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.
M•••••• A••• B•••••
- Title
- Senior Vice President, Wealth A••••••reportedsequoia-financial.comfirm site, Sep 15, 2026
- Designations
- CFP, AIFreportedsequoia-financial.comas printed on the bio page, Sep 16, 2026
- Professional profile
- sequoia-financial.com/team/matthew-berhowreportedsequoia-financial.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.
- S•••••• F•••••••• G••••• L••••• independent RIA currentsince May 20, 2026 · Minneapolis, Mn
- A•• S••• F•••••••• independent RIA currentsince Nov 7, 2022 · Minneapolis, Mn
- A•• S••• F•••••••• I•• formerApr 28, 2017 to Nov 10, 2022 · Minneapolis, Mn
- A••••••• F•••••••• L•• independent RIAJan 23, 2014 to Apr 27, 2017 · St. Louis Park, Mn
- C••••• A•••••• N••••••• L•• formerJan 8, 2014 to Apr 6, 2017 · Minnetonka, Mn
- A•• S••• F•••••••• I•• to A•• S••• F••••••••left Nov 10, 2022, registered Nov 7, 2022 (-3 days) · channel change inside one enterprise, not a move · moved with a team
- A••••••• F•••••••• L•• to A•• S••• F•••••••• I••left Apr 27, 2017, registered Apr 28, 2017 (1 days) · Other
- C••••• A•••••• N••••••• L•• to A••••••• F•••••••• L••left Apr 6, 2017, registered Jan 23, 2014 (-1169 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address