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 |
|---|---|---|---|---|---|---|
| Jeffrey Samuel Thurm Chartered Financial Analyst | Captrust institutional | Lake Success, Ny | Nov 9, 2023 | 10 y | 0 | 1 |
| Cameron Ray Tinsley Certified Financial Planner | Captrust institutional | Grand Rapids, Mi | Aug 5, 2024 | 12 y | 2 | 1 |
| Jeremy Stephen Tollas | Captrust institutional | Grand Rapids, Mi | Aug 25, 2020 | 20 y | 1 | 1 |
| K••••• L••• T•••••••• dual registrant | C••••••• institutional | Salt Lake City, Ut | Jan 28, 2020 | 10 y | 0 | 1 |
| J••• A••••• T•••••••• dual registrant | C••••••• institutional | Greenville, Sc | Sep 21, 2026 | 10 y | 0 | 1 |
| A••••• T••••• T••• | C••••••• institutional | Warren, Nj | Mar 25, 2022 | 34 y | 2 | 1 |
| C•••• I••• T•••• | C••••••• institutional | Raleigh, Nc | Aug 3, 2026 | 14 y | 2 | 2 |
| P•••• M•••• T••••• | C••••••• institutional | Greensburg, Pa | Jan 19, 2021 | 27 y | 1 | 1 |
| L•••• T••••• T•••••• | C••••••• institutional | Minnetonka, Mn | Aug 19, 2025 | 11 y | 0 | 1 |
| M••••••• E•••••••• T••••• Chartered Financial Analyst | C••••••• institutional | Leawood, Ks | Nov 4, 2022 | 24 y | 1 | 2 |
| T•••• W••••••• T•••••••• | C••••••• institutional | Albuquerque, Nm | Apr 20, 2026 | 14 y | 1 | 1 |
| M•••••• T••••••• | C••••••• institutional | Overland Park, Ks | Feb 11, 2026 | 12 y | 2 | 1 |
| G•••••• C•••••• T••••••••• | C••••••• institutional | Costa Mesa, Ca | Feb 17, 2026 | 13 y | 1 | 1 |
| T••••• D••••• T•••••• Certified Financial Planner | C••••••• institutional | Midlothian, Va | Mar 27, 2026 | 11 y | 1 | 1 |
| S••••• T••••• | C••••••• institutional | Newton, Ma | Apr 23, 2025 | 11 y | 1 | 1 |
| Y•• T• T••••• Certified Financial Planner | C••••••• institutional | Sacramento, Ca | Jul 16, 2021 | 12 y | 0 | 1 |
| K••• L••••• T••••• Certified Financial Planner · dual registrant | C••••••• institutional | Raleigh, Nc | Apr 17, 2015 | 19 y | 1 | 2 |
| J•••• K• T••••• dual registrant | C••••••• institutional | San Antonio, Tx | Jan 4, 2023 | 15 y | 2 | 1 |
| E•••••••• A•• U•••••••• Certified Financial Planner · dual registrant | C••••••• institutional | West Des Moines, Ia | Feb 9, 2021 | 10 y | 1 | 1 |
| J•••• W•••••••• U•••••••• Chartered Financial Analyst | C••••••• institutional | Homewood, Al | Mar 2, 2020 | 28 y | 2 | 1 |
| B•••• U••••••• Certified Financial Planner | C••••••• institutional | Indianapolis, In | Oct 16, 2023 | 28 y | 2 | 2 |
| D••••• P•••• U•••• | C••••••• institutional | Warren, Nj | May 24, 2024 | 19 y | 0 | 1 |
| C••••••• E•••••••• U••••• dual registrant | C••••••• institutional | Dacula, Ga | Sep 1, 2026 | 12 y | 0 | 1 |
| J•••• R•••••• V••••••• Certified Financial Planner | C••••••• institutional | Pasadena, Ca | Apr 9, 2015 | 26 y | 3 | 1 |
| M•••••• A•••••• V••••• Chartered Financial Analyst | C••••••• institutional | Tampa, Fl | Jul 18, 2017 | 12 y | 1 | 1 |
