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.
652 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Christopher Lee Boland Certified Financial Planner | Corient independent RIA | Atlanta, Ga | Oct 11, 2022 | 12 y | 2 | 2 |
| Daniel Earl Boldon Certified Financial Planner | Corient independent RIA | Chicago, Il | Jan 31, 2024 | 11 y | 0 | 2 |
| Gregory Thomas Bone Chartered Financial Analyst | Corient independent RIA | Dallas, Tx | Nov 19, 2022 | 29 y | 1 | 1 |
| A••••• F••••• B••••• | C•••••• independent RIA | Menlo Park, Ca | Jan 20, 2023 | 13 y | 3 | 2 |
| J•••• G••••• B••••••• | C•••••• independent RIA | Chicago, Il | Dec 22, 2022 | 31 y | 1 | 1 |
| R••••• H• B••••••• Chartered Financial Analyst | C•••••• independent RIA | Boston, Ma | Oct 4, 2022 | 38 y | 2 | 2 |
| S•••••• S••••• B•••• | C•••••• independent RIA | New York, Ny | Sep 16, 2026 | 13 y | 1 | 1 |
| J•••••• T••••• B•••• | C•••••• independent RIA | Morristown, Nj | Dec 6, 2022 | 19 y | 2 | 4 |
| S•••• B•••••••• | C•••••• independent RIA | Houston, Tx | Nov 28, 2023 | 15 y | 0 | 1 |
| T•• R•••••• B•••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Jun 23, 2026 | 45 y | 1 | 2 |
| K••••••• S•••• B•••••• | C•••••• independent RIA | Denver, Co | Oct 1, 2024 | 11 y | 1 | 1 |
| K••• S••••• B••••••••• | C•••••• independent RIA | Houston, Tx | Sep 12, 2025 | 14 y | 0 | 1 |
| L•••• B•••••• B••••• | C•••••• independent RIA | St Petersburg, Fl | Nov 7, 2023 | 20 y | 0 | 1 |
| S•••• B••••••• | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 18 y | 1 | 1 |
| M•••••• C•••••••• B••••• Certified Financial Planner | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 12 y | 2 | 1 |
| M•••••• A••• B•••• | C•••••• independent RIA | Atlanta, Ga | Nov 28, 2022 | 12 y | 2 | 1 |
| A•••••••• T••• B•••• | C•••••• independent RIA | Chicago, Il | Jul 13, 2026 | 10 y | 0 | 2 |
| K•••• W•••••• B•••• | C•••••• independent RIA | Weston, Fl | Aug 15, 2024 | 11 y | 2 | 2 |
| D•••••• M••••••• B•••• Certified Financial Planner | C•••••• independent RIA | Mclean, Va | Jul 17, 2025 | 12 y | 1 | 1 |
| G••••• A••••••• B•••• | C•••••• independent RIA | Tulsa, Ok | Jul 7, 2026 | 30 y | 1 | 2 |
| L••• L••••••• B•••• Certified Financial Planner | C•••••• independent RIA | Atlanta, Ga | Oct 11, 2022 | 26 y | 5 | 2 |
| M•••••• S• B•••• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | Nashville, Tn | Sep 15, 2022 | 14 y | 1 | 3 |
| C•••••• A••••• B••••• | C•••••• independent RIA | Chicago, Il | Mar 31, 2023 | 32 y | 1 | 2 |
| J••••• B•••• | C•••••• independent RIA | Chicago, Il | Jun 4, 2025 | 10 y | 1 | 1 |
| J•••• L••• B••••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 25 y | 1 | 2 |
| A•••• M•••••• B••••••• | C•••••• independent RIA | Weston, Fl | Aug 19, 2024 | 27 y | 4 | 2 |
| P•••••• K•••••• B•••••• | C•••••• independent RIA | Houston, Tx | Jul 14, 2026 | 28 y | 5 | 1 |
| S••••• E•••• B••••••• | C•••••• independent RIA | Portland, Me | Jul 27, 2026 | 10 y | 0 | 2 |
| C••••••••• J••• B•••• | C•••••• independent RIA | Chicago, Il | Feb 27, 2023 | 25 y | 0 | 3 |
| W•••••• P••••••• B••• | C•••••• independent RIA | Jupiter, Fl | Feb 14, 2025 | 14 y | 1 | 1 |
| A••••• J•••••• B••••• | C•••••• independent RIA | Newport Beach, Ca | Apr 8, 2025 | 13 y | 0 | 1 |
| W•••••• M•••••• B•••• | C•••••• independent RIA | Charlotte, Nc | Aug 7, 2024 | 33 y | 1 | 2 |
| K••••••••• B••••••••• Certified Financial Planner | C•••••• independent RIA | St. Petersburg, Fl | Mar 22, 2023 | 21 y | 3 | 1 |
| N••••• H••••••• C••••••• | C•••••• independent RIA | Houston, Tx | Nov 27, 2024 | 10 y | 0 | 1 |
| E••• M•••••• C••••• | C•••••• independent RIA | Frisco, Tx | Jul 7, 2026 | 27 y | 1 | 2 |
| S••••• C••••••• Certified Financial Planner | C•••••• independent RIA | St. Petersburg, Fl | Mar 22, 2023 | 18 y | 2 | 2 |
| J••••• D•••• C••••• | C•••••• independent RIA | New York, Ny | Jan 17, 2023 | 12 y | 1 | 3 |
| K•••• R• C•••••• | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 21 y | 4 | 2 |
| M•••• B••••• C••• Chartered Financial Analyst | C•••••• independent RIA | Chicago, Il | Dec 22, 2022 | 28 y | 1 | 2 |
| C••••••••• D•••• C••••• Chartered Financial Analyst | C•••••• independent RIA | Houston, Tx | May 18, 2023 | 35 y | 1 | 1 |
| M•••••• P••• C•••••• | C•••••• independent RIA | Ft. Lauderdale, Fl | Jun 18, 2024 | 19 y | 1 | 2 |
| E••• C••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Dec 6, 2022 | 14 y | 2 | 1 |
| R•••••• C••••••••• Chartered Financial Analyst | C•••••• independent RIA | New York, Ny | Jan 27, 2023 | 19 y | 1 | 1 |
| J••••••• S••••••• C•••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 16, 2022 | 23 y | 5 | 1 |
| J•••• J• C•••••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Dec 5, 2022 | 23 y | 2 | 2 |
| R•••••• D••• C•••• Certified Financial Planner | C•••••• independent RIA | Carmel, In | Oct 31, 2023 | 43 y | 1 | 2 |
| B•••• M•••••• C•••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Nov 18, 2022 | 14 y | 1 | 1 |
| S•••• J• C••••• | C•••••• independent RIA | Chicago, Il | Apr 29, 2026 | 18 y | 1 | 1 |
| T••••• F•••• C••••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 15 y | 1 | 2 |
| L•••••• A•••••••• C•••••• | C•••••• independent RIA | Houston, Tx | Dec 8, 2023 | 13 y | 0 | 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.