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 |
|---|---|---|---|---|---|---|
| Travis Ryan Gleason Certified Financial Planner | Captrust institutional | St. Paul, Mn | Dec 20, 2024 | 20 y | 5 | 1 |
| Jeremy Scott Glenn | Captrust institutional | Boston, Ma | Nov 29, 2024 | 16 y | 4 | 1 |
| Matthew Scott Godleski Certified Financial Planner, Chartered Financial Analyst · dual registrant | Captrust institutional | Peachtree City, Ga | Apr 26, 2021 | 15 y | 2 | 2 |
| R•••• A••••• G••••• | C••••••• institutional | Montgomery, Al | Mar 9, 2020 | 28 y | 1 | 2 |
| C••••••••• M•••••• G••• Chartered Financial Analyst | C••••••• institutional | Brentwood, Tn | Jan 12, 2023 | 21 y | 0 | 1 |
| B••••••• G••••• G•••••• | C••••••• institutional | Boston, Ma | Jan 25, 2022 | 24 y | 1 | 1 |
| S•••• M•••••• G••••• dual registrant | C••••••• institutional | Folsom, Ca | Mar 1, 2021 | 33 y | 2 | 2 |
| I•••• G•••••••• | C••••••• institutional | Houston, Tx | Mar 8, 2023 | 24 y | 1 | 1 |
| J•••• E••••• G••••• | C••••••• institutional | Tampa, Fl | Jul 18, 2017 | 26 y | 3 | 1 |
| B•••• L•••••• G••••• Chartered Financial Analyst | C••••••• institutional | Greenwich, Ct | Apr 9, 2015 | 39 y | 1 | 1 |
| T•••••• J••• G••• Certified Financial Planner | C••••••• institutional | Boston, Ma | Nov 21, 2024 | 11 y | 1 | 2 |
| R••••• M•••••• G••• Personal Financial Specialist · dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 24 y | 3 | 2 |
| M•••••• G••••••• dual registrant | C••••••• institutional | New York, Ny | Oct 24, 2023 | 11 y | 0 | 1 |
| A•••••• G••••••• | C••••••• institutional | Lake Success, Ny | May 1, 2025 | 11 y | 0 | 1 |
| P•••• H••••••••• G••••••••• | C••••••• institutional | Exeter, Nh | Oct 28, 2025 | 35 y | 1 | 2 |
| S•••• L••••• G••••• Certified Financial Planner | C••••••• institutional | Indianapolis, In | Oct 16, 2023 | 10 y | 2 | 1 |
| K••••• G•••• Chartered Financial Consultant | C••••••• institutional | Bethlehem, Pa | Oct 30, 2025 | 11 y | 0 | 1 |
| T•••• W••• G•••• | C••••••• institutional | Sacramento, Ca | Mar 17, 2026 | 12 y | 0 | 1 |
| E••••• S••••• G•••••••• Chartered Financial Analyst | C••••••• institutional | Chicago, Il | Nov 5, 2021 | 15 y | 0 | 1 |
| B•••• R••• G••••••••• | C••••••• institutional | Leawood, Ks | Aug 19, 2022 | 12 y | 1 | 2 |
| C••• J••••• G••••••• | C••••••• institutional | Excelsior, Mn | Sep 19, 2018 | 24 y | 1 | 1 |
| R••• R•••••• G•••••• Chartered Financial Analyst | C••••••• institutional | San Antonio, Tx | Jun 28, 2023 | 18 y | 1 | 1 |
| B•••• D•••• G•••• Chartered Financial Analyst | C••••••• institutional | Minneapolis, Mn | Aug 14, 2025 | 28 y | 2 | 1 |
| G••••• D•••••• G••••••• Certified Financial Planner | C••••••• institutional | New Orleans, La | Aug 19, 2022 | 33 y | 4 | 3 |
| C••••••••• K•••• G••••• dual registrant | C••••••• institutional | Charlotte, Nc | Mar 5, 2025 | 26 y | 2 | 3 |
| N••••• G••••••••• | C••••••• institutional | Alpharetta, Ga | Jul 27, 2026 | 23 y | 0 | 1 |
| D••••• A•••• G••••• Certified Financial Planner | C••••••• institutional | Boerne, Tx | Jul 22, 2024 | 18 y | 1 | 1 |
| E••••• G•••• Chartered Financial Analyst | C••••••• institutional | San Antonio, Tx | Jan 30, 2020 | 9 y | 0 | 1 |
| R••••• E• H•••• | C••••••• institutional | Saratoga Springs, Ny | Aug 14, 2025 | 21 y | 6 | 1 |
| G••• H••••• Certified Financial Planner | C••••••• institutional | Uniontown, Oh | May 22, 2019 | 20 y | 1 | 1 |
| J••••• S•••• H•••• Certified Financial Planner · dual registrant | C••••••• institutional | West Chester Township, Oh | Jan 30, 2017 | 18 y | 4 | 2 |
| H•••• R• H••••• dual registrant | C••••••• institutional | Uniontown, Oh | Jan 24, 2025 | 10 y | 1 | 1 |
| C••••• R• H••• Certified Financial Planner | C••••••• institutional | Greenville, Sc | Jul 2, 2021 | 14 y | 4 | 2 |
| L••• R•••• H••••••• dual registrant | C••••••• institutional | Folsom, Ca | Mar 1, 2021 | 25 y | 2 | 1 |
| T••••• S•••••• H•••••••• dual registrant | C••••••• institutional | Fort Worth, Tx | Apr 26, 2023 | 26 y | 3 | 1 |
| C••• H••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 5, 2023 | 14 y | 3 | 1 |
| H•••• B••• H••••• | C••••••• institutional | Brentwood, Tn | Jan 1, 2025 | 14 y | 2 | 1 |
| J•••• J••••• H••••• dual registrant | C••••••• institutional | Denver, Co | Jan 1, 2025 | 11 y | 1 | 1 |
| M•••••• A••• H••••••• dual registrant | C••••••• institutional | Raleigh, Nc | Feb 5, 2016 | 26 y | 2 | 1 |
| S•••••• A• H••••• dual registrant | C••••••• institutional | Salt Lake City, Ut | May 27, 2021 | 35 y | 2 | 1 |
| S•••• R••• H••••• Chartered Financial Consultant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 17 y | 1 | 1 |
| D••••• R•• H•••• Certified Financial Planner | C••••••• institutional | Uniontown, Oh | May 22, 2019 | 13 y | 1 | 1 |
| B•••• J••• H•••••• dual registrant | C••••••• institutional | Salt Lake City, Ut | May 12, 2021 | 23 y | 1 | 1 |
| C••• E••••• H•••••• | C••••••• institutional | Leawood, Ks | Aug 19, 2022 | 28 y | 2 | 3 |
| M••• M••••••• H•••••• H••• | C••••••• institutional | Corpus Christi, Tx | Oct 7, 2019 | 18 y | 1 | 1 |
| D•••• R•••••• H••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Wilmington, Nc | Dec 1, 2022 | 32 y | 4 | 1 |
| S••••• M•••••• H••••• dual registrant | C••••••• institutional | Chesterton, In | May 3, 2023 | 19 y | 3 | 2 |
| A•••••• J••••• H••••• Certified Financial Planner | C••••••• institutional | Dallas, Tx | Jun 23, 2023 | 17 y | 1 | 1 |
| M•••••• R•••••• H•••• dual registrant | C••••••• institutional | Lynchburg, Va | Jan 9, 2024 | 14 y | 1 | 1 |
| E•••• A••••• H•• | C••••••• institutional | Birmingham, Mi | Apr 9, 2015 | 33 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.