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.
- R•••• A•••••••• L•• independent RIA currentsince Mar 16, 2026 · Mclean, Va
- S•••••• N••••••• • C••••••• I••••••••• national BDDec 6, 2022 to Mar 6, 2026 · Washington, Dc
- C•••••••• G••••• M•••••• I••• BD affiliatedNov 23, 2021 to Dec 7, 2022 · Chicago, Il
- C••••••••• F•••••••• N•••••• national BDFeb 24, 2020 to Oct 22, 2021 · Bethesda, Md
- M••••• S•••••• wirehouseMar 1, 2019 to Oct 24, 2019 · Bethesda, Md
- S•••••• N••••••• • C••••••• I••••••••• to R•••• A•••••••• L••left Mar 6, 2026, registered Mar 16, 2026 (10 days) · Affiliated broker-dealer or bank to independent RIA
- C•••••••• G••••• M•••••• I••• to S•••••• N••••••• • C••••••• I•••••••••left Dec 7, 2022, registered Dec 6, 2022 (-1 days) · Affiliated broker-dealer or bank to another
- C••••••••• F•••••••• N•••••• to C•••••••• G••••• M•••••• I•••left Oct 22, 2021, registered Nov 23, 2021 (32 days) · Affiliated broker-dealer or bank to another
- M••••• S•••••• to C••••••••• F•••••••• N••••••left Oct 24, 2019, registered Feb 24, 2020 (123 days) · Wirehouse to affiliated broker-dealer or bank
- Tyler Gahs left Stifel, Nicolaus & Company, Incorporated for Range Advisory, Llc (registered 2026-03-16)Mar 6, 2026 · Advisor changed firm · fact
- Tyler Gahs left Citigroup Global Markets Inc. for Stifel, Nicolaus & Company, Incorporated (registered 2022-12-06)Dec 7, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address