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 |
|---|---|---|---|---|---|---|
| Michael D Sanders dual registrant | Captrust institutional | New York, Ny | Mar 1, 2021 | 25 y | 1 | 2 |
| Michael Alan Sasso | Captrust institutional | Warren, Nj | Mar 30, 2022 | 39 y | 2 | 1 |
| Thomas Saunders Certified Financial Planner, Chartered Financial Analyst | Captrust institutional | Minneapolis, Mn | Mar 9, 2017 | 12 y | 2 | 1 |
| G••• P• S••••• Certified Financial Planner | C••••••• institutional | Boston, Ma | Feb 1, 2022 | 29 y | 2 | 1 |
| J••••• A•••••• S••••• | C••••••• institutional | Greensburg, Pa | Jan 20, 2021 | 35 y | 1 | 3 |
| A•••••• N••••••• S••••• | C••••••• institutional | Pittsburgh, Pa | Jan 19, 2021 | 14 y | 1 | 1 |
| M••••••• R•••• S•••••• Personal Financial Specialist | C••••••• institutional | San Antonio, Tx | Oct 2, 2019 | 29 y | 3 | 1 |
| J•••• S••••••• dual registrant | C••••••• institutional | Tampa, Fl | Jun 24, 2026 | 10 y | 3 | 1 |
| N••••••• E• S••••••• Certified Financial Planner | C••••••• institutional | Allentown, Pa | Jan 22, 2025 | 14 y | 1 | 2 |
| M•••• P• S••••••••• | C••••••• institutional | Boston, Ma | Jan 2, 2025 | 27 y | 3 | 1 |
| P••• H••••• S••••••• | C••••••• institutional | Wayne, Pa | Apr 9, 2015 | 40 y | 2 | 1 |
| M•••••• S••••• dual registrant | C••••••• institutional | Lake Success, Ny | Nov 7, 2023 | 17 y | 0 | 1 |
| W•••••• E••• S•••••• dual registrant | C••••••• institutional | Allentown, Pa | Sep 16, 2015 | 36 y | 1 | 1 |
| S•••••• M•••••• S•••••• Certified Financial Planner | C••••••• institutional | Uniontown, Oh | Jan 8, 2024 | 12 y | 0 | 1 |
| B••••• V••••• S•••••• dual registrant | C••••••• institutional | Richmond, Va | Apr 9, 2015 | 24 y | 1 | 1 |
| G••••••• P•••• S••••• | C••••••• institutional | Bellevue, Wa | Dec 7, 2023 | 17 y | 1 | 1 |
| T••••••• S••••••••• | C••••••• institutional | Wilmington, Nc | Aug 8, 2023 | 13 y | 0 | 1 |
| S•••••• H••••• S••••• dual registrant | C••••••• institutional | North Miami, Fl | Jan 1, 2025 | 42 y | 2 | 1 |
| R••••• G•••••• S••••• Certified Financial Planner · dual registrant | C••••••• institutional | Tampa, Fl | Mar 2, 2022 | 29 y | 1 | 2 |
| P••• B••• S••••••• Chartered Financial Analyst | C••••••• institutional | Greenwood Village, Co | Nov 5, 2021 | 10 y | 1 | 2 |
| M•••••• A••• S•••••••• | C••••••• institutional | Newton, Ma | Mar 21, 2023 | 39 y | 3 | 2 |
| A••••• W• S•••••• Chartered Financial Analyst | C••••••• institutional | Chicago, Il | Nov 5, 2021 | 15 y | 1 | 2 |
| D•••• H••••• S••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Boca Raton, Fl | Dec 4, 2018 | 43 y | 0 | 4 |
| B•••• H••• S••••••• Certified Financial Planner | C••••••• institutional | New York, Ny | Oct 29, 2018 | 39 y | 0 | 3 |
| J•••••• L•• S•••• Certified Financial Planner · dual registrant | C••••••• institutional | Salt Lake City, Ut | Feb 25, 2022 | 10 y | 0 | 1 |
