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 |
|---|---|---|---|---|---|---|
| Ryan David Koenig | Farther independent RIA | San Francisco, Ca | May 19, 2021 | 14 y | 2 | 2 |
| Janet Kohrmann Certified Financial Planner | Farther independent RIA | Santee, Ca | Sep 22, 2023 | 26 y | 3 | 2 |
| Philip Charles Kreznor Certified Financial Planner | Farther independent RIA | West Des Moines, Ia | Dec 12, 2025 | 16 y | 0 | 1 |
| H•••• M••• K•••••• | F•••••• independent RIA | Portland, Me | Jun 25, 2026 | 38 y | 3 | 1 |
| Z•••••• K•••• | F•••••• independent RIA | San Francisco, Ca | Jan 7, 2026 | 11 y | 1 | 2 |
| J••••• C•••••• K•• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Jun 11, 2024 | 11 y | 4 | 1 |
| H•••••• D••••• K•••• Certified Financial Planner | F•••••• independent RIA | Overland Park, Ks | Nov 1, 2024 | 12 y | 4 | 2 |
| J••••••• L••• | F•••••• independent RIA | San Francisco, Ca | Oct 20, 2023 | 15 y | 3 | 1 |
| E••• J••• L••••• | F•••••• independent RIA | Sedona, Az | Aug 30, 2023 | 21 y | 4 | 1 |
| M•••••• C••• L•• | F•••••• independent RIA | San Leandro, Ca | Sep 12, 2022 | 13 y | 4 | 2 |
| S••• S•••• L•• | F•••••• independent RIA | Irvine, Ca | Jun 24, 2026 | 15 y | 1 | 2 |
| L•••• I••• L••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Mar 2, 2026 | 23 y | 3 | 1 |
| J••••••• D•••• L•••• Certified Financial Planner, Chartered Financial Analyst | F•••••• independent RIA | San Francisco, Ca | Jan 8, 2026 | 26 y | 3 | 1 |
| D•••• N••• L••••• | F•••••• independent RIA | San Francisco, Ca | May 9, 2025 | 26 y | 1 | 2 |
| N••••• H•••• L••••••• | F•••••• independent RIA | San Francisco, Ca | Jun 15, 2026 | 20 y | 5 | 1 |
| J••••• D•••• L••••• Certified Financial Planner | F•••••• independent RIA | Philadelphia, Pa | Jun 10, 2024 | 19 y | 2 | 1 |
| D•••••• E••••• L•••••• Certified Financial Planner | F•••••• independent RIA | Albuquerque, Nm | Jan 21, 2025 | 17 y | 2 | 2 |
| S••••• B•••••• L•••• | F•••••• independent RIA | Evansville, In | Apr 1, 2026 | 13 y | 2 | 1 |
| M•••••• T••• L••• | F•••••• independent RIA | Bartlesville, Ok | Sep 3, 2025 | 22 y | 1 | 2 |
| B•••••• J•••• L••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Jun 9, 2026 | 11 y | 2 | 2 |
| L•••• B•••• L••••• Chartered Financial Analyst | F•••••• independent RIA | San Francisco, Ca | May 20, 2024 | 36 y | 5 | 2 |
| T••••• L•••• | F•••••• independent RIA | Jacksonville, Fl | Jan 1, 2026 | 14 y | 2 | 1 |
| J••••••• A•••• L••• | F•••••• independent RIA | Littleton, Co | Jan 15, 2026 | 17 y | 3 | 2 |
| K• L•• M• Certified Financial Planner | F•••••• independent RIA | New York, Ny | Oct 21, 2025 | 11 y | 3 | 3 |
| V•••• M•••• | F•••••• independent RIA | Newport Beach, Ca | May 22, 2025 | 28 y | 3 | 1 |
| R••• S•••• M••••• | F•••••• independent RIA | Ponte Vedra, Fl | Jun 12, 2023 | 32 y | 3 | 1 |
| M••• A••••• M•••••• Certified Financial Planner | F•••••• independent RIA | Cranberry Township, Pa | Dec 19, 2024 | 21 y | 2 | 2 |
| J••••• C•••• M••••••• | F•••••• independent RIA | Denver, Co | Mar 5, 2026 | 12 y | 1 | 1 |
| J••• S•••••••• M••••••• Certified Financial Planner, Chartered Financial Analyst | F•••••• independent RIA | San Francisco, Ca | Dec 3, 2025 | 16 y | 2 | 1 |
| E•••• E•••• M••••• Certified Financial Planner | F•••••• independent RIA | Mountain City, Tn | Dec 18, 2025 | 27 y | 6 | 1 |
| J••••••• D• M•••• | F•••••• independent RIA | Cincinnati, Oh | Apr 4, 2024 | 10 y | 1 | 2 |
| C••••••••• J••••• M•••• | F•••••• independent RIA | San Francisco, Ca | Jan 6, 2026 | 29 y | 3 | 1 |
| K••• A• M••••••• Certified Financial Planner | F•••••• independent RIA | Johns Island, Sc | Apr 30, 2025 | 14 y | 2 | 1 |
| J••••• T••••• M••••••• | F•••••• independent RIA | San Francisco, Ca | May 13, 2021 | 14 y | 1 | 2 |
| J••••• M••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Mar 20, 2025 | 10 y | 1 | 1 |
| T•••••• J•••• M•••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Oct 18, 2024 | 25 y | 5 | 1 |
| W•••••• S•••• M••••• Certified Financial Planner | F•••••• independent RIA | North Myrtle Beach, Sc | Apr 30, 2025 | 18 y | 4 | 1 |
| W••••• F••••••• M•••••••• | F•••••• independent RIA | Charlottesville, Va | Oct 9, 2025 | 18 y | 3 | 1 |
| D••• A• M•••• Certified Financial Planner | F•••••• independent RIA | Culver City, Ca | Dec 15, 2025 | 10 y | 0 | 1 |
| E••• A• M•••••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Jun 21, 2025 | 26 y | 5 | 2 |
| M•••••• C•••• M••• | F•••••• independent RIA | San Rafael, Ca | Sep 10, 2025 | 23 y | 3 | 2 |
| G•••••• J••••• M•••••• | F•••••• independent RIA | Bakersfield, Ca | Sep 21, 2026 | 10 y | 1 | 1 |
| L••••• M•••• M•••• Certified Financial Planner, Chartered Financial Analyst | F•••••• independent RIA | San Francisco, Ca | Jan 7, 2026 | 17 y | 3 | 1 |
| T•••• A••••• M••••• | F•••••• independent RIA | Broomfield, Co | Jan 2, 2026 | 15 y | 4 | 1 |
| A••••• M••••••••• | F•••••• independent RIA | San Francisco, Ca | Jan 14, 2026 | 21 y | 2 | 2 |
| D••••• J••• M•••••• | F•••••• independent RIA | Scottsdale, Az | Jan 28, 2026 | 11 y | 2 | 3 |
| T•••••• J•••• N••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Dec 15, 2025 | 31 y | 5 | 1 |
| P••••• J•••• O••••••••• | F•••••• independent RIA | Moraga, Ca | Feb 25, 2022 | 14 y | 4 | 1 |
| R••••• M•••••• O•••• | F•••••• independent RIA | San Mateo, Ca | Jun 9, 2026 | 19 y | 3 | 2 |
| M•••••• J•••• O•••• | F•••••• independent RIA | Fernandina Beach, Fl | Dec 19, 2024 | 29 y | 3 | 1 |
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.