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••• D•••• P•••••••••
- Professional profile
- linkedin.com/in/todd-porterfield-cfp%C2%AE-ricp%C2%AE-2363442reportedadviserinfo.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.
- F•••••••• C•••••• L•• independent RIA currentsince Jul 21, 2020 · Portland, Or
- C•••••• W••••• D••••••••• L•• independent RIAJan 6, 2016 to Oct 4, 2018 · Portland, Or
- F•••••••• C•••••• L•• unclassifiedMay 8, 2014 to Dec 31, 2016 · Portland, Or
- V••• F•••••••• A•••••••• I••• BD affiliatedJan 3, 2011 to Mar 19, 2014 · Portland, Or
- V••• F•••••••• P•••••••• L•• formerApr 19, 2005 to Jan 3, 2011 · Portland, Or
- K•• F•••••••• S•••••••• I•• formerAug 19, 2004 to Dec 31, 2004 · Portland, Or
- C•••••• W••••• D••••••••• L•• to F•••••••• C•••••• L••left Oct 4, 2018, registered Jul 21, 2020 (656 days) · RIA to RIA
- F•••••••• C•••••• L•• to C•••••• W••••• D••••••••• L••left Dec 31, 2016, registered Jan 6, 2016 (-360 days) · Other
- V••• F•••••••• A•••••••• I••• to F•••••••• C•••••• L••left Mar 19, 2014, registered May 8, 2014 (50 days) · Other
- V••• F•••••••• P•••••••• L•• to V••• F•••••••• A•••••••• I•••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- K•• F•••••••• S•••••••• I•• to V••• F•••••••• P•••••••• L••left Dec 31, 2004, registered Apr 19, 2005 (109 days) · Other
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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address