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.
T••••• A••••• L•••
- M••••• G•••• I••••••••• A•••••••• L•• independent RIA currentsince Aug 27, 2025 · Moorestown, Nj
- L••• H••••• • W••••• M••••••••• G•••• formerOct 31, 2013 to Dec 31, 2025 · Moorestown, Nj
- V•• A••••••• S••••••• formerNov 7, 2008 to Sep 27, 2013 · Moorestown, Nj
- L••• H••••• • W••••• M••••••••• G•••• to M••••• G•••• I••••••••• A•••••••• L••left Dec 31, 2025, registered Aug 27, 2025 (-126 days) · RIA to RIA · moved with a team
- V•• A••••••• S••••••• to L••• H••••• • W••••• M••••••••• G••••left Sep 27, 2013, registered Oct 31, 2013 (34 days) · Other
- T••••• A••••• L••• left L••• H••••• • W••••• M••••••••• G•••• for M••••• G•••• I••••••••• A•••••••• L•• (registered 2025-08-27)Dec 31, 2025 · 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address