DFX Intelligence
Advisors
Advisors registered through Mariner
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 |
|---|---|---|---|---|---|---|
| Tyler Jonathan Burtscher Certified Financial Planner | Mariner BD affiliated | Plano, Tx | May 28, 2026 | 12 y | 1 | 1 |
| Matt Butler | Mariner BD affiliated | Omaha, Ne | Sep 15, 2026 | 12 y | 0 | 1 |
| Robert Graham Butler Certified Financial Planner | Mariner BD affiliated | Sandy Springs, Ga | Feb 20, 2020 | 13 y | 2 | 1 |
| N••• B••••• | M•••••• BD affiliated | Tigard, Or | Mar 16, 2026 | 11 y | 3 | 1 |
| K••••• V•••• B••••• Certified Financial Planner | M•••••• BD affiliated | Bloomfield Hills, Mi | Jun 1, 2022 | 10 y | 1 | 1 |
| I•• C••••••••• | M•••••• BD affiliated | Washington, Dc | Nov 19, 2025 | 11 y | 0 | 1 |
| S••••• N••••• C••• Certified Financial Planner | M•••••• BD affiliated | Cincinnati, Oh | Apr 9, 2024 | 10 y | 2 | 2 |
| S••••• C•••••••• | M•••••• BD affiliated | Overland Park, Ks | Apr 20, 2026 | 14 y | 0 | 2 |
| C••••• R••••• C••••••• | M•••••• BD affiliated | Newport Beach, Ca | Apr 2, 2025 | 11 y | 1 | 1 |
| B•••••• C•••• C••••••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Jul 1, 2026 | 11 y | 1 | 2 |
| E•••••••• O••••••••• C••••••• | M•••••• BD affiliated | Mansfield, Ma | Jun 18, 2025 | 16 y | 4 | 1 |
| T•••• A••••••••• C••••••• | M•••••• BD affiliated | Indianapolis, In | Apr 15, 2026 | 32 y | 2 | 1 |
| P•••••• E••• C••••• | M•••••• BD affiliated | San Mateo, Ca | Mar 4, 2026 | 19 y | 4 | 1 |
| S• K••• S•••• C••••••••• | M•••••• BD affiliated | Orlando, Fl | Jan 10, 2023 | 12 y | 0 | 1 |
| P••• B•••• C••••• Certified Financial Planner, Chartered Financial Analyst | M•••••• BD affiliated | Mt. Pleasant, Sc | Feb 2, 2022 | 41 y | 2 | 2 |
| M•••• P•••• C••••••••• | M•••••• BD affiliated | Bloomfield Hills, Mi | Dec 19, 2023 | 13 y | 0 | 1 |
| C••••••••• M• C•••••• | M•••••• BD affiliated | Overland Park, Ks | May 7, 2026 | 14 y | 1 | 2 |
| C••••••••• A•••••• C•••••• | M•••••• BD affiliated | Rochester, Ny | Sep 8, 2025 | 32 y | 5 | 1 |
| T••••••• J• C••••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Palm Beach Gardens, Fl | Jul 24, 2019 | 14 y | 3 | 1 |
| M•••••• W•••••• C••••••• Certified Financial Planner | M•••••• BD affiliated | Sandy Springs, Ga | Oct 2, 2023 | 20 y | 4 | 1 |
| M••••••• D•••• C••••• | M•••••• BD affiliated | Indianapolis, In | Nov 2, 2018 | 18 y | 0 | 1 |
| D•••••• E••••• C•••••• Certified Financial Planner | M•••••• BD affiliated | Houston, Tx | Jul 1, 2019 | 24 y | 1 | 1 |
| K•••• P• C••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Manasquan, Nj | May 27, 2022 | 32 y | 2 | 2 |
| K•••• D••• C••••• | M•••••• BD affiliated | Overland Park, Ks | Apr 12, 2023 | 11 y | 0 | 2 |
| N••••••• G•••••• C••••• | M•••••• BD affiliated | Madison, Nj | Jan 30, 2025 | 10 y | 0 | 1 |
