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.
K•••• H•••
- F•••• T•••• W••••• A••••••• L•• mixed wealth currentsince Aug 12, 2025 · Eden Prairie, Mn
- P••• M••••••• W••••• M••••••••• G•••• independent RIASep 23, 2024 to Jul 28, 2025 · Minneapolis, Mn
- W•••• F•••• A••••••• wirehouseFeb 10, 2023 to Apr 26, 2024 · Minneapolis, Mn
- W•••• F•••• A••••••• wirehouseOct 25, 2021 to Apr 26, 2024 · St. Louis, Mo
- P••• M••••••• W••••• M••••••••• G•••• to F•••• T•••• W••••• A••••••• L••left Jul 28, 2025, registered Aug 12, 2025 (15 days) · RIA to RIA
- W•••• F•••• A••••••• to P••• M••••••• W••••• M••••••••• G••••left Apr 26, 2024, registered Sep 23, 2024 (150 days) · Wirehouse to independent RIA
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Apr 26, 2024, registered Feb 10, 2023 (-441 days) · channel change inside one enterprise, not a move · moved with a team
- Kelli Hill left Parr Mcknight Wealth Management Group for Fifth Third Wealth Advisors Llc (registered 2025-08-12)Jul 28, 2025 · Advisor changed firm · fact
- Kelli Hill left Wells Fargo Advisors for Parr Mcknight Wealth Management Group (registered 2024-09-23)Apr 26, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address