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.
- Title
- Wealth Manager — Powered by Savvyreportedsavvywealth.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.
- Savvy independent RIA currentsince Apr 8, 2024 · New York, Ny
- Farther independent RIAJan 3, 2024 to Mar 12, 2024 · San Francisco, Ca
- Centaurus Financial, Inc. BD affiliatedDec 21, 2022 to Jan 2, 2024 · Newport Beach, Ca
- Newport Wealth Advisors, Inc. independent RIAJan 9, 2018 to Mar 29, 2024 · Newport Beach, Ca
- Newport Wealth Advisors, Inc. independent RIAOct 20, 2010 to Dec 31, 2017 · Newport Beach, Ca
- Investment Advisors International, Inc. unclassifiedFeb 13, 2009 to Sep 27, 2010 · Orange, Ca
- Newport Wealth Advisors, Inc. to Centaurus Financial, Inc.left Mar 29, 2024, registered Dec 21, 2022 (-464 days) · RIA to affiliated broker-dealer or bank
- Farther to Savvyleft Mar 12, 2024, registered Apr 8, 2024 (27 days) · RIA to RIA
- Centaurus Financial, Inc. to Fartherleft Jan 2, 2024, registered Jan 3, 2024 (1 days) · Affiliated broker-dealer or bank to independent RIA
- Investment Advisors International, Inc. to Newport Wealth Advisors, Inc.left Sep 27, 2010, registered Oct 20, 2010 (23 days) · Other
- Scott Glenn Eichler left Newport Wealth Advisors, Inc. for Centaurus Financial, Inc. (registered 2022-12-21)Mar 29, 2024 · Advisor changed firm · fact
- Scott Glenn Eichler left Farther for Savvy (registered 2024-04-08)Mar 12, 2024 · Advisor changed firm · fact
- Scott Glenn Eichler left Centaurus Financial, Inc. for Farther (registered 2024-01-03)Jan 2, 2024 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address