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.
- Title
- Financial Advisorreportedhorwitzadvisors.comfirm site, Sep 15, 2026
- Designations
- MBAreportedhorwitzadvisors.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 10reportedhorwitzadvisors.com“Silvia Liu, who has over 10 years of experience in financial industry with a strong focus on cash management, financial planning, investment strategies and private equity, is responsible for identifying, evaluating new investments and manag”
- Professional profile
- horwitzadvisors.com/team/silvia-pei-liureportedhorwitzadvisors.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.
- E• A• H•••••• L•• independent RIA currentsince Apr 11, 2017 · Deerfield, Il
- B•• P•••••••• I••• BD affiliatedJun 6, 2014 to Mar 28, 2017 · Schaumberg, Il
- B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• BD affiliatedJul 11, 2013 to Jun 6, 2014 · Bolingbrook, Il
- M••••• S•••••• wirehouseOct 15, 2012 to Jun 26, 2013 · Lisle, Il
- B•• P•••••••• I••• to E• A• H•••••• L••left Mar 28, 2017, registered Apr 11, 2017 (14 days) · Other
- B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• to B•• P•••••••• I•••left Jun 6, 2014, registered Jun 6, 2014 (0 days) · Other
- M••••• S•••••• to B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••left Jun 26, 2013, registered Jul 11, 2013 (15 days) · Other
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