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••••• B••••••
- B••••••••• A•••• M••••••••• L•• state registered currentsince Sep 16, 2026 · Pittsburgh, Pa
- H••••••••• A•••• M••••••••• I••• independent RIADec 5, 2006 to Sep 9, 2026 · Pittsburgh, Pa
- I•••••••• C•••••• A••••••• formerJun 16, 2005 to Nov 16, 2006 · Lynnfield, Ma
- E•••••• P•••• A••••••• I••• unclassifiedFeb 24, 2003 to Jun 16, 2005 · Pittsburgh, Pa
- V••••••• I••••••••• A•••••••• I••• unclassifiedSep 12, 2002 to Feb 18, 2003 · Pittsburgh, Pa
- H••••••••• A•••• M••••••••• I••• to B••••••••• A•••• M••••••••• L••left Sep 9, 2026, registered Sep 16, 2026 (7 days) · RIA to a state-registered adviser
- I•••••••• C•••••• A••••••• to H••••••••• A•••• M••••••••• I•••left Nov 16, 2006, registered Dec 5, 2006 (19 days) · Other
- E•••••• P•••• A••••••• I••• to I•••••••• C•••••• A•••••••left Jun 16, 2005, registered Jun 16, 2005 (0 days) · corporate re-registration, not a move
- V••••••• I••••••••• A•••••••• I••• to E•••••• P•••• A••••••• I•••left Feb 18, 2003, registered Feb 24, 2003 (6 days) · Other
- G••••• B•••••• registered as an investment adviser representative at B••••••••• A•••• M••••••••• L••Sep 16, 2026 · Advisor registered · fact
- G••••• B•••••• left H••••••••• A•••• M••••••••• I••• for B••••••••• A•••• M••••••••• L•• (registered 2026-09-16)Sep 9, 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
- STATE REGISTEREDderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address