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••••• A•• L••••
- C•••••• independent RIA currentsince Jun 18, 2026 · Indianapolis, In
- V•••••• C•••••• M••••••••• L• formerNov 26, 2024 to Jun 17, 2026 · Fishers, In
- B••••••• R•••• A•••••••• I••• formerFeb 15, 2022 to Dec 16, 2024 · Fishers, In
- V•••••• C•••••• M••••••••• L• to C••••••left Jun 17, 2026, registered Jun 18, 2026 (1 days) · RIA to RIA · moved with a team
- B••••••• R•••• A•••••••• I••• to V•••••• C•••••• M••••••••• L•left Dec 16, 2024, registered Nov 26, 2024 (-20 days) · RIA to RIA · moved with a team
- Rachel Ann Leahy left Vivaldi Capital Management Lp for Corient (registered 2026-06-18)Jun 17, 2026 · Advisor changed firm · fact
- Rachel Ann Leahy left Biechele Royce Advisors, Inc. for Vivaldi Capital Management Lp (registered 2024-11-26)Dec 16, 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address