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 |
|---|---|---|---|---|---|---|
| Loredana M Morosanu | Captrust institutional | Austin, Tx | Apr 20, 2026 | 13 y | 1 | 1 |
| Aaron Josiah Morris Certified Financial Planner · dual registrant | Captrust institutional | West Des Moines, Ia | Apr 9, 2015 | 19 y | 1 | 1 |
| Shawn Trahill Morris Certified Financial Planner | Captrust institutional | Boeme, Tx | Oct 11, 2021 | 29 y | 3 | 1 |
| C•••••••• M••••••• Certified Financial Planner | C••••••• institutional | San Antonio, Tx | Oct 23, 2019 | 23 y | 0 | 1 |
| C••• T••••• M••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 10 y | 3 | 1 |
| S••••• H•••••• M••••• Certified Financial Planner | C••••••• institutional | Greensboro, Nc | Aug 30, 2018 | 40 y | 1 | 2 |
| K•••••• E•••••••• M•••••••• | C••••••• institutional | Boston, Ma | May 28, 2026 | 11 y | 0 | 1 |
| B••••• J••• M••••• | C••••••• institutional | Boeme, Tx | Aug 8, 2022 | 11 y | 0 | 1 |
| M••••• E•••• M•••••••• | C••••••• institutional | Newton, Ma | Apr 19, 2023 | 12 y | 1 | 2 |
| T••••• F•••••• M•••••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 35 y | 4 | 1 |
| Z•••••• R••••• M••••••• Certified Financial Planner | C••••••• institutional | Rochester, Ny | Oct 27, 2025 | 15 y | 1 | 1 |
| M••• A• M•••••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | Uniontown, Oh | May 22, 2019 | 16 y | 1 | 1 |
| M•••••• C••••••••• M••••• Chartered Financial Analyst | C••••••• institutional | Chicago, Il | May 5, 2025 | 10 y | 0 | 1 |
| A••• J• M••••• Certified Financial Planner | C••••••• institutional | Boston, Ma | Feb 14, 2025 | 13 y | 5 | 1 |
| L••• C••••• M••••• | C••••••• institutional | Charlotte, Nc | Mar 5, 2025 | 10 y | 2 | 1 |
| M•••••• M•••••• M•••• Certified Financial Planner · dual registrant | C••••••• institutional | Bellevue, Wa | Dec 7, 2023 | 32 y | 3 | 1 |
| A••• R••••• N•••••• dual registrant | C••••••• institutional | Greenville, Sc | Jul 2, 2021 | 39 y | 3 | 2 |
| B••••••• B•••••• N••••• Chartered Financial Analyst | C••••••• institutional | Austin, Tx | Oct 14, 2019 | 32 y | 3 | 1 |
| D•••• K• N••• dual registrant | C••••••• institutional | Hutchinson, Ks | Aug 19, 2022 | 26 y | 2 | 2 |
| E•••••••• D•••••• N••• Certified Financial Planner | C••••••• institutional | Tampa, Fl | Feb 24, 2026 | 18 y | 4 | 1 |
| J•••••• H••••••• N••••••••• | C••••••• institutional | Harrisonburg, Va | Jan 22, 2019 | 26 y | 2 | 2 |
| C••••••••• N••••• dual registrant | C••••••• institutional | Tampa, Fl | Jun 1, 2026 | 12 y | 1 | 1 |
| S••••• C•••• N•••••• dual registrant | C••••••• institutional | Tampa, Fl | Jun 8, 2026 | 31 y | 4 | 1 |
| V••• H•••• N••••• dual registrant | C••••••• institutional | Bellevue, Wa | Dec 7, 2023 | 12 y | 1 | 1 |
| J•• N••••••• Chartered Financial Analyst | C••••••• institutional | Boston, Ma | Dec 10, 2024 | 11 y | 1 | 1 |
