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 Xypn Sapphire
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 |
|---|---|---|---|---|---|---|
| Andrew Michael Almeida Certified Financial Planner, Chartered Financial Analyst | Xypn Sapphire independent RIA | Bozeman, Mt | Mar 6, 2025 | 18 y | 5 | 2 |
| Christopher Alan Arnold Certified Financial Planner | Xypn Sapphire independent RIA | University City, Mo | Dec 23, 2024 | 10 y | 2 | 2 |
| Alexa Symone Ashi | Xypn Sapphire independent RIA | Delray Beach, Fl | Mar 23, 2026 | 13 y | 1 | 1 |
| N•••••••• D•••• B••• Certified Financial Planner | X••• S••••••• independent RIA | Tigard, Or | May 26, 2026 | 11 y | 1 | 1 |
| D••••••••• T• B••••••••• Certified Financial Planner | X••• S••••••• independent RIA | Winter Springs, Fl | Apr 2, 2026 | 24 y | 1 | 2 |
| T•••• B••• | X••• S••••••• independent RIA | Bozeman, Mt | May 22, 2025 | 13 y | 2 | 1 |
| J•••••• D•••• B••••••••• Certified Financial Planner | X••• S••••••• independent RIA | Bismark, Nd | Mar 10, 2025 | 17 y | 0 | 1 |
| S•••• E•••• B•••••• | X••• S••••••• independent RIA | Bozeman, Mt | May 27, 2025 | 12 y | 1 | 1 |
| L•••• J•••• B••• | X••• S••••••• independent RIA | Monroe, Wa | Apr 6, 2026 | 11 y | 0 | 1 |
| J•••• C••• B••••• | X••• S••••••• independent RIA | Fort Payne, Al | Jul 11, 2025 | 11 y | 0 | 1 |
| R•••••• S•••• B••••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Apr 16, 2026 | 22 y | 1 | 1 |
| K••••••• A• B•••••• Certified Financial Planner | X••• S••••••• independent RIA | Buckeye, Az | Oct 9, 2025 | 17 y | 2 | 1 |
| C•••• B•••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Jan 7, 2025 | 16 y | 1 | 2 |
| D•••• H•••••• B•••• | X••• S••••••• independent RIA | Bozeman, Mt | Dec 23, 2024 | 12 y | 2 | 2 |
| E••••• C•••• Certified Financial Planner, Personal Financial Specialist | X••• S••••••• independent RIA | Millbrae, Ca | Aug 28, 2025 | 13 y | 1 | 1 |
| T•••• P•••••• C••••• Certified Financial Planner | X••• S••••••• independent RIA | Des Moines, Ia | Aug 18, 2025 | 13 y | 2 | 1 |
| P•••••• G••••• D•••••• Certified Financial Planner | X••• S••••••• independent RIA | North Kingstown, Ri | Oct 9, 2025 | 10 y | 1 | 1 |
| W•••••• J•••• D••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Jul 15, 2026 | 31 y | 5 | 1 |
| W•••••• R••• D•••••• Certified Financial Planner, Chartered Financial Consultant | X••• S••••••• independent RIA | Melbourne, Fl | May 1, 2026 | 13 y | 2 | 2 |
| J••••• M•••••• D••• Chartered Financial Analyst | X••• S••••••• independent RIA | Norman, Ok | Nov 24, 2025 | 11 y | 1 | 1 |
| M••• A•••• L•• E•••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Sep 15, 2025 | 26 y | 8 | 1 |
| C•••••• M•••••• F•••••• Certified Financial Planner | X••• S••••••• independent RIA | Raleigh, Nc | Jan 2, 2026 | 21 y | 3 | 1 |
| M•••••• F••• Certified Financial Planner, Chartered Financial Consultant | X••• S••••••• independent RIA | Bozeman, Mt | May 11, 2026 | 13 y | 5 | 1 |
| K•••• M•••••• F•••• Certified Financial Planner | X••• S••••••• independent RIA | Harrisonburg, Va | Jan 9, 2026 | 14 y | 3 | 1 |
