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.
N•••• L•• B•••••••••
- V••••• C•••••• M••••••••• L•• independent RIA currentsince Jul 1, 2025 · Clinton Township, Mi
- B••••••••• W••••• A•••••••• L•• no RAUMDec 21, 2017 to Jun 26, 2025 · Troy, Mi
- M••••• I••••••••• L•• independent RIAMar 30, 2017 to Dec 13, 2017 · Troy, Mi
- W•••••••• I••••••••• L•• unclassifiedOct 8, 2010 to Dec 31, 2017 · Troy, Mi
- B••••••••• W••••• A•••••••• L•• to V••••• C•••••• M••••••••• L••left Jun 26, 2025, registered Jul 1, 2025 (5 days) · Other
- W•••••••• I••••••••• L•• to M••••• I••••••••• L••left Dec 31, 2017, registered Mar 30, 2017 (-276 days) · Other
- M••••• I••••••••• L•• to B••••••••• W••••• A•••••••• L••left Dec 13, 2017, registered Dec 21, 2017 (8 days) · RIA to RIA
- N•••• L•• B••••••••• left B••••••••• W••••• A•••••••• L•• for V••••• C•••••• M••••••••• L•• (registered 2025-07-01)Jun 26, 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address