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.
R•••••• M••••••• B••••••
- C•••••• W••••• P••••••• independent RIA currentsince Jul 17, 2025 · Abingdon, Va
- A••••••• independent RIAApr 18, 2018 to May 26, 2022 · Mclean, Va
- U••••• C•••••• F•••••••• A••••••• independent RIAApr 1, 2016 to Apr 6, 2018 · Winchester, Va
- H•• W••••• M••••••••• formerJun 26, 2013 to Apr 1, 2016 · Winchester, Va
- A••••••• to C•••••• W••••• P•••••••left May 26, 2022, registered Jul 17, 2025 (1148 days) · RIA to RIA
- U••••• C•••••• F•••••••• A••••••• to A•••••••left Apr 6, 2018, registered Apr 18, 2018 (12 days) · RIA to RIA
- H•• W••••• M••••••••• to U••••• C•••••• F•••••••• A•••••••left Apr 1, 2016, registered Apr 1, 2016 (0 days) · Other · moved with a team
- R•••••• M••••••• B•••••• left Andersen for C•••••• W••••• P••••••• (registered 2025-07-17)May 26, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address