| A••••• T••••• F•••••••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Sep 15, 2026 | 12 y | 1 | 2 |
| D•••• W•••••• F•••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Jan 12, 2025 | 25 y | 1 | 3 |
| J••••••• C••• F••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | May 1, 2025 | 37 y | 3 | 1 |
| P••••• S• G••••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Aug 8, 2025 | 12 y | 4 | 1 |
| M•••• G•••• | X••• S••••••• independent RIA | Bozeman, Mt | Sep 1, 2026 | 10 y | 0 | 1 |
| B•••••• M•••••• G•••••••• | X••• S••••••• independent RIA | Whittier, Ca | Jul 31, 2024 | 12 y | 4 | 1 |
| B•••• J•••• G•• Certified Financial Planner | X••• S••••••• independent RIA | Mission, Ks | Mar 24, 2025 | 13 y | 1 | 2 |
| T••••• M••••••• H••• | X••• S••••••• independent RIA | Bozeman, Mt | Feb 26, 2025 | 10 y | 0 | 1 |
| S••••••• H••••••• Certified Financial Planner | X••• S••••••• independent RIA | Chicago, Il | Feb 14, 2025 | 10 y | 3 | 1 |
| J••• W•••• H•••••• | X••• S••••••• independent RIA | St. Simons Island, Ga | Dec 5, 2025 | 10 y | 0 | 1 |
| S••• A•••••••• H••••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Oct 22, 2025 | 11 y | 4 | 1 |
| J••• P•••• J•••••• Certified Financial Planner | X••• S••••••• independent RIA | Castle Rock, Co | Aug 24, 2026 | 30 y | 8 | 1 |
| R••• W•••••• J•••••• Certified Financial Planner | X••• S••••••• independent RIA | Zeeland, Mi | Feb 8, 2024 | 11 y | 1 | 2 |
| K•••• K•••••• Certified Financial Planner | X••• S••••••• independent RIA | Greensboro, Nc | Sep 5, 2025 | 10 y | 3 | 2 |
| K•••••••• L•••••• Certified Financial Planner | X••• S••••••• independent RIA | Corona Del Mar, Ca | Jun 15, 2026 | 10 y | 0 | 1 |
| D•••• L••••••• | X••• S••••••• independent RIA | Bozeman, Mt | Nov 13, 2025 | 11 y | 2 | 1 |
| J•••• R••••• L•••• Certified Financial Planner, Chartered Financial Analyst | X••• S••••••• independent RIA | Bozeman, Mt | Mar 13, 2025 | 27 y | 2 | 1 |
| S•••• M•••••• M•••••• Certified Financial Planner | X••• S••••••• independent RIA | Portland, Or | Jun 26, 2025 | 12 y | 2 | 1 |
| D•••• T••• M•••••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Aug 21, 2024 | 17 y | 2 | 2 |
| K••••••• M••••••• Certified Financial Planner | X••• S••••••• independent RIA | Denver, Co | Mar 4, 2026 | 13 y | 0 | 2 |
| R••• M•••••• M••• | X••• S••••••• independent RIA | Orlando, Fl | Aug 25, 2026 | 28 y | 1 | 2 |
| S••••• M•••••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Sep 5, 2025 | 12 y | 3 | 2 |
| B•••• D• M••••• | X••• S••••••• independent RIA | Woodbury, Mn | Feb 12, 2026 | 30 y | 2 | 1 |
| M•••••• A•••• N••••• | X••• S••••••• independent RIA | Winnetka, Il | Jul 7, 2026 | 17 y | 0 | 1 |
| E••• A•••• O•••••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Apr 28, 2025 | 25 y | 1 | 1 |
| G•••• D••••••••• O•••••• | X••• S••••••• independent RIA | Billings, Mt | Aug 21, 2026 | 11 y | 2 | 1 |
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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66 advisors match.