| G•••••• R•••••• C••••••• | M•••••• BD affiliated | Englewood, Co | Nov 17, 2025 | 10 y | 1 | 2 |
| G•••••• C• C•••••• Certified Financial Planner | M•••••• BD affiliated | Sarasota, Fl | Feb 1, 2024 | 10 y | 0 | 1 |
| R••••• P• C••••••• | M•••••• BD affiliated | New York, Ny | Aug 18, 2022 | 10 y | 0 | 1 |
| G••••• D••••• C•••••••• | M•••••• BD affiliated | Overland Park, Ks | Jul 1, 2023 | 14 y | 0 | 1 |
| A•••••• C•••••• | M•••••• BD affiliated | Bellevue, Wa | Jun 8, 2026 | 10 y | 0 | 1 |
| J•••• C••• | M•••••• BD affiliated | Sacramento, Ca | Oct 16, 2023 | 14 y | 2 | 1 |
| V•••••• C••• Certified Financial Planner | M•••••• BD affiliated | Oakbrook, Il | Jul 18, 2017 | 13 y | 1 | 1 |
| C••••••••• G••••• C••••• | M•••••• BD affiliated | Los Angeles, Ca | Mar 15, 2022 | 18 y | 2 | 1 |
| P•••• C••• | M•••••• BD affiliated | San Francisco, Ca | Apr 2, 2024 | 25 y | 3 | 1 |
| C•••••• E••••• C••••••• Chartered Financial Consultant | M•••••• BD affiliated | Canton, Oh | Jul 1, 2026 | 10 y | 1 | 1 |
| J••••• L•••• C••••••• | M•••••• BD affiliated | Los Angeles, Ca | Mar 2, 2022 | 15 y | 2 | 1 |
| N•••••••• Y•• C••• | M•••••• BD affiliated | Oakbrook Terrace, Il | Jul 22, 2026 | 13 y | 1 | 1 |
| J••••••• P•••• C•••••• | M•••••• BD affiliated | Manasquan, Nj | Feb 27, 2026 | 12 y | 0 | 1 |
| M•••••• R••••• M••••• C•••••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Mar 15, 2018 | 10 y | 1 | 2 |
| R•••••• E••• C•••••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | M•••••• BD affiliated | Ventura, Ca | Sep 1, 2021 | 46 y | 4 | 2 |
| M•••••• R•• C•••• Certified Financial Planner | M•••••• BD affiliated | San Antonio, Tx | Oct 31, 2019 | 10 y | 0 | 1 |
| R•••• C••••••• | M•••••• BD affiliated | Los Angeles, Ca | Aug 21, 2025 | 19 y | 2 | 1 |
| H•••• C•••••••• | M•••••• BD affiliated | New York, Ny | Jun 8, 2021 | 21 y | 1 | 2 |
| S••••• J•••• C••••••••• Certified Financial Planner | M•••••• BD affiliated | Novi, Mi | Jun 26, 2019 | 27 y | 2 | 1 |
| R••• M••••• C••••••• C••••••••• | M•••••• BD affiliated | Los Angeles, Ca | Feb 27, 2023 | 13 y | 1 | 2 |
| M••••• P•••• C••••• Certified Financial Planner | M•••••• BD affiliated | Rochester, Ny | Sep 5, 2025 | 19 y | 1 | 1 |
| A•••• S•••• C•••• Chartered Financial Analyst · dual registrant | M•••••• BD affiliated | S••••Sdale, Az | Nov 11, 2019 | 20 y | 5 | 3 |
| M•••••• W•••••• C•••• Personal Financial Specialist | M•••••• BD affiliated | Cincinnati, Oh | Mar 6, 2025 | 31 y | 2 | 1 |
| G•••• D•••• C•••• | M•••••• BD affiliated | Tulsa, Ok | Jul 28, 2026 | 11 y | 3 | 1 |
| A••• C••••• C•••••••• Certified Financial Planner | M•••••• BD affiliated | Tulsa, Ok | Apr 15, 2025 | 14 y | 3 | 2 |
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.
974 advisors match.