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.
D•••• A•••••••
- H•••• I•••••••• mixed wealth currentsince Dec 11, 2025 · Lake Oswego, Or
- M• H••••••• S••••••••• I••• BD affiliatedDec 2, 2019 to Dec 5, 2025 · Portland, Or
- F•••••••• A•••••••• I••••••••• M••••••••• formerMar 21, 2018 to Oct 7, 2019 · Portland, Or
- M• H••••••• S••••••••• I••• to H•••• I••••••••left Dec 5, 2025, registered Dec 11, 2025 (6 days) · Affiliated broker-dealer or bank to independent RIA
- F•••••••• A•••••••• I••••••••• M••••••••• to M• H••••••• S••••••••• I•••left Oct 7, 2019, registered Dec 2, 2019 (56 days) · RIA to affiliated broker-dealer or bank
- D•••• A••••••• left M• H••••••• S••••••••• I••• for H•••• I•••••••• (registered 2025-12-11)Dec 5, 2025 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 9derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address