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.
M•••••• T•••• W•••••••
- Professional profile
- valeofinancial.com/employee/matt-williamsreportedvaleofinancial.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.
- V•••• F•••••••• A•••••••• L•• independent RIA currentsince Mar 18, 2020 · Richmond, Va
- A•••• P•••••• W••••• L•• independent RIAMay 11, 2016 to Mar 25, 2021 · Richmond, Va
- A•••• P•••••• W••••• L•• independent RIAFeb 8, 2016 to May 6, 2016 · Richmond, Va
- H••••••• W••••• A••••••• independent RIASep 6, 2013 to Mar 24, 2016 · Richmond, Va
- R•• F•••••••• A••••••• I•• independent RIAJan 4, 2013 to Aug 28, 2013 · Philadelphia, Pa
- A••••••••• F•••••••• S•••••••• L•• national BDJan 30, 2012 to Jul 16, 2012 · Midlothian, Va
- A•••• P•••••• W••••• L•• to V•••• F•••••••• A•••••••• L••left Mar 25, 2021, registered Mar 18, 2020 (-372 days) · RIA to RIA
- H••••••• W••••• A••••••• to A•••• P•••••• W••••• L••left Mar 24, 2016, registered Feb 8, 2016 (-45 days) · Other
- R•• F•••••••• A••••••• I•• to H••••••• W••••• A•••••••left Aug 28, 2013, registered Sep 6, 2013 (9 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to R•• F•••••••• A••••••• I••left Jul 16, 2012, registered Jan 4, 2013 (172 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address