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.
Michael Paul Emerson
- Title
- Partner, Senior Consultant, The Wealth Office®reportedfiducientadvisors.comfirm site, Sep 15, 2026
- Designations
- CFA, CFPreportedfiducientadvisors.comas printed on the bio page, Sep 16, 2026
- Professional profile
- fiducientadvisors.com/team/michael-emersonreportedfiducientadvisors.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.
- Fi3 Financial Advisors, LLC independent RIA currentsince Aug 4, 2026 · Indianapolis, In
- Fiducient Advisors LLC mixed wealth currentsince May 11, 2018 · Chicago, Il
- Curi Capital, LLC independent RIAAug 12, 2014 to Jan 13, 2017 · Chicago, Il
- Curi Capital, LLC to Fiducient Advisors LLCleft Jan 13, 2017, registered May 11, 2018 (483 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address