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.
Michele Diane Bush
- Title
- Associate Advisorreportedprospect-group.comfirm site, Sep 16, 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.
- Prospect Financial Group LLC independent RIA currentsince Jul 14, 2026 · Arlington, Va
- Savant Wealth Management independent RIADec 2, 2022 to Jun 24, 2026 · Lincolnshire, Il
- Baril Advisors LLC unclassifiedMay 24, 2016 to Dec 31, 2022 · Buffalo Grove, Il
- Savant Wealth Management to Prospect Financial Group LLCleft Jun 24, 2026, registered Jul 14, 2026 (20 days) · RIA to RIA
- Baril Advisors LLC to Savant Wealth Managementleft Dec 31, 2022, registered Dec 2, 2022 (-29 days) · Other
- Michele Diane Bush left Savant Wealth Management for Prospect Financial Group Llc (registered 2026-07-14)Jun 24, 2026 · Advisor changed firm · fact
- Michele Diane Bush left Baril Advisors Llc for Savant Wealth Management (registered 2022-12-02)Dec 31, 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address