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.
- Business email
- ryan.bousquet@intellusadvisors.comreportedintellusadvisors.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.
- I••••••• A•••••••• L•• independent RIA currentsince Nov 13, 2024 · Naples, Fl
- R•••••• J•••• • A••••••••• I••• national BDNov 30, 2023 to Oct 7, 2024 · Naples, Fl
- R•••••• J•••• • A••••••••• I••• to I••••••• A•••••••• L••left Oct 7, 2024, registered Nov 13, 2024 (37 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- R••• B••••••• left R•••••• J•••• • A••••••••• I••• for I••••••• A•••••••• L•• (registered 2024-11-13)Oct 7, 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address