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.
- Business email
- aaron.hare@northwestscs.comreportednorthwestscs.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.
- S•• independent RIA currentsince Apr 7, 2021 · Bellevue, Wa
- C••••• I••••••••• A••••••• L•• BD affiliatedSep 7, 2018 to Mar 30, 2021 · Tacoma, Wa
- C•••••• S••••• • C••• I••• national BDAug 27, 2009 to Nov 10, 2016 · Tacoma, Wa
- M••••• S•••••• wirehouseJun 1, 2009 to Aug 3, 2009 · Olympia, Wa
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Jun 1, 2009 · Olympia, Wa
- M••••• S•••••• D• I••• unclassifiedMar 22, 2005 to Apr 2, 2007 · Olympia, Wa
- C••••• I••••••••• A••••••• L•• to S••left Mar 30, 2021, registered Apr 7, 2021 (8 days) · Affiliated broker-dealer or bank to independent RIA
- C•••••• S••••• • C••• I••• to C••••• I••••••••• A••••••• L••left Nov 10, 2016, registered Sep 7, 2018 (666 days) · Affiliated broker-dealer or bank to another
- M••••• S•••••• to C•••••• S••••• • C••• I•••left Aug 3, 2009, registered Aug 27, 2009 (24 days) · Wirehouse to affiliated broker-dealer or bank
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- 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
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