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.
W•••••• H•••• P••••
- F•••••• independent RIA currentsince Jun 3, 2026 · Dix Hills, Ny
- M••••••• A••••••• independent RIA currentsince Apr 13, 2026 · New York, Ny
- M••••••• A••••••• independent RIAJan 6, 2022 to Dec 31, 2025 · New York, Ny
- M••••••• A••••••• independent RIAJan 7, 2020 to Dec 31, 2021 · New York, Ny
- M••••••• A••••••• independent RIAJan 31, 2019 to Dec 31, 2019 · New York, Ny
- M••••••• A••••••• independent RIAJan 19, 2017 to Dec 31, 2018 · New York, Ny
- M••••••• A••••••• independent RIAJan 21, 2016 to Dec 31, 2016 · New York, Ny
- M••••••• A••••••• independent RIAMar 23, 2015 to Dec 31, 2015 · New York, Ny
- A••••••• P••••••••• A•••••••• I•• formerMay 5, 2010 to Oct 24, 2014 · Holbrook, Ny
- A••••••• P••••••••• A•••••••• I•• to M••••••• A•••••••left Oct 24, 2014, registered Mar 23, 2015 (150 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address