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.
974 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Garrett L Cobb Certified Financial Planner | Mariner BD affiliated | Cincinnati, Oh | Jan 31, 2025 | 16 y | 2 | 1 |
| Benjamin John Coffaro Certified Financial Planner | Mariner BD affiliated | Cincinnati, Oh | Jul 9, 2018 | 11 y | 1 | 1 |
| Colin P Coine Certified Financial Planner | Mariner BD affiliated | Chicago, Il | May 29, 2025 | 15 y | 2 | 1 |
| D•••• C•••••• C•••• | M•••••• BD affiliated | Bedford, Nh | Nov 13, 2024 | 24 y | 4 | 1 |
| K•••••• C••• Certified Financial Planner | M•••••• BD affiliated | Redondo Beach, Ca | Apr 20, 2026 | 14 y | 0 | 1 |
| J•••• R••••• C••• Certified Financial Planner, Chartered Financial Consultant | M•••••• BD affiliated | Memphis, Tn | Feb 14, 2023 | 28 y | 3 | 1 |
| J••••• M•••••• C•••••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Mar 12, 2018 | 10 y | 2 | 1 |
| A•••• I••• C•••• Certified Financial Planner | M•••••• BD affiliated | New York, Ny | Jul 14, 2022 | 19 y | 3 | 2 |
| J••• A•••••• C•••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Florham Park, Nj | Sep 10, 2021 | 46 y | 3 | 3 |
| P••• J••• C••••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Manasquan, Nj | Nov 9, 2016 | 26 y | 5 | 2 |
| M•••••• D•••• C•••••• | M•••••• BD affiliated | Houston, Tx | Jan 2, 2019 | 23 y | 3 | 1 |
| J••••• R•• C••• Certified Financial Planner | M•••••• BD affiliated | Freeport, Fl | Mar 18, 2010 | 20 y | 1 | 2 |
| J•••• K••••• C••••• I•• | M•••••• BD affiliated | Tulsa, Ok | Sep 23, 2016 | 22 y | 1 | 1 |
| R•••••• N•• C•••• Certified Financial Planner | M•••••• BD affiliated | Madison, Nj | Apr 1, 2020 | 28 y | 3 | 2 |
| E•••• R•••••• C•••••• Certified Financial Planner | M•••••• BD affiliated | Tulsa, Ok | Jan 1, 2020 | 11 y | 0 | 2 |
| K•••• T••••• C•••••• Certified Financial Planner | M•••••• BD affiliated | Scottsdale, Az | Mar 8, 2019 | 16 y | 0 | 2 |
| A••••• C•••••• C••••••• Certified Financial Planner | M•••••• BD affiliated | Beachwood, Oh | Jun 3, 2025 | 12 y | 4 | 1 |
| M••••• E•••••••• C••••••• Chartered Financial Analyst | M•••••• BD affiliated | New London, Nh | Jan 3, 2022 | 32 y | 3 | 1 |
| J•••••• A••• C•••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Sep 23, 2016 | 20 y | 1 | 1 |
| H•••• C•• Certified Financial Planner | M•••••• BD affiliated | New York, Ny | Apr 19, 2026 | 11 y | 1 | 1 |
| D•••••• J••••• C••••••• Chartered Financial Analyst | M•••••• BD affiliated | Los Angeles, Ca | Mar 1, 2022 | 25 y | 2 | 1 |
| S••••• C••••• Certified Financial Planner | M•••••• BD affiliated | Bellevue, Wa | Jul 10, 2026 | 28 y | 4 | 1 |
| K•••• A•• C•••••• Certified Financial Planner, Chartered Financial Consultant | M•••••• BD affiliated | Albuquerque, Nm | Apr 13, 2023 | 13 y | 0 | 2 |
| F•••••• O•••• C••••••• Certified Financial Planner | M•••••• BD affiliated | Charlotte, Nc | May 20, 2026 | 22 y | 4 | 1 |
