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.
946 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Catherine Currin Bass Certified Financial Planner | Captrust institutional | Raleigh, Nc | May 20, 2026 | 10 y | 0 | 2 |
| Taylor Alexander Bauerle | Captrust institutional | Lake Mary, Fl | Jan 10, 2023 | 13 y | 2 | 1 |
| Barron Dean Beal | Captrust institutional | Dallas, Tx | Oct 11, 2021 | 26 y | 5 | 1 |
| F•••••• M••••• B••• dual registrant | C••••••• institutional | Wilmington, Nc | Feb 3, 2020 | 25 y | 2 | 1 |
| N••••• R• B••••• dual registrant | C••••••• institutional | Colorado Springs, Co | Oct 20, 2022 | 20 y | 1 | 1 |
| A••• B•••• B•••• dual registrant | C••••••• institutional | Bethlehem, Pa | Apr 22, 2020 | 13 y | 4 | 1 |
| E••• N••••• B••••••• | C••••••• institutional | Raleigh, Nc | Apr 9, 2015 | 14 y | 2 | 1 |
| N••••• W• B•••••• | C••••••• institutional | Raleigh, Nc | Feb 12, 2026 | 13 y | 2 | 1 |
| C•••• M• B•••••• | C••••••• institutional | Raleigh, Nc | Jul 30, 2024 | 15 y | 1 | 1 |
| W•••••• B•••••• | C••••••• institutional | Charlotte, Nc | Oct 30, 2025 | 11 y | 0 | 1 |
| J•••• W•••••• B•••••••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | Costa Mesa, Ca | Feb 16, 2026 | 15 y | 2 | 2 |
| C••••••••• M•••••• B•••••••• Certified Financial Planner | C••••••• institutional | Arvada, Co | Dec 15, 2020 | 12 y | 1 | 2 |
| T•••• J••• B•••••• | C••••••• institutional | Minnetonka, Mn | Apr 21, 2023 | 10 y | 1 | 1 |
| R••••••• G•••••• B•••••••• | C••••••• institutional | Atlanta, Ga | Apr 9, 2015 | 25 y | 1 | 2 |
| H••••• R•• B•••• | C••••••• institutional | Minneapolis, Mn | Jan 23, 2026 | 10 y | 1 | 1 |
| N•••• B•••••• Chartered Financial Analyst | C••••••• institutional | Warren, Nj | Mar 25, 2022 | 11 y | 0 | 1 |
| F••••• A•••••• B•••• | C••••••• institutional | Tampa, Fl | Jun 3, 2024 | 25 y | 3 | 1 |
| K••••• J••• B••••• G•••• | C••••••• institutional | Chicago, Il | Oct 3, 2022 | 35 y | 1 | 1 |
| T••••• J••••• B••••••• dual registrant | C••••••• institutional | New Orleans, La | Jun 23, 2023 | 10 y | 1 | 1 |
| J••••••••• S•••• B•••••• Certified Financial Planner · dual registrant | C••••••• institutional | Sacramento, Ca | Aug 22, 2023 | 12 y | 0 | 1 |
| M••• A••• B••••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | Montgomery, Al | Mar 9, 2020 | 15 y | 1 | 1 |
| K•••• P•••••• B••••• Certified Financial Planner | C••••••• institutional | Pittsburgh, Pa | Jan 19, 2021 | 22 y | 1 | 2 |
| S•••• B•••• Certified Financial Planner | C••••••• institutional | Boston, Ma | Dec 24, 2024 | 21 y | 3 | 1 |
| M•••••• E••••• B•••• dual registrant | C••••••• institutional | Charlotte, Nc | Apr 22, 2015 | 42 y | 2 | 1 |
| W•••••• B•••• B•••• Certified Financial Planner · dual registrant | C••••••• institutional | Charlotte, Nc | Apr 15, 2015 | 11 y | 0 | 1 |
| N••••••• M•••••• B•••• | C••••••• institutional | Leawood, Ks | Aug 19, 2022 | 21 y | 3 | 2 |
| E•••• H••••• B••••••• | C••••••• institutional | Raleigh, Nc | Sep 30, 2020 | 10 y | 0 | 1 |
| N••••• B••••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Alexandria, Va | Dec 20, 2024 | 12 y | 1 | 1 |
| C•••• J•••• B•••••• Certified Financial Planner | C••••••• institutional | Indianapolis, In | Nov 1, 2023 | 13 y | 4 | 1 |
| T••••• E••••• B••• | C••••••• institutional | Rochester, Ny | Oct 30, 2025 | 12 y | 1 | 1 |
| N••••• E••••• B•••• Certified Financial Planner | C••••••• institutional | Uniontown, Oh | Mar 4, 2026 | 11 y | 0 | 1 |
| N••••• J• B••• Certified Financial Planner | C••••••• institutional | Uniontown, Oh | May 22, 2019 | 26 y | 4 | 1 |
| M••••• P••• B•••• Certified Financial Planner | C••••••• institutional | Lynchburg, Va | Jan 12, 2018 | 11 y | 1 | 2 |
| S••••• T•••••• B•••••• Certified Financial Planner, Chartered Financial Analyst · dual registrant | C••••••• institutional | Raleigh, Nc | Jan 9, 2020 | 10 y | 2 | 1 |
| W•••••• T•••• B•••••• Certified Financial Planner | C••••••• institutional | Milwaukee, Wi | May 19, 2025 | 10 y | 0 | 1 |
| C••••••••• M•••••• B••••••••• Certified Financial Planner | C••••••• institutional | Costa Mesa, Ca | Feb 13, 2026 | 19 y | 2 | 2 |
| B••••• A• B•••• | C••••••• institutional | New York, Ny | Jan 5, 2026 | 11 y | 0 | 1 |
| W••••• M••••• B•••• Certified Financial Planner | C••••••• institutional | Greenville, Sc | Jul 2, 2021 | 26 y | 5 | 1 |
| A••••• J••• B••••••••• Chartered Financial Analyst | C••••••• institutional | Warren, Nj | Jan 7, 2025 | 27 y | 4 | 1 |
| L••••• M•••• B•••••• dual registrant | C••••••• institutional | Tampa, Fl | Jul 17, 2026 | 15 y | 1 | 1 |
| C•••••••• S••••• B•••• Certified Financial Planner | C••••••• institutional | Homewood, Al | Mar 2, 2020 | 11 y | 1 | 1 |
| K••••••• A•• B•••••• | C••••••• institutional | Salt Lake City, Ut | May 14, 2024 | 11 y | 1 | 1 |
| K•••• T••••• B••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Sacramento, Ca | Jan 25, 2021 | 22 y | 3 | 2 |
| J••• A•• B•••• dual registrant | C••••••• institutional | Tampa, Fl | Feb 8, 2019 | 17 y | 5 | 1 |
| S•••••• W•••••• B•••• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | May 25, 2023 | 16 y | 0 | 1 |
| A•••••••• G•••••• B•••• Certified Financial Planner · dual registrant | C••••••• institutional | Sacramento, Ca | Jan 25, 2021 | 23 y | 2 | 2 |
| D••••••••• B••••• dual registrant | C••••••• institutional | Tampa, Fl | Sep 21, 2023 | 10 y | 2 | 2 |
| D••••• M•••• B••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 24 y | 2 | 2 |
| J••• F•••••• B•••••• dual registrant | C••••••• institutional | Boston, Ma | Feb 26, 2021 | 35 y | 5 | 3 |
| J•••• G•••••• B••••••••• Chartered Financial Consultant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 14 y | 1 | 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.