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 |
|---|---|---|---|---|---|---|
| Peter D Dinardo Certified Financial Planner | Captrust institutional | Austin, Tx | Mar 27, 2018 | 16 y | 2 | 1 |
| John Thomas Dipasquale | Captrust institutional | Rochester, Ny | Nov 4, 2025 | 32 y | 1 | 1 |
| Tiffany Norton Dobbins Certified Financial Planner | Captrust institutional | Brentwood, Tn | Nov 6, 2025 | 25 y | 3 | 1 |
| S•••• N••••• D••• Certified Financial Planner | C••••••• institutional | Leawood, Ks | Aug 19, 2022 | 23 y | 3 | 2 |
| J••••• K••• D••••• | C••••••• institutional | Southfield, Mi | Aug 25, 2020 | 12 y | 1 | 1 |
| J•••• S•••••• D•••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 2, 2018 | 11 y | 1 | 1 |
| J••••••• R•••• D••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 19 y | 1 | 1 |
| A••••• A••• D•••••• | C••••••• institutional | The Woodlands, Tx | Jan 18, 2024 | 14 y | 1 | 1 |
| M••••• D•••• Certified Financial Planner · dual registrant | C••••••• institutional | Tampa, Fl | Jul 18, 2017 | 24 y | 3 | 1 |
| D••••• T••••• D•••• Certified Financial Planner | C••••••• institutional | Dallas, Tx | Jun 29, 2023 | 21 y | 1 | 2 |
| C•••• E••••• D••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 28 y | 2 | 1 |
| D•••• J••• D•••••• Certified Financial Planner | C••••••• institutional | Grand Rapids, Mi | Aug 25, 2020 | 27 y | 1 | 1 |
| S••••• H••••• D••••••••• Certified Financial Planner | C••••••• institutional | Austin, Tx | Oct 11, 2021 | 13 y | 1 | 1 |
| D•••• L••••••••• D••• dual registrant | C••••••• institutional | Santa Barbara, Ca | Dec 7, 2015 | 20 y | 3 | 1 |
| J•••• D•••• | C••••••• institutional | New York, Ny | Feb 28, 2021 | 13 y | 1 | 1 |
| J••• D•••• dual registrant | C••••••• institutional | West Des Moines, Ia | Apr 9, 2015 | 35 y | 2 | 1 |
| S•••• D••• dual registrant | C••••••• institutional | Boston, Ma | Jun 5, 2025 | 21 y | 5 | 1 |
| N•••••••• R••• D•••••••• dual registrant | C••••••• institutional | Boston, Ma | Jun 5, 2025 | 10 y | 1 | 1 |
| J••• D••••• E•••• Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst | C••••••• institutional | San Antonio, Tx | Oct 11, 2021 | 27 y | 2 | 1 |
| R••••• A•••••• D••• E•••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 19 y | 1 | 1 |
| T••••••• J••• E•••• | C••••••• institutional | Minnetonka, Mn | Apr 21, 2023 | 29 y | 4 | 2 |
| J•••• J••••• E••• | C••••••• institutional | Rochester, Ny | Oct 27, 2025 | 27 y | 1 | 1 |
| G••••• H•••••• E••••••• dual registrant | C••••••• institutional | Charlotte, Nc | Mar 5, 2025 | 44 y | 2 | 2 |
| J•••• D•••• E•••••• dual registrant | C••••••• institutional | Allentown, Pa | Sep 16, 2015 | 25 y | 1 | 2 |
| T•••••• R•••••• E••• | C••••••• institutional | Chicago, Il | Dec 13, 2021 | 34 y | 1 | 2 |
| S••••• L•••• E•••••• | C••••••• institutional | San Antonio, Tx | Oct 18, 2019 | 28 y | 5 | 1 |
| K••• J••••• E•••••• | C••••••• institutional | Boeme, Tx | Oct 18, 2021 | 31 y | 3 | 1 |
| K•••• E••••• | C••••••• institutional | Greenwood Village, Co | Feb 2, 2023 | 12 y | 0 | 1 |
| D•••• L••• E•••• dual registrant | C••••••• institutional | Charlotte, Nc | May 26, 2025 | 17 y | 1 | 2 |
| K••••••• M•••• E•••••• | C••••••• institutional | Birmingham, Al | Mar 2, 2020 | 13 y | 1 | 1 |
| L•••• E••••• E•••••• Certified Financial Planner · dual registrant | C••••••• institutional | Alpharetta, Ga | Jun 21, 2021 | 28 y | 4 | 1 |
| T••••• J•••• E•••• E•••••• dual registrant | C••••••• institutional | Sacramento, Ca | Aug 24, 2021 | 11 y | 2 | 2 |
| C•••••••• M•••• E•••• | C••••••• institutional | Georgetown, Tx | Nov 9, 2020 | 15 y | 0 | 1 |
| D•••• E••••• E••••••• | C••••••• institutional | Leawood, Ks | Feb 8, 2024 | 21 y | 1 | 1 |
| E••• S••••• E••••• | C••••••• institutional | Phoenix, Az | Feb 22, 2021 | 16 y | 2 | 1 |
| P•••••• E••••• Certified Financial Planner · dual registrant | C••••••• institutional | Greensboro, Nc | Dec 8, 2020 | 12 y | 3 | 1 |
| N••••• F•••••• E••••••• Chartered Financial Analyst | C••••••• institutional | Phoenix, Az | Feb 22, 2021 | 18 y | 2 | 1 |
| D••••• J•••• E••• | C••••••• institutional | Osprey, Fl | Apr 9, 2015 | 33 y | 1 | 3 |
| N••• E•••• E••• Certified Financial Planner | C••••••• institutional | Minnetonka, Mn | Aug 30, 2024 | 14 y | 0 | 1 |
| S•••• E••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 19 y | 1 | 1 |
| R••• A••••• E•••••• Certified Financial Planner | C••••••• institutional | San Antonio, Tx | Mar 9, 2022 | 12 y | 3 | 1 |
| M••••• E•••••••• E•••• | C••••••• institutional | Costa Mesa, Ca | Feb 19, 2026 | 11 y | 1 | 1 |
| J•••••• S•••• E•••• | C••••••• institutional | Naples, Fl | Sep 15, 2015 | 26 y | 1 | 2 |
| M••• E•••••• E••••• Chartered Financial Analyst, Chartered Investment Counselor | C••••••• institutional | Overland Park, Ks | Feb 24, 2026 | 35 y | 1 | 1 |
| H••• P•••• E•••• dual registrant | C••••••• institutional | Costa Mesa, Ca | Feb 17, 2026 | 24 y | 6 | 2 |
| K•••• E• E••••••• Certified Financial Planner | C••••••• institutional | Portland, Me | Nov 21, 2024 | 11 y | 1 | 2 |
| M••••••••• A•• F••••••••• dual registrant | C••••••• institutional | Lake Success, Ny | Mar 8, 2019 | 26 y | 4 | 2 |
| S•••• C••••• F••••••••• | C••••••• institutional | Greenwood Village, Co | Jan 30, 2024 | 17 y | 0 | 1 |
| F•••••• F••• Certified Financial Planner · dual registrant | C••••••• institutional | Alexandria, Va | Dec 20, 2024 | 13 y | 2 | 2 |
| T•••••• J•••• F••••• Chartered Financial Analyst | C••••••• institutional | Boston, Ma | Dec 10, 2024 | 16 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.