| K••••• J•••••••• C•••• | M•••••• BD affiliated | Oakbrook Terrace, Il | Nov 18, 2023 | 12 y | 0 | 1 |
| M••••••• J• M••••• C•••• Certified Financial Planner | M•••••• BD affiliated | Sarasota, Fl | Aug 5, 2021 | 13 y | 4 | 1 |
| A••••• M•••• C••••••••• | M•••••• BD affiliated | New York, Ny | Dec 9, 2021 | 10 y | 0 | 2 |
| S•••• H••••••• C•••••• | M•••••• BD affiliated | Los Angeles, Ca | Nov 23, 2022 | 10 y | 0 | 1 |
| B•••• W••••• C••••••••• | M•••••• BD affiliated | Overland Park, Ks | Oct 11, 2021 | 10 y | 4 | 1 |
| J••••• C••••• Certified Financial Planner | M•••••• BD affiliated | Hanson, Ma | Jan 13, 2026 | 12 y | 1 | 1 |
| S••••• C•••••• C••••• Certified Financial Planner | M•••••• BD affiliated | Cincinnati, Oh | Mar 25, 2019 | 11 y | 0 | 1 |
| R••• A•••••• C•••• | M•••••• BD affiliated | Bloomington, Mn | Aug 9, 2024 | 10 y | 1 | 1 |
| E•••••• J••••••••• D••••• | M•••••• BD affiliated | Mclean, Va | Mar 11, 2026 | 10 y | 1 | 2 |
| M•••••• L•••• D•••••• Certified Financial Planner | M•••••• BD affiliated | Plano, Tx | Dec 10, 2025 | 10 y | 3 | 1 |
| J•••• R••• D•••• Certified Financial Planner | M•••••• BD affiliated | Scottsdale, Az | May 15, 2019 | 17 y | 2 | 1 |
| D•••••• D• C••••• M•••••• dual registrant | M•••••• BD affiliated | Coral Gables, Fl | Jul 15, 2019 | 12 y | 0 | 1 |
| C••• P••••• D•••• Certified Financial Planner | M•••••• BD affiliated | Scottsdale, Az | Sep 24, 2024 | 12 y | 2 | 1 |
| C•••••• C•••••• D••• Certified Financial Planner, Chartered Financial Analyst | M•••••• BD affiliated | Sarasota, Fl | Aug 6, 2021 | 14 y | 1 | 1 |
| P•••• J• D•••••• Certified Financial Planner | M•••••• BD affiliated | Highlands Ranch, Co | Mar 16, 2018 | 12 y | 1 | 1 |
| B•••••• M••• D••••• Certified Financial Planner | M•••••• BD affiliated | St George, Ut | Sep 16, 2025 | 12 y | 2 | 2 |
| C••••••• J•••• D••• | M•••••• BD affiliated | Bloomington, Mn | May 11, 2021 | 12 y | 0 | 1 |
| D•••• A••••• D•••••• | M•••••• BD affiliated | Pittsburgh, Pa | Aug 21, 2026 | 13 y | 0 | 1 |
| A••••• D••••••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Manasquan, Nj | Nov 9, 2022 | 14 y | 3 | 1 |
| J•••••• D••••••••• | M•••••• BD affiliated | Overland Park, Ks | Sep 11, 2023 | 13 y | 0 | 1 |
| M•••••• D••• | M•••••• BD affiliated | Bethlehem, Pa | Sep 30, 2022 | 12 y | 0 | 1 |
| A••••••••• D•••••• Certified Financial Planner | M•••••• BD affiliated | Fairfield, Ct | Jul 7, 2023 | 28 y | 4 | 2 |
| R••••• J••• D••••••• Personal Financial Specialist | M•••••• BD affiliated | Madison, Nj | Nov 30, 2016 | 24 y | 2 | 1 |
| S•••••••• J••••• D••••• | M•••••• BD affiliated | Scottsdale, Az | Jun 13, 2023 | 18 y | 3 | 2 |
| B•••• R•• D•••• | M•••••• BD affiliated | Bradenton, Fl | Apr 10, 2025 | 10 y | 1 | 1 |
| J••••• D• Certified Financial Planner | M•••••• BD affiliated | San Diego, Ca | Mar 19, 2025 | 11 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.