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.
945 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Brandon James Martineson | Captrust institutional | Raleigh, Nc | Nov 17, 2025 | 12 y | 0 | 1 |
| Anna Gabriella Martinez dual registrant | Captrust institutional | Sacramento, Ca | Jan 24, 2024 | 18 y | 7 | 1 |
| Jason Allen Martinez | Captrust institutional | Houston, Tx | Mar 8, 2023 | 26 y | 1 | 1 |
| J••••• C••••••••• M•••••• Chartered Financial Analyst | C••••••• institutional | Chicago, Il | Nov 18, 2021 | 27 y | 1 | 2 |
| J••• J••••• M•••••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 25 y | 5 | 1 |
| J••• C•••••• M•••••• | C••••••• institutional | Houston, Tx | Apr 9, 2015 | 30 y | 1 | 1 |
| J•••••• A••••• B••••• M••• | C••••••• institutional | San Antonio, Tx | Jun 23, 2023 | 12 y | 1 | 1 |
| S•••••• M••••• | C••••••• institutional | Boston, Ma | Dec 10, 2024 | 11 y | 1 | 1 |
| K•••••• C• M••••• Certified Financial Planner · dual registrant | C••••••• institutional | Sacramento, Ca | Jan 29, 2021 | 13 y | 0 | 1 |
| Z•••••• R••• M••••• dual registrant | C••••••• institutional | Allentown, Pa | Sep 16, 2015 | 13 y | 1 | 1 |
| E•••• P• M•••• dual registrant | C••••••• institutional | Brentwood, Tn | Sep 22, 2025 | 12 y | 3 | 1 |
| B•••••• M•••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Charlotte, Nc | Mar 5, 2025 | 11 y | 3 | 1 |
| C••••••••• D•••• M•••• | C••••••• institutional | Chesterton, In | Jun 13, 2025 | 10 y | 0 | 1 |
| R•••••• F•••••• M•••••• dual registrant | C••••••• institutional | New York, Ny | Feb 28, 2021 | 11 y | 1 | 2 |
| S•••••• K••••••• M••••• dual registrant | C••••••• institutional | Bellevue, Wa | Dec 7, 2023 | 13 y | 1 | 1 |
| J•••• B• M•••••• Certified Financial Planner | C••••••• institutional | Bethlehem, Pa | Apr 29, 2019 | 45 y | 2 | 3 |
| M••• T••••• M••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 9, 2015 | 37 y | 2 | 2 |
| R••••• A•• M••••• dual registrant | C••••••• institutional | Nashville, Tn | Mar 1, 2021 | 10 y | 1 | 2 |
| S•••• R••••• M••••••••• | C••••••• institutional | Chicago, Il | Oct 3, 2022 | 29 y | 1 | 1 |
| E••• M•••••• | C••••••• institutional | Alpharetta, Ga | Apr 30, 2019 | 28 y | 3 | 2 |
| N••••••• V•••••• M•••••• Certified Financial Planner | C••••••• institutional | Ashburn, Va | Mar 20, 2023 | 14 y | 3 | 1 |
| J••••• P••••••• M••••• dual registrant | C••••••• institutional | Leawood, Ks | Jul 20, 2026 | 13 y | 1 | 3 |
| L•• M••••• M••••• dual registrant | C••••••• institutional | Wilmington, Nc | Dec 1, 2022 | 32 y | 6 | 1 |
| M••••• D•••••• M•••••• | C••••••• institutional | Greenville, Sc | Nov 16, 2024 | 13 y | 0 | 1 |
| J•••• M•••• dual registrant | C••••••• institutional | Hudsonville, Mi | Mar 13, 2024 | 11 y | 2 | 1 |
| E••• C••••• M•••• Certified Financial Planner · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 22 y | 1 | 2 |
| J•••• A• M•••••• Certified Financial Planner | C••••••• institutional | Uniontown, Oh | Feb 1, 2022 | 11 y | 0 | 1 |
| M••• I• M••••• | C••••••• institutional | San Ramon, Ca | Jan 14, 2019 | 34 y | 1 | 2 |
| M••••••• C••••••• M••••• | C••••••• institutional | Alpharetta, Ga | Nov 8, 2023 | 10 y | 0 | 1 |
| J•••• F••••••• M••••• | C••••••• institutional | Raleigh, Nc | Apr 9, 2015 | 39 y | 3 | 2 |
| R•••••• B• M••••• Certified Financial Planner | C••••••• institutional | Greenville, Sc | Jul 2, 2021 | 20 y | 3 | 1 |
| J••••• M•••••• M•••••• Chartered Financial Analyst | C••••••• institutional | Rochester, Ny | Nov 3, 2025 | 16 y | 1 | 1 |
| A••••• S•••• M••••••• Certified Financial Planner | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 10 y | 1 | 1 |
| B•••• S•••• M••••••• Certified Financial Planner | C••••••• institutional | Montgomery, Al | Mar 2, 2020 | 37 y | 1 | 1 |
| C•••••••• S•••• M••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Feb 5, 2019 | 13 y | 1 | 1 |
| B•••••• E••••• M••••••• Certified Financial Planner · dual registrant | C••••••• institutional | West Chester Township, Oh | May 11, 2020 | 29 y | 0 | 1 |
| D•••• E••••• M••••••• Certified Financial Planner | C••••••• institutional | Leawood, Ks | Aug 22, 2022 | 31 y | 4 | 2 |
| K•••• A••••• M••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 16 y | 1 | 2 |
| D•••• W••••• M••• Certified Financial Planner | C••••••• institutional | Dallas, Tx | Oct 2, 2019 | 16 y | 5 | 1 |
| C•••••• M••• Chartered Financial Analyst | C••••••• institutional | Chicago, Il | Nov 9, 2021 | 20 y | 0 | 1 |
| E••• M•••• dual registrant | C••••••• institutional | Costa Mesa, Ca | Jun 23, 2026 | 12 y | 2 | 1 |
| K•••••• E•••••••• M••••••• | C••••••• institutional | Indianapolis, In | Oct 20, 2023 | 10 y | 1 | 1 |
| M•••••• D•••• M••••••• Chartered Financial Consultant · dual registrant | C••••••• institutional | Allentown, Pa | Sep 15, 2015 | 42 y | 1 | 1 |
| K••••••• M•••••• Chartered Financial Analyst · dual registrant | C••••••• institutional | Lake Success, Ny | Oct 31, 2018 | 15 y | 0 | 2 |
| K•••• M••••• M••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 25 y | 1 | 1 |
| W•••••• B•••• M•••• | C••••••• institutional | Charlotte, Nc | Nov 23, 2021 | 11 y | 0 | 1 |
| C••••••••• M••••• M••••• | C••••••• institutional | Rochester, Ny | Nov 6, 2025 | 22 y | 1 | 1 |
| C•••••••• M•••• M•••••• Chartered Financial Analyst | C••••••• institutional | Southfield, Mi | Aug 14, 2025 | 13 y | 1 | 1 |
| M•••••• L•••• M••••• dual registrant | C••••••• institutional | Raleigh, Nc | Jul 23, 2026 | 12 y | 1 | 1 |
| L•••• M••••••••• | C••••••• institutional | Allentown, Pa | Jul 20, 2021 | 12 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.