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 Vicus Capital, 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 |
|---|---|---|---|---|---|---|
| Vincent Bruce Anderson | Vicus Capital, Inc. independent RIA | Erie, Pa | Apr 10, 2008 | 28 y | 0 | 1 |
| Michael Christopher Assad dual registrant | Vicus Capital, Inc. independent RIA | Bethlehem, Pa | Aug 19, 2014 | 23 y | 1 | 2 |
| Justin Blankenship | Vicus Capital, Inc. independent RIA | State College, Pa | Mar 9, 2021 | 11 y | 0 | 1 |
| J•••••• B•••••••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | Lewisburg, Pa | Jan 2, 2020 | 26 y | 0 | 1 |
| A•••••• B••••••• dual registrant | V•••• C••••••• I••• independent RIA | Mechanicsburg, Pa | Jan 3, 2005 | 29 y | 0 | 1 |
| A••• B••••••• dual registrant | V•••• C••••••• I••• independent RIA | Columbia, Md | Sep 17, 2021 | 13 y | 0 | 1 |
| K•••• B••••• dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Jan 17, 2024 | 10 y | 1 | 1 |
| K••••••• J••• C••••• dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Nov 3, 2010 | 20 y | 0 | 1 |
| C••• R••• C•••• Certified Financial Planner | V•••• C••••••• I••• independent RIA | Tampa, Fl | Sep 20, 2021 | 15 y | 0 | 2 |
| D•••••• R•••••• C••••• Chartered Financial Consultant | V•••• C••••••• I••• independent RIA | Camp Hill, Pa | Jan 31, 2005 | 36 y | 0 | 2 |
| J•••••• J••••• C•••• dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Nov 13, 2013 | 26 y | 1 | 1 |
| J••• C••••••••• C•••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Jun 29, 2006 | 22 y | 0 | 2 |
| C••• W•••• C••••••• dual registrant | V•••• C••••••• I••• independent RIA | Bridgewater, Nj | Dec 12, 2024 | 13 y | 1 | 1 |
| A••••• D••••• D•••••••• dual registrant | V•••• C••••••• I••• independent RIA | Mechanicsburg, Pa | Jan 31, 2005 | 37 y | 0 | 1 |
| H••••• D••••••• | V•••• C••••••• I••• independent RIA | State College, Pa | Aug 17, 2024 | 19 y | 0 | 1 |
| D•••• L• D•••••• Certified Financial Planner | V•••• C••••••• I••• independent RIA | White Plains, Ny | Apr 7, 2021 | 24 y | 0 | 2 |
| R•• K•••• D•••••• | V•••• C••••••• I••• independent RIA | Tampa, Fl | Feb 1, 2005 | 23 y | 0 | 2 |
| T••••• A•••••••• D•••• dual registrant | V•••• C••••••• I••• independent RIA | Columbia, Md | Jan 11, 2018 | 14 y | 0 | 2 |
| B•••• T•••• E••••• dual registrant | V•••• C••••••• I••• independent RIA | Dover, De | Nov 1, 2018 | 11 y | 0 | 1 |
| F•••••• X••••• F••••• Chartered Financial Consultant · dual registrant | V•••• C••••••• I••• independent RIA | Lewisburg, Pa | Jan 31, 2005 | 41 y | 1 | 1 |
| L•••• B••• F••••••• | V•••• C••••••• I••• independent RIA | Camp Hill, Pa | May 26, 2022 | 10 y | 0 | 1 |
| M•••••• A••••• G•••• | V•••• C••••••• I••• independent RIA | Bridgewater, Nj | Apr 1, 2019 | 27 y | 1 | 1 |
| K••••• A•• G•••••••• dual registrant | V•••• C••••••• I••• independent RIA | Sewickley, Pa | Jun 23, 2016 | 16 y | 0 | 1 |
| L••••• M•• H••••• dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Aug 17, 2024 | 10 y | 0 | 1 |
| R••••• J••• H••••• dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Jan 2, 2015 | 13 y | 0 | 1 |
| C•••• H•••••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | Columbia, Md | Sep 7, 2011 | 19 y | 4 | 2 |
