DFX Intelligence
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.
Advisors
Advisors registered through Rehmann Wealth
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Douglas Allen Barber Certified Financial Planner · dual registrant | Rehmann Wealth independent RIA | Ann Arbor, Mi | Apr 15, 2010 | 34 y | 0 | 2 |
| Jay Brant Berger Certified Financial Planner | Rehmann Wealth independent RIA | Traverse City, Mi | Nov 12, 2010 | 32 y | 1 | 3 |
| William Donald Blank dual registrant | Rehmann Wealth independent RIA | Troy, Mi | Apr 22, 2026 | 14 y | 4 | 1 |
| A••• B••••••• Certified Financial Planner | R•••••• W••••• independent RIA | Lansing, Mi | May 7, 2025 | 10 y | 1 | 1 |
| M•••••• G• B•••••••• dual registrant | R•••••• W••••• independent RIA | Troy, Mi | May 18, 2026 | 11 y | 4 | 1 |
| M•••• A••• B••••••••• | R•••••• W••••• independent RIA | Detroit, Mi | Jan 30, 2025 | 11 y | 1 | 1 |
| K••••••••• M••••••• B•••• dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Nov 10, 2010 | 24 y | 0 | 3 |
| D•••• C• C••• dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Jan 6, 2022 | 11 y | 0 | 1 |
| J•••• G•••••• Certified Financial Planner | R•••••• W••••• independent RIA | Lansing, Mi | Jan 10, 2023 | 10 y | 4 | 1 |
| A••• K••••••• G••••• dual registrant | R•••••• W••••• independent RIA | Grand Rapids, Mi | Oct 2, 2013 | 15 y | 1 | 3 |
| S••••• M• G••••• Chartered Financial Analyst | R•••••• W••••• independent RIA | Ann Arbor, Mi | Jan 1, 2025 | 18 y | 1 | 1 |
| J•••• J••••• G••••• dual registrant | R•••••• W••••• independent RIA | Tawas City, Mi | May 18, 2010 | 28 y | 0 | 1 |
| R••• P••••• H••••• dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Mar 31, 2020 | 11 y | 0 | 1 |
| K•••• D•••••• H••••• Certified Financial Planner · dual registrant | R•••••• W••••• independent RIA | Troy, Mi | Jun 4, 2010 | 28 y | 0 | 3 |
| D••••• J••• K••••• Certified Financial Planner · dual registrant | R•••••• W••••• independent RIA | Grand Rapids, Mi | May 26, 2010 | 22 y | 2 | 1 |
| R••••• L•••• K••••••• Certified Financial Planner · dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Jun 4, 2010 | 32 y | 0 | 1 |
| D•••• A••• L•••••• Certified Financial Planner | R•••••• W••••• independent RIA | Lansing, Mi | Apr 16, 2024 | 11 y | 1 | 3 |
| L••• M•••• L••• dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Jul 24, 2024 | 29 y | 4 | 1 |
| W•••••• L•••• L•••• Certified Financial Planner | R•••••• W••••• independent RIA | Lansing, Mi | Apr 2, 2024 | 10 y | 1 | 2 |
| C•••• L••••• Certified Financial Planner | R•••••• W••••• independent RIA | Troy, Mi | Jul 24, 2024 | 12 y | 1 | 1 |
| R•••• L•••• dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Apr 29, 2026 | 10 y | 0 | 1 |
| B•••• M•••••• M•••• dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Jan 2, 2025 | 14 y | 0 | 1 |
| M•••• R••• M•••••• dual registrant | R•••••• W••••• independent RIA | Grand Rapids, Mi | Jan 6, 2025 | 17 y | 0 | 1 |
| M••• A••••• M••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Jan 6, 2025 | 18 y | 3 | 2 |
| S•••• M•••••• Certified Financial Planner | R•••••• W••••• independent RIA | Troy, Mi | Jun 29, 2016 | 10 y | 0 | 1 |
| J•••••••• M••••••• M••••• dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Aug 4, 2011 | 23 y | 5 | 1 |
| B••••• P••••• | R•••••• W••••• independent RIA | Vero Beach, Fl | Jun 4, 2026 | 10 y | 0 | 1 |
| J•••••• P••••••• Chartered Financial Analyst · dual registrant | R•••••• W••••• independent RIA | Vero Beach, Fl | Jul 2, 2007 | 21 y | 0 | 4 |
| J•••• P•••••• R•••••• Certified Financial Planner · dual registrant | R•••••• W••••• independent RIA | Stuart, Fl | Jan 1, 2025 | 23 y | 2 | 2 |
| D•••• A••••• S••••• dual registrant | R•••••• W••••• independent RIA | Vero Beach, Fl | Jan 6, 2025 | 25 y | 1 | 1 |
| N••••• A••• S••••••• dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Jan 9, 2013 | 18 y | 1 | 1 |
| C••••• S••••••••• dual registrant | R•••••• W••••• independent RIA | Ann Arbor, Mi | Jan 21, 2026 | 10 y | 1 | 1 |
| R••• S••••••• Certified Financial Planner · dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | Jun 11, 2010 | 24 y | 0 | 3 |
| T••••• R•••••• T•••••• | R•••••• W••••• independent RIA | Lansing, Mi | Dec 2, 2024 | 10 y | 0 | 1 |
| L••• T•••• dual registrant | R•••••• W••••• independent RIA | Lansing, Mi | May 10, 2010 | 26 y | 0 | 3 |
| T•••• W••• Certified Financial Planner · dual registrant | R•••••• W••••• independent RIA | Ann Arbor, Mi | Jan 24, 2023 | 12 y | 0 | 1 |
| M•• W•••••••• Chartered Financial Analyst | R•••••• W••••• independent RIA | Troy, Mi | May 11, 2023 | 14 y | 1 | 1 |
| G••••• J••• W••••••• | R•••••• W••••• independent RIA | Lansing, Mi | Apr 21, 2010 | 42 y | 0 | 1 |
| S•••• W••••• Certified Financial Planner, Personal Financial Specialist · dual registrant | R•••••• W••••• independent RIA | Tawas City, Mi | Oct 25, 2021 | 12 y | 1 | 1 |
| T••••• W•••••• Certified Financial Planner · dual registrant | R•••••• W••••• independent RIA | Detroit, Mi | Sep 18, 2009 | 19 y | 1 | 4 |
| J••••• J••• Z••••• dual registrant | R•••••• W••••• independent RIA | Saginaw, Mi | Aug 3, 2017 | 22 y | 3 | 2 |
The rest of the advisor and firm names 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.
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41 advisors match.