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.
M••• D••••• H•••••
- M••••• G••••• A••••••• I••• independent RIA currentsince Dec 24, 2025 · Boise, Id
- T• A••••••••• I••• formerFeb 27, 2018 to Apr 6, 2018 · Boise, Id
- T• A••••••••• I••••••••• M••••••••• L•• formerFeb 26, 2018 to Apr 6, 2018 · Omaha, Ne
- S•••••••• I••••••••• M••••••••• formerDec 21, 2016 to Feb 26, 2018 · Saint Louis, Mo
- C••••• A••••••• L•• formerApr 9, 2013 to Jul 10, 2013 · Boise, Id
- P••••••• F•••••••• S•••••••• I••• BD affiliatedNov 22, 2010 to Feb 21, 2012 · Peoria, Az
- V•• A••••••• S••••••• formerApr 9, 2010 to Oct 1, 2010 · Overland Park, Ks
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Apr 6, 2018, registered Feb 27, 2018 (-38 days) · channel change inside one enterprise, not a move · moved with a team
- T• A••••••••• I••• to M••••• G••••• A••••••• I•••left Apr 6, 2018, registered Dec 24, 2025 (2819 days) · Other
- S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
- C••••• A••••••• L•• to S•••••••• I••••••••• M•••••••••left Jul 10, 2013, registered Dec 21, 2016 (1260 days) · Other
- P••••••• F•••••••• S•••••••• I••• to C••••• A••••••• L••left Feb 21, 2012, registered Apr 9, 2013 (413 days) · Other
- V•• A••••••• S••••••• to P••••••• F•••••••• S•••••••• I•••left Oct 1, 2010, registered Nov 22, 2010 (52 days) · Other
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address