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 |
|---|---|---|---|---|---|---|
| Kirby Eugene Pate | Captrust institutional | Raleigh, Nc | Jul 1, 2026 | 12 y | 0 | 1 |
| Evan Mccrae Patterson dual registrant | Captrust institutional | Raleigh, Nc | Oct 27, 2022 | 12 y | 0 | 1 |
| Constantine Steven Pavlack | Captrust institutional | Raleigh, Nc | Jun 9, 2025 | 11 y | 1 | 1 |
| J••••• J••••• P••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | San Antonio, Tx | Oct 11, 2021 | 27 y | 1 | 1 |
| W•••••• W•••••• P••••• Certified Financial Planner | C••••••• institutional | Lynchburg, Va | Sep 27, 2017 | 30 y | 1 | 2 |
| J••• P•••• | C••••••• institutional | Lexington, Ky | Mar 1, 2021 | 10 y | 1 | 1 |
| A•••• J•••• P•••••• dual registrant | C••••••• institutional | Fort Worth, Tx | Jan 2, 2026 | 15 y | 6 | 1 |
| M•••• M••••••• P•••••• dual registrant | C••••••• institutional | Charlotte, Nc | Mar 5, 2025 | 23 y | 3 | 1 |
| R••••• J•••• P••• dual registrant | C••••••• institutional | New York, Ny | Oct 5, 2022 | 11 y | 0 | 1 |
| B•••••• M•••••• P••••••• Certified Financial Planner | C••••••• institutional | Bethlehem, Pa | Jan 10, 2020 | 16 y | 2 | 1 |
| R••• C•••••• P••••••• | C••••••• institutional | Phoenix, Az | Feb 22, 2021 | 14 y | 1 | 1 |
| H•••••• W••••• P•••• | C••••••• institutional | Tampa, Fl | Mar 2, 2026 | 10 y | 3 | 1 |
| S••••• L•••• P•••• dual registrant | C••••••• institutional | Tampa, Fl | Aug 14, 2017 | 31 y | 3 | 1 |
| J••••• A••• P•••••• Chartered Financial Analyst | C••••••• institutional | Chesterfield, Mo | Aug 19, 2022 | 24 y | 2 | 1 |
| M•••••• P••••• Certified Financial Planner | C••••••• institutional | Bethlehem, Pa | Apr 29, 2019 | 15 y | 1 | 1 |
| C•••••••• S•••• P••••••• Certified Financial Planner | C••••••• institutional | Folsom, Ca | Jun 2, 2025 | 13 y | 0 | 1 |
| J••• H•••• P••••••• | C••••••• institutional | Boston, Ma | Oct 22, 2019 | 19 y | 1 | 2 |
| B•••• P••••• | C••••••• institutional | San Antonio, Tx | Mar 6, 2026 | 21 y | 0 | 1 |
| R••••• F•••• P••••••••• dual registrant | C••••••• institutional | Tampa, Fl | Jul 14, 2017 | 29 y | 4 | 1 |
| P••••••• P••••••• dual registrant | C••••••• institutional | Tampa, Fl | Jun 1, 2026 | 25 y | 1 | 1 |
| J••• A•••• P•••••• dual registrant | C••••••• institutional | Dallas, Tx | Apr 9, 2015 | 34 y | 1 | 1 |
| A••••• I••••••• P••••• dual registrant | C••••••• institutional | Boston, Ma | Feb 15, 2024 | 13 y | 1 | 1 |
| J••• D•••• P••• Chartered Financial Analyst | C••••••• institutional | Boston, Ma | Dec 10, 2024 | 11 y | 4 | 1 |
| K••• J•••• P••••• | C••••••• institutional | Phoenix, Az | Feb 22, 2021 | 13 y | 1 | 1 |
| M••••• P•••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Roseville, Ca | Jul 26, 2023 | 11 y | 0 | 1 |
| C•••• D••• P••••••• | C••••••• institutional | Phoenix, Az | Apr 19, 2022 | 10 y | 1 | 1 |
| P•••••• J•••• P••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Newnan, Ga | Apr 26, 2021 | 13 y | 2 | 2 |
| C•••• L•• P••••••••• dual registrant | C••••••• institutional | Clarkston, Mi | Apr 9, 2015 | 15 y | 2 | 1 |
| B•••• M•••••• P•••••• Certified Financial Planner · dual registrant | C••••••• institutional | Raleigh, Nc | Sep 14, 2016 | 29 y | 2 | 2 |
| R•••••• R•••• P•••••• Certified Financial Planner | C••••••• institutional | Boston, Ma | Jan 25, 2022 | 25 y | 1 | 2 |
| A••• R•••••• D•••• P••••• | C••••••• institutional | Clarkston, Mi | Apr 9, 2015 | 20 y | 2 | 1 |
| S•••••• E• P••••• | C••••••• institutional | Saint Paul, Mn | Dec 19, 2025 | 10 y | 0 | 1 |
| M•••••• S•••••• P•••••• | C••••••• institutional | Boston, Ma | Apr 9, 2015 | 25 y | 1 | 2 |
| S•••• D••••• P•••• Certified Financial Planner | C••••••• institutional | San Antonio, Tx | Jun 29, 2023 | 22 y | 2 | 2 |
| G•••••• P••••• dual registrant | C••••••• institutional | Charlotte, Nc | Mar 5, 2025 | 11 y | 1 | 1 |
| R••••• B••••••••• P••••• | C••••••• institutional | Charlotte, Nc | Jul 30, 2024 | 22 y | 3 | 2 |
| I•• T••••• P••••• Certified Financial Planner, Chartered Financial Analyst · dual registrant | C••••••• institutional | Alexandria, Va | Feb 7, 2025 | 26 y | 9 | 1 |
| A•••••• M••• P•••••••• | C••••••• institutional | Portland, Me | Nov 21, 2024 | 39 y | 3 | 1 |
| J•••• T•••• P••• Chartered Financial Analyst | C••••••• institutional | Roanoke, Va | Apr 15, 2020 | 20 y | 1 | 2 |
| C•••••• B•••••• P••• dual registrant | C••••••• institutional | Stockbridge, Ga | Apr 23, 2021 | 30 y | 4 | 2 |
| R••• R•••••• R••••• | C••••••• institutional | Phoenix, Az | Sep 30, 2024 | 12 y | 0 | 1 |
| A••••• R••••• R••••• dual registrant | C••••••• institutional | Raleigh, Nc | Jul 15, 2015 | 30 y | 3 | 1 |
| D•••• W••••• R•••••• Chartered Financial Analyst | C••••••• institutional | Nashville, Tn | Nov 5, 2021 | 23 y | 0 | 3 |
| J•••• R••••••• dual registrant | C••••••• institutional | Alexandria, Va | Dec 20, 2024 | 15 y | 4 | 1 |
| C•••••••• B•••••• R•• Certified Financial Planner | C••••••• institutional | Minnetonka, Mn | Apr 21, 2023 | 19 y | 2 | 1 |
| J•••••• R•• | C••••••• institutional | Allentown, Pa | Mar 28, 2025 | 10 y | 0 | 1 |
| B•••• M•••••• R•••••• | C••••••• institutional | Southfield, Mi | Sep 21, 2020 | 13 y | 1 | 1 |
| A••• H••••• R••• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | Jun 20, 2019 | 25 y | 0 | 1 |
| W•••••• R••• Chartered Financial Analyst | C••••••• institutional | Brentwood, Tn | Mar 18, 2025 | 13 y | 0 | 1 |
| W•••••• C•••• R••• Certified Financial Planner, Chartered Financial Analyst · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 21, 2022 | 28 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.