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.
B•••••• J••••• W•••••••••
- M••••• G••••• A••••••• I••• independent RIA currentsince Jul 21, 2026 · Woodinville, Wa
- P•••• H•••• S••••••• I••• independent RIAMar 10, 2026 to Jun 17, 2026 · Chicago, Il
- B••••••• J•••• L•• independent RIAMar 3, 2025 to Oct 17, 2025 · Seattle, Wa
- P•••• H•••• S••••••• I••• to M••••• G••••• A••••••• I•••left Jun 17, 2026, registered Jul 21, 2026 (34 days) · RIA to RIA
- B••••••• J•••• L•• to P•••• H•••• S••••••• I•••left Oct 17, 2025, registered Mar 10, 2026 (144 days) · RIA to RIA
- B•••••• J••••• W••••••••• left P•••• H•••• S••••••• I••• for M••••• G••••• A••••••• I••• (registered 2026-07-21)Jun 17, 2026 · Advisor changed firm · fact
- B•••••• J••••• W••••••••• left B••••••• J•••• L•• for P•••• H•••• S••••••• I••• (registered 2026-03-10)Oct 17, 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address