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.
B•••• D•••• F•••••
- C•••••• C•••••• A••••••• independent RIA currentsince Nov 25, 2025 · Troy, Mi
- C••••• C•••••• L•• independent RIADec 5, 2019 to May 2, 2023 · Bloomfield Hills, Mi
- N••••••••• C•••••• L•• formerJan 30, 2018 to Dec 31, 2019 · Bloomfield Hills, Mi
- C•• A•••• M••••••••• I••• independent RIAOct 22, 2015 to Jan 17, 2018 · Southfield, Mi
- O••••••••• • C•• I••• BD affiliatedApr 13, 2011 to Feb 18, 2014 · New York, Ny
- O••••••••• A•••• M••••••••• BD affiliatedApr 13, 2011 to Feb 18, 2014 · New York, Ny
- N••••••••• C•••••• L•• formerApr 6, 2010 to Mar 4, 2013 · Bloomfield Hills, Mi
- C••••• C•••••• L•• to C•••••• C•••••• A•••••••left May 2, 2023, registered Nov 25, 2025 (938 days) · RIA to RIA
- N••••••••• C•••••• L•• to C••••• C•••••• L••left Dec 31, 2019, registered Dec 5, 2019 (-26 days) · Other
- C•• A•••• M••••••••• I••• to N••••••••• C•••••• L••left Jan 17, 2018, registered Jan 30, 2018 (13 days) · Other
- O••••••••• A•••• M••••••••• to C•• A•••• M••••••••• I•••left Feb 18, 2014, registered Oct 22, 2015 (611 days) · Other
- O••••••••• • C•• I••• to O••••••••• A•••• M•••••••••left Feb 18, 2014, registered Apr 13, 2011 (-1042 days) · Other
- N••••••••• C•••••• L•• to O••••••••• • C•• I•••left Mar 4, 2013, registered Apr 13, 2011 (-691 days) · Other
- B•••• D•••• F••••• left C••••• C•••••• L•• for C•••••• C•••••• A••••••• (registered 2025-11-25)May 2, 2023 · 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