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.
H•••••• M• A•••••••••
- C••••••• P••••••• independent RIA currentsince Sep 16, 2026 · Howell, Mi
- F••••••• F•••••••• S••••••••• L•• independent RIADec 21, 2022 to Aug 28, 2026 · Brighton, Mi
- A• W••••• M••••••••• L•• BD affiliatedOct 23, 2020 to Nov 9, 2022 · Brighton, Mi
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 4, 2019 to Oct 27, 2020 · Brighton, Mi
- L•• F•••••••• L•• BD affiliatedSep 26, 2017 to Jan 3, 2019 · Howell, Mi
- F••••••• F•••••••• S••••••••• L•• to C••••••• P•••••••left Aug 28, 2026, registered Sep 16, 2026 (19 days) · RIA to RIA
- A• W••••• M••••••••• L•• to F••••••• F•••••••• S••••••••• L••left Nov 9, 2022, registered Dec 21, 2022 (42 days) · Affiliated broker-dealer or bank to independent RIA
- M•• I•••••••• S•••••••• L•• to A• W••••• M••••••••• L••left Oct 27, 2020, registered Oct 23, 2020 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- L•• F•••••••• L•• to M•• I•••••••• S•••••••• L••left Jan 3, 2019, registered Mar 4, 2019 (60 days) · RIA to affiliated broker-dealer or bank
- Heather M Aeschliman registered as an investment adviser representative at Creative PlanningSep 16, 2026 · Advisor registered · fact
- Heather M Aeschliman left Founders Financial Securities, LLC for Creative Planning (registered 2026-09-16)Aug 28, 2026 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address