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 Robert Miller
- Title
- Senior Wealth Managerreportedplancorp.comfirm site, Sep 15, 2026
- Designations
- CFP, AIFreportedplancorp.comas printed on the bio page, Sep 16, 2026
- Professional profile
- plancorp.com/team/ryan-millerreportedplancorp.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.
- Plancorp, LLC independent RIA currentsince Nov 17, 2025 · Saint Louis, Mo
- Dew Wealth Management independent RIAJul 14, 2022 to Nov 12, 2025 · Noblesville, In
- Elser Financial Planning, Inc. independent RIANov 16, 2018 to Jun 20, 2022 · Indianapolis, In
- Plancorp, LLC independent RIAApr 19, 2012 to Sep 17, 2018 · Saint Louis, Mo
- Dew Wealth Management to Plancorp, LLCleft Nov 12, 2025, registered Nov 17, 2025 (5 days) · RIA to RIA
- Elser Financial Planning, Inc. to Dew Wealth Managementleft Jun 20, 2022, registered Jul 14, 2022 (24 days) · RIA to RIA
- Plancorp, LLC to Elser Financial Planning, Inc.left Sep 17, 2018, registered Nov 16, 2018 (60 days) · RIA to RIA
- Ryan Robert Miller left Dew Wealth Management for Plancorp, Llc (registered 2025-11-17)Nov 12, 2025 · Advisor changed firm · fact
- Ryan Robert Miller left Elser Financial Planning, Inc. for Dew Wealth Management (registered 2022-07-14)Jun 20, 2022 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address