DFX Intelligence
Advisors
Advisors registered through CorientAbout 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.
651 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jamie Lynne Rizer Certified Financial Planner | Corient independent RIA | Columbus, Oh | Nov 17, 2022 | 15 y | 1 | 2 |
| Peter Eliot Robbins Chartered Financial Analyst | Corient independent RIA | Portland, Me | Aug 27, 2026 | 44 y | 1 | 1 |
| John Norman Roberts | Corient independent RIA | Denver, Co | Mar 31, 2023 | 29 y | 3 | 1 |
| K•••••••• A•• R•••••••• | C•••••• independent RIA | Dallas, Tx | Jul 27, 2026 | 23 y | 3 | 1 |
| R•••• D•••• R••••••• | C•••••• independent RIA | San Deigo, Ca | Mar 28, 2025 | 11 y | 0 | 1 |
| J•••••• R••••• R••• Chartered Financial Analyst | C•••••• independent RIA | Naples, Fl | Mar 31, 2023 | 37 y | 1 | 2 |
| J•••• R•••• Chartered Financial Analyst | C•••••• independent RIA | Chicago, Il | Dec 22, 2022 | 12 y | 1 | 2 |
| A•••••• M• R•••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Dec 12, 2022 | 16 y | 3 | 2 |
| C••• M•••••• R•••••••• Certified Financial Planner | C•••••• independent RIA | Wayne, Pa | Nov 3, 2022 | 23 y | 2 | 2 |
| F•••• D••••••• R••••••• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | Westport, Ct | Sep 9, 2025 | 23 y | 2 | 1 |
| E••••• G••••• R••••••• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | Miami, Fl | Nov 10, 2022 | 24 y | 2 | 2 |
| B•••• H•••••• R•• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Dec 14, 2022 | 13 y | 1 | 1 |
| C••••••• E•••••••• R••• | C•••••• independent RIA | Tulsa, Ok | Jul 6, 2026 | 10 y | 1 | 1 |
| A••••••••• E• R•••••• | C•••••• independent RIA | Boston, Ma | Oct 19, 2022 | 24 y | 2 | 1 |
| E••• M• R•••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Aug 10, 2024 | 9 y | 0 | 1 |
| R••••••• S•••• S•••• Chartered Financial Analyst | C•••••• independent RIA | Newport Beach, Ca | Nov 14, 2022 | 19 y | 1 | 2 |
| G••••• W• S••••••••• Chartered Financial Analyst | C•••••• independent RIA | Boston, Ma | Dec 13, 2022 | 44 y | 2 | 1 |
| A••••• S••••• | C•••••• independent RIA | New York, Ny | Jan 27, 2023 | 16 y | 1 | 1 |
| Z•••••• A• S••••••• | C•••••• independent RIA | Chicago, Il | May 9, 2024 | 11 y | 1 | 2 |
| M•••••• J••••• S••••• | C•••••• independent RIA | New York, Ny | Aug 13, 2025 | 10 y | 2 | 1 |
| B••••••• S•••••• S•• | C•••••• independent RIA | New York, Ny | Dec 12, 2022 | 43 y | 3 | 2 |
| A•••• S•••••• | C•••••• independent RIA | San Francisco, Ca | Oct 9, 2024 | 11 y | 2 | 1 |
| R••• K•••••• S•••••• | C•••••• independent RIA | Menlo Park, Ca | Jan 16, 2026 | 20 y | 2 | 1 |
| P•••• A••••• S•••••• | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 26 y | 4 | 2 |
| A••••• J•••••• H•••••••• S•••••• | C•••••• independent RIA | Indianapolis, In | Jun 23, 2026 | 14 y | 2 | 1 |
| J••• D•••• S•••••• Certified Financial Planner | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 25 y | 1 | 1 |
| M•••• A•• S•••••••• | C•••••• independent RIA | New York, Ny | Sep 26, 2024 | 14 y | 1 | 1 |
| F•••••••• J• S••••••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Jun 27, 2023 | 19 y | 1 | 1 |
| A•••••• A•••••••• S•••••• | C•••••• independent RIA | San Antonio, Tx | Jan 28, 2025 | 19 y | 3 | 1 |
| Q•••• T••••• S••••• | C•••••• independent RIA | Fayetteville, Ar | Jul 10, 2026 | 13 y | 0 | 1 |
| D••• M•••••• S••••• | C•••••• independent RIA | Seattle, Wa | Nov 22, 2024 | 16 y | 1 | 1 |
| S•••• K••••• S••• Chartered Financial Analyst | C•••••• independent RIA | Morristown, Nj | Dec 12, 2022 | 12 y | 1 | 2 |
| D•••• J••• S••••••••• Chartered Financial Analyst | C•••••• independent RIA | Brunswick, Me | Aug 3, 2026 | 33 y | 1 | 1 |
| A••• J••••••• S•••• | C•••••• independent RIA | Dallas, Tx | Jan 23, 2026 | 31 y | 2 | 1 |
| P•••••• S••••••• | C•••••• independent RIA | St Petersburg, Fl | Jul 25, 2023 | 11 y | 0 | 1 |
| E••• G•••••• S•••••• Chartered Financial Analyst | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 38 y | 2 | 2 |
| M•••••• C••••••• S•••••• | C•••••• independent RIA | Indianapolis, In | May 16, 2025 | 11 y | 5 | 1 |
| M•••••• J•••• S••••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Nov 19, 2022 | 37 y | 1 | 1 |
| R••• S••••• | C•••••• independent RIA | Birmingham, Mi | Jul 10, 2026 | 10 y | 0 | 1 |
| B•••• T••• S•••• Chartered Financial Analyst | C•••••• independent RIA | Carmel, In | Oct 31, 2023 | 34 y | 1 | 2 |
| C•••• Z••••• S•••• Certified Financial Planner | C•••••• independent RIA | Wayne, Pa | Nov 2, 2022 | 19 y | 2 | 2 |
| J•••• R••••• S••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Jun 3, 2026 | 10 y | 0 | 1 |
| M•••••• C••••• S••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Aug 18, 2025 | 19 y | 3 | 1 |
| J••••• A•••••••• S••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Oct 7, 2025 | 14 y | 1 | 1 |
| H••••• E•••••••• S•••••••• Certified Financial Planner | C•••••• independent RIA | Tulsa, Ok | Jul 6, 2026 | 10 y | 1 | 2 |
| G•••••• J•••• S•••••• Chartered Financial Analyst | C•••••• independent RIA | Sewickley, Pa | Feb 25, 2025 | 33 y | 1 | 2 |
| S••••• S•••• | C•••••• independent RIA | New York, Ny | Feb 20, 2025 | 15 y | 2 | 1 |
| J•••• W••••• S••• | C•••••• independent RIA | Dallas, Tx | Jun 9, 2026 | 11 y | 2 | 1 |
| P••••••• D•••• S•••• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | Atlanta, Ga | Dec 22, 2022 | 13 y | 2 | 1 |
| J•••••• L••••••• S•••••• | C•••••• independent RIA | Naples, Fl | Aug 4, 2023 | 34 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.