DFX Intelligence
Advisors
Advisors registered through FartherAbout 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.
316 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Dino Andre Giovannone | Farther independent RIA | Wheeling, Wv | Oct 23, 2025 | 42 y | 6 | 1 |
| Jeffrey Corcoran Glenn Certified Financial Planner | Farther independent RIA | San Francisco, Ca | Oct 24, 2025 | 11 y | 1 | 1 |
| Corey Charles Golden Certified Financial Planner | Farther independent RIA | Pittston, Pa | Mar 26, 2026 | 22 y | 4 | 2 |
| P•••••• C•••••• G••••• | F•••••• independent RIA | Pittston, Pa | Mar 26, 2026 | 39 y | 3 | 2 |
| T••• C••••••••• G•••• | F•••••• independent RIA | Miami, Fl | Jul 15, 2025 | 11 y | 0 | 1 |
| D•••• H••••• G••••• | F•••••• independent RIA | San Francisco, Ca | Oct 9, 2025 | 26 y | 6 | 1 |
| T••••• E• G••• Certified Financial Planner, Chartered Financial Analyst | F•••••• independent RIA | Indianapolis, In | Jan 7, 2026 | 22 y | 2 | 2 |
| C••••• A•••••• G•••• | F•••••• independent RIA | Bartlesville, Ok | May 5, 2026 | 25 y | 1 | 2 |
| K•••••• W•••• G•••• Certified Financial Planner | F•••••• independent RIA | Bartlesville, Ok | May 7, 2026 | 25 y | 1 | 2 |
| A••••• H••• Certified Financial Planner | F•••••• independent RIA | Salinas, Ca | Nov 8, 2022 | 18 y | 3 | 2 |
| V••••••• H••• | F•••••• independent RIA | San Francisco, Ca | Jan 12, 2026 | 14 y | 2 | 2 |
| J••• W••••••• H•••• | F•••••• independent RIA | Madison, Wi | Dec 4, 2024 | 38 y | 4 | 1 |
| T••••• H•••• Chartered Financial Analyst | F•••••• independent RIA | Riverside, Ca | May 14, 2024 | 11 y | 8 | 2 |
| W•••••• A•••• H••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Dec 3, 2025 | 11 y | 2 | 1 |
| D•••• J•••• H••••••• Certified Financial Planner | F•••••• independent RIA | Bend, Or | Dec 3, 2025 | 23 y | 1 | 1 |
| R••••• F••••••• H••• | F•••••• independent RIA | Mt. Solon, Va | Aug 7, 2025 | 13 y | 2 | 1 |
| J•••••• H•••••• | F•••••• independent RIA | Bend, Or | Oct 13, 2023 | 27 y | 2 | 2 |
| J••• M•••••• H••••• Chartered Financial Analyst | F•••••• independent RIA | San Francisco, Ca | Dec 4, 2025 | 12 y | 1 | 1 |
| S•••••• J•••••• H•••• Certified Financial Planner | F•••••• independent RIA | Tempe, Az | Jan 12, 2026 | 17 y | 2 | 1 |
| A••• M••••••• H•••••• | F•••••• independent RIA | Lebanon, Oh | Oct 23, 2025 | 11 y | 1 | 2 |
| B••• L•••• H•••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Feb 24, 2026 | 21 y | 2 | 1 |
| M•••••• D•••• H•••• Certified Financial Planner, Chartered Financial Consultant | F•••••• independent RIA | San Francisco, Ca | Jul 13, 2026 | 22 y | 6 | 2 |
| C••• H••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Nov 7, 2025 | 10 y | 2 | 1 |
| A••••• K•••• H•••••••• Certified Financial Planner | F•••••• independent RIA | Mt. Pleasant, Sc | May 6, 2025 | 18 y | 3 | 2 |
| D••••• H•••••• | F•••••• independent RIA | San Francisco, Ca | Apr 11, 2024 | 10 y | 2 | 2 |
| J•• D•••••• H••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Feb 18, 2025 | 39 y | 2 | 2 |
| T••••• B•••• H••••• Certified Financial Planner | F•••••• independent RIA | Vero Beach, Fl | Jan 12, 2026 | 11 y | 3 | 1 |
| K•••• H•••••• Certified Financial Planner | F•••••• independent RIA | New York, Ny | Jul 7, 2025 | 11 y | 2 | 3 |
| C•••••• M••••• H•••••• | F•••••• independent RIA | Springfield, Mo | Jan 13, 2025 | 28 y | 3 | 2 |
| B•••••• M••••••• H••••• | F•••••• independent RIA | San Francisco, Ca | Aug 1, 2025 | 18 y | 6 | 1 |
| K•••• A• H•••••• Certified Financial Planner | F•••••• independent RIA | Wasilla, Ak | Apr 1, 2026 | 10 y | 1 | 1 |
| R••• A••• H•••• Certified Financial Planner | F•••••• independent RIA | Wellesley, Ma | Jul 21, 2025 | 20 y | 2 | 1 |
| M•••••• L•• H••••• | F•••••• independent RIA | San Francisco, Ca | Jun 3, 2024 | 32 y | 5 | 1 |
| W•••••• C•••••• H•••••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Feb 6, 2025 | 10 y | 2 | 2 |
| S••• A••• H••••• | F•••••• independent RIA | San Francisco, Ca | Jun 15, 2026 | 17 y | 5 | 1 |
| H••••• E••••• H••••••••• | F•••••• independent RIA | San Francisco, Ca | Nov 6, 2025 | 34 y | 1 | 2 |
| M•••••• A•• B•••••• J•••••• | F•••••• independent RIA | San Francisco, Ca | Apr 30, 2025 | 10 y | 0 | 1 |
| M•••• C•••• J•••••• | F•••••• independent RIA | Springfield, Mo | Jan 14, 2025 | 13 y | 1 | 1 |
| K•••• J••••• | F•••••• independent RIA | San Francisco, Ca | Mar 20, 2023 | 30 y | 0 | 1 |
| E••••• G••••••• J•••••• | F•••••• independent RIA | San Francisco, Ca | May 8, 2024 | 27 y | 2 | 1 |
| C•••• A••••••• J••••• | F•••••• independent RIA | San Francisco, Ca | Sep 17, 2025 | 17 y | 0 | 1 |
| M••••••• M••• K••••• Chartered Financial Consultant | F•••••• independent RIA | Boston, Ma | Jun 15, 2026 | 38 y | 2 | 1 |
| A••••• E••• K•••••• Certified Financial Planner | F•••••• independent RIA | Brooklyn, Ny | Mar 24, 2026 | 11 y | 4 | 1 |
| D••••• P••• K••••• | F•••••• independent RIA | San Francisco, Ca | Apr 1, 2024 | 11 y | 2 | 2 |
| R••••• J••••• K•••• Chartered Financial Analyst | F•••••• independent RIA | San Francisco, Ca | Dec 3, 2021 | 12 y | 1 | 2 |
| E••• K•••• | F•••••• independent RIA | Jefferson City, Mo | Aug 28, 2025 | 21 y | 0 | 1 |
| J•••••• K••••••• | F•••••• independent RIA | San Francisco, Ca | Oct 20, 2023 | 28 y | 4 | 3 |
| S••••• D•• K••••••••• Certified Financial Planner | F•••••• independent RIA | Southlake, Tx | May 19, 2025 | 9 y | 2 | 1 |
| T••• K•••••• | F•••••• independent RIA | Dallas, Tx | Jun 23, 2025 | 13 y | 0 | 1 |
| J••••••••• L•••• K••••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Apr 1, 2024 | 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.