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.
A•••• L•••• W•••••
- Business email
- aaron@fsawealthpartners.comreportedfsawealthpartners.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.
- F•• W••••• P••••••• independent RIA currentsince Mar 17, 2021 · Rockville, Md
- C•••••• S••••• • C••• I••• national BDDec 13, 2017 to Feb 5, 2021 · Bethesda, Md
- T• A••••••••• I••••••••• M••••••••• L•• formerJun 17, 2014 to Oct 20, 2017 · Washington, Dc
- T• A••••••••• I••• formerJun 17, 2014 to Oct 20, 2017 · Washington, Dc
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 4, 2013 to May 30, 2014 · Chandler, Az
- C•••••• S••••• • C••• I••• to F•• W••••• P•••••••left Feb 5, 2021, registered Mar 17, 2021 (40 days) · Affiliated broker-dealer or bank to independent RIA
- T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••left Oct 20, 2017, registered Dec 13, 2017 (54 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Oct 20, 2017, registered Jun 17, 2014 (-1221 days) · channel change inside one enterprise, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to T• A••••••••• I•••left May 30, 2014, registered Jun 17, 2014 (18 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