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 Alden Copps | Corient independent RIA | Newport Beach, Ca | Jan 3, 2025 | 44 y | 2 | 2 |
| Nathaniel David Corbitt Certified Financial Planner, Chartered Financial Analyst | Corient independent RIA | Atlanta, Ga | Oct 11, 2022 | 15 y | 1 | 2 |
| Thomas David Cordovano Certified Financial Planner | Corient independent RIA | Garden City, Ny | Jun 14, 2023 | 41 y | 1 | 2 |
| A••• C•••••••• C•••••• | C•••••• independent RIA | Morristown, Nj | Dec 6, 2022 | 12 y | 1 | 3 |
| K• R•••••• C•••••• | C•••••• independent RIA | Menlo Park, Ca | Jan 20, 2023 | 19 y | 2 | 2 |
| N••••••• C•• C•••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Dec 14, 2022 | 18 y | 2 | 1 |
| E•••••• B• C•••••• Certified Financial Planner | C•••••• independent RIA | Portland, Me | Sep 8, 2026 | 13 y | 1 | 1 |
| B•••• M•••••• C••••• Certified Financial Planner | C•••••• independent RIA | Charlotte, Nc | Oct 11, 2022 | 18 y | 6 | 2 |
| A•• C••••• | C•••••• independent RIA | Chicago, Il | Dec 15, 2025 | 15 y | 4 | 2 |
| J••••• A• C••••• Chartered Financial Analyst | C•••••• independent RIA | Boston, Ma | Oct 12, 2022 | 18 y | 0 | 1 |
| C•••••••• H•••••• C•••••• Certified Financial Planner | C•••••• independent RIA | Tulsa, Ok | Jul 27, 2026 | 10 y | 0 | 2 |
| N•••••• C•••••• Chartered Financial Analyst | C•••••• independent RIA | Newport Beach, Ca | Jan 16, 2026 | 17 y | 0 | 1 |
| J•••• R••••• C•••• Certified Financial Planner | C•••••• independent RIA | Charlotte, Nc | Oct 11, 2022 | 12 y | 2 | 2 |
| D•••• A••••• C•••• | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 25 y | 3 | 2 |
| A••• H•••• C••••••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Aug 28, 2026 | 18 y | 3 | 1 |
| J••••• R••••• C••• | C•••••• independent RIA | St. Petersburg, Fl | Mar 22, 2023 | 11 y | 1 | 1 |
| V••••••• K•••• C••••••••• | C•••••• independent RIA | Denver, Co | Mar 31, 2023 | 26 y | 1 | 2 |
| A••••• F••••• C•••••• Certified Financial Planner | C•••••• independent RIA | Atlanta, Ga | Nov 28, 2022 | 22 y | 1 | 2 |
| D••••• P••• D••••• | C•••••• independent RIA | San Francisco, Ca | Feb 3, 2025 | 29 y | 3 | 1 |
| J•••• N••• D••••••• Certified Financial Planner | C•••••• independent RIA | Houston, Tx | May 2, 2023 | 15 y | 2 | 1 |
| E••••• B•••• D•••• | C•••••• independent RIA | Westport, Ct | Sep 9, 2025 | 26 y | 1 | 1 |
| A•••• R••••• D•• | C•••••• independent RIA | Frisco, Tx | Jul 1, 2026 | 20 y | 4 | 1 |
| M•••••• L•• D•• | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 19 y | 1 | 2 |
| M••••• L••• D• A•••••• O••••••• | C•••••• independent RIA | San Francisco, Ca | Apr 17, 2026 | 27 y | 4 | 2 |
| A••• S•••••• D•••••• | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 16 y | 1 | 2 |
| B•••••• P••••• D•••••• Certified Financial Planner | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 10 y | 2 | 1 |
| K••••••• N••••• D••••• | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 11 y | 1 | 1 |
| M•••••• J•• D••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Dec 14, 2022 | 11 y | 1 | 1 |
| D•••• A••••• D•••••••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 19 y | 2 | 2 |
| T••••• E•••••••• D••••••••• Certified Financial Planner, Personal Financial Specialist | C•••••• independent RIA | Charlotte, Nc | Oct 11, 2022 | 14 y | 2 | 2 |
| A••••• D••••• | C•••••• independent RIA | San Antonio, Tx | Aug 1, 2023 | 19 y | 1 | 1 |
| M•••••• R••••• D••••• Chartered Financial Analyst | C•••••• independent RIA | Atlanta, Ga | Nov 28, 2022 | 23 y | 2 | 1 |
| M•••••• R• D•••••• | C•••••• independent RIA | Jupiter, Fl | Sep 8, 2026 | 10 y | 0 | 1 |
| A••• E• D••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Sep 15, 2022 | 28 y | 3 | 2 |
| R•••• R• D••••• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | Garden City, Ny | Jun 14, 2023 | 15 y | 1 | 2 |
| M•••••• P•••• D••••••• | C•••••• independent RIA | New York, Ny | Feb 6, 2025 | 10 y | 2 | 1 |
| G•••••• A•••• D••••••• Chartered Financial Analyst | C•••••• independent RIA | Boston, Ma | Jun 4, 2024 | 10 y | 1 | 1 |
| D•••• D••••••••• | C•••••• independent RIA | Austin, Tx | Jul 10, 2026 | 26 y | 5 | 1 |
| A•••••• A••••• D••••••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 16 y | 1 | 1 |
| L•••••• F• D•••• | C•••••• independent RIA | Boston, Ma | Nov 3, 2023 | 36 y | 0 | 1 |
| C••• M• D•••••• | C•••••• independent RIA | Chicago, Il | Dec 14, 2022 | 10 y | 1 | 1 |
| L••••• A••• D••••• | C•••••• independent RIA | Morristown, Nj | Mar 31, 2023 | 27 y | 3 | 3 |
| D••••• L••••••• D•• Certified Financial Planner | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 29 y | 1 | 1 |
| C•••••• D••• | C•••••• independent RIA | Boston, Ma | Jul 21, 2025 | 12 y | 1 | 1 |
| A•••• J• D•• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | New York, Ny | Dec 19, 2024 | 11 y | 0 | 2 |
| R••• D••••• E••••• Certified Financial Planner | C•••••• independent RIA | Tulsa, Ok | Jul 6, 2026 | 11 y | 2 | 2 |
| P••••• R••• E••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Jan 10, 2025 | 10 y | 2 | 1 |
| J••• J•••• E•••••• | C•••••• independent RIA | Boston, Ma | Sep 30, 2025 | 21 y | 4 | 1 |
| A•••••• S••• E••••••••• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | Seattle, Wa | May 4, 2026 | 17 y | 5 | 1 |
| M•• E•••••••• | C•••••• independent RIA | Wayne, Pa | Nov 2, 2022 | 12 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.