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 Facet
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 |
|---|---|---|---|---|---|---|
| Brandon Charles Aguilar Gunderson Certified Financial Planner | Facet independent RIA | West Palm Beach, Fl | Mar 3, 2026 | 9 y | 2 | 2 |
| Philip Thomas Alford Certified Financial Planner | Facet independent RIA | Johnson City, Tn | Aug 18, 2026 | 10 y | 5 | 2 |
| Claire Nowels Amick Certified Financial Planner | Facet independent RIA | West Palm Beach, Fl | Jun 23, 2026 | 14 y | 1 | 2 |
| K••••• A•• A••••• | F•••• independent RIA | West Palm Beach, Fl | Oct 1, 2025 | 11 y | 1 | 2 |
| A••••• A•••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jan 9, 2026 | 10 y | 2 | 2 |
| J••••• P••• B•••••• Certified Financial Planner | F•••• independent RIA | Lancaster, Ny | Mar 27, 2026 | 12 y | 1 | 2 |
| J••••• C•••••••• B••••••• Certified Financial Planner | F•••• independent RIA | West Chicago, Il | Apr 7, 2026 | 12 y | 1 | 2 |
| J••••• T••••• B•••••• Certified Financial Planner, Chartered Financial Consultant | F•••• independent RIA | West Palm Beach, Fl | Jan 21, 2022 | 16 y | 1 | 1 |
| S•••••• J••••• B••••• Certified Financial Planner | F•••• independent RIA | Voorhees, Nj | Jan 22, 2025 | 16 y | 2 | 2 |
| N••••• B•••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Mar 2, 2021 | 17 y | 3 | 2 |
| E••• T••••• B•••• Certified Financial Planner | F•••• independent RIA | Azle, Tx | Mar 11, 2021 | 11 y | 1 | 1 |
| K••••••• C••••••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jun 8, 2026 | 16 y | 2 | 2 |
| H••••• K•••••• C•••• Certified Financial Planner | F•••• independent RIA | Charleston, Sc | Jan 9, 2024 | 13 y | 1 | 2 |
| A•••••• E••••• C••••• Certified Financial Planner | F•••• independent RIA | Altoona, Wi | Oct 3, 2022 | 10 y | 0 | 2 |
| D•••••• L••••• C••••• Certified Financial Planner | F•••• independent RIA | Euless, Tx | Jan 13, 2026 | 10 y | 3 | 1 |
| N••••••• P••• C•••••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | May 28, 2025 | 10 y | 4 | 2 |
| N••••••• D•••••••• Certified Financial Planner | F•••• independent RIA | Brooklyn, Ny | Aug 20, 2026 | 21 y | 2 | 2 |
| V••••• P•••••• D•••••••• Certified Financial Planner, Chartered Financial Analyst | F•••• independent RIA | West Palm Beach, Fl | Apr 17, 2026 | 11 y | 2 | 1 |
| M•••••• T••••• D••••••• Certified Financial Planner | F•••• independent RIA | Durham, Nc | Nov 7, 2023 | 10 y | 1 | 2 |
| K•••••••• E••• D••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Sep 6, 2023 | 11 y | 0 | 2 |
| K••••••• B• D••••••••• Certified Financial Planner | F•••• independent RIA | Thornton, Nh | Mar 1, 2021 | 23 y | 3 | 2 |
| R•••••• L••••••• E•••••• Certified Financial Planner | F•••• independent RIA | Ft. Meyers, Fl | Jan 16, 2020 | 28 y | 3 | 3 |
| M•••••• J••• F•••••• Certified Financial Planner | F•••• independent RIA | Stonington, Ct | May 13, 2021 | 21 y | 2 | 2 |
| C••• C••••• F•••• Certified Financial Planner | F•••• independent RIA | Grove City, Oh | Jul 9, 2026 | 11 y | 1 | 2 |
| J•••• R•••• F•••••• Certified Financial Planner | F•••• independent RIA | Denver, Co | Jun 12, 2026 | 12 y | 1 | 2 |
| J••••• M•••••• F••••• Certified Financial Planner | F•••• independent RIA | Severance, Co | Sep 1, 2021 | 10 y | 2 | 2 |
| D•••• A••• F••••• Certified Financial Planner, Chartered Financial Consultant | F•••• independent RIA | West Palm Beach, Fl | Jul 30, 2026 | 17 y | 5 | 2 |
| S•••• E• G•••••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jun 22, 2022 | 24 y | 5 | 2 |
| S•••••• B•••••• G••••••• Certified Financial Planner | F•••• independent RIA | Chandler, Az | May 17, 2023 | 23 y | 9 | 2 |
| D•••• M• G••• Certified Financial Planner | F•••• independent RIA | Land O Lakes, Fl | Jul 21, 2026 | 10 y | 1 | 2 |
| T••••• D•••••• D•••• G•••• Chartered Financial Analyst | F•••• independent RIA | Phoenix, Md | Sep 28, 2022 | 16 y | 1 | 2 |
| N••••••• L•••• G•••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Mar 3, 2026 | 12 y | 1 | 2 |
| S••••• M••••••• G••••••• Certified Financial Planner | F•••• independent RIA | Hillsboro, Or | May 7, 2024 | 12 y | 1 | 2 |
| R•••••• S• H••••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Aug 19, 2026 | 10 y | 2 | 2 |
| J••••• M• H•••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Aug 2, 2023 | 19 y | 2 | 1 |
| J••••••• W•••••• H••••• Certified Financial Planner | F•••• independent RIA | Ardmore, Pa | Jul 25, 2023 | 10 y | 1 | 2 |
| D•••• M•••••• I••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | May 7, 2026 | 12 y | 2 | 2 |
| J•••••••• I••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Apr 29, 2026 | 10 y | 6 | 2 |
| M••••• J•••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | May 27, 2026 | 14 y | 4 | 2 |
| P••••• R• J•••••• Certified Financial Planner | F•••• independent RIA | Menifee, Ca | Nov 13, 2023 | 11 y | 1 | 2 |
| G••• D• J••••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Mar 30, 2022 | 11 y | 1 | 2 |
| T••••• K•••• Certified Financial Planner | F•••• independent RIA | Arvada, Co | Sep 15, 2020 | 29 y | 4 | 2 |
| J•••••• K••• Certified Financial Planner | F•••• independent RIA | Pittsburgh, Pa | Mar 3, 2026 | 10 y | 4 | 2 |
| L•••• C••••••••• K•••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jan 11, 2024 | 26 y | 2 | 2 |
| M••• P• K•••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Mar 20, 2026 | 16 y | 1 | 2 |
| S•••••• L•• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Mar 4, 2021 | 13 y | 2 | 2 |
| T••• M•••••• M••••••• Certified Financial Planner | F•••• independent RIA | Lexington, Ky | May 17, 2023 | 25 y | 6 | 2 |
| M•••• R••••••• M•••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Aug 7, 2020 | 29 y | 5 | 2 |
| B••••• R••••• M••••• Certified Financial Planner | F•••• independent RIA | Westminster, Co | Sep 20, 2021 | 16 y | 1 | 2 |
| Z•••••• F•••• M•••• Certified Financial Planner | F•••• independent RIA | Lake Ronkonkoma, Ny | Nov 7, 2023 | 10 y | 1 | 3 |
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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87 advisors match.