| H•••• M•••••• V•• H••• | C••••••• institutional | Raleigh, Nc | Apr 3, 2024 | 12 y | 0 | 1 |
| J••••• T••••• V••••••••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | Phoenix, Az | Apr 13, 2021 | 18 y | 5 | 1 |
| P•••• A••••• V••••• P•••• Certified Financial Planner | C••••••• institutional | Lone Tree, Co | Nov 25, 2020 | 15 y | 2 | 2 |
| C••••• A• V•••••• Certified Financial Planner · dual registrant | C••••••• institutional | Fort Worth, Tx | Apr 25, 2023 | 12 y | 3 | 1 |
| C•••• M•••••• V•••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | Southfield, Mi | Dec 20, 2022 | 14 y | 1 | 1 |
| S••••• M•••• V••••••• | C••••••• institutional | Charlotte, Nc | Jun 21, 2023 | 25 y | 3 | 1 |
| G•••• D•••••• V•••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 17, 2015 | 26 y | 0 | 1 |
| E••• T••••• V••••• dual registrant | C••••••• institutional | Sanford, Nc | Nov 6, 2023 | 29 y | 4 | 2 |
| I•• H••••• V••••• dual registrant | C••••••• institutional | Sanford, Nc | Nov 6, 2023 | 14 y | 2 | 2 |
| T•••••• J•••• V•••••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 18 y | 1 | 1 |
| M•••••• J•••• V•••••••• Chartered Financial Analyst | C••••••• institutional | Boston, Ma | Nov 5, 2019 | 34 y | 3 | 3 |
| M•••••• P•••••• V••• dual registrant | C••••••• institutional | Jupiter, Fl | Feb 26, 2021 | 35 y | 1 | 3 |
| L••••• X••••• V•• L••••• | C••••••• institutional | Miami, Fl | Oct 3, 2025 | 10 y | 1 | 1 |
| T•••••• J••• V•• | C••••••• institutional | Grand Rapids, Mi | Feb 15, 2023 | 40 y | 1 | 2 |
| H••••• W•••••••• | C••••••• institutional | Montgomery, Al | Mar 2, 2020 | 10 y | 1 | 1 |
| M••• T••••• W••••• Chartered Financial Analyst · dual registrant | C••••••• institutional | Alexandria, Va | Dec 20, 2024 | 22 y | 5 | 1 |
| N••••••• W•••••• Chartered Financial Analyst · dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 16 y | 1 | 1 |
| T•••••• L•••• W••••• Certified Financial Planner, Chartered Financial Consultant | C••••••• institutional | Minneapolis, Mn | Mar 9, 2017 | 22 y | 2 | 1 |
| J••••••• S•••• W••• | C••••••• institutional | Raleigh, Nc | Feb 23, 2026 | 11 y | 0 | 1 |
| D•••• R•••••• W•••••• Chartered Financial Analyst | C••••••• institutional | San Antonio, Tx | Oct 11, 2021 | 15 y | 3 | 1 |
| B•••• J• W•••• Certified Financial Planner | C••••••• institutional | Boston, Ma | Nov 20, 2024 | 18 y | 3 | 2 |
| J••• R•••••• W•••• | C••••••• institutional | Costa Mesa, Ca | Feb 16, 2026 | 10 y | 3 | 2 |
| T••• R•••••• W•••• | C••••••• institutional | Costa Mesa, Ca | Feb 18, 2026 | 39 y | 4 | 2 |
| A•••• W•••••• W••• Chartered Financial Analyst | C••••••• institutional | Huntington Woods, Mi | Dec 12, 2022 | 20 y | 0 | 1 |
| K••• P•••••••• W••• Certified Financial Planner | C••••••• institutional | Brentwood, Tn | Mar 20, 2025 | 12 y | 0 | 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.