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
- Senior Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Founder
- “M•••••• is the C••••••••• and P•••••••• Investment S••••••••• at T•••••• Capital Partners, where he helps individuals, families, and business owners navigate their financial lives with clarity and conviction.”reportedfarther.comthe sentence on the bio page
- Partner or owner
- “M•••••• is the C••••••••• and P•••••••• Investment S••••••••• at T•••••• Capital Partners, where he helps individuals, families, and business owners navigate their financial lives with clarity and conviction.”reportedfarther.comthe sentence on the bio page
- Professional profile
- farther.com/advisor/matthew-alfonzettireportedfarther.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.
- F•••••• independent RIA currentsince May 9, 2025 · Armonk, Ny
- F••••• C•••••• A•••••••• L•• independent RIAFeb 24, 2021 to Jun 30, 2025 · Prairie Village, Ks
- P••• A••••• S••••••••• L•• BD affiliatedJan 30, 2020 to Feb 2, 2021 · Roslyn, Ny
- F••••• C•••••• A•••••••• L•• to F••••••left Jun 30, 2025, registered May 9, 2025 (-52 days) · RIA to RIA · moved with a team
- P••• A••••• S••••••••• L•• to F••••• C•••••• A•••••••• L••left Feb 2, 2021, registered Feb 24, 2021 (22 days) · Affiliated broker-dealer or bank to a newly registered adviser
- M•••••• A•••••• A••••••••• left F••••• C•••••• A•••••••• L•• for Farther (registered 2025-05-09)Jun 30, 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address