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.
E••••• A••••• D•••••••
- T••••••• V••••• F•••••••• P••••••• independent RIA currentsince May 27, 2026 · Meridian, Id
- C•••• C•••• F•••••••• M••••••••• L•• independent RIAJan 3, 2020 to Aug 10, 2026 · Silverdale, Wa
- A••••••••• F•••••••• S•••••••• L•• national BDMay 20, 2009 to Jan 9, 2020 · Boise, Id
- U•• F•••••••• S••••••• I••• wirehouseAug 12, 2006 to May 13, 2009 · Boise, Id
- P•••• S•••••• • C•• institutionalApr 7, 2005 to Aug 12, 2006 · Boise, Id
- C•••• C•••• F•••••••• M••••••••• L•• to T••••••• V••••• F•••••••• P•••••••left Aug 10, 2026, registered May 27, 2026 (-75 days) · RIA to a newly registered adviser · moved with a team
- A••••••••• F•••••••• S•••••••• L•• to C•••• C•••• F•••••••• M••••••••• L••left Jan 9, 2020, registered Jan 3, 2020 (-6 days) · Affiliated broker-dealer or bank to independent RIA
- U•• F•••••••• S••••••• I••• to A••••••••• F•••••••• S•••••••• L••left May 13, 2009, registered May 20, 2009 (7 days) · Wirehouse to affiliated broker-dealer or bank
- P•••• S•••••• • C•• to U•• F•••••••• S••••••• I•••left Aug 12, 2006, registered Aug 12, 2006 (0 days) · corporate re-registration, not a move
- E••••• A••••• D••••••• left C•••• C•••• F•••••••• M••••••••• L•• for T••••••• V••••• F•••••••• P••••••• (registered 2026-05-27)Aug 10, 2026 · 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