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 Svb 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 |
|---|---|---|---|---|---|---|
| Dimitrina K Atanasova dual registrant | Svb Wealth independent RIA | Boston, Ma | Nov 29, 2022 | 14 y | 1 | 9 |
| David Lee Biliter Certified Financial Planner · dual registrant | Svb Wealth independent RIA | Raleigh, Nc | Jan 4, 2021 | 39 y | 5 | 2 |
| Mary Clare Nugent Bohn | Svb Wealth independent RIA | New York, Ny | Jul 23, 2024 | 10 y | 0 | 1 |
| A•• S•••• B••• Certified Financial Planner, Chartered Financial Analyst | S•• W••••• independent RIA | Beverly Hills, Ca | May 21, 2024 | 31 y | 5 | 2 |
| D•••• T••••• B••••• Certified Financial Planner · dual registrant | S•• W••••• independent RIA | Boston, Ma | Feb 23, 2022 | 15 y | 3 | 10 |
| J•••• R••••••• C••••• dual registrant | S•• W••••• independent RIA | Charlotte, Nc | Jun 10, 2025 | 19 y | 5 | 1 |
| M••• T• C••••• dual registrant | S•• W••••• independent RIA | Boston, Ma | Feb 23, 2022 | 26 y | 7 | 7 |
| A••••• G•••••••• C•••• dual registrant | S•• W••••• independent RIA | Boston, Ma | Feb 3, 2020 | 15 y | 1 | 4 |
| K••••• M• C•••••• | S•• W••••• independent RIA | Boston, Ma | Jan 29, 2015 | 11 y | 0 | 1 |
| M•••••• J• C••••• dual registrant | S•• W••••• independent RIA | San Francisco, Ca | Mar 4, 2022 | 15 y | 3 | 6 |
| J•••• T••••• C••• dual registrant | S•• W••••• independent RIA | Omaha, Ne | Nov 1, 2023 | 18 y | 6 | 1 |
| T•••••• S•••••• D•••• Certified Financial Planner · dual registrant | S•• W••••• independent RIA | Boston, Ma | Dec 10, 2021 | 11 y | 1 | 16 |
| O••• L•••• D• V•••• Certified Financial Planner | S•• W••••• independent RIA | Palm Beach Gardens, Fl | Feb 17, 2021 | 23 y | 4 | 1 |
| A•• T••• D•••• H•••• dual registrant | S•• W••••• independent RIA | Charlotte, Nc | Jun 28, 2022 | 15 y | 1 | 16 |
| L•• V••• E••• dual registrant | S•• W••••• independent RIA | Pasadena, Ca | Nov 18, 2025 | 19 y | 5 | 1 |
| R••• M•••••• F•••• dual registrant | S•• W••••• independent RIA | Charlotte, Nc | Mar 4, 2022 | 20 y | 4 | 4 |
| M•••••• C• F••••• dual registrant | S•• W••••• independent RIA | Boston, Ma | May 16, 2016 | 10 y | 0 | 17 |
| K•••• F••••• dual registrant | S•• W••••• independent RIA | New York, Ny | Mar 4, 2024 | 18 y | 2 | 1 |
| A•••••••• S• G•••••• | S•• W••••• independent RIA | Atlanta, Ga | Feb 19, 2025 | 16 y | 4 | 1 |
| M•••••• T••••• G••••••• dual registrant | S•• W••••• independent RIA | Boston, Ma | Nov 2, 2022 | 12 y | 0 | 1 |
| R•••••• J••• G•••••••• Chartered Financial Analyst | S•• W••••• independent RIA | Boston, Ma | Jul 21, 2025 | 20 y | 2 | 1 |
| J••• H•• | S•• W••••• independent RIA | Menlo Park, Ca | Jun 28, 2022 | 19 y | 4 | 2 |
| J••••••• W••••• H••••• | S•• W••••• independent RIA | Palm Beach Gardens, Fl | Mar 30, 2017 | 23 y | 1 | 1 |
| L• S•••• H••••• dual registrant | S•• W••••• independent RIA | San Francisco, Ca | Jan 12, 2024 | 11 y | 0 | 1 |
| A••••••••• A• I••••••••• dual registrant | S•• W••••• independent RIA | New York, Ny | Aug 12, 2024 | 11 y | 0 | 1 |
