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 Krilogy
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 |
|---|---|---|---|---|---|---|
| Meghan Marie Dorsey Abeln Certified Financial Planner | Krilogy independent RIA | St. Louis, Mo | Jun 25, 2021 | 15 y | 1 | 2 |
| Michael Shelby Barbercheck Certified Financial Planner | Krilogy independent RIA | St. Louis, Mo | Apr 11, 2018 | 13 y | 0 | 1 |
| Andrew Louis Bouquet Certified Financial Planner | Krilogy independent RIA | St. Louis, Mo | Nov 5, 2025 | 11 y | 1 | 2 |
| M•••• B••••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Jun 24, 2026 | 19 y | 0 | 1 |
| P•••••• M•••••• B•••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Jun 10, 2025 | 13 y | 2 | 2 |
| M•••••• R• B•••• | K•••••• independent RIA | St. Louis, Mo | Feb 23, 2012 | 16 y | 3 | 1 |
| J••• A••••••• C•••• | K•••••• independent RIA | St. Louis, Mo | Jun 4, 2026 | 23 y | 0 | 1 |
| M•••• V•••••• C•••••• | K•••••• independent RIA | Saint Peters, Mo | Sep 17, 2025 | 16 y | 0 | 1 |
| T••••• K••••• D••• | K•••••• independent RIA | St. Louis, Mo | Jun 21, 2018 | 13 y | 0 | 1 |
| B•••• M••••• D•••••••• Certified Financial Planner | K•••••• independent RIA | Saint Louis, Mo | May 28, 2020 | 10 y | 0 | 2 |
| S•••••• J••••• E••••• Certified Financial Planner · dual registrant | K•••••• independent RIA | St. Louis, Mo | Feb 9, 2025 | 16 y | 3 | 2 |
| B•••• J••••• F•••••••• | K•••••• independent RIA | St. Louis, Mo | Mar 3, 2025 | 22 y | 3 | 1 |
| M•••••• D••••••• F••• | K•••••• independent RIA | St. Louis, Mo | May 18, 2026 | 13 y | 0 | 1 |
| D•••• V•••••• F••••••• | K•••••• independent RIA | Wildwood, Mo | Mar 26, 2024 | 11 y | 2 | 1 |
| K•••••• E•••••••• F•••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Jul 10, 2014 | 13 y | 0 | 2 |
| B•••• P••• G•••••• | K•••••• independent RIA | St. Louis, Mo | Sep 15, 2017 | 15 y | 0 | 2 |
| K••• L•••• G••••• | K•••••• independent RIA | St. Louis, Mo | Apr 1, 2021 | 19 y | 5 | 1 |
| B••••••• G• G••••• | K•••••• independent RIA | Dallas, Tx | Feb 21, 2024 | 10 y | 0 | 1 |
| S••••• J•••• G•••••• Certified Financial Planner | K•••••• independent RIA | Saint Louis, Mo | Apr 8, 2020 | 13 y | 0 | 2 |
| M•••••• J• H•••••• | K•••••• independent RIA | St. Louis, Mo | Mar 1, 2012 | 16 y | 0 | 2 |
| A••• D••••• H••••••• | K•••••• independent RIA | St. Louis, Mo | Jan 5, 2022 | 13 y | 1 | 1 |
| D••••• J••••• H••••••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Jan 10, 2022 | 44 y | 5 | 1 |
| J•••••• A••••• H••••••• dual registrant | K•••••• independent RIA | St. Louis, Mo | Mar 4, 2011 | 31 y | 3 | 1 |
| N••••• S• H••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Feb 28, 2012 | 16 y | 0 | 2 |
| S••••• A••••• H•••••••• | K•••••• independent RIA | St. Louis, Mo | Aug 10, 2026 | 11 y | 0 | 1 |
| J•••••• R•••• H••• | K•••••• independent RIA | St. Louis, Mo | Aug 3, 2026 | 10 y | 0 | 1 |
| J••• B• L•••• | K•••••• independent RIA | St. Louis, Mo | Sep 30, 2021 | 12 y | 1 | 1 |
| D••••• S••••• L••••• | K•••••• independent RIA | St. Louis, Mo | Oct 22, 2025 | 25 y | 2 | 1 |
| T••••• L•••• | K•••••• independent RIA | St. Louis, Mo | Apr 21, 2016 | 14 y | 2 | 1 |
| J•••• J•••••• L•••••• J• | K•••••• independent RIA | St. Louis, Mo | Sep 20, 2019 | 26 y | 1 | 2 |
| J••••• T••••• M••••••• Chartered Financial Analyst | K•••••• independent RIA | St. Louis, Mo | Sep 29, 2023 | 19 y | 1 | 1 |
| K•••• J••••• M••••• Certified Financial Planner · dual registrant | K•••••• independent RIA | St. Louis, Mo | Oct 31, 2023 | 31 y | 2 | 2 |
| J••• M•••••• M••••••• dual registrant | K•••••• independent RIA | St. Louis, Mo | May 5, 2014 | 25 y | 2 | 2 |
| S•••• R•• M•••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Nov 13, 2025 | 12 y | 1 | 1 |
| P•••••• W• M•••••• dual registrant | K•••••• independent RIA | St. Louis, Mo | Feb 28, 2012 | 16 y | 0 | 2 |
| H••• D•• N••••• Certified Financial Planner | K•••••• independent RIA | St. Peters, Mo | Oct 11, 2016 | 10 y | 0 | 3 |
| L•••• E••••• N••••••••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Aug 30, 2018 | 13 y | 0 | 2 |
| J•••• P•••••• O••••• | K•••••• independent RIA | St. Louis, Mo | Jan 14, 2009 | 21 y | 2 | 2 |
| M•••••• J••••• O•• | K•••••• independent RIA | St. Louis, Mo | Mar 11, 2024 | 25 y | 4 | 2 |
| W•••••• J••• P••••• Certified Financial Planner · dual registrant | K•••••• independent RIA | St. Louis, Mo | Jun 10, 2013 | 27 y | 3 | 2 |
| T••••• J••••• P•••• | K•••••• independent RIA | St. Louis, Mo | Sep 15, 2026 | 10 y | 3 | 2 |
| K•••••• B•••• P•••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Aug 2, 2018 | 19 y | 3 | 2 |
| R••• E• P••••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Dec 6, 2020 | 18 y | 5 | 4 |
| D••••• P•••••• R••••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Mar 15, 2018 | 12 y | 0 | 1 |
| K•••• M•••••• R••••••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Nov 10, 2014 | 16 y | 0 | 2 |
| W•••••• S••••••••• R••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Dec 18, 2023 | 11 y | 2 | 1 |
| F•••••••• J••• S•••••• | K•••••• independent RIA | Dallas, Tx | Sep 29, 2023 | 13 y | 1 | 1 |
| C•••• S•••••• | K•••••• independent RIA | St. Louis, Mo | Oct 23, 2025 | 14 y | 1 | 1 |
| C•••••• P• S••••• Certified Financial Planner | K•••••• independent RIA | St. Louis, Mo | Apr 8, 2013 | 13 y | 0 | 1 |
| B•••• T••••• S•••••••• | K•••••• independent RIA | St. Louis, Mo | Aug 11, 2024 | 13 y | 2 | 1 |
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.