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 |
|---|---|---|---|---|---|---|
| Charles William Griege Certified Financial Planner | Corient independent RIA | Dallas , Tx | Aug 13, 2026 | 10 y | 0 | 1 |
| Mark Charles Griege | Corient independent RIA | Dallas, Tx | Nov 19, 2022 | 40 y | 1 | 1 |
| John Andrew Griffin Certified Financial Planner | Corient independent RIA | San Francisco, Ca | Aug 28, 2024 | 10 y | 0 | 2 |
| P•••• M•••• G•••••• Certified Financial Planner | C•••••• independent RIA | Saint Petersburg, Fl | Aug 11, 2026 | 10 y | 1 | 1 |
| T•••••• P• G•••••• | C•••••• independent RIA | Portland, Me | Aug 26, 2026 | 19 y | 1 | 2 |
| C•••• G• G•••• | C•••••• independent RIA | Fort Lauderdale, Fl | Nov 3, 2025 | 11 y | 0 | 1 |
| J•• G• Chartered Financial Analyst | C•••••• independent RIA | Houston, Tx | Jan 31, 2023 | 16 y | 2 | 1 |
| A••• C•••••••• G••••••• Chartered Financial Analyst | C•••••• independent RIA | Bellevue, Wa | Oct 7, 2025 | 21 y | 4 | 1 |
| C•••••••• H•••••••• G••••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Nov 18, 2022 | 13 y | 3 | 1 |
| J••••••• A••• G••••• | C•••••• independent RIA | New York, Ny | Dec 5, 2022 | 10 y | 2 | 2 |
| K•••••• G•• | C•••••• independent RIA | New York, Ny | Apr 17, 2026 | 10 y | 1 | 1 |
| S••••••• G•• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Apr 25, 2023 | 10 y | 0 | 1 |
| I•••• G•••• Certified Financial Planner | C•••••• independent RIA | Salt Lake City, Ut | Aug 5, 2025 | 15 y | 2 | 2 |
| C•••••• W•••••• H••• | C•••••• independent RIA | St. Petersburg, Fl | Jun 6, 2025 | 12 y | 1 | 1 |
| G••••• E•••••• H••• Certified Financial Planner, Chartered Financial Consultant | C•••••• independent RIA | Houston, Tx | Jul 9, 2026 | 28 y | 4 | 1 |
| S••••• G••••• H••••• | C•••••• independent RIA | Chicago, Il | Oct 9, 2023 | 11 y | 0 | 1 |
| R•••••• W•••• H••••• | C•••••• independent RIA | New York, Ny | Jan 27, 2023 | 41 y | 1 | 2 |
| C••••••••• M• H•••••• | C•••••• independent RIA | Houston, Tx | May 2, 2023 | 19 y | 1 | 1 |
| R•••••• A•••••••• H••• | C•••••• independent RIA | Houston, Tx | Feb 26, 2025 | 13 y | 0 | 1 |
| R••• A••••• H•••••• Certified Financial Planner, Personal Financial Specialist | C•••••• independent RIA | Atlanta, Ga | Oct 11, 2022 | 13 y | 1 | 2 |
| C••• R••••• H••••••••• Certified Financial Planner | C•••••• independent RIA | Denver, Co | Jul 30, 2026 | 14 y | 2 | 1 |
| R••••• J••••• H••••• Chartered Financial Analyst | C•••••• independent RIA | San Diego, Ca | Nov 21, 2023 | 11 y | 1 | 2 |
| C••••• H••••• | C•••••• independent RIA | San Francisco, Ca | Jan 26, 2026 | 10 y | 0 | 1 |
| E••• A•••••••• H•••••• Certified Financial Planner | C•••••• independent RIA | Charlotte, Nc | Oct 11, 2022 | 13 y | 3 | 2 |
| M•••• S• H•••• | C•••••• independent RIA | Newport Beach, Ca | Jun 12, 2026 | 26 y | 1 | 1 |
| B••••••• T••••• H•••• Certified Financial Planner | C•••••• independent RIA | San Antonio, Tx | Jul 14, 2026 | 14 y | 6 | 1 |
| K•••• K•••••• H•••••••• | C•••••• independent RIA | San Francisco, Ca | Nov 27, 2023 | 13 y | 1 | 2 |
| J••• C••••••••• H••••••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Oct 5, 2023 | 10 y | 1 | 1 |
| D•••• M•••••• H••••• | C•••••• independent RIA | Houston, Tx | Jan 25, 2024 | 40 y | 5 | 1 |
| I•• T• H••••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Mar 31, 2023 | 13 y | 3 | 2 |
| N•••••••• T••••• H•••••• Chartered Financial Analyst | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 11 y | 3 | 1 |
| G••••• H••••••••• | C•••••• independent RIA | Newport Beach, Ca | Nov 14, 2022 | 27 y | 2 | 1 |
| E••• J••••• H••••••• | C•••••• independent RIA | Chicago, Il | Jun 17, 2025 | 11 y | 0 | 1 |
| J••••• A• A•••• H•••• | C•••••• independent RIA | Tulsa, Ok | Jul 1, 2026 | 40 y | 2 | 2 |
| B•••• R••••• H••••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Mar 20, 2024 | 15 y | 1 | 1 |
| D••••• L•• H•••••••• | C•••••• independent RIA | Newport Beach, Ca | Nov 14, 2022 | 29 y | 2 | 2 |
| J••• M•••••• H••••••• | C•••••• independent RIA | San Antonio, Tx | Aug 1, 2023 | 38 y | 2 | 1 |
| J••••• R•••••• H•••• Certified Financial Planner | C•••••• independent RIA | Columbus, Oh | May 22, 2024 | 10 y | 2 | 1 |
| Z•••••• A•••• H•••••• | C•••••• independent RIA | Menlo Park, Ca | Jan 20, 2023 | 19 y | 2 | 2 |
| J•••• A•••••••• H••• Chartered Financial Analyst | C•••••• independent RIA | Dallas, Tx | Nov 18, 2022 | 13 y | 1 | 1 |
| O••••• H••••• | C•••••• independent RIA | Columbus, Oh | Jan 10, 2024 | 21 y | 1 | 1 |
| A••••• K•••• H••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | May 12, 2025 | 14 y | 1 | 1 |
| J•••• A•••••••• H••••• | C•••••• independent RIA | Houston, Tx | Jan 28, 2024 | 10 y | 1 | 1 |
| D•••• R••• H•••• Chartered Financial Analyst | C•••••• independent RIA | Portland, Me | Aug 21, 2026 | 23 y | 1 | 1 |
| K••••• L•••• H••••• Certified Financial Planner | C•••••• independent RIA | Miami, Fl | Nov 18, 2022 | 18 y | 1 | 1 |
| D•••• M•••••• H••••• Certified Financial Planner | C•••••• independent RIA | Houston, Tx | Feb 22, 2023 | 34 y | 5 | 1 |
| D•••• M•••••• H•••• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | San Diego, Ca | Mar 25, 2024 | 12 y | 1 | 1 |
| M••••••• K•• H•••• Certified Financial Planner | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 11 y | 1 | 1 |
| J••••••• J•• H••••••• | C•••••• independent RIA | New York, Ny | Dec 5, 2022 | 27 y | 2 | 3 |
| A••••• D•••• H••••• Certified Financial Planner | C•••••• independent RIA | Wayne, Pa | Nov 2, 2022 | 17 y | 2 | 2 |
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.