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.
D••••• C•••• B••••••
- L•••••••• F•••••••• P••••••• I••• independent RIA currentsince Aug 19, 2026 · Saint Clair Shores, Mi
- K••••• W••••• M••••••••• I••• independent RIAFeb 28, 2018 to Aug 24, 2026 · Fenton, Mi
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedMar 7, 2017 to May 13, 2020 · Fenton, Mi
- M••••• G••••• A••••••• I••• independent RIAJun 5, 2014 to Jan 3, 2017 · Northville, Mi
- E•••••••• A•••••••• L•• national BDApr 12, 2013 to Nov 22, 2013 · Mt. Pleasant, Mi
- K••••• W••••• M••••••••• I••• to L•••••••• F•••••••• P••••••• I•••left Aug 24, 2026, registered Aug 19, 2026 (-5 days) · RIA to RIA
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to K••••• W••••• M••••••••• I•••left May 13, 2020, registered Feb 28, 2018 (-805 days) · Other · moved with a team
- M••••• G••••• A••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 3, 2017, registered Mar 7, 2017 (63 days) · Other
- E•••••••• A•••••••• L•• to M••••• G••••• A••••••• I•••left Nov 22, 2013, registered Jun 5, 2014 (195 days) · Other
- D••••• C•••• B•••••• left K••••• W••••• M••••••••• I••• for L•••••••• F•••••••• P••••••• I••• (registered 2026-08-19)Aug 24, 2026 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address