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 |
|---|---|---|---|---|---|---|
| M Thomas Pablo Certified Financial Planner | Farther independent RIA | San Francisco, Ca | Jan 1, 2026 | 21 y | 4 | 1 |
| David Ryan Pagels | Farther independent RIA | Ashland, Wi | Aug 29, 2025 | 27 y | 2 | 1 |
| Joseph Anthony Palumbo | Farther independent RIA | Armonk, Ny | May 8, 2025 | 12 y | 1 | 2 |
| N••••••• P••• P••••• Certified Financial Planner | F•••••• independent RIA | Marlton, Nj | Jan 2, 2026 | 13 y | 3 | 1 |
| J••• C• P•••••• | F•••••• independent RIA | San Francisco, Ca | Oct 10, 2022 | 12 y | 0 | 3 |
| M•••••• A••• P•••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Mar 10, 2026 | 37 y | 0 | 2 |
| A••• S••• P••• Chartered Financial Analyst | F•••••• independent RIA | San Francisco, Ca | Nov 19, 2024 | 12 y | 1 | 2 |
| J••••• C•••••• P•••••• | F•••••• independent RIA | San Francisco, Ca | Jul 29, 2026 | 11 y | 2 | 1 |
| T••••••• G••••• P•••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Apr 2, 2026 | 11 y | 0 | 1 |
| M••• D•••• P••••••• Certified Financial Planner | F•••••• independent RIA | Newport Beach, Ca | Aug 10, 2026 | 25 y | 3 | 2 |
| C•••••••• P••••• | F•••••• independent RIA | San Francisco, Ca | Feb 23, 2023 | 12 y | 3 | 1 |
| R•••• L••••••• P••••• | F•••••• independent RIA | San Francisco, Ca | Sep 11, 2024 | 28 y | 2 | 2 |
| D•••• P••••• P•••••••• | F•••••• independent RIA | San Francisco, Ca | Jan 20, 2026 | 30 y | 1 | 1 |
| B••••••• P••••• Chartered Financial Analyst | F•••••• independent RIA | Los Angeles, Ca | Sep 25, 2025 | 23 y | 3 | 2 |
| C••••••••• C••••• P••••• | F•••••• independent RIA | San Francisco, Ca | Sep 8, 2026 | 36 y | 3 | 1 |
| A••••• C••••••• P•••••• | F•••••• independent RIA | San Francisco, Ca | Apr 23, 2026 | 12 y | 1 | 1 |
| J•••••• K•••• P•••••• | F•••••• independent RIA | San Francisco, Ca | May 5, 2026 | 35 y | 4 | 1 |
| A•••••• W•••••• P•••• | F•••••• independent RIA | San Francisco, Ca | Jan 2, 2024 | 30 y | 1 | 2 |
| J•••• D••• R••• | F•••••• independent RIA | Topeka, Ks | Oct 11, 2024 | 32 y | 1 | 2 |
| E•••••• W••••• R•• | F•••••• independent RIA | San Francisco, Ca | Oct 2, 2023 | 19 y | 2 | 1 |
| O••• L••• R••••••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Jun 11, 2024 | 29 y | 2 | 1 |
| J••••••• M• R••••••••• | F•••••• independent RIA | San Francisco, Ca | Apr 4, 2025 | 34 y | 2 | 1 |
| B••• L•• R••••••• Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst | F•••••• independent RIA | San Francisco, Ca | Jun 18, 2025 | 20 y | 9 | 1 |
| M•••••• H••••• R•••• | F•••••• independent RIA | North Andover, Ma | May 2, 2025 | 15 y | 2 | 2 |
| C••• M•••••• R••••• Certified Financial Planner | F•••••• independent RIA | Medfield, Ma | Jan 24, 2024 | 20 y | 5 | 1 |
| H••••• G••••• R••••• Certified Financial Planner | F•••••• independent RIA | Auburndale, Ma | Jun 10, 2024 | 25 y | 2 | 2 |
| K•••• P•••• R•••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Jan 27, 2025 | 14 y | 3 | 1 |
| D•••••• W•••• R•••••• | F•••••• independent RIA | Bartlesville, Ok | Sep 4, 2025 | 30 y | 2 | 2 |
| J••••• R••• | F•••••• independent RIA | Indianapolis, In | Jan 14, 2026 | 15 y | 1 | 2 |
| J•••• R••• | F•••••• independent RIA | San Francisco, Ca | Aug 22, 2025 | 18 y | 2 | 2 |
| R•• J••••• R•••••• | F•••••• independent RIA | Crystal Lake, Il | Aug 30, 2023 | 16 y | 0 | 1 |
| V••••• N•• S••••• | F•••••• independent RIA | San Francisco, Ca | Jan 1, 2025 | 18 y | 1 | 1 |
| P••• E• S••••••• Chartered Financial Analyst | F•••••• independent RIA | San Francisco, Ca | Aug 20, 2026 | 10 y | 1 | 1 |
| L•••••• S•••• S•••••• Certified Financial Planner, Chartered Financial Consultant | F•••••• independent RIA | San Francisco, Ca | Sep 11, 2024 | 24 y | 3 | 2 |
| C•••• M• S•••••••• | F•••••• independent RIA | San Francisco, Ca | Aug 10, 2026 | 24 y | 3 | 2 |
| S••••• S••• S•••••• | F•••••• independent RIA | San Francisco, Ca | Mar 13, 2023 | 21 y | 3 | 3 |
| R•• C•••••• S••••••••• | F•••••• independent RIA | Laguna Beach, Ca | Sep 8, 2020 | 10 y | 0 | 2 |
| D•••• C•••••• S••••••••• | F•••••• independent RIA | San Francisco, Ca | Mar 23, 2026 | 13 y | 0 | 1 |
| R•••••• K•••• S•••• Chartered Financial Analyst | F•••••• independent RIA | Isle Of Palms, Sc | Oct 26, 2022 | 26 y | 3 | 2 |
| J•••••• L•• S••••••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Mar 23, 2026 | 23 y | 4 | 1 |
| S••••• C••• S••••••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Dec 17, 2024 | 11 y | 4 | 1 |
| S•• A••••• S••••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Feb 2, 2025 | 10 y | 2 | 2 |
| B•••••• R••••• S•••••• | F•••••• independent RIA | Denver, Co | Apr 7, 2025 | 21 y | 4 | 2 |
| M••••• S•••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Jun 24, 2024 | 11 y | 3 | 1 |
| B••••••• L•••• S••••••••• Chartered Financial Analyst | F•••••• independent RIA | Miami, Fl | Apr 1, 2026 | 13 y | 0 | 2 |
| T••• S•••••• Certified Financial Planner, Chartered Financial Analyst | F•••••• independent RIA | San Francisco, Ca | Jan 1, 2026 | 29 y | 1 | 1 |
| H••••• S••••••••• | F•••••• independent RIA | Boston, Ma | Jan 15, 2026 | 10 y | 0 | 2 |
| A•••• P•••••• S•••••• | F•••••• independent RIA | San Francisco, Ca | Apr 22, 2024 | 15 y | 0 | 2 |
| B•••••• B• S•• | F•••••• independent RIA | San Francisco, Ca | Feb 18, 2025 | 11 y | 2 | 2 |
| M••••••• D••• S•••••• | F•••••• independent RIA | San Francisco, Ca | Nov 3, 2023 | 18 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.