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.
Ryan William Emerson
- Title
- Partner, Managing Director of Wealth Builder & Retirement Plan Solutionsreportedcuricapital.comfirm site, Sep 15, 2026
- Partner or owner
- “Ryan is a Partner and Managing Director of Wealth Builder at Curi Capital, where he oversees the firm’s strategies and financial planning for individuals and families in the accumulation stage of their financial lives.”reportedcuricapital.comthe sentence on the bio page
- Years, as the firm states
- 13reportedcuricapital.com“With over 13 years of experience in the financial services industry, Ryan specializes in helping clients make complex financial decisions feel clear and manageable.”
- Professional profile
- curicapital.com/people/ryan-emersonreportedcuricapital.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.
- Curi Capital, LLC independent RIA currentsince Mar 28, 2023 · Denver, Co
- Personal Capital Advisors Corporation formerDec 3, 2014 to Mar 8, 2023 · Denver, Co
- Burrus independent RIAMar 27, 2013 to Nov 10, 2014 · Salt Lake City, Ut
- Personal Capital Advisors Corporation to Curi Capital, LLCleft Mar 8, 2023, registered Mar 28, 2023 (20 days) · RIA to RIA
- Burrus to Personal Capital Advisors Corporationleft Nov 10, 2014, registered Dec 3, 2014 (23 days) · Other
- Ryan William Emerson left Personal Capital Advisors Corporation for Curi Capital, Llc (registered 2023-03-28)Mar 8, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address