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.
R••• T••••• N•••••
- Title
- Director in Investment Advisoryreportedaspiriant.comfirm site, Sep 15, 2026
- Designations
- CFAreportedaspiriant.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Ryan joined Aspiriant in 2012 and became a partner in 2019.”reportedaspiriant.comthe sentence on the bio page
- Years, as the firm states
- 17reportedaspiriant.com“He is currently a Director within the Investment Advisory group at Aspiriant and brings over 17 years of experience advising private clients on investment strategy.”
- Professional profile
- aspiriant.com/people/ryan-t-nelsonreportedaspiriant.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.
- A••••••••• L•• independent RIA currentsince Dec 3, 2018 · Los Angeles, Ca
- F•••• A••••• A••••••• S•••••••• I••• formerJun 23, 2011 to Mar 9, 2012 · Redwood Shores, Ca
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Feb 10, 2011 · San Jose, Ca
- W•••• F•••• I••••••••• L•• unclassifiedAug 18, 2009 to Jan 3, 2011 · Sunnyvale, Ca
- E•••••••• A•••••••• L•• national BDDec 17, 2007 to May 6, 2009 · San Francisco, Ca
- F•••• A••••• A••••••• S•••••••• I••• to A••••••••• L••left Mar 9, 2012, registered Dec 3, 2018 (2460 days) · Other
- W•••• F•••• A••••••• to F•••• A••••• A••••••• S•••••••• I•••left Feb 10, 2011, registered Jun 23, 2011 (133 days) · Other
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- E•••••••• A•••••••• L•• to W•••• F•••• I••••••••• L••left May 6, 2009, registered Aug 18, 2009 (104 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