| D•••• M•••• S••••• | C••••••• institutional | Boston, Ma | Feb 18, 2025 | 35 y | 3 | 1 |
| A••••• L••• S•••••• | C••••••• institutional | Phoenix, Az | Dec 16, 2022 | 10 y | 0 | 1 |
| C•••••••• M• S••••• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | Mar 30, 2017 | 25 y | 1 | 2 |
| E•••• R••• S•••• Chartered Financial Analyst | C••••••• institutional | Greenwich, Ct | Aug 23, 2023 | 38 y | 0 | 1 |
| S••••• A••••• S••• Certified Financial Planner · dual registrant | C••••••• institutional | Charlotte, Nc | Mar 5, 2025 | 11 y | 1 | 1 |
| T•••••• J••••• S••••••• | C••••••• institutional | Rochester, Ny | Oct 27, 2025 | 25 y | 4 | 1 |
| A••••• J•••• S•••• dual registrant | C••••••• institutional | West Des Moines, Ia | Apr 9, 2015 | 22 y | 1 | 1 |
| K••• T••••• S•••••••• dual registrant | C••••••• institutional | Allentown, Pa | Sep 16, 2015 | 14 y | 1 | 1 |
| S•••• A•• S•••••••• Certified Financial Planner | C••••••• institutional | Southfield, Mi | Aug 25, 2020 | 32 y | 1 | 1 |
| D••••• D•• S•••• | C••••••• institutional | Doylestown, Pa | Apr 9, 2015 | 39 y | 2 | 2 |
| A•••••• N•••• S••••• Certified Financial Planner | C••••••• institutional | Rochester, Ny | Oct 28, 2025 | 10 y | 1 | 1 |
| D••••• E••• S•••• Chartered Financial Analyst | C••••••• institutional | Chicago, Il | Nov 23, 2021 | 26 y | 1 | 2 |
| B•••• A••••• S•••••• dual registrant | C••••••• institutional | Raleigh, Nc | Aug 5, 2016 | 13 y | 2 | 1 |
| J••• J•••••• S••••••••• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | Aug 6, 2020 | 10 y | 1 | 1 |
| J••• M••••••• S••••••• Certified Financial Planner | C••••••• institutional | Brentwood, Tn | Dec 21, 2022 | 19 y | 1 | 1 |
| M•••••• T•••• S••••••• dual registrant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 16 y | 1 | 2 |
| J••••• S••••• | C••••••• institutional | Allentown, Pa | Feb 8, 2024 | 10 y | 2 | 1 |
| T•••• A••••• S•••• | C••••••• institutional | Southfield, Mi | Sep 21, 2020 | 11 y | 1 | 1 |
| R•••••• G•••••• S••••• | C••••••• institutional | Brentwood, Tn | Dec 21, 2022 | 12 y | 1 | 1 |
| F••• S•••• Chartered Financial Analyst | C••••••• institutional | Raleigh, Nc | Nov 6, 2018 | 15 y | 0 | 4 |
| K••• G••••• S•••• dual registrant | C••••••• institutional | Tampa, Fl | Jan 2, 2025 | 34 y | 4 | 1 |
| B••••••• M••••• S••••• Chartered Financial Analyst | C••••••• institutional | Chicago, Il | Feb 27, 2026 | 11 y | 0 | 1 |
| J••••••• B•••• S•••• dual registrant | C••••••• institutional | Greensboro, Nc | Feb 15, 2019 | 18 y | 4 | 1 |
| S••••••• J• S•••• Certified Financial Planner · dual registrant | C••••••• institutional | Colorado Springs, Co | Feb 3, 2025 | 16 y | 1 | 1 |
| B••••• G•••• S•••• Certified Financial Planner · dual registrant | C••••••• institutional | Raleigh, Nc | Jun 3, 2022 | 15 y | 3 | 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.