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 Choreo, LLC
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 |
|---|---|---|---|---|---|---|
| Joanna Christine Cryan Aiken | Choreo, LLC independent RIA | Rockford, Il | Jan 12, 2026 | 30 y | 4 | 1 |
| Eric Joseph Alexander Certified Financial Planner | Choreo, LLC independent RIA | Minneapolis, Mn | Jul 22, 2026 | 10 y | 0 | 1 |
| Eric Nathan Alleckson Certified Financial Planner | Choreo, LLC independent RIA | Rockford, Il | Jan 6, 2010 | 26 y | 1 | 3 |
| W•••••• N••••• A••••••• Certified Financial Planner | C•••••• L•• independent RIA | Peoria, Il | Jun 8, 2015 | 11 y | 0 | 3 |
| K••••••• I••• A•••• | C•••••• L•• independent RIA | Potomac, Md | Oct 17, 2025 | 12 y | 0 | 1 |
| M•••••• T•••• B••••••• | C•••••• L•• independent RIA | Shreveport, La | Jan 1, 2026 | 22 y | 4 | 1 |
| D•••• J••••• B•••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Aug 12, 2020 | 14 y | 0 | 4 |
| M•••••• L••••• B•••••• | C•••••• L•• independent RIA | Des Moines, Ia | Aug 5, 2025 | 26 y | 4 | 1 |
| K••••• A•••••••• B••••••••• Certified Financial Planner | C•••••• L•• independent RIA | Potomac, Md | Jan 22, 2025 | 10 y | 0 | 1 |
| R•••• R• B••••• | C•••••• L•• independent RIA | Roxbury, Ct | May 1, 2025 | 28 y | 4 | 2 |
| N••••••• R•••• B••••••• | C•••••• L•• independent RIA | Richmond, Va | Jan 27, 2023 | 20 y | 4 | 1 |
| D••••• E• B••••••• Certified Financial Planner, Chartered Financial Consultant | C•••••• L•• independent RIA | Cedar Rapids, Ia | Apr 15, 2026 | 12 y | 1 | 1 |
| M••• D•••• B••••• | C•••••• L•• independent RIA | Columbia, Md | Nov 2, 2023 | 28 y | 2 | 12 |
| D••••• J••••• B•••••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Jun 29, 2023 | 12 y | 1 | 1 |
| A••••• B••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Oct 15, 2025 | 11 y | 4 | 1 |
| N••• D•••••• B•••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | May 2, 2016 | 30 y | 3 | 3 |
| J•••• A••••• B•••• | C•••••• L•• independent RIA | Davenport, Ia | May 22, 2025 | 12 y | 2 | 1 |
| D•••••• E••••• B•••••• Certified Financial Planner | C•••••• L•• independent RIA | Chicago, Il | Dec 8, 2023 | 33 y | 3 | 3 |
| D••••• K•••••• B••••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | May 6, 2026 | 12 y | 2 | 1 |
| K•••••••• G•••• B•••••• | C•••••• L•• independent RIA | Madison, Wi | Jul 12, 2024 | 12 y | 2 | 1 |
| K•••••••• A••• B•••• Certified Financial Planner | C•••••• L•• independent RIA | Charlotte, Nc | Apr 20, 2026 | 16 y | 4 | 1 |
| P•••••• A•••••• B••••••••• | C•••••• L•• independent RIA | Rockford, Il | Jun 26, 2024 | 12 y | 0 | 1 |
| M••••••• R•••• B•••• Certified Financial Planner | C•••••• L•• independent RIA | Duluth, Mn | Jul 20, 2017 | 22 y | 3 | 4 |
| M•••••• A•••••• C••••••• | C•••••• L•• independent RIA | Orinda, Ca | May 21, 2025 | 11 y | 3 | 1 |
| M••• S•••••• C•••• Certified Financial Planner | C•••••• L•• independent RIA | Mount Shasta, Ca | Jan 12, 2023 | 32 y | 3 | 5 |
