 2002 to Sep 9, 2003 · New York, Ny
- J••• M••••• I••••••••• M••••••••• I••• asset managerOct 28, 2002 to Aug 4, 2008 · New York, Ny
- A•••••••• I••••••••• L•• to P••• I••••••••• L••left Aug 5, 2026, registered Aug 12, 2026 (7 days) · Other
- I•• I••••••••• M••••••••• L•• to A•••••••• I••••••••• L••left Sep 7, 2023, registered Apr 9, 2024 (215 days) · Other
- I•••••• A•••••••• I••• to I•• I••••••••• M••••••••• L••left Sep 7, 2016, registered Aug 30, 2018 (722 days) · Other
- E•••••••• A•••••••• L•• to I•••••• A•••••••• I•••left May 8, 2009, registered Sep 27, 2010 (507 days) · Other
- J••• M••••• I••••••••• M••••••••• I••• to R••••• F•••••• I•••left Aug 4, 2008, registered Nov 18, 2002 (-2086 days) · Other
- R••••• F•••••• I••• to E•••••••• A•••••••• L••left Sep 9, 2003, registered Aug 6, 2008 (1793 days) · Other
- Blaise Grippa left Accordant Investments Llc for Pgim Investments Llc (registered 2026-08-12)Aug 5, 2026 · Advisor changed firm · fact
- Blaise Grippa left Idr Investment Management, Llc for Accordant Investments Llc (registered 2024-04-09)Sep 7, 2023 · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address