DFX Intelligence
Advisors
Advisors registered through Hb WealthAbout 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.
167 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Mary Ashley Rohde Tucker Certified Financial Planner | Hb Wealth independent RIA | Atlanta, Ga | Nov 8, 2021 | 15 y | 1 | 1 |
| Lee T Vanleuvan Certified Financial Planner | Hb Wealth independent RIA | Atlanta, Ga | Nov 5, 2021 | 44 y | 2 | 2 |
| Charlotte Muller Vidal Chartered Financial Analyst | Hb Wealth independent RIA | Atlanta, Ga | Nov 20, 2023 | 11 y | 0 | 1 |
| C••••••••• B•••• W•••••• Certified Financial Planner | H• W••••• independent RIA | Columbia, Md | Jan 22, 2025 | 20 y | 2 | 2 |
| B•••• E• W•••• | H• W••••• independent RIA | Atlanta, Ga | Sep 11, 2025 | 15 y | 4 | 1 |
| R•••••• W••• W••••• | H• W••••• independent RIA | Atlanta, Ga | Sep 24, 2025 | 10 y | 1 | 1 |
| F•••• T••••• W••••••• Certified Financial Planner | H• W••••• independent RIA | Atlanta, Ga | Nov 5, 2021 | 28 y | 2 | 2 |
| Z•••• K••• W•••• Certified Financial Planner | H• W••••• independent RIA | Atlanta, Ga | Jan 31, 2025 | 12 y | 3 | 1 |
| N•••••• E••••••• W•••••• | H• W••••• independent RIA | Atlanta, Ga | Jan 29, 2025 | 10 y | 1 | 1 |
| T••• M•••••• W••••••• | H• W••••• independent RIA | Atlanta, Ga | Jan 31, 2025 | 29 y | 1 | 1 |
| N••••• K••••• W••••••• Certified Financial Planner | H• W••••• independent RIA | Atlanta, Ga | May 19, 2025 | 13 y | 2 | 1 |
| J••• P••• W••••••••• Chartered Financial Analyst | H• W••••• independent RIA | Tampa, Fl | Dec 23, 2025 | 31 y | 4 | 1 |
| C•••••• R••• W••••• Certified Financial Planner | H• W••••• independent RIA | Alpharetta, Ga | Sep 20, 2022 | 21 y | 5 | 1 |
| S••••• D•••• W••••••• Certified Financial Planner | H• W••••• independent RIA | Atlanta, Ga | Mar 9, 2026 | 12 y | 2 | 1 |
| M••••••• M•••• W•••• Certified Financial Planner | H• W••••• independent RIA | Atlanta, Ga | Nov 8, 2021 | 15 y | 2 | 1 |
| M•••••• A•••••• W•••••• Certified Financial Planner | H• W••••• independent RIA | Atlanta, Ga | Apr 8, 2024 | 26 y | 5 | 1 |
| K•••••• C•••••• Z••• Certified Financial Planner | H• W••••• independent RIA | Atlanta, Ga | Jan 29, 2025 | 11 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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