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 |
|---|---|---|---|---|---|---|
| Noah Scott Melquist Certified Financial Planner | Lido independent RIA | Los Angeles, Ca | Jul 21, 2025 | 13 y | 1 | 4 |
| Evan R Menendez | Lido independent RIA | Los Angeles, Ca | Jan 26, 2026 | 12 y | 0 | 3 |
| Julinda Milla | Lido independent RIA | Chicago, Il | Mar 10, 2025 | 14 y | 1 | 3 |
| J••••• R••••• M••••• Certified Financial Planner | L••• independent RIA | Johnstown, Co | Mar 28, 2024 | 23 y | 2 | 4 |
| J••••••• D•••• M••••• | L••• independent RIA | Cottonwood Heights, Ut | Nov 21, 2025 | 12 y | 0 | 2 |
| T••••• E•••• M•••• Certified Financial Planner | L••• independent RIA | Atlanta, Ga | Jul 25, 2025 | 14 y | 2 | 4 |
| J••••• Z•••••• M••••• | L••• independent RIA | Los Angeles, Ca | Jul 21, 2025 | 26 y | 1 | 5 |
| S•••• J••••••• M•••• | L••• independent RIA | Atlanta, Ga | May 27, 2020 | 13 y | 1 | 10 |
| C•••• M••••• | L••• independent RIA | Los Angeles, Ca | May 6, 2026 | 10 y | 0 | 2 |
| G•••••• W• M••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | May 14, 2024 | 10 y | 2 | 3 |
| J•• R••• M••••• dual registrant | L••• independent RIA | New Albany, Oh | Oct 10, 2024 | 34 y | 5 | 3 |
| P•••• T••••• M••••••• | L••• independent RIA | Los Angeles, Ca | May 1, 2023 | 28 y | 3 | 4 |
| M•••••• M••••••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Mar 11, 2026 | 10 y | 2 | 2 |
| W•••••• N••• | L••• independent RIA | Los Angeles, Ca | Nov 7, 2023 | 10 y | 0 | 1 |
| B••••• E•••• N•••••••• Certified Financial Planner | L••• independent RIA | Mequon, Wi | Dec 3, 2024 | 12 y | 4 | 4 |
| Y••••••• N••••• dual registrant | L••• independent RIA | Los Angeles, Ca | Dec 8, 2025 | 19 y | 2 | 2 |
| A••••• N••••• Certified Financial Planner | L••• independent RIA | New York, Ny | Jul 31, 2026 | 15 y | 0 | 2 |
| E•••• S••• N••••• Certified Financial Planner | L••• independent RIA | Scottsdale, Az | Jun 13, 2025 | 33 y | 1 | 4 |
| B•••••• N•• | L••• independent RIA | Los Angeles, Ca | Oct 17, 2022 | 15 y | 0 | 4 |
| B•••• N••••••• | L••• independent RIA | Mequon, Wi | Aug 14, 2026 | 10 y | 0 | 2 |
| J•••• A•••••• N•••• | L••• independent RIA | Wellesley, Ma | Nov 13, 2023 | 33 y | 4 | 4 |
| C••••••••• N•••• | L••• independent RIA | Los Angeles, Ca | Mar 18, 2024 | 12 y | 0 | 3 |
| K•••• N••••• O••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | May 29, 2024 | 22 y | 1 | 5 |
| T•••• R•••••• O•••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Dec 12, 2024 | 22 y | 3 | 4 |
| C•••••• E•••••••• O•••• Certified Financial Planner | L••• independent RIA | Scottsdale, Az | Jun 13, 2025 | 10 y | 2 | 4 |
| A••• C••••••••• O•••••••• Certified Financial Planner · dual registrant | L••• independent RIA | New Albany, Oh | Oct 4, 2024 | 9 y | 0 | 4 |
| J••••• M•••••• O•••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Jun 3, 2025 | 26 y | 2 | 1 |
| J•••• J•• O••• | L••• independent RIA | Los Angeles, Ca | Jul 1, 2015 | 16 y | 1 | 3 |
| J••••••• P•••••• Certified Financial Planner | L••• independent RIA | Scottsdale, Az | Apr 4, 2025 | 20 y | 0 | 2 |
| A•••••••• B• P••••• Chartered Financial Consultant | L••• independent RIA | Boca Raton, Fl | Mar 29, 2024 | 13 y | 3 | 5 |
| R•••••• M•••• P•••••• | L••• independent RIA | Los Angeles, Ca | Jan 6, 2021 | 33 y | 3 | 2 |
| A••••• P••••• P•••• | L••• independent RIA | Los Angeles, Ca | Jun 3, 2025 | 18 y | 2 | 3 |
| C••••••••• G••• P••••••• Certified Financial Planner | L••• independent RIA | Atlanta, Ga | Feb 4, 2016 | 13 y | 2 | 6 |
| T••••• G• P••••••••• | L••• independent RIA | Los Angeles, Ca | Dec 8, 2025 | 12 y | 1 | 2 |
| R••• P•••••• Certified Financial Planner, Chartered Financial Consultant | L••• independent RIA | Los Angeles, Ca | May 19, 2025 | 13 y | 1 | 2 |
| S•••• S••••••• P•••••• | L••• independent RIA | Cottonwood Heights, Ut | Sep 17, 2025 | 16 y | 2 | 4 |
| S••••• J•••• R•••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Dec 5, 2025 | 23 y | 1 | 2 |
| R•••••• A•• R••• | L••• independent RIA | Los Angeles, Ca | Jan 19, 2025 | 20 y | 1 | 3 |
| D••••• T••••• R•••••• | L••• independent RIA | Dallas, Tx | Oct 5, 2023 | 11 y | 1 | 2 |
| M•••••• R••••• R••• Chartered Financial Analyst | L••• independent RIA | Ann Arbor, Mi | Jul 21, 2025 | 43 y | 1 | 4 |
| B•••• R•••••• | L••• independent RIA | Los Angeles, Ca | Feb 28, 2024 | 15 y | 0 | 3 |
| R••••• P••••• R•••••• Certified Financial Planner | L••• independent RIA | Warren, Nj | Dec 9, 2025 | 22 y | 5 | 4 |
| C•••••• R••••••••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Jun 25, 2024 | 10 y | 0 | 1 |
| S••••• A••••• R•••••• | L••• independent RIA | Los Angeles, Ca | Oct 15, 2025 | 11 y | 0 | 2 |
| G•••••• P••• R•••••••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Sep 3, 2024 | 19 y | 0 | 3 |
| M••• B•••• R••• | L••• independent RIA | Los Angeles, Ca | Dec 9, 2025 | 32 y | 2 | 5 |
| P•••• I••••••• R•••••••• | L••• independent RIA | Los Angeles, Ca | Jan 2, 2025 | 17 y | 1 | 1 |
| J••••• E•••••• R•••• Certified Financial Planner | L••• independent RIA | New York, Ny | Jul 7, 2022 | 12 y | 2 | 5 |
| R•••••• A••• R•••••••• | L••• independent RIA | Chicago, Il | Aug 16, 2024 | 29 y | 0 | 4 |
| M•••••• J•••• R••• | L••• independent RIA | Los Angeles, Ca | Apr 8, 2026 | 10 y | 1 | 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.