DFX Intelligence
Advisors
Advisors registered through Aspiriant, LLCAbout 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.
73 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Owen Arthur Reynolds | Aspiriant, LLC independent RIA | Los Angeles, Ca | Nov 18, 2022 | 12 y | 0 | 1 |
| Myles D Rush Certified Financial Planner | Aspiriant, LLC independent RIA | Los Angeles, Ca | Jan 4, 2016 | 14 y | 2 | 1 |
| Nicholas Hogan Ruzette Certified Financial Planner | Aspiriant, LLC independent RIA | Los Angeles, Ca | Mar 26, 2020 | 13 y | 2 | 2 |
| F••••••• S•••••• Certified Financial Planner | A••••••••• L•• independent RIA | Los Angeles, Ca | Apr 17, 2025 | 11 y | 1 | 1 |
| L••• M• S•••••• | A••••••••• L•• independent RIA | New York, Ny | Dec 18, 2024 | 11 y | 2 | 1 |
| G•••••• R••• S••••• Certified Financial Planner | A••••••••• L•• independent RIA | Los Angeles, Ca | Aug 6, 2008 | 29 y | 2 | 2 |
| P•••• L•••• S••••••• | A••••••••• L•• independent RIA | Los Angeles, Ca | Jul 16, 2012 | 22 y | 2 | 2 |
| M•••••• W•••••• J••• S•••• Certified Financial Planner | A••••••••• L•• independent RIA | Los Angeles, Ca | Mar 8, 2021 | 11 y | 0 | 1 |
| J•••• B•••• S•••••• Certified Financial Planner | A••••••••• L•• independent RIA | San Francisco, Ca | Mar 21, 2018 | 10 y | 0 | 1 |
| A••• C••••••••• S•••• | A••••••••• L•• independent RIA | San Diego, Ca | Dec 5, 2023 | 13 y | 0 | 1 |
| A••• E•••••• S•••••• Certified Financial Planner | A••••••••• L•• independent RIA | Los Angeles, Ca | Jan 13, 2014 | 16 y | 1 | 2 |
| M•••• B••• T••••• Certified Financial Planner | A••••••••• L•• independent RIA | Los Angeles, Ca | Feb 28, 2019 | 25 y | 4 | 1 |
| A••• M•••• V•• P••••••••• Certified Financial Planner | A••••••••• L•• independent RIA | New York, Ny | Jul 22, 2025 | 11 y | 0 | 1 |
| J•• N••••• R•••••• V••• Certified Financial Planner | A••••••••• L•• independent RIA | Los Angeles, Ca | Jan 7, 2026 | 12 y | 1 | 1 |
| L•••• W••• Certified Financial Planner | A••••••••• L•• independent RIA | San Francisco, Ca | Aug 12, 2021 | 10 y | 0 | 1 |
| B•••••• A••• W•••• | A••••••••• L•• independent RIA | Minnetonka, Mn | Jan 7, 2026 | 23 y | 1 | 1 |
| M•••••• B• W••••••• Certified Financial Planner | A••••••••• L•• independent RIA | Los Angeles, Ca | Mar 12, 2021 | 26 y | 2 | 1 |
| W•••• C•••• W••••• | A••••••••• L•• independent RIA | San Diego, Ca | Aug 15, 2024 | 33 y | 3 | 1 |
| G••• M•••• W••••••• Certified Financial Planner | A••••••••• L•• independent RIA | Los Angeles, Ca | Feb 28, 2025 | 13 y | 1 | 2 |
| R••••• W••• Certified Financial Planner | A••••••••• L•• independent RIA | Los Angeles, Ca | Feb 18, 2022 | 12 y | 0 | 2 |
| A••• M•••••• W••• Chartered Financial Analyst | A••••••••• L•• independent RIA | Mountain View, Ca | Apr 20, 2026 | 13 y | 0 | 1 |
| M•••••• W• Chartered Financial Analyst | A••••••••• L•• independent RIA | Los Angeles, Ca | Mar 29, 2022 | 10 y | 2 | 1 |
| P••••••• Y•••• | A••••••••• L•• independent RIA | Los Angeles, Ca | May 10, 2023 | 11 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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