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 |
|---|---|---|---|---|---|---|
| Lauren Gadkowski Lindsay Certified Financial Planner | Savvy independent RIA | Houston, Tx | Jun 16, 2026 | 27 y | 7 | 1 |
| Tyson R Lokke Certified Financial Planner | Savvy independent RIA | New York, Ny | Feb 3, 2025 | 13 y | 4 | 1 |
| Kyra Gayle Reyes Luu | Savvy independent RIA | New York, Ny | Jan 21, 2025 | 12 y | 3 | 1 |
| F•••• W•••••• M••••••• | S•••• independent RIA | New York, Ny | Nov 20, 2023 | 25 y | 1 | 1 |
| S••••• J••• M••• | S•••• independent RIA | San Diego, Ca | Jul 15, 2025 | 11 y | 3 | 2 |
| S•••••• W•••••• M••••• | S•••• independent RIA | New York, Ny | Jan 23, 2025 | 20 y | 6 | 2 |
| A••••• M•••••• | S•••• independent RIA | Westlake Village, Ca | Aug 15, 2024 | 17 y | 6 | 1 |
| P••••• A•••• M•••••• Certified Financial Planner | S•••• independent RIA | Englewood, Co | Sep 1, 2026 | 12 y | 3 | 2 |
| M•••••• J••••• M••••••• Certified Financial Planner | S•••• independent RIA | Boston, Ma | Jul 19, 2022 | 10 y | 1 | 1 |
| D••••• M••••• | S•••• independent RIA | New York, Ny | Mar 16, 2026 | 12 y | 2 | 1 |
| J•• N••••••• M••••••••• | S•••• independent RIA | New York, Ny | Jul 15, 2024 | 20 y | 3 | 1 |
| R••• J•••• M••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Nov 12, 2025 | 10 y | 2 | 2 |
| S••••• S•••• M•••• | S•••• independent RIA | New York, Ny | Nov 7, 2025 | 26 y | 6 | 1 |
| E••• D•••• M••••••• | S•••• independent RIA | New York, Ny | Apr 21, 2025 | 11 y | 1 | 1 |
| J••••••• M••••••• Certified Financial Planner | S•••• independent RIA | Glenview, Il | Feb 10, 2026 | 23 y | 9 | 1 |
| E••• R••• M•••• | S•••• independent RIA | New York, Ny | Jan 14, 2025 | 11 y | 2 | 1 |
| L••• A•••••• M•••••• | S•••• independent RIA | Louisville, Ky | Apr 8, 2025 | 15 y | 2 | 1 |
| B•••• W••••• M•••• | S•••• independent RIA | Los Angeles, Ca | Jun 10, 2024 | 12 y | 1 | 2 |
| B•••• J••••• M•••••• Chartered Financial Analyst | S•••• independent RIA | Cranston, Ri | May 27, 2025 | 19 y | 6 | 1 |
| B••• I•• M••••• Certified Financial Planner | S•••• independent RIA | Cincinnati, Oh | Jul 16, 2024 | 12 y | 2 | 1 |
| M•••••• M••• | S•••• independent RIA | New York, Ny | Aug 24, 2023 | 30 y | 2 | 2 |
| B•••••• C•••• M••• Certified Financial Planner, Chartered Financial Analyst | S•••• independent RIA | Chicago, Il | Feb 10, 2026 | 12 y | 2 | 1 |
| D••••• F•••••• M••••• | S•••• independent RIA | New York, Ny | Jul 6, 2026 | 23 y | 3 | 1 |
| D••••• E••••• M•••• Certified Financial Planner, Chartered Financial Analyst | S•••• independent RIA | New York, Ny | Feb 3, 2026 | 27 y | 2 | 2 |
| E••••• S•••• N•••••••• | S•••• independent RIA | Caldwell, Id | Dec 18, 2025 | 10 y | 0 | 1 |
| L••• A• N•• | S•••• independent RIA | New York, Ny | Apr 29, 2026 | 14 y | 1 | 2 |
| M•••••• D•••• N••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Jun 17, 2025 | 28 y | 5 | 1 |
| E••• N•••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Jan 22, 2025 | 16 y | 2 | 1 |
| A••••• N•••• | S•••• independent RIA | Reno, Nv | Dec 24, 2024 | 27 y | 6 | 2 |
| S••• M•••••• O••••••• Certified Financial Planner | S•••• independent RIA | Del Mar, Ca | Jul 15, 2025 | 17 y | 7 | 1 |
| B••••••• O••••••••• | S•••• independent RIA | New York, Ny | Feb 26, 2026 | 12 y | 1 | 1 |
| S•••••• L••••• O•• | S•••• independent RIA | New York, Ny | May 20, 2026 | 11 y | 1 | 1 |
| C••••••••• J••• O•••• | S•••• independent RIA | Cardiff, Ca | Oct 3, 2025 | 19 y | 2 | 2 |
| D••••• H•••• P•••••• | S•••• independent RIA | Cabot, Ar | Dec 19, 2023 | 15 y | 1 | 2 |
| E••• S•••• P••••• | S•••• independent RIA | Whippany, Nj | Oct 9, 2024 | 34 y | 5 | 1 |
| E••••• F• P••• | S•••• independent RIA | New York, Ny | Sep 10, 2025 | 10 y | 1 | 1 |
| J•••••• S•••• P••••• Certified Financial Planner, Personal Financial Specialist | S•••• independent RIA | New York, Ny | Jan 22, 2025 | 26 y | 2 | 1 |
| A•••• M•••••• P••••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Mar 4, 2025 | 10 y | 4 | 1 |
| D••••• J••••• P•••••• | S•••• independent RIA | Bellingham, Wa | Aug 22, 2022 | 12 y | 2 | 1 |
| J•••• A•••••• P••••• | S•••• independent RIA | New York, Ny | May 13, 2024 | 14 y | 1 | 2 |
| M•••••• A••• P••••• Certified Financial Planner, Chartered Financial Consultant | S•••• independent RIA | New York, Ny | Oct 6, 2025 | 21 y | 2 | 1 |
| C••••••••• M••••• Q••••• | S•••• independent RIA | Temcula, Ca | Oct 6, 2025 | 11 y | 1 | 1 |
| C••••••••• T•• Q•••••• | S•••• independent RIA | Glenview, Il | Jul 16, 2026 | 25 y | 1 | 2 |
| J•••• B•••• R•• | S•••• independent RIA | Denver, Co | Nov 10, 2025 | 13 y | 3 | 2 |
| F•••• G•••• R••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Jul 13, 2023 | 19 y | 2 | 1 |
| D••••• S•••• R•••••• | S•••• independent RIA | Turlock, Ca | Apr 8, 2025 | 14 y | 2 | 1 |
| L••• F•••••••• R••• Certified Financial Planner | S•••• independent RIA | Cortlandt Manor, Ny | Dec 9, 2025 | 24 y | 6 | 1 |
| S••••• S•••• Chartered Financial Consultant | S•••• independent RIA | New York, Ny | Dec 4, 2024 | 13 y | 1 | 2 |
| R•••• S•••• dual registrant | S•••• independent RIA | Eastchester, Ny | Jun 16, 2026 | 15 y | 2 | 2 |
| K•••• L••• S••••• Certified Financial Planner | S•••• independent RIA | Fargo, Nd | Jul 19, 2022 | 12 y | 2 | 3 |
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.