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.
- Title
- Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Professional profile
- farther.com/advisor/erik-j-larsenreportedfarther.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.
- F•••••• independent RIA currentsince Aug 30, 2023 · San Francisco, Ca
- L•• F•••••••• L•• BD affiliatedSep 23, 2019 to Jun 5, 2023 · San Diego, Ca
- T•• R••••••••• G••••• L•• formerJan 25, 2018 to Aug 22, 2019 · San Diego, Ca
- T•• R••••••••• G••••• L•• formerDec 25, 2008 to Dec 31, 2017 · San Diego, Ca
- P•••• S••••••••• L•• no RAUMApr 18, 2005 to May 9, 2007 · San Diego, Ca
- L•• F•••••••• L•• to F••••••left Jun 5, 2023, registered Aug 30, 2023 (86 days) · Affiliated broker-dealer or bank to independent RIA
- T•• R••••••••• G••••• L•• to L•• F•••••••• L••left Aug 22, 2019, registered Sep 23, 2019 (32 days) · RIA to affiliated broker-dealer or bank
- P•••• S••••••••• L•• to T•• R••••••••• G••••• L••left May 9, 2007, registered Dec 25, 2008 (596 days) · Other
- Erik Jens Larsen left Lpl Financial Llc for Farther (registered 2023-08-30)Jun 5, 2023 · 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