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.
- Title
- Wealth Advisorreportedcoyle.comfirm site, Sep 15, 2026
- Partner or owner
- “wealth advisor, principal”reportedcoyle.comthe sentence on the bio page
- Years, as the firm states
- 15reportedcoyle.com“Drawing on more than 15 years of experience in wealth management, Will combines technical knowledge with a personal touch that puts clients at ease.”
- Professional profile
- coyle.com/team/will-palmerreportedcoyle.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.
- C•••• independent RIA currentsince Jul 10, 2020 · Glenview, Il
- B••• S••••••••• L•• formerJun 7, 2018 to Jun 30, 2020 · Charlotte, Nc
- T••••• A••••••• S•••••••• I••• BD affiliatedSep 12, 2016 to Jun 11, 2018 · Fort Myers, Fl
- S••••••• I••••••••• S•••••••• I••• formerJun 2, 2015 to Dec 31, 2016 · Sanibel, Fl
- F•••• T•••• S••••••••• I••• BD affiliatedAug 5, 2014 to Jun 5, 2015 · Fort Myers, Fl
- S••••••• I••••••••• S•••••••• I••• formerJul 30, 2012 to May 19, 2014 · Sanibel, Fl
- B••• I••••••••• S•••••••• I••• formerOct 22, 2009 to Jun 22, 2012 · Fort Myers, Fl
- B••• S••••••••• L•• to C••••left Jun 30, 2020, registered Jul 10, 2020 (10 days) · Affiliated broker-dealer or bank to independent RIA
- T••••• A••••••• S•••••••• I••• to B••• S••••••••• L••left Jun 11, 2018, registered Jun 7, 2018 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Sep 12, 2016 (-110 days) · corporate re-registration, not a move
- F•••• T•••• S••••••••• I••• to S••••••• I••••••••• S•••••••• I•••left Jun 5, 2015, registered Jun 2, 2015 (-3 days) · Other
- S••••••• I••••••••• S•••••••• I••• to F•••• T•••• S••••••••• I•••left May 19, 2014, registered Aug 5, 2014 (78 days) · Other
- B••• I••••••••• S•••••••• I••• to S••••••• I••••••••• S•••••••• I•••left Jun 22, 2012, registered Jul 30, 2012 (38 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