DFX Intelligence
Advisors
Advisors registered through MarinerAbout 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.
974 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Alexandra Marie Scott Certified Financial Planner | Mariner BD affiliated | Corte Madera, Ca | Feb 6, 2024 | 11 y | 2 | 1 |
| Robb Wilson Scott | Mariner BD affiliated | Boston, Ma | Mar 20, 2023 | 10 y | 0 | 2 |
| Alana Denney Scott Certified Financial Planner | Mariner BD affiliated | Overland Park, Ks | May 13, 2009 | 27 y | 2 | 2 |
| A•••••• J•••• S•••• Certified Financial Planner | M•••••• BD affiliated | Bloomington, Mn | Sep 26, 2018 | 15 y | 3 | 1 |
| A•• H•••• S•••• Certified Financial Planner | M•••••• BD affiliated | Bellevue, Wa | Apr 18, 2022 | 29 y | 1 | 1 |
| B•••••• K• S•••• Certified Financial Planner | M•••••• BD affiliated | Grand Rapids, Mi | Oct 5, 2021 | 12 y | 1 | 1 |
| B•••••• M••• S•••••• Certified Financial Planner | M•••••• BD affiliated | Palm Beach Gardens, Fl | Sep 14, 2022 | 13 y | 0 | 1 |
| J••••••• S••• dual registrant | M•••••• BD affiliated | Wilmington, De | Jan 6, 2025 | 12 y | 1 | 1 |
| L•••••• A••• S•••••• | M•••••• BD affiliated | Overland Park, Ks | Nov 22, 2016 | 14 y | 1 | 1 |
| R•••••• J••••• S••••••• | M•••••• BD affiliated | Overland Park, Ks | May 21, 2025 | 10 y | 1 | 1 |
| A•••• M• S••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Pleasanton, Ca | Jan 3, 2022 | 21 y | 3 | 1 |
| D••••• S• S•••••• | M•••••• BD affiliated | Boston, Ma | Apr 25, 2022 | 18 y | 0 | 1 |
| K•••• L•• S••••• Certified Financial Planner | M•••••• BD affiliated | Highlands Ranch, Co | Aug 9, 2022 | 39 y | 4 | 1 |
| J••• E• S•••••• | M•••••• BD affiliated | Manasquan, Nj | Jan 24, 2023 | 15 y | 0 | 1 |
| R••••• W•••••• S•••••• | M•••••• BD affiliated | New York, Ny | Jun 1, 2026 | 10 y | 0 | 1 |
| E••••• D•••• S••••••••• | M•••••• BD affiliated | Rochester, Ny | Sep 3, 2025 | 16 y | 1 | 1 |
| S••••• M••• S•••••• Certified Financial Planner, Chartered Financial Analyst | M•••••• BD affiliated | Houston, Tx | Jul 1, 2019 | 23 y | 1 | 1 |
| D•••• H•••••• S•••••• | M•••••• BD affiliated | Mechanicsburg, Pa | Apr 6, 2021 | 28 y | 2 | 3 |
| J••• L•• S•••••••• | M•••••• BD affiliated | Tulsa, Ok | Sep 23, 2016 | 31 y | 1 | 1 |
| G••••• J• S••••••• | M•••••• BD affiliated | New York, Ny | Aug 10, 2021 | 19 y | 0 | 1 |
| J•••• P••• S•••••••• | M•••••• BD affiliated | Omaha, Ne | Oct 16, 2017 | 27 y | 2 | 2 |
| A•••••• J•••• S•••••• | M•••••• BD affiliated | Danville, Ca | Oct 3, 2023 | 12 y | 0 | 1 |
| A••••• J••• S•••••• Certified Financial Planner | M•••••• BD affiliated | Cincinnati, Oh | Mar 16, 2026 | 13 y | 0 | 1 |
| A••• J••••• S••••••••• Chartered Financial Analyst | M•••••• BD affiliated | Naperville, Il | Aug 11, 2025 | 10 y | 1 | 1 |
