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.
C••••••••• A•••••• G••••••
- B••••• G••••• A•••••• N••••••• L•• independent RIA currentsince Jan 22, 2026 · Dubai City
- B••••••••• F•••••••• M••••••••• ••• L•• independent RIAMay 7, 2024 to Jan 22, 2026 · Dubai
- B••••• G••••• A•••••• N••••••• L•• independent RIASep 7, 2022 to May 20, 2024 · Dubai
- B••••••••• F•••••••• M••••••••• ••• L•• to B••••• G••••• A•••••• N••••••• L••left Jan 22, 2026, registered Jan 22, 2026 (0 days) · RIA to RIA
- B••••• G••••• A•••••• N••••••• L•• to B••••••••• F•••••••• M••••••••• ••• L••left May 20, 2024, registered May 7, 2024 (-13 days) · RIA to RIA
- C••••••••• A•••••• G•••••• left B••••••••• F•••••••• M••••••••• ••• L•• for B••••• G••••• A•••••• N••••••• L•• (registered 2026-01-22)Jan 22, 2026 · a•••••• firm change · fact
- C••••••••• A•••••• G•••••• left B••••• G••••• A•••••• N••••••• L•• for B••••••••• F•••••••• M••••••••• ••• L•• (registered 2024-05-07)May 20, 2024 · a•••••• firm change · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address