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.
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- F•••• P••••••• W•••••• L•• independent RIA currentsince Jan 4, 2026 · Southfield, Mi
- N••••••••• A•••• M••••••••• L•• independent RIAJan 4, 2025 to Mar 20, 2026 · Southfield, Mi
- N••••••••• A•••• M••••••••• L•• independent RIAMar 1, 2024 to Dec 31, 2024 · Ann Arbor, Mi
- T•••••• C••••••• L•• formerFeb 24, 2015 to Mar 21, 2024 · Ann Arbor, Mi
- N••••••••• A•••• M••••••••• L•• to F•••• P••••••• W•••••• L••left Mar 20, 2026, registered Jan 4, 2026 (-75 days) · corporate re-registration, not a move
- T•••••• C••••••• L•• to N••••••••• A•••• M••••••••• L••left Mar 21, 2024, registered Mar 1, 2024 (-20 days) · RIA to RIA · moved with a team
- R••••• N••••••• H••••••• left T•••••• C••••••• L•• for N••••••••• A•••• M••••••••• L•• (registered 2024-03-01)Mar 21, 2024 · 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