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 |
|---|---|---|---|---|---|---|
| Joshua Aaron Wilcoxson Certified Financial Planner | Farther independent RIA | Pueblo, Co | Jun 26, 2025 | 16 y | 1 | 1 |
| Martha Jeanne Wilcoxson Certified Financial Planner | Farther independent RIA | Pueblo, Co | Jun 26, 2025 | 32 y | 2 | 1 |
| Sam Charles Wilkerson Certified Financial Planner | Farther independent RIA | San Francisco, Ca | Mar 3, 2025 | 21 y | 4 | 2 |
| D••••• W••••••• | F•••••• independent RIA | Seattle, Wa | Dec 9, 2025 | 15 y | 4 | 1 |
| M••••• Y••••• W••••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Oct 1, 2024 | 32 y | 6 | 2 |
| L••••• M• W•••••• | F•••••• independent RIA | Pittsburgh, Pa | Apr 16, 2025 | 16 y | 2 | 2 |
| W•••••• F•••• W••••••• | F•••••• independent RIA | San Francisco, Ca | Jul 18, 2022 | 22 y | 6 | 2 |
| A••••• N••••• W•••• | F•••••• independent RIA | Needham, Ma | Sep 17, 2025 | 18 y | 1 | 1 |
| L•••• S•••••• Y••••• Certified Financial Planner | F•••••• independent RIA | Park City, Ut | Jan 23, 2026 | 23 y | 4 | 2 |
| C••••••••• C••••• Y•••• | F•••••• independent RIA | Aptos, Ca | Jul 1, 2026 | 37 y | 4 | 1 |
| J•• E•••• Y•••• Chartered Financial Consultant | F•••••• independent RIA | San Francisco, Ca | Jan 20, 2026 | 29 y | 1 | 1 |
| W•••••• T• Z•••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Sep 2, 2025 | 24 y | 1 | 3 |
| W•••••• J••••• Z•••• Certified Financial Planner | F•••••• independent RIA | San Francisco, Ca | Sep 2, 2025 | 19 y | 1 | 1 |
| C••••••• Z•••••• | F•••••• independent RIA | Irving, Tx | Mar 20, 2025 | 12 y | 1 | 1 |
| M•••••• M••• Z•••• | F•••••• independent RIA | New Orleans, La | Nov 21, 2025 | 10 y | 2 | 1 |
| C•••••• A• Z•••••• | F•••••• independent RIA | Mount Solon, Va | Aug 8, 2025 | 14 y | 1 | 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.
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