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.
- Title
- Associate Vice President, Wealth Advisor & Investment Portfolio Managerreportedfarther.comfirm site, Sep 15, 2026
- Years, as the firm states
- 25reportedfarther.com“With more than 25 years of experience serving families, entrepreneurs, executives, and physicians, Mike Smith is dedicated to assisting retired and soon-to-be retired government employees in crafting robust retirement income”
- Professional profile
- farther.com/advisor/michael-mike-smithreportedfarther.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.
- F•••••• independent RIA currentsince Aug 26, 2024 · San Francisco, Ca
- R••• C•••• W••••• P••••••• A•• A••••••• L•• formerJun 20, 2019 to Nov 17, 2021 · Jackson, Ms
- C••••••• W••••• M••••••••• L•• unclassifiedOct 18, 2018 to Jun 24, 2019 · Atlanta, Ga
- U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• independent RIAFeb 11, 2011 to Sep 24, 2018 · Washington, Dc
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedSep 9, 2009 to Nov 29, 2010 · Atlanta, Ga
- M••••• S•••••• C••••••••• unclassifiedApr 5, 2006 to Sep 3, 2009 · Atlanta, Ga
- 1••• C•••••• M••••••••• C•••••• unclassifiedApr 17, 2003 to Jan 5, 2004 · Atlanta, Ga
- R••• C•••• W••••• P••••••• A•• A••••••• L•• to F••••••left Nov 17, 2021, registered Aug 26, 2024 (1013 days) · RIA to RIA
- C••••••• W••••• M••••••••• L•• to R••• C•••• W••••• P••••••• A•• A••••••• L••left Jun 24, 2019, registered Jun 20, 2019 (-4 days) · Other · moved with a team
- U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• to C••••••• W••••• M••••••••• L••left Sep 24, 2018, registered Oct 18, 2018 (24 days) · Other
- C•••••••• I••••••••• R••••••• A•••••••• I••• to U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••left Nov 29, 2010, registered Feb 11, 2011 (74 days) · Other
- M••••• S•••••• C••••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Sep 3, 2009, registered Sep 9, 2009 (6 days) · Other
- 1••• C•••••• M••••••••• C•••••• to M••••• S•••••• C•••••••••left Jan 5, 2004, registered Apr 5, 2006 (821 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address