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.
B•••••• R••••••• P••••••••
- C••••••••• W••••• M••••••••• independent RIA currentsince Jun 3, 2025 · Bellevue, Wa
- C•••• H••• P•••••••• L•• formerFeb 8, 2023 to Jun 17, 2025 · Portland, Or
- S•••• D••• • H••••• L•• mixed wealthNov 2, 2020 to Feb 2, 2023 · Vancouver, Wa
- C•••• H••• P•••••••• L•• to C••••••••• W••••• M•••••••••left Jun 17, 2025, registered Jun 3, 2025 (-14 days) · RIA to RIA · moved with a team
- S•••• D••• • H••••• L•• to C•••• H••• P•••••••• L••left Feb 2, 2023, registered Feb 8, 2023 (6 days) · RIA to RIA
- B•••••• R••••••• P•••••••• left C•••• H••• P•••••••• L•• for C••••••••• W••••• M••••••••• (registered 2025-06-03)Jun 17, 2025 · Advisor changed firm · fact
- B•••••• R••••••• P•••••••• left S•••• D••• • H••••• L•• for C•••• H••• P•••••••• L•• (registered 2023-02-08)Feb 2, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address