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.
- A•••••• E••• asset manager currentsince Aug 7, 2026 · Lisle, Il
- S•••••• F••••• O•••••• L•• independent RIAJun 26, 2023 to Sep 9, 2024 · Naperville, Il
- M••••• S•••••• wirehouseJun 28, 2022 to Apr 7, 2023 · Oak Brook, Il
- S•••••• F••••• O•••••• L•• to A•••••• E•••left Sep 9, 2024, registered Aug 7, 2026 (697 days) · Other
- M••••• S•••••• to S•••••• F••••• O•••••• L••left Apr 7, 2023, registered Jun 26, 2023 (80 days) · Wirehouse to independent RIA · moved with a team
- William B Bailey left Stenger Family Office, Llc for Amplify Etfs (registered 2026-08-07)Sep 9, 2024 · Advisor changed firm · fact
- William B Bailey left Morgan Stanley for Stenger Family Office, Llc (registered 2023-06-26)Apr 7, 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address