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.
G••• C••••••••• R•••
- Title
- Managing Partnerreportedaccretivewealthpartners.comfirm site, Sep 15, 2026
- Business email
- gary@accretivewealthpartners.comreportedaccretivewealthpartners.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.
- A•••••••• W••••• P•••••••• L•• independent RIA currentsince Feb 8, 2019 · Parsippany, Nj
- M•••• C••••••••• G•••• formerOct 15, 2012 to Jan 11, 2019 · Parsippany, Nj
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedNov 30, 2006 to Mar 24, 2009 · Glen Rock, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 16, 2005 to Oct 20, 2006 · Chester, Nj
- S•• I••••••••• I••• formerFeb 4, 2005 to Jul 20, 2005 · Parsippany, Nj
- M•••• C••••••••• G•••• to A•••••••• W••••• P•••••••• L••left Jan 11, 2019, registered Feb 8, 2019 (28 days) · RIA to a newly registered adviser · moved with a team
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••• C••••••••• G••••left Mar 24, 2009, registered Oct 15, 2012 (1301 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Oct 20, 2006, registered Nov 30, 2006 (41 days) · Other
- S•• I••••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 20, 2005, registered Sep 16, 2005 (58 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address