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.
J••• A•••• R•••••••
- A•••••• S•••• W••••• M••••••••• L•• independent RIA currentsince Mar 16, 2026 · Hudsonville, Mi
- A• A•••• L•• asset manager currentsince Mar 14, 2025 · Grand Rapids, Mi
- W••••••••• I••••••••• M••••••••• L•• independent RIA currentsince Aug 9, 2023 · Grand Rapids, Mi
- B••••••••• W••••• A•••••••• L•• no RAUMJan 6, 2015 to Aug 2, 2023 · Jenison, Mi
- B••••••••• A•••• M••••••••• L•• asset managerJan 6, 2015 to Dec 31, 2021 · Wheaton, Il
- A••••••• A••••• L•• independent RIAJul 1, 2014 to Nov 7, 2014 · Holland, Mi
- C••••• A••••••• L•• formerJan 3, 2013 to May 12, 2014 · Greenwood Village, Co
- B••••••••• W••••• A•••••••• L•• to W••••••••• I••••••••• M••••••••• L••left Aug 2, 2023, registered Aug 9, 2023 (7 days) · Other
- B••••••••• A•••• M••••••••• L•• to B••••••••• W••••• A•••••••• L••left Dec 31, 2021, registered Jan 6, 2015 (-2551 days) · channel change inside one enterprise, not a move
- A••••••• A••••• L•• to B••••••••• A•••• M••••••••• L••left Nov 7, 2014, registered Jan 6, 2015 (60 days) · Other
- C••••• A••••••• L•• to A••••••• A••••• L••left May 12, 2014, registered Jul 1, 2014 (50 days) · Other
- J••• A•••• R••••••• left B••••••••• W••••• A•••••••• L•• for W••••••••• I••••••••• M••••••••• L•• (registered 2023-08-09)Aug 2, 2023 · a•••••• firm change · 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