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.
S••• M•••• G•••••••••
- S•••• independent RIA currentsince Oct 8, 2025 · Chesterfield, Mo
- P•••••••• L•• independent RIAJul 22, 2013 to Oct 10, 2025 · St. Louis, Mo
- B••• O•••• P••••••••• L•• formerJul 20, 2012 to Jul 9, 2013 · Frontenac, Mo
- B••• O•••• P••••••••• L•• formerDec 16, 2009 to Jun 28, 2012 · Frontenac, Mo
- P•••••••• L•• to S••••left Oct 10, 2025, registered Oct 8, 2025 (-2 days) · RIA to RIA
- B••• O•••• P••••••••• L•• to P•••••••• L••left Jul 9, 2013, registered Jul 22, 2013 (13 days) · Other
- S••• M•••• G••••••••• left P•••••••• L•• for Savvy (registered 2025-10-08)Oct 10, 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