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.
A••• C•••••••• G•••••••
- C•••••• independent RIA currentsince Oct 7, 2025 · Bellevue, Wa
- B••••••••• A••••••• L•• formerMar 3, 2016 to Oct 7, 2025 · Bellevue, Wa
- P•••••• W••• F•••••••• C••••••••• I•• formerSep 11, 2006 to May 5, 2009 · Seattle, Wa
- H•••••• T••••••• • K•••• L•• independent RIAMar 14, 2006 to Aug 24, 2006 · Bellevue, Wa
- W•••••• • R••• formerMar 10, 2005 to Mar 20, 2006 · Lynnwood, Wa
- B••••••••• A••••••• L•• to C••••••left Oct 7, 2025, registered Oct 7, 2025 (0 days) · RIA to RIA · moved with a team
- P•••••• W••• F•••••••• C••••••••• I•• to B••••••••• A••••••• L••left May 5, 2009, registered Mar 3, 2016 (2494 days) · Other
- H•••••• T••••••• • K•••• L•• to P•••••• W••• F•••••••• C••••••••• I••left Aug 24, 2006, registered Sep 11, 2006 (18 days) · Other
- W•••••• • R••• to H•••••• T••••••• • K•••• L••left Mar 20, 2006, registered Mar 14, 2006 (-6 days) · Other
- Adam Christian Guenther left Bristlecone Advisors Llc for Corient (registered 2025-10-07)Oct 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address