DFX Intelligence
Advisors
Advisors registered through CaptrustAbout this listEvery 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.
946 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Bradley Scott Lemon | Captrust institutional | Phoenix, Az | Dec 15, 2020 | 38 y | 3 | 2 |
| Michael Lenzo Certified Financial Planner | Captrust institutional | Lake Success, Ny | Feb 15, 2023 | 12 y | 0 | 1 |
| Bryce Graham Lew Chartered Financial Consultant | Captrust institutional | El Paso, Tx | Sep 11, 2025 | 11 y | 0 | 2 |
| T••••••• D•• L•• Certified Financial Planner | C••••••• institutional | San Ramon, Ca | Jan 16, 2019 | 17 y | 2 | 2 |
| J••• M•••• L•••• | C••••••• institutional | Raleigh, Nc | Dec 16, 2025 | 11 y | 0 | 1 |
| B•••• T• L•••• | C••••••• institutional | Raleigh, Nc | May 7, 2018 | 12 y | 0 | 1 |
| J•••• E••••• L•••• Certified Financial Planner | C••••••• institutional | Greenville, Sc | Aug 1, 2022 | 21 y | 1 | 1 |
| E••••• A••••• L••••• dual registrant | C••••••• institutional | Greenwich, Ct | May 18, 2018 | 56 y | 2 | 2 |
| E••• S•••• L••• | C••••••• institutional | Boston, Ma | Nov 17, 2022 | 15 y | 0 | 1 |
| J••• H•••• L••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Sacramento, Ca | Oct 24, 2024 | 19 y | 2 | 2 |
| W•••• W••••• L•••• Certified Financial Planner | C••••••• institutional | Chesterton, In | Dec 19, 2023 | 11 y | 1 | 1 |
| J•••••• T••••• L••••••• | C••••••• institutional | Allentown, Pa | Apr 9, 2015 | 32 y | 4 | 1 |
| M•••• S•••••••• L••••• Certified Financial Planner · dual registrant | C••••••• institutional | Raleigh, Nc | Nov 29, 2024 | 18 y | 0 | 1 |
| R••••• R••••• L•••• Certified Financial Planner | C••••••• institutional | Helotes, Tx | Oct 11, 2021 | 11 y | 2 | 2 |
| I••••••• F•••••• L••••••• | C••••••• institutional | Rochester, Ny | Oct 29, 2025 | 10 y | 4 | 1 |
| V•••• E••••• L••• | C••••••• institutional | Austin, Tx | Oct 4, 2019 | 20 y | 1 | 1 |
| D••••• M•••••• L••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 23 y | 4 | 1 |
| R••••• S•••• L•••• Certified Financial Planner · dual registrant | C••••••• institutional | Tampa, Fl | Jul 20, 2017 | 40 y | 3 | 2 |
| K••••• J•••• L•••• dual registrant | C••••••• institutional | Ashburnham, Ma | Dec 8, 2022 | 12 y | 1 | 1 |
| J•••• S••••• L••••• Chartered Financial Analyst | C••••••• institutional | Darnestown, Md | Feb 20, 2025 | 10 y | 0 | 1 |
| S•••• E••• L••••• Certified Financial Planner | C••••••• institutional | Lone Tree, Co | Jul 1, 2024 | 13 y | 1 | 1 |
| M••••• L••• Certified Financial Planner · dual registrant | C••••••• institutional | Alexandria, Va | Feb 27, 2025 | 15 y | 3 | 1 |
| D••••• F• L••••••• Chartered Financial Analyst | C••••••• institutional | Homewood, Al | Mar 2, 2020 | 29 y | 2 | 2 |
| J•••• P•••••• L•••• Certified Financial Planner | C••••••• institutional | West Des Moines, Ia | Oct 26, 2021 | 28 y | 2 | 1 |
| J••••••• D• L•••• Chartered Financial Analyst | C••••••• institutional | Boston, Ma | Nov 25, 2024 | 23 y | 1 | 2 |
| D•••• K••••• L••• | C••••••• institutional | Salt Lake City, Ut | Apr 16, 2018 | 20 y | 1 | 1 |
| A••••• K••• L•••• Certified Financial Planner | C••••••• institutional | Uniontown, Oh | May 17, 2019 | 18 y | 5 | 1 |
| C••••• J••••••• M•••••••• Certified Financial Planner | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 11 y | 1 | 1 |
| R••••• T• M•••••••• dual registrant | C••••••• institutional | Fort Worth, Tx | Jul 30, 2024 | 12 y | 1 | 1 |
| C••••••••• D•••• M••••• Certified Financial Planner | C••••••• institutional | Boston, Ma | Jun 16, 2025 | 10 y | 0 | 1 |
| M••••• N• M••••• dual registrant | C••••••• institutional | Allentown, Pa | Sep 17, 2015 | 17 y | 1 | 1 |
| C••••••••• F•••••• M•••••• | C••••••• institutional | Boston, Ma | Jan 25, 2022 | 20 y | 1 | 1 |
| M••••••• R••••• M•••••• Certified Financial Planner · dual registrant | C••••••• institutional | West Des Moine, Ia | Nov 22, 2022 | 25 y | 3 | 2 |
| K•••• M•••••• M•••• | C••••••• institutional | Monrovia, Md | Jun 9, 2025 | 12 y | 3 | 1 |
| J••• P• M•••••• Chartered Financial Analyst | C••••••• institutional | Homewood, Al | Mar 9, 2020 | 28 y | 3 | 2 |
| H••••• M• M••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 17 y | 1 | 1 |
| G••••• E••••• M••• | C••••••• institutional | Panama City Beach, Fl | May 6, 2020 | 21 y | 3 | 2 |
| J••• W•••• M••••• dual registrant | C••••••• institutional | Pearl, Ms | Apr 9, 2015 | 26 y | 2 | 4 |
| P••• A••••• M••••• | C••••••• institutional | Allentown, Pa | Dec 11, 2024 | 10 y | 0 | 1 |
| K•••• G•••• M•••••• | C••••••• institutional | San Diego, Ca | Sep 24, 2025 | 27 y | 3 | 1 |
| L••••••• C•••••• J••• M•••••• Chartered Financial Analyst | C••••••• institutional | Boston, Ma | Nov 27, 2019 | 40 y | 3 | 2 |
| T••••• C••••• M•••••• | C••••••• institutional | San Antonio, Tx | Oct 14, 2021 | 11 y | 1 | 1 |
| A••••• G•••••••• M••••• Chartered Financial Analyst | C••••••• institutional | Kennesaw, Ga | May 2, 2019 | 35 y | 2 | 1 |
| P•••••• K•••• M•••••• | C••••••• institutional | Morgantown, Wv | Apr 15, 2015 | 14 y | 1 | 3 |
| C••••••• M•••• | C••••••• institutional | Tampa, Fl | Aug 29, 2025 | 15 y | 0 | 1 |
| H•••• E•••••••• M••••••• | C••••••• institutional | Raleigh, Nc | Dec 20, 2022 | 13 y | 1 | 1 |
| J••• H••••• M••••••• Certified Financial Planner | C••••••• institutional | Dayton, Oh | Jan 24, 2023 | 10 y | 0 | 1 |
| M•••• E•••••••• M••••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 11 y | 1 | 1 |
| R••• A••••• M•••••• | C••••••• institutional | San Antonio, Tx | Nov 13, 2023 | 13 y | 0 | 1 |
| L•••• B•••••• M••••• Certified Financial Planner | C••••••• institutional | Charlotte, Nc | Mar 5, 2025 | 25 y | 2 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.