DFX Intelligence
Advisors
Advisors registered through LidoAbout 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.
319 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Nathan Patrick Feld | Lido independent RIA | St. Louis, Mo | Mar 31, 2026 | 11 y | 0 | 3 |
| Benjamin Joseph Finan Certified Financial Planner | Lido independent RIA | Los Angeles, Ca | Oct 16, 2025 | 10 y | 3 | 5 |
| Jessica D Fino | Lido independent RIA | Boca Raton, Fl | Jul 10, 2024 | 14 y | 1 | 5 |
| L•••• C••••• F•••••• | L••• independent RIA | Scottsdale, Az | Mar 10, 2016 | 28 y | 1 | 5 |
| G••••• M••••••• F•••• | L••• independent RIA | Los Angeles, Ca | Jan 8, 2026 | 10 y | 1 | 2 |
| B•••••• W•••••• F•••••• | L••• independent RIA | Los Angeles, Ca | Aug 29, 2023 | 10 y | 1 | 1 |
| J••••• F••••• Certified Financial Planner, Chartered Financial Analyst | L••• independent RIA | Los Gatos, Ca | Sep 25, 2024 | 13 y | 4 | 3 |
| L••• C••••••••• F••••• | L••• independent RIA | Warren, Nj | Dec 9, 2025 | 13 y | 1 | 4 |
| K•••••• F•••••• | L••• independent RIA | Los Angeles, Ca | May 11, 2026 | 11 y | 0 | 2 |
| E••• C••••••••• F••••••• Certified Financial Planner, Chartered Financial Consultant | L••• independent RIA | Los Angeles, Ca | Dec 9, 2025 | 29 y | 3 | 1 |
| G•••••• B•••• G•••••• | L••• independent RIA | Los Angeles, Ca | Jun 29, 2022 | 13 y | 0 | 4 |
| A••••• G••••• | L••• independent RIA | Los Angeles, Ca | Jun 18, 2026 | 10 y | 0 | 2 |
| J•••••• H•••• G••••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Jan 1, 2025 | 11 y | 0 | 1 |
| C••••• D• G••••• | L••• independent RIA | Los Angeles, Ca | Oct 28, 2025 | 11 y | 0 | 1 |
| J••• A• G••••• | L••• independent RIA | Dallas, Tx | Mar 26, 2026 | 12 y | 0 | 2 |
| E•••• K••• G••••• | L••• independent RIA | Los Angeles, Ca | Aug 28, 2019 | 16 y | 2 | 3 |
| B••••••• R••• G••••••• | L••• independent RIA | San Diego, Ca | May 21, 2025 | 10 y | 1 | 1 |
| D••••• S•••• G••••• Certified Financial Planner | L••• independent RIA | Boulder, Co | Sep 22, 2023 | 11 y | 1 | 5 |
| N•••• L••••• G•••• Certified Financial Planner | L••• independent RIA | Boulder, Co | May 31, 2024 | 10 y | 1 | 2 |
| B••••••• C•••• G•••••• Certified Financial Planner | L••• independent RIA | Bethesda, Md | Aug 13, 2024 | 10 y | 3 | 5 |
| B•••• G•••••••• | L••• independent RIA | Cottonwood Heights, Ut | Dec 17, 2025 | 19 y | 4 | 4 |
| C•••• C•••••• G••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Oct 12, 2020 | 19 y | 5 | 3 |
| E••••• J••• G••••• | L••• independent RIA | Los Angeles, Ca | Apr 1, 2026 | 13 y | 3 | 2 |
| D•••• S•••••• H••••• | L••• independent RIA | New York, Ny | Aug 9, 2022 | 15 y | 1 | 3 |
| H•••• L••• H•••••••• | L••• independent RIA | Los Angeles, Ca | Oct 13, 2025 | 10 y | 3 | 1 |
| B•••• F••••• H•••••••• | L••• independent RIA | Los Angeles, Ca | May 7, 2026 | 23 y | 2 | 2 |
| B•• J•••••• H•••••• | L••• independent RIA | Wellesley, Ma | Nov 4, 2024 | 13 y | 2 | 4 |
| A••••• T••••••• H•••••• Certified Financial Planner, Chartered Financial Consultant | L••• independent RIA | Los Angeles, Ca | Feb 26, 2024 | 11 y | 2 | 5 |
| J••• J••••• H••••••• | L••• independent RIA | Tulsa, Ok | Jun 5, 2026 | 14 y | 3 | 3 |
| B•••••• H••••••• | L••• independent RIA | Los Angeles, Ca | Mar 5, 2024 | 11 y | 1 | 4 |
| R•••••• S•••••• H•••• | L••• independent RIA | Los Angeles, Ca | Apr 17, 2026 | 14 y | 1 | 2 |
| H•••• D•••• H•••••• | L••• independent RIA | Los Angeles, Ca | Aug 9, 2024 | 10 y | 0 | 3 |
| C••••• P• H•••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Oct 2, 2025 | 22 y | 3 | 1 |
| N••••••• S•••• H•••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Oct 10, 2024 | 21 y | 0 | 4 |
| S••••• D•••••• H•••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | May 1, 2023 | 11 y | 3 | 3 |
| P••••• R••••• H•••••• | L••• independent RIA | Los Angeles, Ca | Jun 5, 2026 | 16 y | 1 | 3 |
| K•••••• N•••••• H••• | L••• independent RIA | Los Angeles, Ca | Jan 21, 2025 | 10 y | 1 | 1 |
| J••••• T••••• H••• Chartered Financial Analyst | L••• independent RIA | Tulsa, Ok | Jun 5, 2026 | 10 y | 1 | 3 |
| A••••• I•••••• | L••• independent RIA | Los Angeles, Ca | Jul 15, 2024 | 11 y | 2 | 2 |
| V••••• I••••• | L••• independent RIA | Los Angeles, Ca | Dec 8, 2025 | 10 y | 0 | 3 |
| J•••• T••••• J•••••••• | L••• independent RIA | Los Angeles, Ca | Apr 21, 2026 | 10 y | 3 | 2 |
| J••••••• W••••• J••••• Chartered Financial Analyst | L••• independent RIA | San Diego, Ca | May 1, 2023 | 24 y | 2 | 3 |
| J••••• J•••••• Certified Financial Planner | L••• independent RIA | Scottsdale, Az | Jun 13, 2025 | 12 y | 3 | 3 |
| T•••••• V••••• J•••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Nov 2, 2023 | 10 y | 0 | 3 |
| B••• D••••••• J•••••• | L••• independent RIA | Los Angeles, Ca | May 22, 2024 | 13 y | 1 | 2 |
| T••• R••••• J•••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Jun 7, 2023 | 31 y | 0 | 4 |
| T•••• J••••• | L••• independent RIA | Dallas, Tx | Oct 16, 2025 | 10 y | 0 | 2 |
| A••• J•••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Jan 22, 2025 | 12 y | 2 | 3 |
| K•••• M•••• K••••••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Jan 1, 2025 | 13 y | 1 | 1 |
| E•••• K••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Jul 6, 2022 | 10 y | 1 | 4 |
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.