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 Cooper Mcmanus
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 |
|---|---|---|---|---|---|---|
| Emmanuel Afolayan | Cooper Mcmanus independent RIA | Irvine, Ca | Aug 24, 2026 | 12 y | 0 | 1 |
| Courtland Blake Alex dual registrant | Cooper Mcmanus independent RIA | Irvine, Ca | Dec 8, 2016 | 33 y | 1 | 1 |
| Shannon Margaret Beahan Certified Financial Planner · dual registrant | Cooper Mcmanus independent RIA | Irvine, Ca | Feb 25, 2021 | 17 y | 5 | 1 |
| G••• R••• R•••••• B•••••• dual registrant | C••••• M•••••• independent RIA | San Jose, Ca | May 16, 2022 | 14 y | 3 | 2 |
| M•••••• J••••• B•••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Overland Park, Ks | May 2, 2024 | 13 y | 3 | 1 |
| S•••••• D•••••• B•••• dual registrant | C••••• M•••••• independent RIA | Overland Park, Ks | May 1, 2024 | 25 y | 3 | 1 |
| S••••• B••• dual registrant | C••••• M•••••• independent RIA | Madera, Ca | Apr 7, 2025 | 9 y | 3 | 1 |
| B•••• E•••• B•••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | White Salmon, Wa | Nov 30, 2023 | 17 y | 3 | 2 |
| C•••••••• L••• B••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Jan 24, 2014 | 31 y | 4 | 1 |
| R••••• K•••• C••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Feb 2, 2026 | 23 y | 5 | 1 |
| J••••••• C•••• dual registrant | C••••• M•••••• independent RIA | San Jose, Ca | May 16, 2022 | 15 y | 2 | 1 |
| C•••• X• C••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Aug 26, 2024 | 25 y | 5 | 1 |
| T•••• L•••• C•••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Aug 29, 2005 | 26 y | 2 | 1 |
| A••••• Y•••• C••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Jan 25, 2000 | 38 y | 1 | 2 |
| C••••••••• D•••• C•• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Apr 2, 2009 | 25 y | 2 | 3 |
| H•••••• T•••••••• C•••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Oct 24, 2014 | 16 y | 1 | 1 |
| J•••• L•••• C••••••••• dual registrant | C••••• M•••••• independent RIA | Auburn, Ca | Feb 6, 2014 | 31 y | 0 | 1 |
| L••• P••••• D•••••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Carefree, Az | Jan 15, 2026 | 39 y | 4 | 1 |
| H•••• M• E•••• dual registrant | C••••• M•••••• independent RIA | Paradise, Ca | Jan 18, 2022 | 23 y | 1 | 1 |
| D••• J••••• E•••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Mar 20, 2003 | 35 y | 1 | 2 |
| C•••••• F•••••• F•••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Jun 29, 2009 | 30 y | 1 | 1 |
| M••• A•••• F••••••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Nov 27, 2024 | 23 y | 1 | 1 |
| A••••• R•• H••••••••• dual registrant | C••••• M•••••• independent RIA | Prescott, Az | Feb 12, 2008 | 26 y | 0 | 1 |
| M•••••• T••••• H•••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Mar 20, 2003 | 35 y | 1 | 2 |
| G•••••• P••• H••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Jul 22, 2025 | 38 y | 6 | 1 |
| G•••••• S•••• J•••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Jun 29, 2026 | 33 y | 3 | 1 |
| K••• W•••••• J•••• Certified Financial Planner | C••••• M•••••• independent RIA | Irvine, Ca | Apr 4, 2022 | 17 y | 4 | 1 |
| T•••• L••• K••• dual registrant | C••••• M•••••• independent RIA | Newport Beach, Ca | Feb 7, 2017 | 17 y | 5 | 2 |
| T•••• L••••••• K•••• | C••••• M•••••• independent RIA | San Francisco, Ca | Jan 19, 2024 | 10 y | 1 | 1 |
| T•••• L•• K••• dual registrant | C••••• M•••••• independent RIA | Yorba Linda, Ca | Jan 31, 2017 | 29 y | 1 | 2 |
| A••••• A••• K•••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Auburn, Ca | Aug 20, 2018 | 15 y | 3 | 1 |
| M•••••• J•••• L•••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Jan 16, 2026 | 11 y | 2 | 1 |
| S••••• J•••• L•••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Feb 2, 2026 | 27 y | 3 | 1 |
| F••••• L••••••• dual registrant | C••••• M•••••• independent RIA | Corona Del Mar, Ca | Sep 29, 2023 | 14 y | 2 | 1 |
| L••• P•••••• M•••••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | May 22, 2013 | 32 y | 1 | 1 |
| D•••• S•••• M•••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Jul 26, 2001 | 31 y | 1 | 2 |
| A••••• M••••• dual registrant | C••••• M•••••• independent RIA | Spring Hill, Tn | Sep 29, 2023 | 19 y | 3 | 3 |
| J••••••• D••••• M••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Apr 8, 2025 | 16 y | 0 | 1 |
| G•••••• N••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | May 15, 2025 | 28 y | 6 | 1 |
| A•••• M•••• O••••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Oct 10, 2011 | 29 y | 2 | 1 |
| C•••••••• L•••••• O••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Oakland, Ca | Jan 31, 2014 | 18 y | 0 | 2 |
| K••••••• O••••• | C••••• M•••••• independent RIA | Irvine, Ca | Jan 19, 2022 | 20 y | 0 | 1 |
| G••••• E•••• P••• dual registrant | C••••• M•••••• independent RIA | Yorba Linda, Ca | Jan 29, 2018 | 13 y | 0 | 1 |
| D•••• J••••• P•••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Long Beach, Ca | Feb 14, 2012 | 34 y | 2 | 2 |
| A••••• T••••• P•••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Mar 2, 2004 | 25 y | 1 | 1 |
| S••••• P• R••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Feb 22, 2012 | 23 y | 2 | 2 |
| C•••••••• P•••••• R••••••• dual registrant | C••••• M•••••• independent RIA | Woodland Hills, Ca | Jan 29, 2026 | 12 y | 3 | 1 |
| D•••• M•••••• R••• dual registrant | C••••• M•••••• independent RIA | White Salmon, Wa | Oct 6, 2023 | 12 y | 3 | 1 |
| R•••• S••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Aug 30, 2024 | 23 y | 6 | 1 |
| M•••••• M• S•••••• | C••••• M•••••• independent RIA | Irvine, Ca | Jan 7, 2014 | 27 y | 1 | 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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64 advisors match.