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.
R••••• H••••••••• S•••
- Title
- Founder and CEOreportedrhsfinancial.comfirm site, Sep 16, 2026
- Business email
- risley@rhsfinancial.comreportedrhsfinancial.comfirm site, Sep 16, 2026
- Professional profile
- rhsfinancial.com/team-member/risley-samsreportedrhsfinancial.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.
- R•• F••••••••• L•• independent RIA currentsince Mar 13, 2009 · San Francisco, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 19, 2008 to Mar 18, 2009 · San Francisco, Ca
- J••• M••••• S••••••••• L•• wirehouseMay 18, 2007 to Mar 26, 2008 · San Francisco, Ca
- C•••••••• G••••• M•••••• I••• BD affiliatedOct 16, 2002 to Jun 9, 2007 · San Francisco, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•• F••••••••• L••left Mar 18, 2009, registered Mar 13, 2009 (-5 days) · Wirehouse to independent RIA
- J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Mar 26, 2008, registered Mar 19, 2008 (-7 days) · Wirehouse to wirehouse
- C•••••••• G••••• M•••••• I••• to J••• M••••• S••••••••• L••left Jun 9, 2007, registered May 18, 2007 (-22 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address