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.
Edward Joseph Barnes
- Title
- Wealth Advisorreportedblbb.comfirm site, Sep 15, 2026
- Direct business phone
- 215-643-9100reportedblbb.comfirm site, Sep 15, 2026
- Professional profile
- blbb.com/team/ed-barnesreportedblbb.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/brianna-barnes-marchreportedblbb.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.
- Blbb Advisors independent RIA currentsince Jan 10, 2019 · Montgomeryville, Pa
- The Gwynedd Company formerApr 27, 1998 to Dec 31, 2018 · Lansdale, Pa
- The Gwynedd Company to Blbb Advisorsleft Dec 31, 2018, registered Jan 10, 2019 (10 days) · Other · moved with a team
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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address