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.
B••••• F••• R••••••
- Business email
- brichman@novarwealth.comreportednovarwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- N••• R• W•••••• I••• independent RIA currentsince Jul 17, 2017 · Overland Park, Ks
- L••••• F•••••••• S••••••••• L•• independent RIAAug 18, 2016 to Jul 3, 2017 · Overland Park, Ks
- L••••• F•••••••• S••••••••• L•• formerJul 7, 2014 to Dec 16, 2016 · Overland Park, Ks
- W•••••• • R••• formerJan 15, 2008 to Apr 29, 2010 · Shawnee, Ks
- L••••• F•••••••• S••••••••• L•• to N••• R• W•••••• I•••left Jul 3, 2017, registered Jul 17, 2017 (14 days) · Other
- L••••• F•••••••• S••••••••• L•• to L••••• F•••••••• S••••••••• L••left Dec 16, 2016, registered Aug 18, 2016 (-120 days) · channel change inside one enterprise, not a move · moved with a team
- W•••••• • R••• to L••••• F•••••••• S••••••••• L••left Apr 29, 2010, registered Jul 7, 2014 (1530 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address