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 Tlg Advisors, Inc.
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 |
|---|---|---|---|---|---|---|
| Murlat Alexander Abdoo dual registrant | Tlg Advisors, Inc. BD affiliated | Pittsburgh, Pa | Oct 7, 2025 | 10 y | 0 | 1 |
| David Tyler Abel Certified Financial Planner · dual registrant | Tlg Advisors, Inc. BD affiliated | Summit, Nj | Jul 30, 2024 | 18 y | 1 | 1 |
| Jerry Charles Adam dual registrant | Tlg Advisors, Inc. BD affiliated | Richmond, Tx | Oct 14, 2020 | 34 y | 3 | 1 |
| S•••• A•••• Certified Financial Planner · dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Jan 7, 2026 | 20 y | 2 | 1 |
| R••••• D• A•••••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Jul 15, 2021 | 17 y | 2 | 1 |
| N••• J••• A••••••• dual registrant | T•• A•••••••• I••• BD affiliated | Medway, Ma | May 1, 2026 | 30 y | 1 | 1 |
| S•••••• R••••••• A••••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Oct 30, 2025 | 10 y | 0 | 1 |
| T••••• J•••• A••••• Chartered Financial Consultant · dual registrant | T•• A•••••••• I••• BD affiliated | Houston, Tx | Jan 4, 2022 | 47 y | 2 | 1 |
| M•••••• D•••••• A•••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Sep 8, 2025 | 21 y | 10 | 1 |
| C•••••• L•••• A••••• dual registrant | T•• A•••••••• I••• BD affiliated | Highlands Ranch, Co | Sep 3, 2026 | 19 y | 2 | 1 |
| C•••••• A••••••• Certified Financial Planner, Chartered Financial Consultant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Jan 4, 2023 | 42 y | 5 | 1 |
| R••••• E•••• A•••••• Certified Financial Planner · dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Aug 18, 2020 | 34 y | 3 | 1 |
| B•••••• J•••• A•••••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Jul 17, 2024 | 10 y | 2 | 1 |
| G•••• B•••••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Jan 6, 2026 | 11 y | 2 | 1 |
| M•••• K• B••••• dual registrant | T•• A•••••••• I••• BD affiliated | Mcdonough, Ga | Jul 7, 2020 | 21 y | 2 | 1 |
| D••••• H•••••• B•••••• dual registrant | T•• A•••••••• I••• BD affiliated | Cedar Park, Tx | Jan 26, 2021 | 26 y | 8 | 1 |
| D••••• W•••••• B•••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Aug 27, 2021 | 10 y | 1 | 1 |
| B•••••• O••••• B••••••• Chartered Financial Consultant · dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Mar 2, 2007 | 24 y | 1 | 1 |
| T••••• G••• B•••••• dual registrant | T•• A•••••••• I••• BD affiliated | Crystal Lake, Il | Jul 17, 2023 | 50 y | 6 | 1 |
| W••••• J•••• B•••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | T•• A•••••••• I••• BD affiliated | Cedar Park, Tx | Sep 26, 2025 | 40 y | 2 | 1 |
| J••• J•• B••••• Chartered Financial Consultant · dual registrant | T•• A•••••••• I••• BD affiliated | Pasadena, Ca | Oct 15, 2020 | 36 y | 0 | 1 |
| C•••••• R•••• B•••••••• | T•• A•••••••• I••• BD affiliated | Kingwood, Tx | Apr 20, 2023 | 12 y | 2 | 1 |
| A•••••• O•••••• B•••••• R•••• dual registrant | T•• A•••••••• I••• BD affiliated | Fallbrook, Ca | Mar 12, 2026 | 17 y | 3 | 1 |
| J•••• M• B•••••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Nov 26, 2024 | 17 y | 4 | 1 |
| E••••• L•••• B•••••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Mar 24, 2022 | 15 y | 0 | 1 |
| L••• K• B•••••••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Aug 7, 2024 | 23 y | 3 | 1 |
| W•••••• M••••• B•••• Certified Financial Planner · dual registrant | T•• A•••••••• I••• BD affiliated | Boston, Ma | Nov 3, 2022 | 31 y | 3 | 1 |
| A•••• N• B••••••• dual registrant | T•• A•••••••• I••• BD affiliated | Philadelphia, Pa | Jul 15, 2016 | 40 y | 2 | 1 |
| K•••• B•••••• Certified Financial Planner · dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Dec 3, 2020 | 13 y | 0 | 1 |
| E•••••••• L••••• B•••• dual registrant | T•• A•••••••• I••• BD affiliated | Haverhill, Ma | Nov 21, 2023 | 10 y | 1 | 1 |
| S•••• M•••••• B•••••• Chartered Financial Consultant · dual registrant | T•• A•••••••• I••• BD affiliated | Costa Mesa, Ca | Feb 15, 2017 | 38 y | 5 | 1 |
| D•••• R••• B••••••• Chartered Financial Consultant · dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Feb 25, 2025 | 44 y | 3 | 1 |
| K•••• R•••••• B•••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Feb 4, 2020 | 37 y | 1 | 1 |
| J••••• H••••• B•••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Jan 5, 2024 | 11 y | 0 | 1 |
| P•••••• J••• B••••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | May 6, 2013 | 34 y | 1 | 1 |
| W•••••• Q•••• B•••••• | T•• A•••••••• I••• BD affiliated | Indianapolis, In | Aug 2, 2022 | 38 y | 2 | 1 |
| D•••••• R••• B•••••• dual registrant | T•• A•••••••• I••• BD affiliated | Fort Wayne, In | Jan 6, 2026 | 22 y | 2 | 2 |
| D••••• A•••••• C••••• Chartered Financial Consultant · dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Apr 30, 2021 | 34 y | 4 | 1 |
| S••••• C•••••• C•••••• Chartered Financial Consultant · dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Sep 9, 2016 | 36 y | 0 | 1 |
| G•••••• C••••• dual registrant | T•• A•••••••• I••• BD affiliated | Los Angeles, Ca | Feb 28, 2024 | 10 y | 0 | 1 |
| T••••• C•••••••• Chartered Financial Analyst | T•• A•••••••• I••• BD affiliated | Summit, Nj | Oct 28, 2025 | 12 y | 2 | 1 |
| D•••• M•••••• C••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Apr 14, 2022 | 43 y | 2 | 1 |
| M••••• A•••• C•••••••• Chartered Financial Consultant · dual registrant | T•• A•••••••• I••• BD affiliated | Elkins Park, Pa | Jan 6, 2022 | 15 y | 4 | 1 |
| M•••••• J••••• C••••• | T•• A•••••••• I••• BD affiliated | Summit, Nj | Nov 10, 2025 | 13 y | 6 | 1 |
| J•••• A• C••••••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Apr 10, 2019 | 14 y | 2 | 1 |
| L•••••• J•• Y• C•••••••• C•••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Jun 18, 2025 | 11 y | 3 | 1 |
| S••••• J••• C•••••••• Certified Financial Planner · dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | May 24, 2023 | 12 y | 0 | 1 |
| A••• E•••••••• C••••••• | T•• A•••••••• I••• BD affiliated | Parker, Co | Mar 3, 2026 | 11 y | 1 | 1 |
| M••••• S••• C••••••••• dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Oct 4, 2021 | 12 y | 0 | 1 |
| K•••• C•••• Certified Financial Planner · dual registrant | T•• A•••••••• I••• BD affiliated | Summit, Nj | Apr 15, 2026 | 28 y | 5 | 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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303 advisors match.