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.
Barbara Lascuola Rishel
- Title
- Sr. Wealth Advisorreportedmerceradvisors.comfirm site, Sep 15, 2026
- Designations
- MBAreportedmerceradvisors.comas printed on the bio page, Sep 16, 2026
- Business email
- brishel@merceradvisors.comreportedmerceradvisors.comfirm site, Sep 15, 2026
- Professional profile
- merceradvisors.com/meet-our-team/barbara-rishelreportedmerceradvisors.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.
- Mercer Global Advisors Inc. independent RIA currentsince Jun 3, 2025 · Denver, Co
- Tufton Capital Management, LLC independent RIA currentsince Jan 13, 2023 · Hunt Valley, Md
- Tufton Capital Management, LLC independent RIAJul 15, 2011 to Dec 31, 2022 · Hunt Valley, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 29, 2008 to Jun 28, 2011 · Columbia, Md
- Citigroup Global Markets Inc. BD affiliatedFeb 17, 2006 to Oct 9, 2008 · Columbia, Md
- Wilmington Trust Investment Advisors, Inc. otherFeb 21, 2001 to Aug 2, 2006 · Baltimore, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Tufton Capital Management, LLCleft Jun 28, 2011, registered Jul 15, 2011 (17 days) · Other
- Citigroup Global Markets Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 9, 2008, registered Sep 29, 2008 (-10 days) · Other
- Wilmington Trust Investment Advisors, Inc. to Citigroup Global Markets Inc.left Aug 2, 2006, registered Feb 17, 2006 (-166 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