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 Lnw

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.

AdvisorFirmBranchHere sinceIn industryPrior firmsStates
Samia Managhebi Adlesh
Certified Financial Planner
Lnw independent RIASeattle, WaNov 4, 202511 y02
Ronald Gerard Albahary
Chartered Financial Analyst
Lnw independent RIASeattle, Wa Dec 3, 202535 y22
Benjamin Thomas Andrew
Certified Financial Planner
Lnw independent RIASeattle, WaDec 3, 202510 y21
M•••••• T••••• A•••••••••
Certified Financial Planner
L•• independent RIALa Jolla, Ca Dec 3, 202510 y22
C•••• L•••••• A•••••••
L•• independent RIASeattle, WaDec 3, 202514 y31
D•••• C•••••• B••••
Chartered Financial Analyst
L•• independent RIASeattle, WaDec 3, 202522 y21
A••• A••• B••••••••
Chartered Financial Analyst
L•• independent RIASan Francisco, CaApr 8, 201911 y02
N•••••••• S••••• B••••••
Chartered Financial Analyst
L•• independent RIASeattle, WaDec 3, 202512 y21
K•••••• P••••• B••••
Personal Financial Specialist
L•• independent RIASeattle, WaDec 3, 202527 y21
M•••••• B•••• B•••••••••
L•• independent RIASeattle, WaMay 12, 202610 y01
C•••••••• G•••• B••••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202515 y21
P•••• L•• B••••
L•• independent RIASeattle, WaDec 3, 202512 y11
S•••• R••• B•••••
L•• independent RIASan Francisco, CaMar 7, 201619 y02
B•••• S•• S•••• C•••
Certified Financial Planner
L•• independent RIASeattle, Wa Sep 19, 202312 y13
C••••••••• J••• C••••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202511 y41
J••••••• J••• C•••
Chartered Financial Analyst
L•• independent RIASan Francisco, CaDec 19, 201810 y02
C•••••••• T•••••• C••••••••
Certified Financial Planner
L•• independent RIASan Francisco, CaMar 24, 200324 y02
K••• M•••••••• D•••••••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202524 y41
S•••• K••••• D••••••
L•• independent RIANew York, NyAug 2, 202413 y03
D•••• E•••••• F•••••••
Certified Financial Planner
L•• independent RIASan Francisco, CaApr 1, 202519 y02
K••• A••••• F••••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202515 y21
S•••••• J••• G••••••
L•• independent RIASeattle, WaDec 3, 202525 y61
M•••••• J•••• G•••••••
Certified Financial Planner
L•• independent RIASan Francisco, CaJul 25, 202527 y02
C••••••••• S•••••• H••••••••
L•• independent RIASan Francisco, CaNov 7, 202534 y02
R••• A••••••• H••••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202528 y11
S••••• P••• H•••••
Certified Financial Planner
L•• independent RIASan Francisco, CaNov 4, 202532 y12
J••••••• K••• H••••
Certified Financial Planner
L•• independent RIASan Francisco, CaJan 11, 201612 y02
N••••••• T••• K••••••
Certified Financial Planner
L•• independent RIASan Francisco, CaOct 19, 201710 y02
M•••••• H•••• K•••••••••
Certified Financial Planner
L•• independent RIANew York, Ny Sep 15, 202311 y23
D•••• K••••
Certified Financial Planner
L•• independent RIASeattle, WaSep 19, 202313 y02
J•••••• T••••• L••
L•• independent RIASan Francisco, CaSep 28, 201513 y12
K•••• J••• L••••
L•• independent RIASan Francisco, CaMar 13, 200325 y02
J•••• E••• M••••••
L•• independent RIASeattle, WaDec 3, 202520 y31
L••••• P•••• M•••••
Certified Financial Planner
L•• independent RIASeattle, Wa Dec 3, 202519 y62
W•••••• D•••••• M••••
L•• independent RIASeattle, Wa Sep 7, 202612 y02
J••• K•••••• M•••
Certified Financial Planner, Chartered Financial Analyst
L•• independent RIASeattle, Wa Apr 21, 200819 y02
M••••• D•••• M•••••••••
L•• independent RIASeattle, WaJan 1, 202512 y12
R•••••• M••••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202513 y41
K••• M••• M•••••
Certified Financial Planner
L•• independent RIASeattle, Wa Nov 4, 202512 y02
A•••• M••••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202511 y11
M••••• N•••••• P••••••••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202523 y11
L•••• A•• P•••••••
L•• independent RIASan Francisco, CaSep 3, 201917 y02
D••• P•••••••
Certified Financial Planner
L•• independent RIASeattle, WaSep 10, 202616 y31
T••••• D••••• P••••••
L•• independent RIAPortland, Or May 19, 202613 y01
M•••• P•••••••••
Chartered Financial Analyst
L•• independent RIASan Francisco, CaMar 21, 201910 y02
C••• A•••• R•••••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202512 y21
C•••••• E••• R•••••
Certified Financial Planner
L•• independent RIANew York, NyJul 24, 201810 y03
J•••••• S•••••• S•••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202515 y11
N••••• S• S••••••
Certified Financial Planner
L•• independent RIASeattle, WaDec 3, 202510 y11
L•••••••• S••••
L•• independent RIASeattle, WaDec 3, 202517 y11

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.

Page 1 of 2Next
59 advisors match.