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 Waterloo Capital
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 |
|---|---|---|---|---|---|---|
| Eric Ronald Wylie | Waterloo Capital independent RIA | College Station, Tx | Jan 2, 2025 | 30 y | 1 | 1 |
| Michael Scott Yawn | Waterloo Capital independent RIA | Austin, Tx | Jan 1, 2025 | 11 y | 2 | 1 |
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52 advisors match.