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.
R••••• W•••••• M••••••
- M•••••• F•••••••• A••••••• state registered currentsince Jul 8, 2026 · Evergreen, Co
- F•••••• independent RIAAug 14, 2025 to Feb 25, 2026 · Evergreen, Co
- E••••• F•••••••• M••••••••• I••• unclassifiedJan 15, 2018 to Apr 3, 2026 · Evergreen, Co
- E••••• F•••••••• M••••••••• I••• unclassifiedAug 2, 2011 to Nov 1, 2017 · Centennial, Co
- E••••• F•••••••• M••••••••• I••• to F••••••left Apr 3, 2026, registered Aug 14, 2025 (-232 days) · Other
- F•••••• to M•••••• F•••••••• A•••••••left Feb 25, 2026, registered Jul 8, 2026 (133 days) · RIA to a state-registered adviser
- R••••• W•••••• M•••••• left E••••• F•••••••• M••••••••• I••• for Farther (registered 2025-08-14)Apr 3, 2026 · Advisor changed firm · fact
- R••••• W•••••• M•••••• left Farther for M•••••• F•••••••• A••••••• (registered 2026-07-08)Feb 25, 2026 · 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
- STATE REGISTEREDderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address