| M••• E•••••••• K••• | S•• W••••• independent RIA | New York, Ny | Nov 25, 2024 | 13 y | 0 | 1 |
| M•••••• K••••• | S•• W••••• independent RIA | Beverly Hills, Ca | Oct 2, 2023 | 11 y | 0 | 1 |
| D••••• R• K••••• dual registrant | S•• W••••• independent RIA | Boston, Ma | Sep 15, 2022 | 13 y | 0 | 1 |
| Q••••••••• T••• L•• dual registrant | S•• W••••• independent RIA | San Francisco, Ca | Jun 28, 2022 | 22 y | 3 | 1 |
| B•••• W•••••• L••••• dual registrant | S•• W••••• independent RIA | Santa Monica, Ca | Jun 28, 2022 | 13 y | 1 | 18 |
| A•••• J••• L•••••••• Chartered Financial Analyst · dual registrant | S•• W••••• independent RIA | Raleigh, Nc | Apr 16, 2024 | 16 y | 3 | 1 |
| C•••• L• dual registrant | S•• W••••• independent RIA | Menlo Park, Ca | Jun 29, 2022 | 11 y | 1 | 1 |
| D•••• B••• L•••• dual registrant | S•• W••••• independent RIA | Charlotte, Nc | May 18, 2017 | 24 y | 3 | 1 |
| K•••••• E• L•••• Chartered Financial Analyst · dual registrant | S•• W••••• independent RIA | Boston, Ma | Oct 22, 2025 | 10 y | 0 | 7 |
| T••••• W••• L••••• | S•• W••••• independent RIA | San Francisco, Ca | Jul 8, 2025 | 21 y | 7 | 1 |
| A•• M•••• L••••••• Certified Financial Planner · dual registrant | S•• W••••• independent RIA | San Francisco, Ca | Sep 2, 2022 | 26 y | 3 | 1 |
| P••••••• M•••• M•••••••• dual registrant | S•• W••••• independent RIA | Boston, Ma | May 9, 2024 | 23 y | 1 | 1 |
| C•••••• R••••• M•••••• dual registrant | S•• W••••• independent RIA | Boston, Ma | Nov 2, 2022 | 14 y | 0 | 1 |
| G•••••• J••••• M•••••• Chartered Financial Analyst | S•• W••••• independent RIA | Boston, Ma | Aug 23, 2018 | 11 y | 0 | 1 |
| J•••••• N••••• M••••• | S•• W••••• independent RIA | Menlo Park, Ca | Jan 2, 2025 | 22 y | 2 | 1 |
| M•••••• R•••••• M••••••••• dual registrant | S•• W••••• independent RIA | Charlotte, Nc | Jun 28, 2022 | 17 y | 3 | 15 |
| R••••• M•••••• M••••••••• dual registrant | S•• W••••• independent RIA | Boston, Ma | Sep 13, 2022 | 11 y | 0 | 4 |
| D••••• M••••• Certified Financial Planner · dual registrant | S•• W••••• independent RIA | Boston, Ma | Aug 27, 2024 | 28 y | 4 | 1 |
| M•••••• C• M••••• dual registrant | S•• W••••• independent RIA | Boston, Ma | Jul 24, 2019 | 18 y | 3 | 8 |
| J•••• J••• M•••••••• | S•• W••••• independent RIA | Palm Beach Gardens, Fl | Jan 8, 2015 | 22 y | 3 | 10 |
| J•••••• M•••• M•••• dual registrant | S•• W••••• independent RIA | Washington, Pa | Oct 23, 2025 | 15 y | 1 | 1 |
| S•••••• K••• M•••••• | S•• W••••• independent RIA | Boston, Ma | Jan 27, 2015 | 29 y | 3 | 3 |
| T•••••• P••• N••••• Certified Financial Planner · dual registrant | S•• W••••• independent RIA | Charlotte, Nc | Jun 5, 2017 | 23 y | 5 | 1 |
| T••••• O•••••• Chartered Financial Analyst · dual registrant | S•• W••••• independent RIA | San Francisco, Ca | Jul 12, 2022 | 13 y | 1 | 3 |
| M••••••••• O•••• dual registrant | S•• W••••• independent RIA | San Francisco, Ca | Mar 4, 2022 | 14 y | 2 | 5 |
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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69 advisors match.