Other Private Fund 16 2024 Independent wealth VENICE, FL $649M 4 2012 Former SEC adviser AMARILLO, TX $168M 2017 Buyout · probable Unsized
Dallas, TX $280M 41 5 2016 State registered $19.2M 2026 State registered 2026 Industrial services Farmington, MO 64 Business services Mooresville, NC 81 Industrial services Kalamazoo, MI 68 Specialty distribution Oak Park, MI 126 Independent wealth CO 1997 Dale Aune Person · RIA / Wealth · EDWARD JONES
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National bd RIA WA 2006 Dale Wong Person · RIA / Wealth · MISSIO INVESTMENT MANAGEMENT LLC
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State registered IL 2009 DALE RUBIN Person · RIA / Wealth · CAPITAL ANALYSTS
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Bd affiliated wealth OH 1994 National bd RIA OH 2012 Dale Hartt Person · RIA / Wealth · STILLWATER INVESTING
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State registered ME 2000 Dale Perez Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse NJ 2014 DALE E. DARR Person · RIA / Wealth · RAYMOND JAMES & ASSOCIATES, INC.
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National bd RIA FL 2013 Dale A Pope Person · RIA / Wealth · IP FINANCIAL ADVISORY SERVICES LLC
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Independent wealth NC 1983 DALE A. WOOD Person · RIA / Wealth · matched DALE ALISON REEVE · OSAIC WEALTH, INC.
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Bd affiliated wealth CA 1984 Wirehouse NY 2002 DALE BRYANT Person · RIA / Wealth · BRYANT GROUP ADVISORS
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State registered NY 1994 National bd RIA TX 2007 DALE DELISLE Person · RIA / Wealth · CHARLES SCHWAB & CO., INC.
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National bd RIA AZ 2005 State registered $2.0M 2007 DALE A NOWER Person · RIA / Wealth · AMERIPRISE FINANCIAL SERVICES, LLC
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National bd RIA NY 2004 Dale C Spahr Person · RIA / Wealth · U.S. BANCORP ADVISORS, LLC
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Bd affiliated wealth AZ 1994 Bd affiliated wealth TX 2009 Independent wealth $157M 1 2020 National bd RIA NC 2013 Dale E Morra Person · RIA / Wealth · TD PRIVATE CLIENT WEALTH LLC
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Bd affiliated wealth PA 2012 Dale Kersten Person · RIA / Wealth · THRIVENT INVESTMENT MANAGEMENT INC.
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Bd affiliated wealth MN 2014 Dale R Rippo Person · RIA / Wealth · matched DALE ROBIN SIEGEL · ARETE WEALTH ADVISORS, LLC
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Bd affiliated wealth NY 2002 Dale S Ditto Person · RIA / Wealth · ROBERT W. BAIRD & CO. INCORPORATED
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Mixed wealth KY 2015 Independent wealth CA 2016 Bd affiliated wealth TX 2011 DALE A WATERS Person · RIA / Wealth · matched DALE JR.,DALE WATERS JR. · MORGAN STANLEY
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Wirehouse MD 1991 Independent wealth TX 2011 DALE HAN KANG Person · RIA / Wealth · CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
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Independent wealth CA 2006 Bd affiliated wealth TX 2005 Dale A Warner Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse CO 2016 DALE P GUIDRY Person · RIA / Wealth · STATE FARM INVESTMENT MANAGEMENT CORP.
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Asset manager TX 2011 Other adviser OH 2007 DALE CASH TEAT Person · RIA / Wealth · matched DALE SUE CASH · STIFEL, NICOLAUS & COMPANY, INCORPORATED
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National bd RIA GA 1992 DALE F LAVELLE Person · RIA / Wealth · matched DALE FRANCIS LAVELLE JR. · LPL FINANCIAL LLC
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Bd affiliated wealth MA 1993 Wirehouse AZ 2012 Independent wealth KS 2013 Business services Bedford, MA 74 DALE LEON ELKS Person · RIA / Wealth · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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Bd affiliated wealth NC 1981 National bd RIA CA 2014