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 Apella Wealth
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 |
|---|---|---|---|---|---|---|
| Ayden Justin Al-Shimary | Apella Wealth independent RIA | West Hartford, Ct | Jan 14, 2025 | 11 y | 1 | 2 |
| Samuel Mark Atherton Certified Financial Planner | Apella Wealth independent RIA | Reston, Va | Apr 18, 2024 | 23 y | 2 | 4 |
| Richard Alan Backer | Apella Wealth independent RIA | Atlantic Beach, Ny | Sep 12, 2025 | 34 y | 1 | 2 |
| D•••• L••• B•••• Certified Financial Planner | A••••• W••••• independent RIA | San Francisco, Ca | Jan 8, 2020 | 27 y | 6 | 3 |
| J•••• T••••••• B••••• Chartered Financial Consultant | A••••• W••••• independent RIA | West Hartford, Ct | Jan 10, 2025 | 39 y | 1 | 3 |
| D••••• J••••• B••••• Certified Financial Planner, Personal Financial Specialist | A••••• W••••• independent RIA | Fredericksburg, Va | Jan 8, 2026 | 24 y | 2 | 2 |
| D••••• L•• B•••• | A••••• W••••• independent RIA | West Hartford, Ct | Jul 7, 2025 | 13 y | 1 | 3 |
| S••••• H••• B••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Jan 7, 2026 | 15 y | 4 | 3 |
| M••• A••• B•••••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Jul 7, 2025 | 10 y | 1 | 2 |
| J•••• R•••••• B•••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Apr 22, 2024 | 26 y | 1 | 2 |
| D•••• E••••• B••• Certified Financial Planner, Personal Financial Specialist | A••••• W••••• independent RIA | Williamsburg, Va | Jan 7, 2026 | 23 y | 1 | 3 |
| R••••• M•••• B••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Nov 4, 2021 | 13 y | 0 | 3 |
| P•••••• A••••• C••••••• | A••••• W••••• independent RIA | Atlanta, Ga | Apr 2, 2021 | 18 y | 6 | 3 |
| L•••• C•••••• Personal Financial Specialist | A••••• W••••• independent RIA | West Hartford, Ct | Jul 7, 2022 | 14 y | 1 | 2 |
| A••••• D•••• C•••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Apr 22, 2024 | 10 y | 1 | 2 |
| G••• R• C••••••• Personal Financial Specialist | A••••• W••••• independent RIA | West Hartford, Ct | Apr 5, 2023 | 17 y | 2 | 3 |
| T••••• C••••• C••• | A••••• W••••• independent RIA | Bellevue, Wa | Jan 5, 2021 | 10 y | 1 | 3 |
| T••••• C•••••• C••• | A••••• W••••• independent RIA | West Hartford, Ct | Jan 5, 2021 | 20 y | 3 | 3 |
| J••••••• I••••• C••••• S•••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Apr 9, 2026 | 22 y | 1 | 2 |
| M•••••• A•••••••• C••••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Jul 16, 2026 | 12 y | 4 | 2 |
| A•••••••• R••• C••••••• Certified Financial Planner | A••••• W••••• independent RIA | Williamsburg, Va | Jan 8, 2026 | 12 y | 1 | 2 |
| K••••• J•••• C••••••• | A••••• W••••• independent RIA | West Hartford, Ct | Sep 6, 2024 | 10 y | 0 | 2 |
| R•••••• D•••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Jul 28, 2026 | 14 y | 1 | 2 |
| M••• E•••• D•••••• | A••••• W••••• independent RIA | Topsfield, Ma | Jan 17, 2025 | 22 y | 2 | 2 |
| M•••••• J••• D••••••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Mar 9, 2024 | 10 y | 0 | 2 |
| T••••• E••• D•••• Chartered Financial Analyst | A••••• W••••• independent RIA | West Hartford, Ct | Jan 19, 2022 | 28 y | 8 | 3 |
| K••••••• E•••••••• D•••• Certified Financial Planner, Chartered Financial Consultant | A••••• W••••• independent RIA | Mclean, Va | Jul 15, 2025 | 28 y | 3 | 3 |
| T••••• L••• D••••• Certified Financial Planner | A••••• W••••• independent RIA | Costa Mesa, Ca | Mar 31, 2026 | 27 y | 4 | 2 |
| C••••• B••••• E••••• | A••••• W••••• independent RIA | Williamsburg, Va | Jan 7, 2026 | 11 y | 1 | 2 |
| A••••• J• E•••• | A••••• W••••• independent RIA | West Hartford, Ct | Jan 7, 2026 | 11 y | 1 | 2 |
| M••••••• J•• E•••• | A••••• W••••• independent RIA | Bellevue, Wa | Jan 6, 2021 | 18 y | 2 | 3 |
| M•••••• V•••••• F•••• | A••••• W••••• independent RIA | Marblehead, Ma | Oct 8, 2024 | 10 y | 0 | 2 |
| J•••• R• F•••• | A••••• W••••• independent RIA | West Hartford, Ct | Oct 1, 2015 | 34 y | 3 | 3 |
| J••••• M• F••••••• | A••••• W••••• independent RIA | West Hartford, Ct | Mar 3, 2025 | 12 y | 0 | 1 |
| M•••••• E••••• G•••••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Aug 21, 2021 | 13 y | 0 | 2 |
| J•••• K••• G•••••• Certified Financial Planner | A••••• W••••• independent RIA | Southold, Ny | May 16, 2014 | 22 y | 2 | 3 |
| G••• J••••• H•••• | A••••• W••••• independent RIA | West Hartford, Ct | Jul 7, 2025 | 10 y | 1 | 3 |
| S•••• M•••••• H•••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Sep 4, 2026 | 13 y | 6 | 2 |
| D••••••••• M•••• H••••• | A••••• W••••• independent RIA | West Hartford, Ct | Aug 25, 2026 | 12 y | 1 | 1 |
| S••• L••••••• H•••••• | A••••• W••••• independent RIA | Lenox, Ma | Apr 23, 2025 | 23 y | 1 | 3 |
| J••• D••••• H•••••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Apr 23, 2026 | 32 y | 1 | 2 |
| S•••• D•••• H••• Certified Financial Planner | A••••• W••••• independent RIA | Bellevue, Wa | Jan 6, 2021 | 13 y | 1 | 3 |
| D•••••• S••••• H••••••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Jan 16, 2025 | 16 y | 1 | 3 |
| D•••• C•••••• J••• Certified Financial Planner | A••••• W••••• independent RIA | Bellevue, Wa | Jan 5, 2021 | 11 y | 1 | 3 |
| A••••• J•••••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Nov 26, 2024 | 12 y | 0 | 2 |
| K••••• L•• J•••••• Certified Financial Planner | A••••• W••••• independent RIA | Harrisonburg, Va | Jan 8, 2026 | 20 y | 2 | 2 |
| A••••• C••••••••• J••••••• | A••••• W••••• independent RIA | Bellevue, Wa | Mar 13, 2026 | 13 y | 1 | 2 |
| F••••• P•••• K••• Certified Financial Planner | A••••• W••••• independent RIA | West Hartford, Ct | Apr 9, 2026 | 12 y | 1 | 2 |
| R••••• L•••• K••••••••• | A••••• W••••• independent RIA | West Hartford, Ct | Feb 23, 2026 | 26 y | 6 | 3 |
| A•••• C••••••••• L••••• | A••••• W••••• independent RIA | West Hartford, Ct | Jan 7, 2022 | 20 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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90 advisors match.