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.
N•••• S•• R••••••
- Years, as the firm states
- 20reportedyargerwealth.com“With nearly 20 years of experience in the financial services industry, Naomi brings to our firm expertise in operations and compliance as well as planning.”
- Professional profile
- yargerwealth.com/about-us/naomi-robertsreportedyargerwealth.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.
- Y••••• W••••• S••••••••• L•• independent RIA currentsince Oct 1, 2020 · Westerville, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJul 2, 2014 to Oct 12, 2020 · Westerville, Oh
- A••••• A•• P••••••• S••••••• BD affiliatedMay 16, 2013 to May 29, 2014 · Ann Arbor, Mi
- F•••••• O•• I••••••••• A•••••••• I••• formerMay 19, 2011 to Jan 31, 2013 · Clarkston, Mi
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to May 21, 2009 · Saint Petersburg, Fl
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedApr 23, 2008 to Jan 2, 2009 · Westerville, Oh
- N••••••••• M••••• I••••••••• S••••••••• no RAUMFeb 2, 2006 to Apr 25, 2008 · Upper Arlington, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to Y••••• W••••• S••••••••• L••left Oct 12, 2020, registered Oct 1, 2020 (-11 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- A••••• A•• P••••••• S••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left May 29, 2014, registered Jul 2, 2014 (34 days) · Other
- F•••••• O•• I••••••••• A•••••••• I••• to A••••• A•• P••••••• S•••••••left Jan 31, 2013, registered May 16, 2013 (105 days) · Other
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to F•••••• O•• I••••••••• A•••••••• I•••left May 21, 2009, registered May 19, 2011 (728 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- N••••••••• M••••• I••••••••• S••••••••• to R•••••• J•••• F•••••••• S•••••••• I•••left Apr 25, 2008, registered Apr 23, 2008 (-2 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address