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 |
|---|---|---|---|---|---|---|
| Ryan Eric Colkitt Certified Financial Planner, Chartered Financial Analyst | Captrust institutional | Bellevue, Wa | Dec 12, 2023 | 12 y | 2 | 1 |
| Harrison M Collins Certified Financial Planner | Captrust institutional | Greenville, Sc | Jul 28, 2022 | 10 y | 1 | 2 |
| John Wesley Collins dual registrant | Captrust institutional | Raleigh, Nc | Apr 15, 2015 | 20 y | 0 | 1 |
| K•••••• R••••• C•••• | C••••••• institutional | Port St. Lucie, Fl | Dec 6, 2024 | 12 y | 1 | 1 |
| A•••••• N••••• C••••• | C••••••• institutional | Raleigh, Nc | Oct 16, 2025 | 11 y | 0 | 1 |
| R•••• L••• C••• | C••••••• institutional | Sanibel, Fl | Mar 2, 2026 | 24 y | 1 | 2 |
| E•••• S•• C••••••• | C••••••• institutional | San Antonio, Tx | Jun 28, 2023 | 10 y | 1 | 1 |
| M•••• S••• C••••• | C••••••• institutional | Greenville, Sc | Jul 2, 2021 | 29 y | 3 | 1 |
| E••••• E••••• C••• | C••••••• institutional | Raleigh, Nc | Nov 14, 2016 | 12 y | 0 | 1 |
| A••• C••• C••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 18 y | 0 | 1 |
| A••••• K••••••• F•••• C••••• | C••••••• institutional | Bellevue, Wa | Dec 7, 2023 | 15 y | 1 | 1 |
| J•••••• I•••• C••••••• Certified Financial Planner, Personal Financial Specialist | C••••••• institutional | Chesterfield, Mo | Aug 19, 2022 | 19 y | 2 | 1 |
| L••••• M•••• C••••• | C••••••• institutional | Folsom, Ca | Feb 17, 2026 | 14 y | 1 | 1 |
| A••••• J•••• C••••••• Certified Financial Planner | C••••••• institutional | Pasadena, Ca | Apr 22, 2020 | 11 y | 2 | 2 |
| R•••••• C••••••• | C••••••• institutional | Pasadena, Ca | Feb 5, 2019 | 42 y | 2 | 2 |
| T••••• E••••• C••••••• Certified Financial Planner | C••••••• institutional | Alpharetta, Ga | Mar 3, 2025 | 20 y | 5 | 1 |
| S•••• D••••• C•• | C••••••• institutional | Akron, Oh | Sep 20, 2023 | 10 y | 2 | 1 |
| M•••••• T••••• C•••• | C••••••• institutional | Bellevue, Wa | Dec 7, 2023 | 10 y | 1 | 1 |
| L•••• P••• C•••••• | C••••••• institutional | Boston, Ma | Dec 10, 2024 | 28 y | 4 | 1 |
| J•••• L••• C•••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 13, 2023 | 28 y | 3 | 1 |
| T•••••• H• C•••••• Chartered Financial Analyst | C••••••• institutional | Roanoke, Va | May 15, 2018 | 34 y | 1 | 2 |
| A••••• M•••• C•••••• W•••• | C••••••• institutional | Roanoke, Va | May 16, 2018 | 23 y | 1 | 1 |
| E•••• D•••••• C•••••• | C••••••• institutional | Raleigh, Nc | Apr 9, 2015 | 30 y | 3 | 3 |
| J•••• C•••• | C••••••• institutional | Clarkston, Mi | Sep 2, 2025 | 11 y | 4 | 1 |
| J•••• E••• C••••••••• dual registrant | C••••••• institutional | Wenatchee, Wa | Nov 15, 2022 | 13 y | 3 | 2 |
| C•••••••• R••••••• C••••••••• Certified Financial Planner | C••••••• institutional | Greenville, Sc | Jul 28, 2022 | 15 y | 1 | 1 |
| P••••• R••••• D•••••• Certified Financial Planner · dual registrant | C••••••• institutional | Raleigh, Nc | Mar 6, 2018 | 14 y | 2 | 1 |
| A•••• J••••• D••••• | C••••••• institutional | Uniontown, Oh | Feb 18, 2025 | 12 y | 0 | 1 |
| T•••• M••••••• D•••••••• Certified Financial Planner | C••••••• institutional | Overland Park, Ks | Mar 18, 2026 | 17 y | 0 | 1 |
| E••••••••• D•••• | C••••••• institutional | Phoenix, Az | Feb 22, 2021 | 12 y | 1 | 1 |
| G••• C••••• D•••• | C••••••• institutional | Greenville, Sc | Jul 2, 2021 | 31 y | 3 | 1 |
| J••••• D•••• dual registrant | C••••••• institutional | Monticello, Mn | Dec 20, 2023 | 18 y | 1 | 1 |
| M••••• L••• D•• Certified Financial Planner | C••••••• institutional | Indianapolis, In | Oct 31, 2023 | 14 y | 1 | 2 |
| R•••••• C•••••• D•• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | Feb 16, 2023 | 10 y | 0 | 1 |
| J••••• J••• D•••••• | C••••••• institutional | Tampa, Fl | Jun 3, 2024 | 14 y | 2 | 1 |
| P••••• M••• D•••••• dual registrant | C••••••• institutional | Dallas, Tx | Jun 29, 2023 | 39 y | 3 | 1 |
| N••••••• A••• D•••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 19 y | 2 | 1 |
| D•••• L•• D••• | C••••••• institutional | Nashville, Tn | Jan 6, 2022 | 36 y | 3 | 1 |
| M•••••• N•••••••• D••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 16 y | 1 | 1 |
| L•••• A•••••• D•••••••• dual registrant | C••••••• institutional | Boston, Ma | Nov 29, 2024 | 15 y | 2 | 1 |
| J••• R••••• D••••• Certified Financial Planner | C••••••• institutional | Indianapolis, In | Nov 11, 2025 | 11 y | 2 | 1 |
| K•••• O••••• D••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 24 y | 2 | 1 |
| M••• A••••• D••••• | C••••••• institutional | Indianapolis, In | Oct 16, 2023 | 14 y | 2 | 1 |
| C•••• J••• D••••••••• Certified Financial Planner | C••••••• institutional | Rochester, Ny | Oct 27, 2025 | 12 y | 1 | 1 |
| A•••••• D••••• | C••••••• institutional | Raleigh, Nc | Aug 1, 2026 | 10 y | 0 | 1 |
| J••• M••••••• D•••••• dual registrant | C••••••• institutional | Fort Worth, Tx | Apr 25, 2023 | 30 y | 2 | 1 |
| A••••• H••••••• D•••• Certified Financial Planner | C••••••• institutional | Brentwood, Tn | Dec 21, 2022 | 10 y | 1 | 1 |
| D••••• T••• D•••••••• dual registrant | C••••••• institutional | Lake Mary, Fl | Apr 22, 2015 | 18 y | 1 | 2 |
| I•• T••••• D•••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | C••••••• institutional | Uniontown, Oh | Sep 23, 2024 | 11 y | 1 | 1 |
| G••• L•• D•••••• Certified Financial Planner | C••••••• institutional | Rochester, Ny | Oct 29, 2025 | 11 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.