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.
W•••••• A••••• S•••••
- Title
- Wealth Advisorreportedoneadvisorypartners.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedoneadvisorypartners.com“With more than 20 years in wealth management, trust services, and financial planning, he began his career at Charles Schwab, where he led a team managing investment portfolios and financial planning .”
- Professional profile
- oneadvisorypartners.com/team/william-sniderreportedoneadvisorypartners.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.
- O•• A••••••• P•••••••• L•• independent RIA currentsince Apr 22, 2025 · Highlands Ranch, Co
- L••• independent RIAApr 12, 2023 to Jul 10, 2024 · Boulder, Co
- C••••••• F•••••••• M••••••••• L•• formerOct 1, 2019 to Apr 18, 2023 · Boulder, Co
- C••••• I••••••••• A••••••• L•• BD affiliatedApr 14, 2014 to Sep 11, 2019 · D•••••, Co
- C••••• I••••••••• S••••••• L•• formerJan 17, 2012 to Sep 4, 2013 · Topeka, Ks
- D••••• M•••• M••••••• L•• formerApr 27, 2010 to Jan 7, 2011 · D•••••, Co
- C•••••• S••••• • C••• I••• national BDMar 26, 2003 to Apr 27, 2007 · D•••••, Co
- L••• to O•• A••••••• P•••••••• L••left Jul 10, 2024, registered Apr 22, 2025 (286 days) · RIA to RIA
- C••••••• F•••••••• M••••••••• L•• to L•••left Apr 18, 2023, registered Apr 12, 2023 (-6 days) · RIA to RIA · moved with a team
- C••••• I••••••••• A••••••• L•• to C••••••• F•••••••• M••••••••• L••left Sep 11, 2019, registered Oct 1, 2019 (20 days) · Affiliated broker-dealer or bank to independent RIA
- C••••• I••••••••• S••••••• L•• to C••••• I••••••••• A••••••• L••left Sep 4, 2013, registered Apr 14, 2014 (222 days) · Other
- D••••• M•••• M••••••• L•• to C••••• I••••••••• S••••••• L••left Jan 7, 2011, registered Jan 17, 2012 (375 days) · Other
- C•••••• S••••• • C••• I••• to D••••• M•••• M••••••• L••left Apr 27, 2007, registered Apr 27, 2010 (1096 days) · Other
- W•••••• A••••• S••••• left Lido for O•• A••••••• P•••••••• L•• (registered 2025-04-22)Jul 10, 2024 · Advisor changed firm · fact
- W•••••• A••••• S••••• left C••••••• F•••••••• M••••••••• L•• for Lido (registered 2023-04-12)Apr 18, 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address