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.
A•• E•••••••• G•••••
- T•• M••••• G••••• L•• i••••••••• wealth currentsince Jul 18, 2025 · Portland, Or
- I••••••••• P••••••••• A•••••••• L•• formerMar 16, 2016 to Jul 18, 2025 · Portland, Or
- B••••• R••• P••••••• formerDec 12, 2013 to Jun 30, 2016 · Portland, Or
- S••••••••• W••••• M••••••••• L•• formerJun 4, 2013 to Oct 15, 2013 · Lake Oswego, Or
- M••• C•••••• A•••••••• L•• formerFeb 26, 2010 to Oct 9, 2013 · Portland, Or
- I••••••••• P••••••••• A•••••••• L•• to T•• M••••• G••••• L••left Jul 18, 2025, registered Jul 18, 2025 (0 days) · RIA to RIA · moved with a team
- B••••• R••• P••••••• to I••••••••• P••••••••• A•••••••• L••left Jun 30, 2016, registered Mar 16, 2016 (-106 days) · Other
- S••••••••• W••••• M••••••••• L•• to B••••• R••• P•••••••left Oct 15, 2013, registered Dec 12, 2013 (58 days) · Other
- M••• C•••••• A•••••••• L•• to S••••••••• W••••• M••••••••• L••left Oct 9, 2013, registered Jun 4, 2013 (-127 days) · Other
- A•• E•••••••• G••••• left I••••••••• P••••••••• A•••••••• L•• for T•• M••••• G••••• L•• (registered 2025-07-18)Jul 18, 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address