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.
N••••••• J•••• M•••••
- Title
- F•••••• and P••••••••reportedcounterweightpw.comfirm site, Sep 16, 2026
- Designations
- CFPreportedcounterweightpw.comas printed on the bio page, Sep 16, 2026
- Founder
- “N••• M•••••, CFP® F•••••• and P••••••••”reportedcounterweightpw.comthe sentence on the bio page
- Professional profile
- counterweightpw.com/team/nick-murphy?hsLang=enreportedcounterweightpw.comfirm site, Sep 16, 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.
- C••••••••• P•••••• W••••• independent RIA currentsince Oct 12, 2023 · Wilmington, Nc
- T••••••••• W••••• A••••••• formerSep 17, 2021 to Oct 10, 2023 · Beachwood, Oh
- R•• C•••••• M••••••• L•• national BDOct 23, 2006 to Sep 24, 2021 · Raleigh, Nc
- J•• L•••••• S••••••••• I••• unclassifiedAug 4, 2004 to Oct 23, 2006 · Durham, Nc
- W•••••• • R••• formerOct 3, 2002 to Jul 2, 2004 · Raleigh, Nc
- T••••••••• W••••• A••••••• to C••••••••• P•••••• W•••••left Oct 10, 2023, registered Oct 12, 2023 (2 days) · RIA to a newly registered adviser · moved with a team
- R•• C•••••• M••••••• L•• to T••••••••• W••••• A•••••••left Sep 24, 2021, registered Sep 17, 2021 (-7 days) · Affiliated broker-dealer or bank to independent RIA
- J•• L•••••• S••••••••• I••• to R•• C•••••• M••••••• L••left Oct 23, 2006, registered Oct 23, 2006 (0 days) · Other
- W•••••• • R••• to J•• L•••••• S••••••••• I•••left Jul 2, 2004, registered Aug 4, 2004 (33 days) · Other
- N••••••• J•••• M••••• left T••••••••• W••••• A••••••• for C••••••••• P•••••• W••••• (registered 2023-10-12)Oct 10, 2023 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address