DFX Intelligence
Advisors
Advisors registered through SavvyAbout 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.
176 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Ryan W. Garland Certified Financial Planner | Savvy independent RIA | Washington Court House, Oh | Dec 5, 2025 | 15 y | 4 | 1 |
| Michael C. Gaynor | Savvy independent RIA | Colorado Springs, Co | Oct 6, 2025 | 12 y | 1 | 1 |
| Sara Marie Gelsheimer Certified Financial Planner | Savvy independent RIA | Chesterfield, Mo | Oct 8, 2025 | 17 y | 3 | 1 |
| A••••• N••• G••••• | S•••• independent RIA | Starkville, Ms | Aug 13, 2026 | 23 y | 4 | 2 |
| M••••••• C••••• G•••••••• | S•••• independent RIA | New York, Ny | Jan 14, 2026 | 14 y | 1 | 1 |
| C•••••••• N••••••• G••••••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Jun 30, 2026 | 12 y | 3 | 1 |
| A•••• S•••• G•••• | S•••• independent RIA | Midlothian, Va | Jul 7, 2026 | 19 y | 2 | 1 |
| R••• D•••••• G•••• | S•••• independent RIA | New York, Ny | Jul 6, 2026 | 20 y | 1 | 1 |
| D•••• G••••• G••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Sep 11, 2026 | 11 y | 3 | 2 |
| D•••• G••••••• dual registrant | S•••• independent RIA | New York, Ny | Mar 11, 2024 | 16 y | 4 | 2 |
| L•••• G•••• Certified Financial Planner, Chartered Financial Analyst | S•••• independent RIA | Brooklyn, Ny | Apr 24, 2024 | 18 y | 3 | 2 |
| S••••• J•••• G••••• Certified Financial Planner | S•••• independent RIA | Macomb, Mi | Sep 18, 2025 | 16 y | 3 | 1 |
| J••••••• L••••• G••••••••• | S•••• independent RIA | New York, Ny | Oct 11, 2025 | 10 y | 3 | 1 |
| S•••••••• R•••••• G••• | S•••• independent RIA | New York, Ny | Oct 14, 2025 | 15 y | 3 | 2 |
| K•••• R••••• H•••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Dec 19, 2025 | 12 y | 1 | 1 |
| A•••••• S•••• H•••• | S•••• independent RIA | New York, Ny | Feb 2, 2024 | 11 y | 4 | 2 |
| K••••• M••••••• H•••• | S•••• independent RIA | New York, Ny | Aug 4, 2025 | 11 y | 0 | 1 |
| S••••• W•••••• H••• Certified Financial Planner, Chartered Financial Consultant | S•••• independent RIA | Denver, Co | Nov 17, 2025 | 16 y | 3 | 2 |
| C•••• A• H•••••• Certified Financial Planner, Chartered Financial Consultant | S•••• independent RIA | New York, Ny | Jun 2, 2026 | 15 y | 3 | 1 |
| C••••• R••• H•••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Nov 6, 2025 | 10 y | 1 | 1 |
| G•••• H••••• | S•••• independent RIA | Maple Grove, Mn | Jun 17, 2025 | 11 y | 1 | 1 |
| M•••••• P•••••• H•••• | S•••• independent RIA | New York, Ny | Sep 1, 2026 | 10 y | 2 | 2 |
| S••••• A•••• H••••••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Jun 12, 2026 | 32 y | 6 | 1 |
| E••••• E•••• H••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Dec 23, 2024 | 14 y | 2 | 1 |
| C••••••••• N•••••• I••••• | S•••• independent RIA | Kissimmee, Fl | Jul 20, 2026 | 16 y | 1 | 2 |
| B•••• R•••••• J••••• Certified Financial Planner | S•••• independent RIA | Del Mar, Ca | Jul 15, 2025 | 11 y | 3 | 2 |
| J••••• J••••• | S•••• independent RIA | New York, Ny | Jan 30, 2026 | 10 y | 2 | 1 |
| J••••• M•••••• J•••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Mar 6, 2026 | 17 y | 1 | 1 |
| A••• J•••••• | S•••• independent RIA | College Grove, Tn | Feb 2, 2026 | 20 y | 1 | 1 |
| C•••••• S•••• J•••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Aug 5, 2026 | 10 y | 3 | 2 |
| G••••• S•••• J•••••• | S•••• independent RIA | New York, Ny | Aug 19, 2026 | 11 y | 0 | 1 |
| M•••••• A••• J•••••• | S•••• independent RIA | Lehi, Ut | Dec 2, 2025 | 30 y | 5 | 2 |
| G••• D••• J•••• | S•••• independent RIA | Lee'S Summit, Mo | Sep 3, 2026 | 17 y | 4 | 2 |
| P•••• B••••••• J•••• | S•••• independent RIA | New York, Ny | May 19, 2026 | 11 y | 0 | 1 |
| S•••• J•••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Oct 9, 2025 | 13 y | 1 | 1 |
| T••• A••• J•••••• | S•••• independent RIA | Vancouver, Wa | Jan 6, 2026 | 32 y | 8 | 1 |
| J••• A••• K••••• | S•••• independent RIA | Holliston, Ma | Dec 13, 2023 | 23 y | 2 | 1 |
| E••• E••• K••••• Certified Financial Planner | S•••• independent RIA | Prospect Heights, Il | Jul 5, 2022 | 25 y | 6 | 1 |
| G•••••• H• K••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | May 15, 2025 | 20 y | 6 | 2 |
| N••••• W•••••• K••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | May 20, 2024 | 13 y | 1 | 1 |
| J•••• A••• K•••••• Certified Financial Planner | S•••• independent RIA | Valparaiso, In | Aug 3, 2026 | 22 y | 5 | 1 |
| M•••••• A•••••• L•••••••• | S•••• independent RIA | New York, Ny | Jan 14, 2025 | 34 y | 4 | 1 |
| B•••• A•••• L••••• | S•••• independent RIA | Peyton, Co | Nov 7, 2025 | 27 y | 6 | 2 |
| J•••• J••• L•••• Certified Financial Planner | S•••• independent RIA | Lawrenceburg, Ky | Jun 17, 2025 | 10 y | 1 | 1 |
| J••••• L••••• | S•••• independent RIA | New York, Ny | Jan 12, 2026 | 10 y | 2 | 2 |
| L•••••• K••• L•••••••• | S•••• independent RIA | Cedar Park, Tx | Oct 20, 2025 | 14 y | 3 | 1 |
| C••••• B•••• L••••••• Certified Financial Planner | S•••• independent RIA | Powder Springs, Ga | May 18, 2026 | 12 y | 3 | 1 |
| L•• E••• L••• | S•••• independent RIA | Alamo, Ca | Jul 15, 2025 | 17 y | 4 | 1 |
| L•••••• C•••••• L•••• Certified Financial Planner, Chartered Financial Consultant | S•••• independent RIA | Orem, Ut | May 13, 2026 | 14 y | 4 | 2 |
| C••• H••• L•• | S•••• independent RIA | New York, Ny | Sep 16, 2026 | 11 y | 2 | 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.