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.
P•••••• M•••••• B••••
- K•••••• independent RIA currentsince Jun 10, 2025 · St. Louis, Mo
- C•••••• F•••••••• G••••• L•• independent RIAMar 7, 2018 to Jul 1, 2025 · St. Louis, Mo
- M••••• G•••• I••••••••• A•••••••• L•• independent RIADec 15, 2014 to Mar 2, 2018 · St. Louis, Mo
- C•••••• F•••••••• G••••• L•• to K••••••left Jul 1, 2025, registered Jun 10, 2025 (-21 days) · RIA to RIA · moved with a team
- M••••• G•••• I••••••••• A•••••••• L•• to C•••••• F•••••••• G••••• L••left Mar 2, 2018, registered Mar 7, 2018 (5 days) · Other
- P•••••• M•••••• B•••• left C•••••• F•••••••• G••••• L•• for Krilogy (registered 2025-06-10)Jul 1, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address