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.
- Title
- Wealth Advisorreportednavalign.comfirm site, Sep 15, 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.
- N•••••••• L•• independent RIA currentsince Jan 5, 2026 · Encino, Ca
- M•••••• W••••• S••••••••• independent RIADec 6, 2024 to Dec 23, 2025 · Los Angeles, Ca
- M•••••• W••••• S••••••••• to N•••••••• L••left Dec 23, 2025, registered Jan 5, 2026 (13 days) · RIA to RIA
- M•••••• A• P•••••• left M•••••• W••••• S••••••••• for N•••••••• L•• (registered 2026-01-05)Dec 23, 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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address