| R•••• T••••• H••••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Jun 19, 2002 | 45 y | 0 | 1 |
| B•••• A••• H••••• Chartered Financial Consultant | V•••• C••••••• I••• independent RIA | Charleston, Wv | Jul 6, 2020 | 34 y | 0 | 1 |
| M••••• K•••• dual registrant | V•••• C••••••• I••• independent RIA | Rochester, Ny | Jun 19, 2024 | 12 y | 0 | 1 |
| B•••• J••••• K•••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | Rochester, Ny | Apr 8, 2021 | 34 y | 0 | 1 |
| A••••• W•••• K••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | V•••• C••••••• I••• independent RIA | Camp Hill, Pa | Sep 4, 2018 | 21 y | 3 | 2 |
| P•••• M•••••• K•••• dual registrant | V•••• C••••••• I••• independent RIA | Forty Fort, Pa | Aug 12, 2022 | 29 y | 0 | 1 |
| D••••• L•••• K••••• Chartered Financial Consultant · dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Jul 10, 2017 | 23 y | 2 | 1 |
| J••• S•••••• K••••••••• dual registrant | V•••• C••••••• I••• independent RIA | John'S Island, Sc | Oct 3, 2018 | 34 y | 5 | 2 |
| R•••••• W• L••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | Hallstead, Pa | Oct 3, 2019 | 42 y | 1 | 1 |
| Z•••••• D•••• L••••• Certified Financial Planner | V•••• C••••••• I••• independent RIA | Medina, Oh | Oct 15, 2021 | 10 y | 1 | 2 |
| P•••• B••• M••••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | V•••• C••••••• I••• independent RIA | Bethlehem, Pa | Jul 7, 2005 | 38 y | 1 | 3 |
| P••• M••••••• Chartered Financial Consultant · dual registrant | V•••• C••••••• I••• independent RIA | Phoenixville, Pa | Jan 22, 2007 | 47 y | 0 | 1 |
| T••••• M•••••• | V•••• C••••••• I••• independent RIA | Stroudsburg, Pa | Jun 9, 2025 | 12 y | 0 | 1 |
| J••• G•••••• M•••••• dual registrant | V•••• C••••••• I••• independent RIA | Labadie, Mo | Nov 17, 2010 | 43 y | 1 | 1 |
| R•••• A• M••••••••• dual registrant | V•••• C••••••• I••• independent RIA | St. Petersburg, Fl | Sep 8, 2022 | 16 y | 2 | 1 |
| B•••• L••••• M•••••••• | V•••• C••••••• I••• independent RIA | Lancaster, Oh | Jul 31, 2019 | 17 y | 1 | 1 |
| R••• M••••• | V•••• C••••••• I••• independent RIA | State College, Pa | Jul 6, 2026 | 11 y | 0 | 1 |
| M•••••• J• M•• | V•••• C••••••• I••• independent RIA | Cincinnati, Oh | Oct 15, 2025 | 10 y | 1 | 1 |
| F•••• D••••• M•••• dual registrant | V•••• C••••••• I••• independent RIA | Mifflinburg, Pa | Aug 23, 2011 | 19 y | 1 | 1 |
| P••• D•••• M••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | V•••• C••••••• I••• independent RIA | Lakeland, Fl | Jun 25, 2002 | 36 y | 0 | 2 |
| J••••••• A• N••••• dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Mar 31, 2014 | 25 y | 0 | 2 |
| P•••• A••• O•••••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | Dover, De | Apr 22, 2004 | 40 y | 0 | 1 |
| Z•••••• D••• O••••• Certified Financial Planner | V•••• C••••••• I••• independent RIA | Tampa, Fl | Jun 5, 2026 | 15 y | 1 | 1 |
| T•••• K••••••• P•••••• Certified Financial Planner | V•••• C••••••• I••• independent RIA | White Plains, Ny | Dec 11, 2015 | 23 y | 0 | 3 |
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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79 advisors match.