DFX Intelligence

RIA Intelligence

Advisors

Advisors registered through Root Financial Partners

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.

AdvisorFirmBranchHere sinceIn industryPrior firmsStates
Naomi Monica Roy
Certified Financial Planner
Root Financial Partners independent RIADenver, Co Oct 10, 202413 y22
Daniel Ryan Scherer
Certified Financial Planner
Root Financial Partners independent RIASan Diego, Ca Jun 18, 202512 y02
Harrison Robinson Sommers
Certified Financial Planner
Root Financial Partners independent RIAChicago, Il Jan 22, 202513 y12
A•••••••• R••• A•••••••• S•••••••••
R••• F•••••••• P••••••• independent RIAAustin, Tx Mar 27, 202511 y41
H••• O••••• S••••
R••• F•••••••• P••••••• independent RIAEnglewood, Co Apr 17, 202611 y02
A•• C••••• T•••••••
Certified Financial Planner
R••• F•••••••• P••••••• independent RIAAustin, TxJan 9, 202519 y12
J••••• T••••• T••••••
Certified Financial Planner
R••• F•••••••• P••••••• independent RIAAustin, Tx Aug 24, 202310 y32
S•••••• M••••••• V•• R•••••
R••• F•••••••• P••••••• independent RIASeattle, Wa Feb 19, 202511 y02
E••• R••••••• V•••••••
Certified Financial Planner
R••• F•••••••• P••••••• independent RIAAustin, Tx May 16, 202510 y12
C•••• J••••••• V•••••
Certified Financial Planner
R••• F•••••••• P••••••• independent RIAAustin, Tx Nov 18, 202412 y02
K••••••• J•••••• V•••••••
Certified Financial Planner
R••• F•••••••• P••••••• independent RIADurham, Nc Oct 23, 202414 y22
B•••••• G•••• W••••
Certified Financial Planner
R••• F•••••••• P••••••• independent RIAFort Worth, Tx Feb 28, 202410 y21

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.

Page 2 of 2Previous
62 advisors match.