DFX Intelligence
Advisors
Advisors registered through Cooper McmanusAbout this listEvery 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.
64 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Peter Ivan Michael Shusterman dual registrant | Cooper Mcmanus independent RIA | Irvine, Ca | Nov 26, 2025 | 40 y | 4 | 1 |
| Wade Gregory Smith dual registrant | Cooper Mcmanus independent RIA | Edmonds, Wa | Nov 8, 2023 | 32 y | 2 | 1 |
| Wil Smith Certified Financial Planner, Chartered Financial Analyst · dual registrant | Cooper Mcmanus independent RIA | Irvine, Ca | May 12, 2016 | 20 y | 5 | 1 |
| J••• S•••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Jun 7, 2022 | 10 y | 0 | 1 |
| C•••••••• T•••••• S•••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Aug 7, 2026 | 13 y | 3 | 2 |
| D••••••• L••• G••• T•••••• dual registrant | C••••• M•••••• independent RIA | Auburn, Ca | Jan 2, 2024 | 12 y | 1 | 1 |
| M•••••• K••••••• T••••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Feb 14, 2012 | 23 y | 3 | 2 |
| J••• T•••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Nov 13, 2024 | 12 y | 1 | 1 |
| M••••• L•••• V•••••••• dual registrant | C••••• M•••••• independent RIA | St Helena, Ca | Feb 19, 2008 | 32 y | 3 | 1 |
| J••••• D•••• W•••••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | May 26, 2021 | 14 y | 2 | 3 |
| J•••• G••••• W••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Jul 7, 2009 | 19 y | 2 | 1 |
| L••••••• D• W•••••• Certified Financial Planner · dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Jun 29, 2015 | 31 y | 3 | 3 |
| A••• G•••••• W••• dual registrant | C••••• M•••••• independent RIA | Irvine, Ca | Aug 5, 2026 | 12 y | 0 | 1 |
| L•••• Z•••• F••• Y• | C••••• M•••••• independent RIA | Irvine, Ca | Jan 21, 2025 | 11 y | 0 | 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.
Page 2 of 2Previous