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.
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- B••••••••• F•••••••• A••••••• independent RIA currentsince Aug 25, 2025 · Columbia, Md
- P•••••••• F•••••••• A••••••• G•••• independent RIAMay 13, 2024 to Aug 13, 2025 · Hanover, Md
- S•• W••••• M••••••••• independent RIAJun 1, 2023 to Apr 23, 2024 · Towson, Md
- P•••••••• F•••••••• A••••••• G•••• to B••••••••• F•••••••• A•••••••left Aug 13, 2025, registered Aug 25, 2025 (12 days) · RIA to RIA
- S•• W••••• M••••••••• to P•••••••• F•••••••• A••••••• G••••left Apr 23, 2024, registered May 13, 2024 (20 days) · RIA to RIA
- S••••••• N••• left P•••••••• F•••••••• A••••••• G•••• for B••••••••• F•••••••• A••••••• (registered 2025-08-25)Aug 13, 2025 · Advisor changed firm · fact
- S••••••• N••• left S•• W••••• M••••••••• for P•••••••• F•••••••• A••••••• G•••• (registered 2024-05-13)Apr 23, 2024 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address