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••••• J••• Y•••••
- V•••••• W••••• M••••••••• L•• independent RIA currentsince Jan 21, 2026 · Troy, Mi
- P•••••• G•••••••• A••••••• G••••• L•• formerSep 17, 2020 to Feb 5, 2021 · Troy, Mi
- G•••••••• F•••••••• G••••• L•• independent RIASep 17, 2020 to Jan 21, 2026 · Troy, Mi
- P•••••• W••••• A••••••• G•••• formerAug 11, 2017 to Aug 6, 2020 · Troy, Mi
- P•••••• G•••••••• A••••••• G••••• L•• formerAug 11, 2017 to Sep 9, 2020 · Troy, Mi
- G•••••••• F•••••••• G••••• L•• to V•••••• W••••• M••••••••• L••left Jan 21, 2026, registered Jan 21, 2026 (0 days) · RIA to a newly registered adviser · moved with a team
- P•••••• G•••••••• A••••••• G••••• L•• to G•••••••• F•••••••• G••••• L••left Feb 5, 2021, registered Sep 17, 2020 (-141 days) · Other · moved with a team
- P•••••• W••••• A••••••• G•••• to P•••••• G•••••••• A••••••• G••••• L••left Aug 6, 2020, registered Aug 11, 2017 (-1091 days) · Other
- R••••• J••• Y••••• left G•••••••• F•••••••• G••••• L•• for V•••••• W••••• M••••••••• L•• (registered 2026-01-21)Jan 21, 2026 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address