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.
- Title
- Financial Advisorreported48financial.comfirm site, Sep 15, 2026
- Business email
- asher@48financial.comreported48financial.comfirm site, Sep 15, 2026
- Direct business phone
- 503-266-4848reported48financial.comfirm site, Sep 15, 2026
- Professional profile
- 48financial.com/team/asher-carlsonreported48financial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- 4•• F•••••••• independent RIA currentsince Aug 14, 2025 · Canby, Or
- F•••••••• A•••••••• I••••••••• M••••••••• formerJun 10, 2025 to Oct 23, 2025 · Canby, Or
- F•••••••• A•••••••• I••••••••• M••••••••• to 4•• F••••••••left Oct 23, 2025, registered Aug 14, 2025 (-70 days) · RIA to a newly registered adviser
- A•••• S•••••• C•••••• left F•••••••• A•••••••• I••••••••• M••••••••• for 4•• F•••••••• (registered 2025-08-14)Oct 23, 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
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address