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.
- Title
- Senior Relationship Managerreportedsikich.comfirm site, Sep 15, 2026
- Business email
- gretchen.radach@sikich.comreportedsikich.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.
- Sikich Financial independent RIA currentsince Dec 1, 2023 · Naperville, Il
- Keybanc Capital Markets Inc. unclassifiedApr 30, 2004 to Aug 9, 2004 · Columbus, Oh
- Keybanc Capital Markets Inc. to Sikich Financialleft Aug 9, 2004, registered Dec 1, 2023 (7053 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address