| K••••••• N• S•••••• Certified Financial Planner | M•••••• BD affiliated | Tulsa, Ok | Oct 13, 2021 | 10 y | 1 | 2 |
| J•••••• S•••• S••• dual registrant | M•••••• BD affiliated | West Chester, Oh | Sep 28, 2021 | 28 y | 1 | 1 |
| J••••• J•••• S••• Chartered Financial Analyst | M•••••• BD affiliated | Emeryville, Ca | Dec 16, 2021 | 29 y | 1 | 1 |
| M••• H••••• S••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Coral Gables, Fl | Jun 7, 2019 | 41 y | 1 | 1 |
| J••••• F•••••• S•••• | M•••••• BD affiliated | Center Valley, Pa | Dec 1, 2021 | 29 y | 2 | 3 |
| J•••• M•••• S•••••••• | M•••••• BD affiliated | Concord, Nh | Jan 3, 2022 | 32 y | 3 | 2 |
| T•••••• A• S•••••• I• Certified Financial Planner | M•••••• BD affiliated | Sandy Springs, Ga | May 2, 2024 | 11 y | 2 | 1 |
| J•••• H••••• S•••••• Certified Financial Planner | M•••••• BD affiliated | Greenville, Sc | Feb 21, 2024 | 26 y | 2 | 2 |
| J•••• T••• S••••••• | M•••••• BD affiliated | Rockland, Ma | Jan 13, 2026 | 30 y | 2 | 1 |
| D•••• A••••••• S•••• | M•••••• BD affiliated | Sandy Springs, Ga | Jul 15, 2024 | 12 y | 1 | 1 |
| J•••••• S•••• | M•••••• BD affiliated | Sherwood, Ar | Mar 3, 2026 | 11 y | 1 | 1 |
| M•••• E•••• S•••• Certified Financial Planner | M•••••• BD affiliated | Novi, Mi | Mar 19, 2025 | 12 y | 0 | 1 |
| R•••• W•••••• S•••• | M•••••• BD affiliated | Pittsburgh, Pa | Jan 24, 2025 | 18 y | 0 | 1 |
| T•••• C••••••••• S•••• | M•••••• BD affiliated | Los Angeles, Ca | May 12, 2026 | 10 y | 3 | 1 |
| W•••• W•••••• S•••• | M•••••• BD affiliated | Mcminnville, Or | Aug 31, 2024 | 13 y | 0 | 1 |
| C•••• D•••••• S•••• Chartered Financial Analyst | M•••••• BD affiliated | Concord, Nh | Jan 3, 2022 | 16 y | 1 | 1 |
| J•••• B• S•••• | M•••••• BD affiliated | Tulsa, Ok | Sep 23, 2016 | 17 y | 2 | 1 |
| M•••••• H••• S•••• Certified Financial Planner | M•••••• BD affiliated | Oakbrook Terrace, Il | Nov 3, 2023 | 26 y | 4 | 1 |
| D••••• J••••• S•••• Certified Financial Planner | M•••••• BD affiliated | Walnut Creek, Ca | Mar 17, 2026 | 10 y | 1 | 1 |
| M•••••• J• S•••••• | M•••••• BD affiliated | El Segundo, Ca | Sep 1, 2021 | 17 y | 4 | 2 |
| C••••• S•••• S••••••• Certified Financial Planner | M•••••• BD affiliated | Oakbrook Terrace, Il | Sep 10, 2016 | 11 y | 1 | 2 |
| L•• S••• Certified Financial Planner | M•••••• BD affiliated | Madison, Nj | Dec 9, 2021 | 27 y | 1 | 1 |
| J•••• A•••••• S•••••• | M•••••• BD affiliated | Los Angeles, Ca | Aug 6, 2025 | 19 y | 7 | 2 |
| C••••••••• B•••• S••• Certified Financial Planner | M•••••• BD affiliated | White Plains, Ny | Jul 9, 2021 | 12 y | 3 | 2 |
| N••• R••••• S••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Coral Gables, Fl | Jun 6, 2019 | 25 y | 1 | 2 |
| V••••• G••••• S•••• | M•••••• BD affiliated | Concord, Nh | Jan 3, 2022 | 18 y | 1 | 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.