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 Captrust
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 |
|---|---|---|---|---|---|---|
| Meagan E Abbey | Captrust institutional | Brentwood, Tn | Mar 10, 2026 | 11 y | 2 | 1 |
| Walter Edward Abele Certified Financial Planner · dual registrant | Captrust institutional | Greensboro, Nc | Aug 30, 2018 | 12 y | 2 | 1 |
| Brandon Carnick Aber | Captrust institutional | Raleigh, Nc | Apr 15, 2015 | 13 y | 1 | 1 |
| L•••••• A•• A••••••• dual registrant | C••••••• institutional | Lake Success, Ny | Jan 17, 2024 | 15 y | 1 | 1 |
| A•••• A••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 21 y | 4 | 1 |
| J•••••••• C•••••• A••••• Certified Financial Planner · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 21, 2022 | 18 y | 1 | 2 |
| T•••• D••• A••••••• dual registrant | C••••••• institutional | Camarillo, Ca | Jan 22, 2025 | 25 y | 4 | 1 |
| D•••• S••••••••• A•••••• Certified Financial Planner, Chartered Financial Consultant | C••••••• institutional | San Antonio, Tx | Oct 11, 2021 | 13 y | 1 | 1 |
| C•••• R•••• A••••• | C••••••• institutional | St. Paul, Mn | Dec 20, 2024 | 11 y | 1 | 1 |
| E•••• W•••••• A•••• dual registrant | C••••••• institutional | New York, Ny | Feb 28, 2021 | 36 y | 1 | 2 |
| L•••••• M••••••• A•••• Certified Financial Planner · dual registrant | C••••••• institutional | Raleigh, Nc | Dec 7, 2022 | 15 y | 2 | 1 |
| W•••••• D•••• A•••••••• dual registrant | C••••••• institutional | Folsom, Ca | Mar 1, 2021 | 33 y | 3 | 2 |
| J••••• A••• A••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 20 y | 2 | 2 |
| A••••• A•••• | C••••••• institutional | San Juan Capistrano, Ca | Jun 16, 2026 | 29 y | 1 | 1 |
| M•••••• C••••••••• A••••••• | C••••••• institutional | Warren, Nj | Aug 4, 2025 | 24 y | 0 | 1 |
| P•••••• C•••••• A••••••• | C••••••• institutional | Birmingham, Al | Mar 9, 2020 | 40 y | 1 | 1 |
| T••• W•••••• A••••••• | C••••••• institutional | West Des Moines, Ia | Feb 27, 2018 | 14 y | 0 | 1 |
| C•••••• W••• A••••••• Chartered Financial Analyst | C••••••• institutional | Overland Park, Ks | Feb 4, 2026 | 20 y | 0 | 1 |
| A•••• J••••• A•••• | C••••••• institutional | Leawood, Ks | Aug 19, 2022 | 12 y | 1 | 2 |
| S•••• R•••••• A••••••• | C••••••• institutional | Oklahoma City, Ok | Sep 6, 2023 | 13 y | 0 | 1 |
| Q•••• W•••••• A••••• | C••••••• institutional | Alexandria, Va | Dec 20, 2024 | 12 y | 1 | 1 |
| V••••••• A••••• Certified Financial Planner | C••••••• institutional | Brentwood, Tn | Dec 21, 2022 | 40 y | 0 | 1 |
| J••••••• A•••••• E•••• A••• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | Dec 15, 2020 | 20 y | 2 | 1 |
| P•••• J• A•••• Certified Financial Planner · dual registrant | C••••••• institutional | Sacramento, Ca | Jan 25, 2021 | 19 y | 4 | 2 |
| C••••••• I•••• A•••••• Certified Financial Planner | C••••••• institutional | Indianapolis, In | Oct 23, 2023 | 12 y | 2 | 1 |
| P••••• A••••• A•• | C••••••• institutional | Dallas, Tx | Feb 20, 2025 | 9 y | 1 | 1 |
| A••••• J•••• A••••• Certified Financial Planner · dual registrant | C••••••• institutional | Alexandria, Va | Jan 2, 2025 | 13 y | 3 | 2 |
| R••••• C•••••• A••••••• | C••••••• institutional | Boston, Ma | Apr 9, 2015 | 32 y | 2 | 1 |
| R•••••• W••• A••••• dual registrant | C••••••• institutional | Charlotte, Nc | Mar 5, 2025 | 14 y | 2 | 1 |
| M•••• A•••••••• | C••••••• institutional | Boston, Ma | Mar 27, 2024 | 10 y | 0 | 1 |
| G••••••• D•••• A•••••••• | C••••••• institutional | Boston, Ma | Nov 13, 2025 | 11 y | 0 | 1 |
| M•••••• F•••• B•••• Certified Financial Planner · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 21, 2022 | 14 y | 3 | 1 |
| O••••• B•••••• dual registrant | C••••••• institutional | Greenville, Sc | Feb 21, 2025 | 12 y | 0 | 1 |
| E••• W••••• B••••• dual registrant | C••••••• institutional | Tampa, Fl | Aug 11, 2017 | 32 y | 3 | 1 |
| A••••• Y••••• B•••• | C••••••• institutional | The Woodlands, Tx | Jan 18, 2024 | 10 y | 1 | 1 |
| P•••••• J••••• B•••• | C••••••• institutional | The Woodlands, Tx | Jan 18, 2024 | 16 y | 1 | 1 |
| B•••• W•••••• B••• | C••••••• institutional | Glen Allen, Va | Apr 9, 2015 | 18 y | 0 | 2 |
| D••••• R••••• B•••••• dual registrant | C••••••• institutional | Roseville, Ca | Jan 1, 2025 | 33 y | 1 | 1 |
| R••• S• B••••• dual registrant | C••••••• institutional | Charlotte, Nc | Mar 9, 2026 | 13 y | 1 | 1 |
| N••••• B••••••••• B••••• Certified Financial Planner | C••••••• institutional | Boston, Ma | Apr 19, 2023 | 25 y | 0 | 1 |
| J••••••• C•••••••• B••••• Chartered Financial Analyst · dual registrant | C••••••• institutional | Boston, Ma | Aug 31, 2021 | 28 y | 1 | 1 |
| B•••••• L•••• B••••• | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 23 y | 2 | 1 |
| B••••• D••• B••••• Certified Financial Planner · dual registrant | C••••••• institutional | Salt Lake City, Ut | Jan 2, 2018 | 33 y | 3 | 3 |
| B•••••• B••••• B••••• dual registrant | C••••••• institutional | Salt Lake City, Ut | Jan 6, 2020 | 11 y | 0 | 1 |
| K•••• J• B•••••• dual registrant | C••••••• institutional | San Antonio, Tx | Oct 2, 2019 | 28 y | 4 | 1 |
| G••••• W••••• B•••••• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | Jun 16, 2025 | 10 y | 0 | 1 |
| T•••••• B•••••• | C••••••• institutional | Tampa, Fl | Apr 7, 2026 | 10 y | 1 | 1 |
| J•••• M••••• B••• | C••••••• institutional | Raleigh, Nc | Jul 6, 2021 | 17 y | 1 | 1 |
| L••••• M•••••• B••••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 18 y | 0 | 1 |
| T••••• M••••• B••••••• Chartered Financial Analyst | C••••••• institutional | Rochester, Ny | Nov 4, 2025 | 28 y | 1 | 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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944 advisors match.