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 Curi Capital, 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 |
|---|---|---|---|---|---|---|
| Benjamin Joseph Albrecht Certified Financial Planner | Curi Capital, LLC independent RIA | Chicago, Il | Apr 17, 2007 | 23 y | 2 | 2 |
| David Michael Arthur Chartered Financial Analyst | Curi Capital, LLC independent RIA | Raleigh, Nc | Jan 22, 2024 | 24 y | 3 | 3 |
| Aaron Alexander Ayala | Curi Capital, LLC independent RIA | Chicago, Il | May 5, 2022 | 14 y | 0 | 1 |
| C••••••••• J•••••• B••• Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Bloomington, Mn | Nov 3, 2014 | 12 y | 0 | 2 |
| P•••• J• B••• | C••• C••••••• L•• independent RIA | Bloomington, Mn | Dec 5, 2017 | 16 y | 1 | 2 |
| A••••• J•• B•••• Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Chicago, Il | Mar 6, 2017 | 21 y | 0 | 1 |
| D••••• A•••• B•••••• Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Denver, Co | Dec 9, 2011 | 33 y | 1 | 2 |
| N•••••• K•• B•••••• | C••• C••••••• L•• independent RIA | Chicago, Il | Jun 23, 2025 | 21 y | 0 | 1 |
| C•••••• B••••• H••••• B••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | Jun 22, 2015 | 12 y | 0 | 3 |
| S••••• L••••••• B••••••• | C••• C••••••• L•• independent RIA | Chicago, Il | Aug 23, 2023 | 12 y | 0 | 1 |
| H•••• C•••• B•••• | C••• C••••••• L•• independent RIA | Chicago, Il | Feb 27, 2025 | 12 y | 1 | 1 |
| J•••••• J• B••••• | C••• C••••••• L•• independent RIA | Denver, Co | Aug 10, 2022 | 19 y | 2 | 1 |
| R•••••• M•••••••• B••••••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | Apr 14, 2005 | 41 y | 1 | 2 |
| R•••••• M• B••••••• Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Chicago, Il | Apr 14, 2005 | 36 y | 1 | 1 |
| A••• C••••••••• | C••• C••••••• L•• independent RIA | Milwaukee, Wi | Jun 8, 2023 | 11 y | 0 | 1 |
| S•••• C•••••••• C•••••••• Certified Financial Planner, Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Chicago, Il | Sep 13, 2007 | 34 y | 2 | 2 |
| S••• M•••••• C••••• | C••• C••••••• L•• independent RIA | Chicago, Il | Jun 25, 2008 | 20 y | 1 | 1 |
| E•••• C••••• | C••• C••••••• L•• independent RIA | Chicago, Il | Apr 1, 2019 | 14 y | 0 | 1 |
| S••• M•••••• D•••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Denver, Co | Mar 26, 2012 | 19 y | 2 | 3 |
| I•• F• D••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | Sep 12, 2013 | 14 y | 0 | 2 |
| O••• T••••• D••••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | Jul 16, 2018 | 10 y | 0 | 3 |
| H••••• C• D••••••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Raleigh, Nc | May 28, 2026 | 11 y | 0 | 1 |
| C•••••••• R••••• E•••• | C••• C••••••• L•• independent RIA | Chicago, Il | Apr 9, 2021 | 13 y | 0 | 1 |
| J••• D•••• E••••••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | Jan 25, 2019 | 10 y | 0 | 2 |
| D•••••• P•••• E••••••••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | Jan 22, 2024 | 25 y | 3 | 3 |
| R••• W•••••• E•••••• | C••• C••••••• L•• independent RIA | Denver, Co | Mar 28, 2023 | 13 y | 2 | 6 |
| E•••••••• F•••••••• | C••• C••••••• L•• independent RIA | Chicago, Il | Aug 10, 2026 | 23 y | 0 | 1 |
| N••• F•••••• | C••• C••••••• L•• independent RIA | Chicago, Il | Apr 12, 2023 | 13 y | 0 | 2 |
| S•••••• M•••••• F•• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | Jan 22, 2024 | 22 y | 2 | 2 |
| M•••••• R•• F•••••••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | Mar 29, 2007 | 26 y | 0 | 1 |
| D••••• M••••••• G••••• | C••• C••••••• L•• independent RIA | Raleigh, Nc | Jan 22, 2024 | 10 y | 3 | 2 |
| C••••••••• M•••••• G•••• Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Chicago, Il | Jan 7, 2015 | 27 y | 0 | 1 |
| A•• E•••••••• G••••• Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Chicago, Il | Jan 27, 2017 | 19 y | 0 | 1 |
| M•••••• L••••••• H••••••• dual registrant | C••• C••••••• L•• independent RIA | Chicago, Il | Jul 5, 2017 | 21 y | 0 | 1 |
| M•••• A•••••• H••• | C••• C••••••• L•• independent RIA | Chicago, Il | Jan 22, 2010 | 32 y | 0 | 1 |
| B•••••• A••• H••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | May 8, 2018 | 11 y | 1 | 8 |
| L••• C••••••• H••••••• dual registrant | C••• C••••••• L•• independent RIA | Chicago, Il | May 4, 2026 | 12 y | 0 | 49 |
| J••••• H••••••• | C••• C••••••• L•• independent RIA | Denver, Co | Aug 11, 2025 | 14 y | 1 | 1 |
| T••••• L•••• I•••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | Apr 2, 2013 | 14 y | 1 | 2 |
| S•••••••• J• J•••••• | C••• C••••••• L•• independent RIA | Milwaukee, Wi | Dec 5, 2017 | 23 y | 1 | 2 |
| B•••• A••••• J•••••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Milwauikee, Wi | Dec 4, 2017 | 21 y | 1 | 2 |
| A•••••••• J••• | C••• C••••••• L•• independent RIA | Bloomington, Mn | Jun 14, 2024 | 15 y | 0 | 1 |
| J•••••• R••••• J•••• Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Chicago, Il | Jun 29, 2017 | 22 y | 1 | 1 |
| P••• R•••••• J••••• Certified Financial Planner | C••• C••••••• L•• independent RIA | St. Joseph, Mi | Apr 14, 2005 | 33 y | 1 | 2 |
| R••• P•••••• K•••••• Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Chicago, Il | Apr 11, 2016 | 20 y | 2 | 1 |
| B•••• D•••• K•••• Certified Financial Planner | C••• C••••••• L•• independent RIA | Chicago, Il | Sep 7, 2022 | 12 y | 2 | 1 |
| L•••• B• K•••••• Certified Financial Planner, Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Denver, Co | May 22, 2012 | 18 y | 1 | 2 |
| J••••• B•••••• K•••••• | C••• C••••••• L•• independent RIA | Chicago, Il | Jan 22, 2024 | 13 y | 1 | 1 |
| A••• W••••• K••••••• | C••• C••••••• L•• independent RIA | Bloomington, Mn | Mar 7, 2022 | 13 y | 0 | 1 |
| E•• K••• Chartered Financial Analyst | C••• C••••••• L•• independent RIA | Chicago, Il | Nov 10, 2025 | 10 y | 0 | 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.
Page 1 of 2Next
97 advisors match.