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 Wasatch Advisors LP
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 |
|---|---|---|---|---|---|---|
| Daniel Aloisio Chartered Financial Analyst | Wasatch Advisors LP asset manager | Salt Lake City, Ut | May 27, 2026 | 12 y | 0 | 1 |
| Kenneth Palmer Applegate Chartered Financial Analyst | Wasatch Advisors LP asset manager | Salt Lake City, Ut | Aug 22, 2018 | 24 y | 2 | 1 |
| Eric Scott Bergeson | Wasatch Advisors LP asset manager | Salt Lake City, Ut | Jan 1, 2000 | 28 y | 0 | 1 |
| K•••••••• G• B•••• dual registrant | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Dec 11, 2023 | 19 y | 0 | 1 |
| A••••• K••• B••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jan 11, 2021 | 13 y | 0 | 1 |
| T••••• B•••••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Mar 30, 2023 | 12 y | 0 | 1 |
| H••• D••••• C•••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jul 21, 2004 | 26 y | 0 | 1 |
| N•••• C••••••••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Aug 1, 2024 | 17 y | 0 | 1 |
| D•••• E••••• C•••••• dual registrant | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Mar 16, 2004 | 24 y | 1 | 1 |
| B•••••• L•• F•••• Certified Financial Planner · dual registrant | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jun 28, 2001 | 26 y | 0 | 1 |
| L•••• B••••• G•••••• dual registrant | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Dec 3, 2021 | 11 y | 0 | 1 |
| X•• H• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Aug 22, 2018 | 13 y | 0 | 1 |
| A•• N• H•••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Nov 30, 2022 | 14 y | 0 | 1 |
| K•••••• A••••• K••••••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Apr 16, 2019 | 11 y | 0 | 1 |
| A••• C•••••••• K••••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jan 1, 2001 | 32 y | 0 | 1 |
| P••• S•••••• L•••••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Dec 13, 2005 | 26 y | 0 | 1 |
| M••••• A• L••••••• dual registrant | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Apr 11, 2011 | 16 y | 0 | 1 |
| C••••••••• J•••• L•••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Feb 11, 2026 | 15 y | 0 | 1 |
| M••• S•••••• M••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jul 14, 2025 | 20 y | 4 | 1 |
| J••• C•••••• M•••••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jan 1, 2002 | 30 y | 0 | 1 |
| D••••• M••• M•••••• dual registrant | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jul 6, 2012 | 17 y | 1 | 1 |
| K•• P•• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Feb 7, 2023 | 16 y | 0 | 1 |
| N•••••• A••• P••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Aug 15, 2023 | 11 y | 0 | 1 |
| D•••• R• P••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Feb 11, 2014 | 13 y | 0 | 1 |
| M•••••• R•••••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Oct 18, 2021 | 12 y | 0 | 1 |
| S••••• P•••••• R•••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jun 18, 2024 | 14 y | 1 | 1 |
| E••••• R•••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jun 23, 2025 | 15 y | 1 | 1 |
| K••••• S••••••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Aug 29, 2025 | 10 y | 0 | 1 |
| R••• B•••• S••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Nov 5, 2003 | 27 y | 0 | 1 |
| F•••• C•••••• S••••• dual registrant | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | May 24, 2004 | 22 y | 0 | 1 |
| C•••••••• K•••• S•••••• dual registrant | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jan 6, 1993 | 34 y | 0 | 1 |
| J•••• B•••••• T••••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jan 1, 2001 | 30 y | 0 | 1 |
| S•••• T••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Aug 22, 2018 | 19 y | 0 | 1 |
| A••••• T••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Nov 30, 2022 | 11 y | 0 | 1 |
| T••••• J•• T••••• dual registrant | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Dec 21, 2017 | 12 y | 1 | 1 |
| D•••••• D••• T••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Nov 30, 2022 | 17 y | 1 | 1 |
| K•••• M•••••• U•••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Nov 30, 2022 | 11 y | 0 | 1 |
| M•••••• K•••••• V•••••••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Dec 17, 2018 | 10 y | 0 | 1 |
| L••••••••• V••••••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jun 23, 2025 | 14 y | 1 | 1 |
| J••••• K•••••• W••••• Chartered Financial Analyst | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jun 23, 2025 | 11 y | 0 | 1 |
| K•••••• W••••• W••••• | W•••••• A••••••• L• asset manager | Salt Lake City, Ut | Jan 15, 2026 | 12 y | 0 | 1 |
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.