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 |
|---|---|---|---|---|---|---|
| Lon Edward Burford Certified Financial Planner · dual registrant | Captrust institutional | Sacramento, Ca | Jan 25, 2021 | 40 y | 2 | 2 |
| Edward Christopher Burke | Captrust institutional | Foxborough, Ma | Sep 19, 2022 | 36 y | 4 | 2 |
| Robert Chase Burkhart Certified Financial Planner · dual registrant | Captrust institutional | Tampa, Fl | Jul 20, 2017 | 12 y | 2 | 1 |
| T•••• J••••• B••••• | C••••••• institutional | Charlotte, Nc | Mar 25, 2026 | 16 y | 0 | 1 |
| C•••••••• S•••••• B•••••••• Certified Financial Planner | C••••••• institutional | Phoenix, Az | Dec 15, 2020 | 24 y | 4 | 2 |
| E••• P•••• B••••• | C••••••• institutional | Salt Lake City, Ut | Oct 3, 2024 | 13 y | 5 | 1 |
| A•••• B••••• dual registrant | C••••••• institutional | Roseville, Ca | Jan 1, 2025 | 28 y | 2 | 1 |
| C••••••••• D••••• B••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | C••••••• institutional | Allentown, Pa | Sep 16, 2015 | 32 y | 1 | 1 |
| R•••• L• B•••• dual registrant | C••••••• institutional | Roseville, Ca | Jan 25, 2021 | 20 y | 3 | 2 |
| D•••• A•••••• C••••••••• | C••••••• institutional | Allentown, Pa | Sep 16, 2015 | 11 y | 0 | 1 |
| K••••••• H••••• C••••• Certified Financial Planner | C••••••• institutional | Austin, Tx | Jul 24, 2022 | 12 y | 0 | 1 |
| L••••••• J•••••• C••••• | C••••••• institutional | Raleigh, Nc | Jan 12, 2026 | 36 y | 0 | 1 |
| R••••• B•••••• C••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 24 y | 4 | 2 |
| R••••• K•••••• C••••• | C••••••• institutional | Rochester, Ny | Oct 30, 2025 | 14 y | 1 | 1 |
| A••••• C•••••• | C••••••• institutional | Chesterton, In | Dec 14, 2024 | 11 y | 0 | 1 |
| K•••• P•••• C••••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | C••••••• institutional | Alexandria, Va | Dec 23, 2024 | 31 y | 3 | 2 |
| K••• C••••••• dual registrant | C••••••• institutional | Tampa, Fl | Jul 18, 2017 | 13 y | 1 | 1 |
| C••• C••••• | C••••••• institutional | Conshohocken, Pa | Jun 17, 2024 | 13 y | 1 | 1 |
| J•••• A•••• C••••• Certified Financial Planner | C••••••• institutional | Greenville, Sc | Jul 2, 2021 | 34 y | 4 | 1 |
| J••••••• M••• C•••••••• | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 22 y | 1 | 1 |
| J••• B•••••• C••• Certified Financial Planner · dual registrant | C••••••• institutional | Raleigh, Nc | Nov 18, 2021 | 14 y | 2 | 1 |
| J••• C•••••• | C••••••• institutional | Charlotte, Nc | Sep 21, 2026 | 13 y | 0 | 1 |
| K•••••••• M•••• C••••••••• Certified Financial Planner | C••••••• institutional | Boston, Ma | Jan 25, 2022 | 22 y | 1 | 1 |
| T•••••• A•••• C••••• dual registrant | C••••••• institutional | Raleigh, Nc | Feb 17, 2026 | 12 y | 0 | 1 |
| M••• R••••• C•••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2020 | 24 y | 3 | 1 |
| K•••• S•• C••••••• dual registrant | C••••••• institutional | Simi Valley, Ca | Apr 9, 2015 | 26 y | 3 | 1 |
| S•••• L••• C••••• dual registrant | C••••••• institutional | Leawood, Ks | Mar 28, 2023 | 17 y | 2 | 2 |
| H•••••• F••• C••••••• Certified Financial Planner | C••••••• institutional | San Antonio, Tx | Oct 3, 2019 | 11 y | 1 | 1 |
| C••• M•••••• C••••• | C••••••• institutional | San Ramon, Ca | Sep 23, 2024 | 14 y | 0 | 1 |
| M•••••• W••• C•••• | C••••••• institutional | Folsom, Ca | Jan 18, 2024 | 10 y | 0 | 1 |
| M••• W•••••• C••••••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 27 y | 3 | 1 |
| J••••• A•••• C••••••• | C••••••• institutional | Southfield, Mi | Aug 25, 2020 | 20 y | 1 | 1 |
| M••• S• C••••• dual registrant | C••••••• institutional | Allentown, Pa | Jun 25, 2020 | 12 y | 0 | 1 |
| K•••• A•••••••• C•••• Certified Financial Planner · dual registrant | C••••••• institutional | Roseville, Ca | Jan 25, 2021 | 14 y | 1 | 1 |
| T•••••• C••• dual registrant | C••••••• institutional | Costa Mesa, Ca | Aug 17, 2026 | 12 y | 0 | 1 |
| E••••• A• C••••••• Certified Financial Planner | C••••••• institutional | Lisle, Il | May 6, 2020 | 14 y | 5 | 3 |
| R••• A•••••• C••••••••• Chartered Financial Analyst | C••••••• institutional | Overland Park, Ks | Feb 9, 2026 | 16 y | 6 | 1 |
| W•••••• N••• C••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Sep 16, 2015 | 11 y | 0 | 1 |
| G•••••• K•••• C••••• | C••••••• institutional | Rochester, Ny | Oct 20, 2025 | 12 y | 1 | 1 |
| B••••••• J•• C••••••••• dual registrant | C••••••• institutional | Wichita, Ks | Aug 19, 2022 | 21 y | 3 | 2 |
| S•••• Y• C•••• Certified Financial Planner | C••••••• institutional | Costa Mesa, Ca | Feb 16, 2026 | 22 y | 12 | 2 |
| M••• G•••••• C•••• Chartered Financial Consultant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 15 y | 1 | 1 |
| K••• D•••••• C•••• dual registrant | C••••••• institutional | Roseville, Ca | Jan 1, 2025 | 10 y | 1 | 1 |
| R•••••• L•• C•••••• Certified Financial Planner · dual registrant | C••••••• institutional | Alexandria, Va | Dec 20, 2024 | 35 y | 3 | 1 |
| Z•••••• M•••••• C••••••• Certified Financial Planner | C••••••• institutional | Newton, Ma | Jan 24, 2024 | 13 y | 3 | 1 |
| T••••• R• C•••• dual registrant | C••••••• institutional | Phoenix, Az | Jun 5, 2024 | 12 y | 0 | 1 |
| J••••• S•••• C•••• | C••••••• institutional | Grand Rapids, Mi | Apr 19, 2024 | 13 y | 1 | 1 |
| P••••• M••••• C••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | Overland Park, Ks | Feb 5, 2026 | 12 y | 2 | 1 |
| H••• W••••• C••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 26 y | 2 | 2 |
| P•••• M•••• C•••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 24 y | 2 | 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.