DFX Intelligence
Advisors
Advisors registered through Cg Advisory Services
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 |
|---|---|---|---|---|---|---|
| Tyler Mark Porrell | Cg Advisory Services independent RIA | Williamston, Mi | May 30, 2025 | 11 y | 0 | 1 |
| Connor Porrell Certified Financial Planner | Cg Advisory Services independent RIA | Williamston, Mi | May 29, 2024 | 10 y | 1 | 1 |
| Sanford J Prizant | Cg Advisory Services independent RIA | Williamston, Mi | Mar 18, 2019 | 40 y | 3 | 1 |
| L•••••• R•••••• | C• A••••••• S••••••• independent RIA | Charlotte, Nc | Apr 2, 2025 | 10 y | 1 | 1 |
| M•••••• A••••• R•••• | C• A••••••• S••••••• independent RIA | Richmond, Va | Feb 24, 2021 | 13 y | 1 | 1 |
| E••••• J• R••••••••• | C• A••••••• S••••••• independent RIA | Williamston, Mi | Nov 28, 2022 | 14 y | 0 | 1 |
| T••••• A••••••• R•••••••• | C• A••••••• S••••••• independent RIA | Williamston, Mi | Feb 24, 2021 | 39 y | 1 | 1 |
| D•••• M•••••• R••••••• Certified Financial Planner · dual registrant | C• A••••••• S••••••• independent RIA | Richmond, Va | Sep 2, 2010 | 35 y | 1 | 10 |
| J•••••• W•••• R•••• Certified Financial Planner | C• A••••••• S••••••• independent RIA | Williamston, Mi | Nov 16, 2011 | 15 y | 0 | 3 |
| N••••••• R•••••• S•••••• | C• A••••••• S••••••• independent RIA | Williamston, Mi | Oct 4, 2021 | 10 y | 0 | 1 |
| C•••• S•••• | C• A••••••• S••••••• independent RIA | Williamston, Mi | Oct 31, 2024 | 22 y | 0 | 1 |
| W•••• S•••• Certified Financial Planner · dual registrant | C• A••••••• S••••••• independent RIA | Williamston, Mi | Apr 3, 2023 | 12 y | 1 | 1 |
| K•••• L••• S•••••••• | C• A••••••• S••••••• independent RIA | Williamston, Mi | Jan 23, 2020 | 25 y | 0 | 1 |
| N••••• C•••••••• T•••••• | C• A••••••• S••••••• independent RIA | Williamston, Mi | Jun 21, 2021 | 15 y | 0 | 1 |
| B•••• J••••• W••••• dual registrant | C• A••••••• S••••••• independent RIA | Williamston, Mi | Apr 21, 2016 | 13 y | 0 | 1 |
| C•••••••• D••• W•••••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | C• A••••••• S••••••• independent RIA | Williamston, Mi | Jan 1, 2025 | 16 y | 0 | 1 |
| J••••• W•••••• | C• A••••••• S••••••• independent RIA | Williamston, Mi | Jul 28, 2020 | 12 y | 1 | 1 |
| N••••• Z••••••• Certified Financial Planner · dual registrant | C• A••••••• S••••••• independent RIA | Ann Arbor, Mi | Oct 21, 2025 | 13 y | 2 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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68 advisors match.