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 |
|---|---|---|---|---|---|---|
| Stephanie Marie Bishop Smith | Captrust institutional | San Antonio, Tx | Jun 28, 2023 | 19 y | 1 | 1 |
| Naomi Sue Soto dual registrant | Captrust institutional | Ocala, Fl | Sep 18, 2025 | 17 y | 0 | 2 |
| Boola Said Sourial dual registrant | Captrust institutional | Boston, Ma | Mar 11, 2021 | 11 y | 1 | 1 |
| H•••• B••••••••• S•••••• | C••••••• institutional | Raleigh, Nc | Aug 18, 2020 | 18 y | 2 | 1 |
| W•••••• L••••• S•••• | C••••••• institutional | Charlotte, Nc | Feb 20, 2026 | 22 y | 0 | 1 |
| T••••• S•••• Certified Financial Planner | C••••••• institutional | New York, Ny | Feb 20, 2025 | 10 y | 0 | 1 |
| A••••• J••••• S••••• Chartered Financial Analyst | C••••••• institutional | Greenwood Village, Co | Nov 5, 2021 | 17 y | 1 | 1 |
| J•••• F••••• S••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 25 y | 0 | 2 |
| A••••• B••••• S•••• dual registrant | C••••••• institutional | Lake Success, Ny | Aug 4, 2023 | 10 y | 1 | 1 |
| C••••••••• R••••• S••••••• | C••••••• institutional | Raleigh, Nc | May 31, 2018 | 16 y | 3 | 1 |
| D••••• W•••• S•••••••• Certified Financial Planner, Chartered Financial Consultant | C••••••• institutional | Houston, Tx | Jan 10, 2025 | 34 y | 3 | 2 |
| B•••• S•••••• | C••••••• institutional | Tampa, Fl | Sep 12, 2025 | 11 y | 2 | 1 |
| M•••••• C••••• S••••• | C••••••• institutional | Boston, Ma | Sep 16, 2024 | 11 y | 0 | 1 |
| C•••• S• S•••• | C••••••• institutional | Newton, Ma | Apr 19, 2023 | 14 y | 1 | 1 |
| D•••• S••••• | C••••••• institutional | Brentwood, Tn | Jan 13, 2023 | 22 y | 3 | 2 |
| J•••• R••• S•••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 17 y | 0 | 1 |
| J••••••• E• S•••••• dual registrant | C••••••• institutional | Boston, Ma | Mar 11, 2021 | 18 y | 1 | 1 |
| B•••• S•••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | C••••••• institutional | Alexandria, Va | Dec 20, 2024 | 18 y | 6 | 1 |
| K•••••• E•••••• S•••••• | C••••••• institutional | Boston, Ma | Nov 27, 2019 | 30 y | 1 | 2 |
| P••• R•••••• S•••••• dual registrant | C••••••• institutional | Akron, Oh | Apr 9, 2015 | 20 y | 1 | 1 |
| D•••• S••• Chartered Financial Analyst | C••••••• institutional | Houston, Tx | Oct 1, 2019 | 27 y | 1 | 1 |
| N••••• C•••••• S•••• dual registrant | C••••••• institutional | Lake Success, Ny | Aug 19, 2026 | 13 y | 1 | 1 |
| J•• E••• S••••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 24 y | 0 | 2 |
| N••• T••••• S••••••••• | C••••••• institutional | Dallas, Tx | Nov 29, 2021 | 13 y | 0 | 1 |
| J•••• W••• S•••••• dual registrant | C••••••• institutional | Charlotte, Nc | Apr 15, 2015 | 27 y | 1 | 2 |
| M•••••• D•••• S••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 9, 2015 | 32 y | 2 | 2 |
| J•••••• B•••• S•••••• | C••••••• institutional | Tampa, Fl | Feb 27, 2026 | 19 y | 2 | 1 |
| H•••••••• P••• S••••• | C••••••• institutional | Raleigh, Nc | Sep 23, 2025 | 12 y | 1 | 1 |
| R••••• S••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Jan 30, 2023 | 18 y | 2 | 1 |
| D••••• A•••• S•••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 23 y | 1 | 2 |
| J•••• M•••••• S••••••• Chartered Financial Analyst | C••••••• institutional | Boston, Ma | Feb 6, 2025 | 11 y | 0 | 2 |
| G•••• M••••••••• I•••••• S•••••••• Chartered Financial Consultant | C••••••• institutional | Easton, Pa | Oct 12, 2023 | 11 y | 0 | 1 |
| K•••• D•••••• S•••• Certified Financial Planner | C••••••• institutional | Indianapolis, In | Oct 16, 2023 | 28 y | 2 | 2 |
| J•••• R•••• T••••• | C••••••• institutional | Greenville, Sc | Sep 1, 2026 | 10 y | 0 | 1 |
| J•••• R•••• T••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 32 y | 2 | 1 |
| D•••• M•••••• T••••• Certified Financial Planner | C••••••• institutional | Houston, Tx | Jan 10, 2025 | 13 y | 1 | 1 |
| D••••• T••• | C••••••• institutional | Raleigh, Nc | Feb 6, 2025 | 10 y | 0 | 1 |
| W•••••• D••••• T•••• | C••••••• institutional | Houston, Tx | Mar 27, 2026 | 15 y | 1 | 1 |
| C•••••• R•••••• T••••• Certified Financial Planner · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 20, 2022 | 18 y | 1 | 2 |
| M•••••• C• T••••• | C••••••• institutional | Leawood, Ks | Aug 19, 2022 | 20 y | 2 | 2 |
| S••• E• T••••••• Chartered Financial Analyst | C••••••• institutional | Wayne, Pa | Oct 20, 2017 | 22 y | 1 | 2 |
| B•••• A•••• T••••• | C••••••• institutional | Houston, Tx | Apr 14, 2026 | 11 y | 5 | 2 |
| J••••• T••••• dual registrant | C••••••• institutional | Alexandria, Va | Jan 2, 2026 | 13 y | 0 | 1 |
| L•••• L••••• T••••• | C••••••• institutional | Raleigh, Nc | Jan 12, 2018 | 17 y | 1 | 1 |
| R•••• D•••• T••••• dual registrant | C••••••• institutional | Sanford, Nc | Oct 18, 2023 | 10 y | 1 | 2 |
| R••••• E• T••••• dual registrant | C••••••• institutional | Chicago, Il | Jul 31, 2023 | 10 y | 0 | 1 |
| W••••• J•••• T••••• Certified Financial Planner | C••••••• institutional | Annandale, Va | Sep 16, 2026 | 17 y | 5 | 1 |
| L•••• R••• T••••• Certified Financial Planner | C••••••• institutional | Ft Myers, Fl | Oct 16, 2023 | 22 y | 2 | 2 |
| S•••• C•••••• T••••• Certified Financial Planner · dual registrant | C••••••• institutional | Roseville, Ca | Jan 25, 2021 | 29 y | 3 | 2 |
| M•••• C•••• T••••••• | C••••••• institutional | Mount Laurel, Nj | Dec 21, 2021 | 29 y | 0 | 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.