State registered $24.4M 2026 1 Independent wealth IL 2002 National bd RIA CA 2003 Industrial manufacturing Charlotte, NC 65 Transportation logistics Wendell, NC 242 State registered LOS ANGELES, CA $4.7M 2026 Specialty distribution Norcross, GA 145 Independent wealth WA 2003 Former SEC adviser CA 2001 James Walter Daehler Person · RIA / Wealth · matched JAY DAEHLER JR · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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Bd affiliated wealth OH 2009 KEVIN DAER REICH Person · RIA / Wealth · STIFEL, NICOLAUS & COMPANY, INCORPORATED
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National bd RIA FL 2004 MAREN DAEL BOUDRA Person · RIA / Wealth · matched MAREN DAEL MOBLEY · UBS FINANCIAL SERVICES INC.
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Wirehouse TX 2006 National bd RIA CO 2004 JAIME DAE YOUNG Person · RIA / Wealth · matched JAIME DAE SCHACHNER · SACKS & ASSOCIATES, LLC
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Independent wealth NJ 2002 JASON JUDE DAEGER Person · RIA / Wealth · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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Bd affiliated wealth IN 2005 Wirehouse CT 2000 Bd affiliated wealth CO 1988 Bd affiliated wealth CA 2015 Bd affiliated wealth PA 1996 Bd affiliated wealth CO 2007 Cody Daeges Person · RIA / Wealth · CHARLES SCHWAB & CO., INC.
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National bd RIA NE 2016 Wirehouse NV 2014 Eric Daegun Han Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse MD 2016 Bd affiliated wealth NY 2014 Bd affiliated wealth NC 2015 Bd affiliated wealth TX 2012 Independent wealth Pathstone
CA 2005 Independent wealth IL 1981 MICHAEL DAE LEE Person · RIA / Wealth · STATE FARM INVESTMENT MANAGEMENT CORP.
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Asset manager CA 2015 National bd RIA NJ 1991 SUZANNE DAE BOURGAULT Person · RIA / Wealth · matched SUZANNE DAE PARKS · AMERIPRISE FINANCIAL SERVICES, LLC
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National bd RIA ME 1997 Independent wealth OR 2015 Zohreh Daemi Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse AZ 2015 Specialty distribution Opelika, AL 182 Private Equity Fund Delaware $299M 355 2022 Private Equity Fund Delaware $250M 290 2021 Asset manager MIAMI, FL $7.1B 3 2016 DAESUNG JI Person · RIA / Wealth · ESI FINANCIAL ADVISORS
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Independent wealth MD 2014 DAEWOO LEE Person · RIA / Wealth · ALLMERITS ASSET, LLC
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State registered CA 2012 Independent wealth FL 2016 Partner CA 2 Kevin Daekyung Ma Person · Private equity · Managing Partner, Diversis Management, LLC
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Managing partner CA 4 6 Private Equity Fund Delaware $33.8M 189 2021 Daevon Austin Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse NJ 2015 Wirehouse NJ 2003 PORTER INVESTMENTS Registered adviser · RIA / Wealth · matched DAEDALUS CAPITAL GROUP, INC.
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State registered HOUSTON, TX $15.3M 2026 Daelle Guirand Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse FL 2015 National bd RIA MD 2015 Industrial manufacturing Indianapolis, IN 588