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 |
|---|---|---|---|---|---|---|
| Clinton James Seefeldt Certified Financial Planner · dual registrant | Savvy independent RIA | Fishers, In | Nov 3, 2025 | 12 y | 3 | 2 |
| Anshul Kumar Sharma dual registrant | Savvy independent RIA | New York, Ny | Sep 24, 2025 | 26 y | 1 | 1 |
| Nathan Joel Sharp | Savvy independent RIA | San Antonio, Tx | Feb 9, 2026 | 18 y | 6 | 1 |
| Q•••••• P•••••• S••••• | S•••• independent RIA | New York, Ny | Oct 6, 2025 | 10 y | 1 | 1 |
| D•••• M••• S••••• | S•••• independent RIA | Fontana, Wi | Apr 17, 2025 | 20 y | 4 | 1 |
| J••••• W•••••• S•••••• | S•••• independent RIA | Fort Wayne, In | Sep 11, 2026 | 11 y | 1 | 1 |
| Z•••••• J• S•••• | S•••• independent RIA | New York, Ny | Mar 3, 2026 | 11 y | 2 | 1 |
| M•••••• H•••••• S•••• | S•••• independent RIA | New York, Ny | Mar 21, 2025 | 28 y | 2 | 1 |
| C•••••• C••••••••• S••••••• | S•••• independent RIA | New York, Ny | Sep 4, 2025 | 15 y | 4 | 2 |
| M••••••• S•••• S••••••• | S•••• independent RIA | Denver, Co | Jul 24, 2024 | 11 y | 1 | 1 |
| J•••• T•••••••• T••••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Jan 22, 2025 | 15 y | 3 | 1 |
| M••• S•••••••• T••••• | S•••• independent RIA | New York, Ny | Dec 22, 2025 | 22 y | 1 | 1 |
| D••••• M•••••• T••••• Certified Financial Planner | S•••• independent RIA | Noblesville, In | Mar 19, 2025 | 12 y | 2 | 1 |
| P•••••• T••••••• Certified Financial Planner | S•••• independent RIA | New York, Ny | Mar 6, 2026 | 14 y | 3 | 2 |
| J•••• M•••••• U••••• | S•••• independent RIA | Lakewood, Co | Oct 3, 2025 | 19 y | 4 | 1 |
| J•••••• R•• V•• M••• | S•••• independent RIA | New York, Ny | Nov 26, 2024 | 13 y | 2 | 1 |
| A•••••• V••••• | S•••• independent RIA | New York, Ny | Sep 1, 2026 | 11 y | 1 | 1 |
| L••• R••••• V••••••••• | S•••• independent RIA | New York, Ny | Jan 30, 2026 | 13 y | 2 | 1 |
| A•••• W•••••• Certified Financial Planner | S•••• independent RIA | Del Mar, Ca | Jan 24, 2024 | 25 y | 5 | 1 |
| E••••• R• W••••••••• Certified Financial Planner, Chartered Financial Consultant | S•••• independent RIA | Carmel, In | Nov 6, 2025 | 13 y | 3 | 2 |
| D•••• L•• W••••••• Chartered Financial Consultant | S•••• independent RIA | New York, Ny | Sep 29, 2025 | 18 y | 1 | 1 |
| D••••• T••••• W•••••• | S•••• independent RIA | New York, Ny | Sep 10, 2026 | 10 y | 0 | 1 |
| E••••• A••••••• W•••• | S•••• independent RIA | New York, Ny | Dec 2, 2025 | 32 y | 4 | 1 |
| A•••• M••••• W••• | S•••• independent RIA | New York, Ny | Jul 16, 2025 | 13 y | 0 | 1 |
| L•••• L•• Y••• | S•••• independent RIA | New York, Ny | Feb 9, 2026 | 19 y | 6 | 2 |
| A••••• Z••••• | S•••• independent RIA | New York, Ny | May 5, 2026 | 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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