DFX Intelligence
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 |
|---|---|---|---|---|---|---|
| John Marvin Ray | Bip Wealth, LLC independent RIA | Atlanta, Ga | May 16, 2014 | 19 y | 3 | 1 |
| Aron Robert Riddle Certified Financial Planner | Bip Wealth, LLC independent RIA | Atlanta, Ga | Apr 5, 2017 | 22 y | 2 | 1 |
| Forrest Ivey Robertson Certified Financial Planner | Bip Wealth, LLC independent RIA | Atlanta, Ga | May 27, 2009 | 34 y | 2 | 1 |
| K••• A•••• S•••••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jul 11, 2018 | 14 y | 5 | 1 |
| J••• P•••••• S•••• Certified Financial Planner, Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Alpharetta, Ga | Aug 13, 2015 | 23 y | 3 | 1 |
| P•••••• R••• S••• dual registrant | B•• W•••••• L•• independent RIA | Norcross, Ga | Oct 2, 2025 | 10 y | 1 | 3 |
| M•••••• F••• S••••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | Feb 4, 2020 | 29 y | 0 | 1 |
| M•••••• M••••••• S•••• | B•• W•••••• L•• independent RIA | Alpharetta, Ga | Jan 22, 2025 | 11 y | 1 | 1 |
| A•••••• V••••••• S•••••• Chartered Financial Analyst | B•• W•••••• L•• independent RIA | Norcross, Ga | May 18, 2026 | 11 y | 0 | 1 |
| K•••• S• W••••• | B•• W•••••• L•• independent RIA | Alpharetta, Ga | Feb 10, 2023 | 11 y | 0 | 1 |
| T••••• N•••• W••••••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Atlanta, Ga | Jun 26, 2015 | 28 y | 4 | 1 |
| J••••• T•••• Y••• | B•• W•••••• L•• independent RIA | Atlanta, Ga | May 22, 2023 | 14 y | 2 | 1 |
| C•••••• J••••• Y•••• Certified Financial Planner | B•• W•••••• L•• independent RIA | Atlanta, Ga | Aug 24, 2023 | 12 y | 0 | 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.
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63 advisors match.