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.
P••••• C•••••• L••
- B••••• P••••• A•••••••• L•• independent RIA currentsince May 6, 2026 · Stoneham, Ma
- F••••••••• I• T••• formerFeb 17, 2017 to Aug 5, 2026 · Stoneham, Ma
- M••••• W••••• M••••••••• L•• independent RIAJan 6, 2011 to Jul 15, 2016 · Westwood, Nj
- B••• B•• F•••••••• G••••• I••• unclassifiedDec 20, 2001 to Dec 31, 2010 · Boston, Ma
- F••••••••• I• T••• to B••••• P••••• A•••••••• L••left Aug 5, 2026, registered May 6, 2026 (-91 days) · RIA to RIA · moved with a team
- M••••• W••••• M••••••••• L•• to F••••••••• I• T•••left Jul 15, 2016, registered Feb 17, 2017 (217 days) · Other
- B••• B•• F•••••••• G••••• I••• to M••••• W••••• M••••••••• L••left Dec 31, 2010, registered Jan 6, 2011 (6 days) · Other
- P••••• C•••••• L•• left F••••••••• I• T••• for B••••• P••••• A•••••••• L•• (registered 2026-05-06)Aug 5, 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address