DFX Intelligence
Advisors
Advisors registered through Advisors Capital Management, 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 |
|---|---|---|---|---|---|---|
| Harmony Smith Certified Financial Planner | Advisors Capital Management, LLC independent RIA | Coeur D'Alene, Id | Jun 8, 2026 | 13 y | 3 | 1 |
| Zachary Ryan Smith | Advisors Capital Management, LLC independent RIA | Ridgewood, Nj | Oct 15, 2021 | 13 y | 0 | 2 |
| Katherine Spines | Advisors Capital Management, LLC independent RIA | Boulder, Co | Oct 31, 2025 | 30 y | 1 | 1 |
| K•••• E••• S•••••• Chartered Financial Analyst | A••••••• C•••••• M••••••••• L•• independent RIA | Ridgewood, Nj | Nov 18, 2019 | 31 y | 1 | 3 |
| M•••••• A• S•••••• | A••••••• C•••••• M••••••••• L•• independent RIA | Ridgewood, Nj | Sep 17, 2025 | 25 y | 1 | 1 |
| D•••••• V••••• S•••••••• | A••••••• C•••••• M••••••••• L•• independent RIA | Ridgewood, Nj | Aug 27, 2025 | 25 y | 1 | 1 |
| M•••••• B•••• T•••••• Certified Financial Planner, Chartered Financial Analyst | A••••••• C•••••• M••••••••• L•• independent RIA | Ridgewood, Nj | Feb 28, 2020 | 13 y | 2 | 2 |
| S•••••• M••• W••••• Certified Financial Planner | A••••••• C•••••• M••••••••• L•• independent RIA | Ridgewood, Nj | Aug 29, 2020 | 10 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.
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58 advisors match.