DFX Intelligence
Advisors
Advisors registered through Cresset Asset Management, LLCAbout 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.
212 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jamie L. Wall | Cresset Asset Management, LLC independent RIA | Atlanta, Ga | Oct 22, 2021 | 27 y | 1 | 1 |
| Catherine Marie Ward | Cresset Asset Management, LLC independent RIA | Chicago, Il | Feb 19, 2021 | 21 y | 2 | 1 |
| Stephen Peter Wathen | Cresset Asset Management, LLC independent RIA | Chicago, Il | Jun 25, 2020 | 25 y | 8 | 1 |
| L••••• P•• W••••• Certified Financial Planner | C•••••• A•••• M••••••••• L•• independent RIA | Reston, Va | Jun 20, 2024 | 14 y | 5 | 2 |
| J••• P•••• H••••••• W•••••• | C•••••• A•••• M••••••••• L•• independent RIA | Chicago, Il | May 16, 2022 | 10 y | 0 | 2 |
| M•••••• A••••• W••••••• | C•••••• A•••• M••••••••• L•• independent RIA | Atlanta, Ga | Sep 11, 2026 | 11 y | 2 | 2 |
| J•••••• D•••• W•••••• | C•••••• A•••• M••••••••• L•• independent RIA | Ventura, Ca | Jun 1, 2023 | 33 y | 4 | 1 |
| A••••• J•••• W•••••••• | C•••••• A•••• M••••••••• L•• independent RIA | Reston, Va | Jun 16, 2020 | 26 y | 3 | 2 |
| L• J••• W••••• | C•••••• A•••• M••••••••• L•• independent RIA | Chicago, Il | Jan 20, 2026 | 26 y | 1 | 1 |
| C•••••• M••••• Y•••• | C•••••• A•••• M••••••••• L•• independent RIA | Chicago, Il | Jun 19, 2025 | 15 y | 0 | 1 |
| A•••• M• Y••••••• Certified Financial Planner | C•••••• A•••• M••••••••• L•• independent RIA | Chicago, Il | Apr 19, 2024 | 13 y | 2 | 2 |
| T•••• Z••••••• | C•••••• A•••• M••••••••• L•• independent RIA | San Francisco, Ca | Apr 19, 2024 | 13 y | 2 | 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.
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