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 Sofi 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 |
|---|---|---|---|---|---|---|
| Jerome Lemont Abbott dual registrant | Sofi Wealth LLC BD affiliated | San Francisco, Ca | Dec 16, 2024 | 10 y | 0 | 1 |
| Angelo Michael Aguda dual registrant | Sofi Wealth LLC BD affiliated | Cottonwood Heights, Ut | Aug 18, 2026 | 11 y | 1 | 1 |
| Ali Aldifahi dual registrant | Sofi Wealth LLC BD affiliated | Jacksonville, Fl | Jan 6, 2026 | 12 y | 0 | 1 |
| M•••••• A•••••••• dual registrant | S••• W••••• L•• BD affiliated | Jacksonville, Fl | Oct 9, 2025 | 41 y | 4 | 1 |
| E•••••• A••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Apr 28, 2022 | 11 y | 3 | 1 |
| L••••• A•••••••• Certified Financial Planner · dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Nov 24, 2025 | 15 y | 2 | 1 |
| A••• B•••• dual registrant | S••• W••••• L•• BD affiliated | Cottonwood Heights, Ut | Mar 3, 2025 | 9 y | 1 | 1 |
| E•••••••• F••• B••••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Aug 22, 2022 | 16 y | 2 | 1 |
| B••••••• B•••••• dual registrant | S••• W••••• L•• BD affiliated | Jacksonville, Fl | Dec 2, 2025 | 12 y | 1 | 1 |
| J••• B••••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Oct 28, 2025 | 10 y | 2 | 1 |
| E••••• R•••••• B•••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Nov 18, 2025 | 10 y | 0 | 1 |
| K•••••••• B••••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Nov 6, 2025 | 13 y | 1 | 1 |
| C••••••••• D••• B•••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Feb 28, 2019 | 19 y | 2 | 1 |
| J••••••• L••• B•••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Oct 3, 2023 | 23 y | 0 | 1 |
| R••••• E••• B•••••• dual registrant | S••• W••••• L•• BD affiliated | Claymont, De | May 10, 2019 | 13 y | 1 | 1 |
| J•••• B•••• dual registrant | S••• W••••• L•• BD affiliated | Jacksonville, Fl | Mar 20, 2024 | 11 y | 1 | 1 |
| J•••• S• B••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Aug 17, 2021 | 10 y | 0 | 1 |
| J••• C••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Dec 11, 2025 | 19 y | 3 | 1 |
| M•••••• G•••••••• C•• Certified Financial Planner · dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | May 18, 2020 | 10 y | 0 | 1 |
| O•••• C•••••••• dual registrant | S••• W••••• L•• BD affiliated | Cottonwood Heights, Ut | Mar 20, 2024 | 10 y | 2 | 2 |
| T•••• C•••• dual registrant | S••• W••••• L•• BD affiliated | Cottonwood Heights, Ut | May 9, 2017 | 26 y | 0 | 1 |
| J••••• G•••• C•••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Aug 4, 2022 | 13 y | 1 | 1 |
| T•••••• J••••••• C•••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Jun 25, 2019 | 12 y | 1 | 1 |
| J••••• D••••• C••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Apr 20, 2021 | 13 y | 1 | 1 |
| E••• E•••••••• D••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Mar 28, 2022 | 11 y | 1 | 1 |
| C••••• D••••• dual registrant | S••• W••••• L•• BD affiliated | Cottonwood Heights, Ut | Oct 24, 2025 | 14 y | 5 | 1 |
| J•••• B•••••• D• O••••••• N••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | May 29, 2020 | 11 y | 2 | 2 |
| F•••• D•••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Aug 22, 2024 | 11 y | 3 | 1 |
| M•••• D•••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Apr 16, 2026 | 11 y | 0 | 1 |
| M•••• B•••••• D••••• dual registrant | S••• W••••• L•• BD affiliated | Jacksonville, Fl | Apr 29, 2026 | 13 y | 3 | 1 |
| D••••• D•••••••• dual registrant | S••• W••••• L•• BD affiliated | Cottonwood Heights, Ut | Nov 24, 2025 | 10 y | 2 | 1 |
| M•••••• E••• dual registrant | S••• W••••• L•• BD affiliated | Cottonwood Heights, Ut | May 6, 2024 | 12 y | 1 | 1 |
| M•••••• E•••••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Mar 3, 2025 | 10 y | 4 | 1 |
| A••••• A••• E••••• dual registrant | S••• W••••• L•• BD affiliated | Jacksonville, Fl | Mar 16, 2021 | 11 y | 2 | 1 |
| J••••••• G••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Jul 15, 2022 | 12 y | 2 | 1 |
| R••••• G•••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Apr 13, 2021 | 10 y | 2 | 1 |
| A•••••• G••••••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Apr 2, 2025 | 11 y | 1 | 1 |
| R•••• G••••••• dual registrant | S••• W••••• L•• BD affiliated | Jacksonville, Fl | Oct 23, 2024 | 13 y | 4 | 1 |
| N•• G•• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Aug 14, 2024 | 15 y | 2 | 1 |
| B••••••• H••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | May 7, 2024 | 10 y | 2 | 1 |
| C•••••• R• H••• dual registrant | S••• W••••• L•• BD affiliated | Jacksonville, Fl | Apr 27, 2021 | 11 y | 1 | 1 |
| J••••• J• H•••••••• dual registrant | S••• W••••• L•• BD affiliated | Salt Lake City, Ut | Nov 9, 2018 | 16 y | 1 | 1 |
| R••••• M••••••• H••• Certified Financial Planner · dual registrant | S••• W••••• L•• BD affiliated | Jacksonville, Fl | Apr 20, 2021 | 14 y | 1 | 1 |
| J•••• H••••••• dual registrant | S••• W••••• L•• BD affiliated | Jacksonville, Fl | Jan 13, 2026 | 18 y | 5 | 1 |
| K••••••• H•••••• dual registrant | S••• W••••• L•• BD affiliated | Cottonwood Heights, Ut | Nov 15, 2023 | 14 y | 1 | 1 |
| A••••• H•••••• W••••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Jul 22, 2022 | 19 y | 1 | 1 |
| S••• H••••••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Mar 16, 2021 | 13 y | 1 | 1 |
| M•••• I••••••••• Chartered Financial Analyst · dual registrant | S••• W••••• L•• BD affiliated | New York, Ny | Apr 13, 2022 | 11 y | 0 | 1 |
| J••••• E••• J••••••• dual registrant | S••• W••••• L•• BD affiliated | San Francisco, Ca | Oct 14, 2020 | 21 y | 3 | 1 |
| R•••••• C••• J•••• dual registrant | S••• W••••• L•• BD affiliated | Cottonwood Heights, Ut | Jul 6, 2017 | 20 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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108 advisors match.