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.
D•••• B•••• D•••••
- E• W••••• A••••••• independent RIA currentsince Oct 8, 2025 · Media, Pa
- G••••• A••••••• S•••••••• L•• independent RIAJul 20, 2021 to Sep 12, 2025 · Doylestown, Pa
- M••••• G••••• A••••••• I••• independent RIAMay 3, 2014 to Jul 21, 2021 · Radnor, Pa
- V••••••• A•••••••• I••• BD affiliatedAug 27, 2007 to Apr 30, 2008 · Malvern, Pa
- G••••• A••••••• S•••••••• L•• to E• W••••• A•••••••left Sep 12, 2025, registered Oct 8, 2025 (26 days) · RIA to RIA
- M••••• G••••• A••••••• I••• to G••••• A••••••• S•••••••• L••left Jul 21, 2021, registered Jul 20, 2021 (-1 days) · RIA to RIA
- V••••••• A•••••••• I••• to M••••• G••••• A••••••• I•••left Apr 30, 2008, registered May 3, 2014 (2194 days) · Other
- D•••• B•••• D••••• left G••••• A••••••• S•••••••• L•• for E• W••••• A••••••• (registered 2025-10-08)Sep 12, 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address