| K•••• M•••• C••••• | C•••••• L•• independent RIA | Rockford, Il | May 15, 2009 | 22 y | 2 | 1 |
| S••••• C•••• | C•••••• L•• independent RIA | Charlotte, Nc | Apr 26, 2024 | 12 y | 0 | 1 |
| R•••••• D•••• C••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | C•••••• L•• independent RIA | Augusta, Ga | Feb 14, 2023 | 32 y | 2 | 1 |
| L•••• M••••••• D••••• | C•••••• L•• independent RIA | Minneapolis, Mn | Nov 22, 2017 | 25 y | 0 | 1 |
| G•••••• S•••• D•••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | May 10, 2007 | 22 y | 0 | 3 |
| J•••• C••••••••• D••••• | C•••••• L•• independent RIA | Rockford, Il | Feb 4, 2026 | 23 y | 4 | 2 |
| W•••••• G••••• D•••• Certified Financial Planner | C•••••• L•• independent RIA | Reno, Nv | Jan 9, 2023 | 24 y | 4 | 2 |
| B•••••• J••• D••••• | C•••••• L•• independent RIA | Denver, Co | Nov 2, 2023 | 19 y | 4 | 3 |
| N•••••• T••••• D••••••• | C•••••• L•• independent RIA | Rockford, Il | Jan 15, 2025 | 13 y | 0 | 1 |
| W•••••• R••••• D•••• | C•••••• L•• independent RIA | Petaluma, Ca | Jul 29, 2026 | 12 y | 0 | 1 |
| E•• S••••• D••••• | C•••••• L•• independent RIA | Chicago, Il | Nov 3, 2023 | 23 y | 1 | 1 |
| A•••••••• J••••• D••••• | C•••••• L•• independent RIA | Madison, Wi | Sep 19, 2022 | 12 y | 1 | 1 |
| D••• D•••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Jan 2, 2026 | 29 y | 6 | 1 |
| C••••••••• D••• Chartered Financial Analyst | C•••••• L•• independent RIA | Rockford, Il | Aug 6, 2026 | 19 y | 2 | 1 |
| L••• A••••••••• E•••••• Certified Financial Planner, Chartered Financial Analyst | C•••••• L•• independent RIA | Rockford, Il | Jan 28, 2026 | 21 y | 1 | 1 |
| T••••• J•• E•••• | C•••••• L•• independent RIA | Rockford, Il | Nov 2, 2023 | 30 y | 4 | 3 |
| A•• S••••• M••••••• F•••••• Certified Financial Planner | C•••••• L•• independent RIA | Costa Mesa, Ca | Jan 15, 2025 | 11 y | 2 | 1 |
| G••••• S•••••• F••••• | C•••••• L•• independent RIA | Rochester, Mn | Jan 24, 2025 | 12 y | 0 | 1 |
| J••••• D••••• F••••• | C•••••• L•• independent RIA | Rockford, Il | Jan 28, 2013 | 13 y | 0 | 2 |
| W•••••• J••••• F••••• | C•••••• L•• independent RIA | Allentown, Pa | Mar 17, 2026 | 35 y | 2 | 2 |
| R••• E••••• F•••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Sep 19, 2016 | 21 y | 1 | 8 |
| P•••• A••••• F••••••• Certified Financial Planner | C•••••• L•• independent RIA | Mishawaka, In | Jul 10, 2019 | 9 y | 1 | 1 |
| C••••••• V•••••• G••••••••• Certified Financial Planner | C•••••• L•• independent RIA | Rockford, Il | Mar 10, 2026 | 11 y | 1 | 1 |
| T•••••• A••••• G••••• | C•••••• L•• independent RIA | Schaumburg, Il | Nov 1, 2002 | 25 y | 0 | 2 |
| M•••••• R•••••• G•••••• | C•••••• L•• independent RIA | Davenport, Ia | Mar 3, 2014 | 16 y | 0 | 2 |
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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146 advisors match.