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.
M•••• M••••• H••••••
- E• W••••• A••••••• independent RIA currentsince Jan 2, 2025 · Brighton, Mi
- E•••••••• W••••• M••••••••• L•• formerMar 10, 2023 to Jan 21, 2025 · Brighton, Mi
- D•••••• W••••• S•••••••• L•• state registeredAug 12, 2022 to Mar 3, 2023 · Southfield, Mi
- E•••••••• W••••• M••••••••• L•• to E• W••••• A•••••••left Jan 21, 2025, registered Jan 2, 2025 (-19 days) · RIA to RIA · moved with a team
- D•••••• W••••• S•••••••• L•• to E•••••••• W••••• M••••••••• L••left Mar 3, 2023, registered Mar 10, 2023 (7 days) · Other · moved with a team
- M•••• M••••• H•••••• left E•••••••• W••••• M••••••••• L•• for E• W••••• A••••••• (registered 2025-01-02)Jan 21, 2025 · Advisor changed firm · fact
- M•••• M••••• H•••••• left D•••••• W••••• S•••••••• L•• for E•••••••• W••••• M••••••••• L•• (registered 2023-03-10)Mar 3, 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