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.
R•••••• A•••••• R••••••
- R••••• W• B•••• • C•• I••••••••• mixed wealth currentsince Feb 28, 2025 · Pittsburgh - South Hills, Pa
- N••••••••• A•••• M••••••••• L•• independent RIAJan 5, 2025 to Mar 6, 2025 · Pittsburgh, Pa
- N••••••••• A•••• M••••••••• L•• independent RIANov 6, 2024 to Dec 31, 2024 · Pittsburgh, Pa
- F••• P••• C•••••• G••••• L•• formerApr 4, 2022 to Nov 4, 2024 · P•••Sburgh, Pa
- N••••••••• A•••• M••••••••• L•• to R••••• W• B•••• • C•• I•••••••••left Mar 6, 2025, registered Feb 28, 2025 (-6 days) · RIA to RIA
- F••• P••• C•••••• G••••• L•• to N••••••••• A•••• M••••••••• L••left Nov 4, 2024, registered Nov 6, 2024 (2 days) · corporate re-registration, not a move
- R•••••• A•••••• R•••••• left N••••••••• A•••• M••••••••• L•• for R••••• W• B•••• • C•• I••••••••• (registered 2025-02-28)Mar 6, 2025 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address