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 |
|---|---|---|---|---|---|---|
| Zachary David Turman | Corient independent RIA | Houston, Tx | May 4, 2023 | 13 y | 1 | 1 |
| Darin Glen Tuttle Chartered Financial Analyst | Corient independent RIA | Newport Beach, Ca | Jan 8, 2025 | 9 y | 4 | 1 |
| Benjamin Harold Uhing | Corient independent RIA | New York, Ny | Jun 1, 2026 | 11 y | 1 | 2 |
| M•••••• R••••• U••••• | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 13 y | 1 | 1 |
| M•••••• B•••• U•••• Certified Financial Planner | C•••••• independent RIA | Indianapolis, In | Oct 31, 2023 | 32 y | 1 | 2 |
| K••••••• A•••• U•••• | C•••••• independent RIA | San Diego, Ca | Sep 15, 2022 | 28 y | 1 | 1 |
| K••••• B••• V••••••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Sep 10, 2024 | 11 y | 1 | 1 |
| A••••• S•••••••• V•••••• Certified Financial Planner | C•••••• independent RIA | Atlanta, Ga | Nov 28, 2022 | 17 y | 3 | 2 |
| J••••• B•••••• V•••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Mar 24, 2023 | 11 y | 0 | 1 |
| S••••• R••• V••••••• Certified Financial Planner | C•••••• independent RIA | New Palestine, In | Oct 31, 2023 | 37 y | 1 | 2 |
| B• F•••• V•••• Chartered Financial Consultant | C•••••• independent RIA | Dallas, Tx | Aug 18, 2026 | 39 y | 4 | 1 |
| A•••••• V•• S•••••••• | C•••••• independent RIA | Newport Beach, Ca | Dec 24, 2025 | 10 y | 0 | 1 |
| C••• P•••• W••••• | C•••••• independent RIA | Dallas, Tx | Nov 18, 2022 | 21 y | 1 | 1 |
| L••••• E• W•••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Jan 27, 2023 | 11 y | 1 | 2 |
| W•••••• J•••• W•••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Feb 24, 2023 | 27 y | 0 | 1 |
| G•••••• J•••• W•••••• | C•••••• independent RIA | Newport Beach, Ca | Nov 14, 2022 | 19 y | 2 | 2 |
| A•••••• D•••• W•••••• | C•••••• independent RIA | Bellevue, Wa | Oct 7, 2025 | 16 y | 1 | 2 |
| M•••••• J••• W••• Chartered Financial Analyst | C•••••• independent RIA | Birmingham, Mi | Mar 1, 2024 | 13 y | 0 | 1 |
| T•••••• M•••••• W•••• | C•••••• independent RIA | Dallas, Tx | Nov 19, 2022 | 39 y | 1 | 1 |
| R••••• D•••• W••••••• Chartered Financial Analyst | C•••••• independent RIA | New York, Ny | Feb 6, 2025 | 14 y | 1 | 1 |
| B••••••• M•••••• W••••••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Mar 10, 2026 | 10 y | 1 | 1 |
| M•••••• L••••• W•••• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | Morristown, Nj | Dec 14, 2022 | 22 y | 2 | 3 |
| R•••••• M••• W••••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Sep 15, 2022 | 11 y | 1 | 2 |
| J••••• M• W•••••• | C•••••• independent RIA | Denver, Co | Jun 10, 2025 | 11 y | 1 | 1 |
| J•••• T••••• D•••••• W••••• | C•••••• independent RIA | Houston, Tx | Mar 9, 2026 | 10 y | 1 | 1 |
| A•••••••• W••••••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Feb 6, 2025 | 12 y | 1 | 1 |
| T•••••• J••••• W••••••••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Feb 25, 2025 | 10 y | 0 | 1 |
| J••••• B• W••••• Certified Financial Planner, Chartered Financial Consultant | C•••••• independent RIA | St. Petersburg, Fl | Jun 17, 2026 | 36 y | 2 | 1 |
| C•••••• K••••••• W•••• | C•••••• independent RIA | Portland, Me | Aug 14, 2026 | 13 y | 0 | 2 |
| M•••••• D•••• W•• Chartered Financial Analyst | C•••••• independent RIA | St. Petersburg, Fl | Feb 17, 2023 | 25 y | 0 | 3 |
| B•••• A••• W••••••• | C•••••• independent RIA | Houston, Tx | May 2, 2023 | 21 y | 1 | 1 |
| C••••• T••••• W••••••• | C•••••• independent RIA | Austin, Tx | Jul 6, 2026 | 27 y | 4 | 1 |
| J•••• L••• W••••• | C•••••• independent RIA | Tulsa, Ok | Jul 1, 2026 | 30 y | 2 | 1 |
| B•••• A•••• W••••••• | C•••••• independent RIA | Boston, Ma | Aug 8, 2023 | 36 y | 1 | 1 |
| T••• C•••••• W•••••••• Chartered Financial Analyst | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 30 y | 4 | 1 |
| J••••• B•••••• W•••••• Certified Financial Planner | C•••••• independent RIA | Bellevue, Wa | Oct 13, 2025 | 25 y | 4 | 1 |
| L••••• N••••• W•••••• Certified Financial Planner | C•••••• independent RIA | Mount Pleasant, Sc | Oct 2, 2023 | 10 y | 0 | 2 |
| M••• A• W•••••••• Certified Financial Planner | C•••••• independent RIA | Indianapolis, In | Oct 31, 2023 | 19 y | 4 | 1 |
| K••• J•••• W•••••••• Certified Financial Planner | C•••••• independent RIA | Miami, Fl | Dec 14, 2022 | 11 y | 1 | 1 |
| C••••• W••••• | C•••••• independent RIA | San Francisco, Ca | Jan 30, 2026 | 10 y | 1 | 1 |
| K•••• W•••••• W•••••• Certified Financial Planner | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 18 y | 1 | 2 |
| T•••• Y••••• | C•••••• independent RIA | Chicago, Il | Sep 10, 2026 | 10 y | 0 | 1 |
| C•••••••• B•••••• Y•••• | C•••••• independent RIA | Tulsa, Ok | Jul 9, 2026 | 27 y | 4 | 2 |
| L•••• A•• Y•••••• | C•••••• independent RIA | Tulsa, Ok | Jul 6, 2026 | 25 y | 4 | 2 |
| T••• B• Y••••• Chartered Financial Analyst | C•••••• independent RIA | St. Petersburg, Fl | Jan 1, 2025 | 22 y | 2 | 1 |
| B•••• D• Y• Chartered Financial Analyst | C•••••• independent RIA | New York, Ny | Dec 12, 2022 | 14 y | 2 | 2 |
| D•••••• Z••• Chartered Financial Analyst | C•••••• independent RIA | Menlo Park, Ca | Jan 20, 2023 | 12 y | 1 | 1 |
| M••• A••• Z•••• Chartered Financial Analyst | C•••••• independent RIA | Chicago, Il | Feb 2, 2024 | 21 y | 0 | 1 |
| I••• M•••••• Z•••••• | C•••••• independent RIA | Chicago, Il | Jun 25, 2026 | 19 y | 5 | 2 |
| M•••••• J••••• Z••••• | C•••••• independent RIA | Atlanta, Ga | Dec 21, 2023 | 13 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.