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.
- F•••••• independent RIA currentsince Nov 3, 2025 · Caledonia, Mi
- A•••••• C•••••• M••••••••• I•• independent RIADec 5, 2017 to Nov 7, 2025 · Grand Rapids, Mi
- Z•••• F•••••••• independent RIAJan 5, 2015 to Nov 29, 2017 · Portage, Mi
- Z•••• F•••••••• independent RIAMar 5, 2012 to Dec 31, 2014 · Portage, Mi
- L•• F•••••••• L•• BD affiliatedJan 11, 2008 to Nov 13, 2012 · Grand Rapids, Mi
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Sep 11, 2007 · E. Lansing, Mi
- M••••• S•••••• D• I••• unclassifiedJan 16, 2007 to Apr 2, 2007 · E. Lansing, Mi
- A•••••• C•••••• M••••••••• I•• to F••••••left Nov 7, 2025, registered Nov 3, 2025 (-4 days) · RIA to RIA
- Z•••• F•••••••• to A•••••• C•••••• M••••••••• I••left Nov 29, 2017, registered Dec 5, 2017 (6 days) · Other
- L•• F•••••••• L•• to Z•••• F••••••••left Nov 13, 2012, registered Mar 5, 2012 (-253 days) · Other
- M••••• S•••••• • C•• L•• to L•• F•••••••• L••left Sep 11, 2007, registered Jan 11, 2008 (122 days) · Other
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- J•••• J••••• W•••• left A•••••• C•••••• M••••••••• I•• for Farther (registered 2025-11-03)Nov 7, 2025 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address