DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisors
Advisors registered through Lido
Every 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.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Virginia Elizabeth Aaron | Lido independent RIA | Los Angeles, Ca | Nov 21, 2023 | 19 y | 4 | 4 |
| Raul Acevedo | Lido independent RIA | New York, Ny | Aug 5, 2022 | 10 y | 1 | 2 |
| Myra K Alport | Lido independent RIA | Los Angeles, Ca | Jun 13, 2025 | 20 y | 5 | 3 |
| M•••••• S••••• A••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Oct 16, 2025 | 11 y | 5 | 2 |
| C••• A•••••• | L••• independent RIA | Los Angeles, Ca | Sep 6, 2022 | 12 y | 0 | 2 |
| D••••••• M•••• A•••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Jul 21, 2025 | 10 y | 1 | 4 |
| K•••• G••••• A•••••••• Certified Financial Planner | L••• independent RIA | New York, Ny | Oct 17, 2025 | 12 y | 1 | 4 |
| R••••• M•••••• A••••••••• Certified Financial Planner | L••• independent RIA | Leawood, Ks | Jun 13, 2023 | 10 y | 1 | 5 |
| P••• A•••••• A••••• | L••• independent RIA | Los Angeles, Ca | Aug 12, 2022 | 21 y | 3 | 7 |
| A••• J••••• A••••• | L••• independent RIA | San Diego, Ca | Jan 31, 2025 | 11 y | 0 | 1 |
| B•••• W•••• A•••• Certified Financial Planner, Chartered Financial Consultant | L••• independent RIA | Red Bank, Nj | Jun 6, 2022 | 31 y | 7 | 7 |
| S••••• A••• A••••• Certified Financial Planner | L••• independent RIA | Chicago, Il | Dec 2, 2019 | 12 y | 0 | 4 |
| C••••• I• A••••• G•••• | L••• independent RIA | Los Angeles, Ca | Feb 26, 2024 | 13 y | 0 | 1 |
| A•••••• A••••• | L••• independent RIA | Chicago, Il | Apr 10, 2024 | 12 y | 0 | 2 |
| M•••• A••••• | L••• independent RIA | Los Angeles, Ca | Jan 10, 2026 | 10 y | 0 | 1 |
| W••••• P•••••• B•••• Chartered Financial Analyst | L••• independent RIA | Louisville, Co | Dec 12, 2024 | 29 y | 1 | 4 |
| J•••• R••• B•••••••• | L••• independent RIA | Los Angeles, Ca | Aug 15, 2022 | 13 y | 0 | 4 |
| J••• A•••••• B••••• | L••• independent RIA | Los Angeles, Ca | Apr 1, 2025 | 12 y | 2 | 2 |
| R••••• J••• B••••• Certified Financial Planner, Chartered Financial Analyst | L••• independent RIA | Bellevue, Wa | Sep 19, 2024 | 18 y | 5 | 4 |
| T••••• A•••••• T••••• B••••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Oct 25, 2023 | 10 y | 0 | 2 |
| S•••• L••• B•••••• | L••• independent RIA | Los Angeles, Ca | Apr 6, 2022 | 18 y | 3 | 2 |
| G•••• K••• B••• | L••• independent RIA | Los Angeles, Ca | Jan 21, 2025 | 23 y | 3 | 1 |
| B•••• J•••• B•••••• | L••• independent RIA | Los Angeles, Ca | Dec 9, 2025 | 13 y | 2 | 4 |
| D•••• H••••••• B••• | L••• independent RIA | New York, Ny | Nov 30, 2022 | 13 y | 0 | 4 |
| L••• A•••• B••••• | L••• independent RIA | New York, Ny | Aug 12, 2025 | 10 y | 0 | 3 |
| M•••••• E••••• B•••••••• | L••• independent RIA | Warren, Nj | Dec 5, 2025 | 28 y | 2 | 5 |
| J••• G•••••• I•••••• B••••• | L••• independent RIA | Los Angeles, Ca | Feb 1, 2024 | 11 y | 0 | 1 |
| S•••• M•••••• B••••• | L••• independent RIA | Los Angeles, Ca | Jun 6, 2019 | 27 y | 2 | 4 |
| J••••••• B••••••• | L••• independent RIA | Los Angeles, Ca | Jan 27, 2025 | 15 y | 0 | 2 |
| M•••• E•••• B••• | L••• independent RIA | Los Angeles, Ca | Feb 27, 2026 | 13 y | 1 | 5 |
| S•••• A••••• B••• | L••• independent RIA | Cottonwood Heights, Ut | Sep 12, 2025 | 18 y | 2 | 4 |
| J•••••• D•••••• B••••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Jun 4, 2025 | 27 y | 4 | 2 |
| B•••• G•••• B•••••••• Certified Financial Planner, Chartered Financial Consultant | L••• independent RIA | Los Angeles, Ca | Jan 25, 2023 | 18 y | 3 | 4 |
| M•••••• T••••• B••••••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Sep 12, 2025 | 25 y | 5 | 4 |
| C••••••• H••• B••• | L••• independent RIA | Dallas, Tx | Apr 25, 2024 | 13 y | 0 | 3 |
| J•••• B•••• B••••••• | L••• independent RIA | Los Angeles, Ca | Apr 10, 2024 | 11 y | 2 | 4 |
| V•••••• M•••••• B•••••• | L••• independent RIA | Los Angeles, Ca | Jul 1, 2022 | 10 y | 2 | 3 |
| M••••• B•••• | L••• independent RIA | Los Angeles, Ca | Jul 1, 2026 | 11 y | 2 | 1 |
| L•••• J••• B•••••••• | L••• independent RIA | East Palo Alto, Ca | May 31, 2025 | 24 y | 1 | 3 |
| K••• B•••••••• | L••• independent RIA | Los Angeles, Ca | Sep 15, 2025 | 10 y | 1 | 4 |
| S•••• D•••• B••••• | L••• independent RIA | Los Angeles, Ca | Jul 14, 2022 | 15 y | 1 | 3 |
| D••••• B•••• | L••• independent RIA | Los Angeles, Ca | Mar 2, 2026 | 10 y | 0 | 2 |
| A•••••••• M•••• B••••• | L••• independent RIA | Los Angeles, Ca | Jul 1, 2015 | 11 y | 2 | 5 |
| B••••••• W• B••••• | L••• independent RIA | Los Angeles, Ca | Apr 23, 2025 | 11 y | 0 | 2 |
| B•••• E•••••••• B•••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Dec 15, 2020 | 22 y | 3 | 1 |
| J••• C•••••• B••• | L••• independent RIA | Los Angeles, Ca | Oct 22, 2019 | 26 y | 3 | 2 |
| A••• R•••• C••••••• | L••• independent RIA | Los Angeles, Ca | Jun 4, 2022 | 12 y | 0 | 2 |
| S••••• E••••• C••••••••• | L••• independent RIA | Los Angeles, Ca | Jun 13, 2023 | 23 y | 3 | 3 |
| A••••• C•••••• | L••• independent RIA | Mequon, Wi | Jul 19, 2025 | 11 y | 0 | 5 |
| J•••• C••••••• | L••• independent RIA | Los Angeles, Ca | Mar 28, 2024 | 17 y | 3 | 7 |
The rest of the advisor and firm names are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
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318 advisors match.