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
- Managing Director, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Professional profile
- farther.com/advisor/raymond-wilcoxreportedfarther.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 Jul 13, 2026 · Winston Salem, Nc
- C••••• W••••• M••••••••• S••••••• independent RIANov 2, 2022 to Jul 22, 2026 · Winston Salem, Nc
- L•• F•••••••• L•• BD affiliatedFeb 14, 2018 to Nov 10, 2022 · Kernersville, Nc
- I••••• F•••••••• C••••••••• formerJan 22, 2013 to Feb 21, 2018 · Appleton, Wi
- L•• F•••••••• L•• BD affiliatedMar 20, 2009 to Jan 31, 2013 · Winston-Salem, Nc
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 1, 2003 to Mar 24, 2009 · Winston-Salem, Nc
- C••••• W••••• M••••••••• S••••••• to F••••••left Jul 22, 2026, registered Jul 13, 2026 (-9 days) · RIA to RIA · moved with a team
- L•• F•••••••• L•• to C••••• W••••• M••••••••• S•••••••left Nov 10, 2022, registered Nov 2, 2022 (-8 days) · RIA to a newly registered adviser · moved with a team
- I••••• F•••••••• C••••••••• to L•• F•••••••• L••left Feb 21, 2018, registered Feb 14, 2018 (-7 days) · corporate re-registration, not a move
- L•• F•••••••• L•• to I••••• F•••••••• C•••••••••left Jan 31, 2013, registered Jan 22, 2013 (-9 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left Mar 24, 2009, registered Mar 20, 2009 (-4 days) · Other
- R•••••• H••• W••••• left C••••• W••••• M••••••••• S••••••• for Farther (registered 2026-07-13)Jul 22, 2026 · Advisor changed firm · fact
- R•••••• H••• W••••• left L•• F•••••••• L•• for C••••• W••••• M••••••••• S••••••• (registered 2022-11-02)Nov 10, 2022 · 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address