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.
G•••• S•••••••• J•••••••• B•••
- F•••••••• F•••••••• A••••••• independent RIA currentsince May 1, 2026 · Grand Rapids, Mi
- P••••••• F•••••••• G•••• L•• independent RIAJan 14, 2026 to Mar 31, 2026 · Coopersburg, Pa
- P••••••• F•••••••• G•••• L•• to F•••••••• F•••••••• A•••••••left Mar 31, 2026, registered May 1, 2026 (31 days) · RIA to RIA
- G•••• S•••••••• J•••••••• B••• left P••••••• F•••••••• G•••• L•• for F•••••••• F•••••••• A••••••• (registered 2026-05-01)Mar 31, 2026 · 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