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.
- F••••• I••••••••• independent RIA currentsince Jun 11, 2026 · Camas, Wa
- F••• F•••••••• independent RIAJun 22, 2023 to May 11, 2026 · Denver, Co
- F••••• I••••••••• independent RIAOct 17, 2019 to Oct 17, 2022 · Plano, Tx
- F••• F•••••••• to F••••• I•••••••••left May 11, 2026, registered Jun 11, 2026 (31 days) · RIA to RIA
- F••••• I••••••••• to F••• F••••••••left Oct 17, 2022, registered Jun 22, 2023 (248 days) · RIA to a newly registered adviser
- J•••• R••••• W•••••• left F••• F•••••••• for F••••• I••••••••• (registered 2026-06-11)May 11, 2026 · Advisor changed firm · fact
- J•••• R••••• W•••••• left F••••• I••••••••• for F••• F•••••••• (registered 2023-06-22)Oct 17, 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address