| M••• R• N••••• Certified Financial Planner | C••••••• institutional | Dallas, Tx | Oct 11, 2021 | 13 y | 1 | 1 |
| C•••• E•••••• N•••••• dual registrant | C••••••• institutional | Wilmington, Nc | Nov 8, 2022 | 29 y | 4 | 1 |
| O••••• M•••••• N••••• Certified Financial Planner, Chartered Financial Consultant | C••••••• institutional | Oklahoma City, Ok | Oct 11, 2021 | 11 y | 1 | 1 |
| W•••••• K••••• N•••••• dual registrant | C••••••• institutional | Sanford, Nc | Nov 6, 2023 | 41 y | 4 | 2 |
| B••••••• K••• N•••••• | C••••••• institutional | Greenville, Sc | Jul 2, 2021 | 32 y | 3 | 1 |
| B•••••• A••••• N•••••••• | C••••••• institutional | Allentown, Pa | Oct 7, 2019 | 11 y | 1 | 1 |
| M••• L•••• N•••••••• | C••••••• institutional | Leawood, Ks | Jan 30, 2026 | 22 y | 3 | 1 |
| L••••• L••• N•••• Certified Financial Planner | C••••••• institutional | Boston, Ma | Dec 24, 2024 | 16 y | 3 | 1 |
| S••••• T••••• N••••• dual registrant | C••••••• institutional | Hernando, Ms | Aug 17, 2024 | 11 y | 0 | 2 |
| D••••• C• O•••••• | C••••••• institutional | Omaha, Ne | Aug 19, 2022 | 25 y | 4 | 2 |
| S•••••• L•• O•••••• Certified Financial Planner | C••••••• institutional | Omaha, Ne | Aug 22, 2022 | 24 y | 2 | 1 |
| S••••••• N••••• O••• dual registrant | C••••••• institutional | Allentown, Pa | Mar 4, 2025 | 12 y | 0 | 1 |
| T••••• H••••• O••••••• | C••••••• institutional | San Antonio, Tx | Oct 18, 2021 | 42 y | 6 | 1 |
| K••• P••• O•••• Certified Financial Planner, Chartered Financial Consultant | C••••••• institutional | Minnetonka, Mn | Apr 27, 2023 | 24 y | 2 | 2 |
| J••••••• K•••••• O•••• | C••••••• institutional | Minneapolis, Mn | Jul 7, 2026 | 24 y | 0 | 1 |
| R••• M•••••• O•••••• Certified Financial Planner | C••••••• institutional | Lone Tree, Co | Mar 13, 2024 | 9 y | 2 | 1 |
| J•••• R•••••• O••• Certified Financial Planner | C••••••• institutional | Costa Mesa, Ca | Feb 17, 2026 | 15 y | 2 | 2 |
| P••• W•••••• O••• dual registrant | C••••••• institutional | Homewood, Al | Apr 9, 2015 | 24 y | 2 | 1 |
| C•••••• M••••• P••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Sanford, Nc | Oct 18, 2023 | 15 y | 2 | 2 |
| T•••••• S•••• P••• | C••••••• institutional | St. Paul, Mn | Dec 20, 2024 | 13 y | 1 | 1 |
| T••••• P••••• Certified Financial Planner | C••••••• institutional | The Woodlands, Tx | Jan 18, 2024 | 11 y | 3 | 1 |
| T••••• A•• P••••• Certified Financial Planner | C••••••• institutional | Riverside, Ca | Apr 9, 2015 | 24 y | 3 | 1 |
| G•••••• S•••• P••••• | C••••••• institutional | The Woodlands, Tx | Jan 18, 2024 | 33 y | 2 | 1 |
| M•••• D••••• P••••••• Chartered Financial Analyst | C••••••• institutional | Raleigh, Nc | Jan 14, 2020 | 20 y | 0 | 1 |
| M•••••• J••• P••••••••• Certified Financial Planner | C••••••• institutional | Greensburg, Pa | Jan 19, 2021 | 33 y | 1 | 2 |
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.