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 |
|---|---|---|---|---|---|---|
| Jarett Karp | Lido independent RIA | Boca Raton, Fl | Jul 25, 2024 | 10 y | 0 | 2 |
| Michael Joseph Karsa | Lido independent RIA | Los Angeles, Ca | Jan 22, 2016 | 13 y | 3 | 11 |
| Stuart Henry Katz | Lido independent RIA | Los Angeles, Ca | Jul 6, 2021 | 15 y | 2 | 8 |
| B•••••• M•••••• K•••••• | L••• independent RIA | Boca Raton, Fl | Feb 28, 2025 | 13 y | 0 | 2 |
| J•••••• P••• K••••••• | L••• independent RIA | Boca Raton, Fl | Feb 9, 2021 | 36 y | 4 | 6 |
| C•••••• E•••••••• K•••• | L••• independent RIA | Los Angeles, Ca | Sep 11, 2018 | 14 y | 2 | 5 |
| J••• T••••• K•••••• | L••• independent RIA | Mequon, Wi | Dec 2, 2024 | 25 y | 1 | 4 |
| L•••• K•• | L••• independent RIA | Los Angeles, Ca | Dec 8, 2025 | 10 y | 1 | 1 |
| J••• P•••••• K•••• | L••• independent RIA | San Diego, Ca | Jan 2, 2025 | 11 y | 0 | 4 |
| B••••••• D•••• K•••• | L••• independent RIA | Los Angeles, Ca | Mar 30, 2026 | 10 y | 0 | 2 |
| P••• T••••• K••••••• Chartered Financial Analyst | L••• independent RIA | Denver, Co | Dec 2, 2024 | 13 y | 3 | 4 |
| C•••••• G••••• K••••••• Chartered Financial Analyst | L••• independent RIA | Boulder, Co | Oct 28, 2024 | 20 y | 0 | 2 |
| A•••••••• E••••• K•• | L••• independent RIA | Los Angeles, Ca | Mar 6, 2018 | 12 y | 2 | 4 |
| T••• M•••••• K•••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Dec 2, 2024 | 24 y | 3 | 4 |
| E•••• H••••• K••••••• | L••• independent RIA | Dallas, Tx | Apr 11, 2019 | 10 y | 0 | 3 |
| J••••• R• K•••••• | L••• independent RIA | Los Angeles, Ca | Aug 1, 2023 | 10 y | 0 | 2 |
| M•••••• K•••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Feb 26, 2024 | 15 y | 3 | 4 |
| J••••• T•••• K••• Certified Financial Planner, Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Apr 14, 2023 | 13 y | 1 | 3 |
| G•••••• P••• K•••••• | L••• independent RIA | Los Angeles, Ca | Jul 1, 2015 | 31 y | 1 | 5 |
| K••• R•••• K••••••• Chartered Financial Consultant · dual registrant | L••• independent RIA | Los Angeles, Ca | Dec 8, 2025 | 11 y | 2 | 2 |
| R••••• L••••• | L••• independent RIA | Chicago, Il | Nov 18, 2025 | 11 y | 0 | 2 |
| D•• H• L• | L••• independent RIA | Los Angeles, Ca | Dec 5, 2025 | 26 y | 3 | 3 |
| B•••• J••••• L•••••• Chartered Financial Analyst | L••• independent RIA | Mequon, Wi | Dec 3, 2024 | 10 y | 1 | 4 |
| W•••••• D• L••••••• | L••• independent RIA | Wellesley, Ma | Feb 17, 2026 | 14 y | 0 | 2 |
| A••••• L•••• L• C••• | L••• independent RIA | Atlanta, Ga | Mar 4, 2026 | 10 y | 0 | 3 |
| J•••• J• L•• | L••• independent RIA | San Ramon, Ca | Dec 8, 2025 | 15 y | 4 | 1 |
| P•••• S• L•• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Jan 21, 2025 | 15 y | 2 | 1 |
| C•••• L••• Certified Financial Planner | L••• independent RIA | Cottonwood Heights, Ut | Sep 15, 2025 | 18 y | 7 | 4 |
| D••••• L•••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Jul 1, 2022 | 11 y | 1 | 3 |
| J••••• L•••••• | L••• independent RIA | Los Angeles, Ca | May 13, 2024 | 11 y | 0 | 2 |
| E••• R••••• L••• | L••• independent RIA | Los Angeles, Ca | Jul 12, 2022 | 13 y | 1 | 4 |
| M•••••• J•••• L••••••• | L••• independent RIA | Denver, Co | Apr 8, 2025 | 10 y | 1 | 2 |
| D•••• B••• L••••• | L••• independent RIA | Los Angeles, Ca | Jul 24, 2025 | 23 y | 1 | 1 |
| E••••• H•••• L•• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Jan 5, 2026 | 14 y | 1 | 1 |
| B•••••• L•••• | L••• independent RIA | Los Angeles, Ca | Mar 19, 2026 | 10 y | 0 | 3 |
| B•••••• K•••••• L••••• Certified Financial Planner | L••• independent RIA | Boulder, Co | Apr 13, 2023 | 11 y | 1 | 5 |
| J•••• L••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Jan 2, 2025 | 11 y | 2 | 3 |
| A•••• L••••••• L••• Certified Financial Planner | L••• independent RIA | South Jordan, Ut | Jun 17, 2025 | 11 y | 1 | 4 |
| D•••• N••••• L•••••••• | L••• independent RIA | Los Angeles, Ca | Feb 15, 2017 | 22 y | 4 | 3 |
| M•• S••••• M••• | L••• independent RIA | New York, Ny | Feb 5, 2026 | 12 y | 0 | 2 |
| T•••• E••••• M••••• | L••• independent RIA | Los Angeles, Ca | Aug 30, 2024 | 10 y | 0 | 2 |
| K•••• M•••••••• | L••• independent RIA | Chicago, Il | Jan 7, 2023 | 12 y | 0 | 2 |
| C•••••••• M••••••• Certified Financial Planner | L••• independent RIA | Dallas, Tx | Sep 24, 2024 | 18 y | 1 | 3 |
| R••••• W•••• M••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Oct 22, 2019 | 26 y | 3 | 4 |
| A•••••••• R••• M•••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Dec 3, 2024 | 16 y | 1 | 4 |
| M•••••• K••••••• M••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Oct 31, 2019 | 23 y | 2 | 2 |
| J••• M•••••• M•••••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Sep 22, 2023 | 24 y | 1 | 5 |
| M•••••• R••• M••••••• | L••• independent RIA | Boulder, Co | Dec 18, 2025 | 13 y | 1 | 3 |
| K•••• D••••• M•••••• Chartered Financial Analyst | L••• independent RIA | Ann Arbor, Mi | Jul 21, 2025 | 34 y | 1 | 4 |
| M•••••• S•••• M••••• | L••• independent RIA | Dallas, Tx | Nov 19, 2024 | 11 y | 0 | 2 |
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.