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 Bip Wealth, 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 |
|---|---|---|---|---|---|---|
| Ashley Lynn Arrington Certified Financial Planner | Bip Wealth, LLC independent RIA | Atlanta, Ga | Aug 17, 2022 | 14 y | 3 | 2 |
| John Edward Barone | Bip Wealth, LLC independent RIA | Atlanta, Ga | Aug 6, 2025 | 12 y | 0 | 1 |
| Dennis A. Booker | Bip Wealth, LLC independent RIA | Alpharetta, Ga | May 28, 2010 | 26 y | 2 | 2 |
| J••••••••• B••• | B•• W•••••• L•• independent RIA | Alpharetta, Ga | Feb 2, 2024 | 15 y | 3 | 1 |
| L••• L••• B••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Dec 8, 2014 | 28 y | 1 | 1 |
| M•••••• S•••• B•••••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Atlanta, Ga | Aug 5, 2015 | 12 y | 1 | 1 |
| A••••• L•• B•••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Atlanta, Ga | Apr 13, 2021 | 22 y | 5 | 1 |
| M•••••• B••••• dual registrant | B•• W•••••• L•• independent RIA | Norcross, Ga | Apr 28, 2026 | 24 y | 2 | 1 |
| A••••• W••••• B•••• | B•• W•••••• L•• independent RIA | Nashville, Tn | Aug 15, 2025 | 13 y | 0 | 2 |
| H•••• P•••••• C••••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jun 4, 2025 | 13 y | 0 | 1 |
| G••••• C••• Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jun 23, 2026 | 28 y | 2 | 2 |
| K•••• L•• C•••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | May 24, 2011 | 30 y | 1 | 1 |
| J•••• C•••••• C•••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Atlanta, Ga | May 22, 2023 | 13 y | 0 | 1 |
| A••••• M••••• C••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Columbus, Ga | May 18, 2026 | 12 y | 0 | 1 |
| D••••• M• C••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Atlanta, Ga | Apr 7, 2026 | 15 y | 2 | 1 |
| M••••• C•••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Mar 9, 2018 | 23 y | 8 | 1 |
| E••• A••••• C••••• Certified Financial Planner, Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Atlanta, Ga | Nov 1, 2011 | 28 y | 1 | 1 |
| C•••••• A•••• C•••••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Alpharetta, Ga | Jan 27, 2023 | 16 y | 5 | 2 |
| T••••• E••••• D•• Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Atlanta, Ga | Dec 2, 2016 | 20 y | 0 | 1 |
| D•••• R••• D••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Aug 10, 2026 | 10 y | 0 | 1 |
| S••• M•••••• D••••• Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jun 15, 2026 | 16 y | 0 | 1 |
| M•••••• A•••• E••••••• | B•• W•••••• L•• independent RIA | Alpharetta, Ga | Feb 15, 2024 | 13 y | 0 | 1 |
| C••• J••••• E•••••• dual registrant | B•• W•••••• L•• independent RIA | Norcross, Ga | Oct 2, 2025 | 18 y | 1 | 2 |
| E•••• F•••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jul 13, 2026 | 10 y | 0 | 1 |
| H••••• M•••••••• F•••••• Certified Financial Planner, Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jun 22, 2026 | 31 y | 3 | 2 |
| J••• H••••••••• G•••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jan 12, 2026 | 11 y | 0 | 1 |
| J•••••• S•••• G••••••• Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jun 24, 2021 | 12 y | 0 | 1 |
| M•••••• H••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jul 31, 2023 | 11 y | 4 | 1 |
| P•••••• H••••• | B•• W•••••• L•• independent RIA | Nashville, Tn | Jul 29, 2026 | 32 y | 4 | 2 |
| M•••••• O•••••• H••••• | B•• W•••••• L•• independent RIA | Alpharetta, Ga | Mar 24, 2025 | 11 y | 0 | 1 |
| W•••••• J••••• H••••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Atlanta, Ga | Apr 19, 2007 | 34 y | 2 | 1 |
| J••••• R••• H•••••• | B•• W•••••• L•• independent RIA | Alpharetta, Ga | Jan 22, 2025 | 10 y | 0 | 1 |
| X••••• A•••••• H••••••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jan 7, 2020 | 11 y | 0 | 1 |
| J••• H••••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Scottsdale, Az | Aug 27, 2021 | 10 y | 2 | 1 |
| D••••• D• H•••• Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Atlanta, Ga | May 22, 2023 | 16 y | 5 | 1 |
| R••• A•••• H••••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Alpharetta, Ga | Nov 28, 2022 | 16 y | 2 | 1 |
| S•••• H•••••••• L••• dual registrant | B•• W•••••• L•• independent RIA | Norcross, Ga | Oct 2, 2025 | 28 y | 2 | 2 |
| R•• P•••••• M•••• Certified Financial Planner, Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jun 22, 2026 | 38 y | 3 | 2 |
| A••••• M••••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jan 13, 2023 | 15 y | 1 | 1 |
| S••••• F•••• M••••••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Feb 6, 2023 | 33 y | 6 | 1 |
| M••••• M•••• M••••• Certified Financial Planner, Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Atlanta, Ga | Dec 2, 2011 | 37 y | 3 | 2 |
| R••• C• M••••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Nov 12, 2024 | 10 y | 1 | 1 |
| J•••• R••••• M•••• Certified Financial Planner, Chartered Financial Consultant | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jun 12, 2025 | 35 y | 4 | 1 |
| P••• T•••••• M•••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Columbus, Ga | Jul 7, 2025 | 36 y | 4 | 1 |
| C•••• R•••••• M••••• | B•• W•••••• L•• independent RIA | Alpharetta, Ga | May 20, 2024 | 10 y | 0 | 1 |
| M••• A•••• P••••• | B•• W•••••• L•• independent RIA | Nashville, Tn | Feb 9, 2021 | 34 y | 0 | 2 |
| E•••••••• A•• P•••••••• | B•• W•••••• L•• independent RIA | Nashville, Tn | Jul 29, 2025 | 11 y | 0 | 1 |
| M•••• L•• P•••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Sep 9, 2022 | 14 y | 1 | 2 |
| A••••• J•••• P•••••• dual registrant | B•• W•••••• L•• independent RIA | Norcross, Ga | Oct 2, 2025 | 11 y | 1 | 2 |
| W••••• D••• P•••••• dual registrant | B•• W•••••• L•• independent RIA | Norcross, Ga | Oct 2, 2025 | 38 y | 2 | 2 |
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.
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63 advisors match.