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.
H••• O••••• F••
- R••• F•••••••• P••••••• independent RIA currentsince Nov 21, 2025 · Indianapolis, In
- D•••••••• independent RIASep 16, 2024 to Oct 31, 2025 · Anderson, In
- R•••••• J•••• • A••••••••• I••• national BDJun 15, 2020 to Jun 21, 2023 · Indianapolis, In
- D•••••••• to R••• F•••••••• P•••••••left Oct 31, 2025, registered Nov 21, 2025 (21 days) · RIA to RIA
- R•••••• J•••• • A••••••••• I••• to D••••••••left Jun 21, 2023, registered Sep 16, 2024 (453 days) · Affiliated broker-dealer or bank to independent RIA
- Hope Olivia Fry left Deerfield for Root Financial Partners (registered 2025-11-21)Oct 31, 2025 · Advisor changed firm · fact
- Hope Olivia Fry left Raymond James & Associates, Inc. for Deerfield (registered 2024-09-16)Jun 21, 2023 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address