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 |
|---|---|---|---|---|---|---|
| Rachel K Holbrook Certified Financial Planner | Corient independent RIA | Boston, Ma | Oct 12, 2023 | 10 y | 2 | 2 |
| Matthew Landstad Holden | Corient independent RIA | Morristown, Nj | Dec 6, 2022 | 11 y | 1 | 1 |
| Sadie Deringer Holdridge Certified Financial Planner | Corient independent RIA | Boston, Ma | Sep 30, 2025 | 18 y | 3 | 1 |
| S••••• P•••••• H••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Dec 14, 2022 | 10 y | 1 | 1 |
| J••••••• C••••••••• H••• | C•••••• independent RIA | Menlo Park, Ca | Aug 28, 2024 | 10 y | 0 | 1 |
| M•••••• H•••• | C•••••• independent RIA | Wayne, Pa | Nov 3, 2025 | 12 y | 0 | 2 |
| B••• J•••• H•••••••• Certified Financial Planner | C•••••• independent RIA | Noblesville, In | Oct 31, 2023 | 10 y | 1 | 2 |
| J•••• H•••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Jun 23, 2026 | 10 y | 0 | 1 |
| J••••••• H••••• Certified Financial Planner | C•••••• independent RIA | Boston, Ma | Jul 27, 2026 | 19 y | 0 | 1 |
| B••••• R••• H••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Aug 15, 2025 | 20 y | 3 | 1 |
| Y•••••• H•••• Certified Financial Planner | C•••••• independent RIA | Houston, Tx | Jan 31, 2023 | 12 y | 3 | 1 |
| Q•••••• T•••• H•••••• | C•••••• independent RIA | Seattle, Wa | Jun 13, 2024 | 10 y | 0 | 1 |
| J••••• J••••• H••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Nov 19, 2022 | 25 y | 4 | 1 |
| S••• L••••••• H••••• | C•••••• independent RIA | Weston, Fl | Aug 16, 2024 | 40 y | 4 | 3 |
| L••• P•••••• H•••••• Chartered Financial Analyst | C•••••• independent RIA | San Diego, Ca | Jul 16, 2024 | 12 y | 1 | 1 |
| C••••• A•••••••• I••••••• | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 10 y | 2 | 1 |
| A•••• H•••• I••••••• | C•••••• independent RIA | Edwardsville, Il | Feb 6, 2025 | 13 y | 1 | 2 |
| B•••••• L••• I••••••• | C•••••• independent RIA | Boston, Ma | Jun 29, 2026 | 20 y | 2 | 3 |
| B•••• J••••• J••••• Certified Financial Planner | C•••••• independent RIA | Wayne, Pa | Nov 2, 2022 | 23 y | 2 | 2 |
| J••••• C•••••••• J••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Nov 19, 2022 | 22 y | 2 | 2 |
| C••• A••••• J••••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Dec 12, 2022 | 15 y | 1 | 2 |
| P••••• T••••• J••••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Jan 7, 2026 | 12 y | 1 | 1 |
| E•••• W•••••• J••••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Sep 2, 2026 | 19 y | 6 | 1 |
| C••••••••• R••• J•• Certified Financial Planner | C•••••• independent RIA | St. Petersburg, Fl | Dec 14, 2022 | 18 y | 3 | 2 |
| D•••• J••• J•••••• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | Dallas, Tx | Nov 18, 2022 | 14 y | 1 | 1 |
| C•••••••• L••••• J•••••• | C•••••• independent RIA | Shaker Heights, Oh | Jul 16, 2024 | 26 y | 2 | 1 |
| D•••• J••• J••••••••• | C•••••• independent RIA | Houston, Tx | May 2, 2023 | 20 y | 1 | 1 |
| E••• J•••••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Aug 13, 2026 | 10 y | 0 | 2 |
| C•••• M••••• J•••••• | C•••••• independent RIA | Newport Beach, Ca | Jan 1, 2025 | 28 y | 5 | 1 |
| K•••• M•••••••• J•••••• Chartered Financial Analyst | C•••••• independent RIA | San Francisco, Ca | Jan 20, 2026 | 10 y | 1 | 1 |
| C••••• J•••• J•••••• Certified Financial Planner | C•••••• independent RIA | Tulsa, Ok | Jul 2, 2026 | 13 y | 1 | 2 |
| M•••••• R••••• J•••••• Certified Financial Planner, Chartered Financial Analyst | C•••••• independent RIA | Salt Lake City, Ut | Jan 24, 2024 | 26 y | 5 | 1 |
| R••• P••••••• J•••• | C•••••• independent RIA | New York, Ny | Sep 30, 2025 | 11 y | 2 | 1 |
| A•••••• J•••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Sep 10, 2026 | 13 y | 0 | 2 |
| D••••• A•••• J•••• | C•••••• independent RIA | Chicago, Il | Jun 23, 2026 | 33 y | 3 | 1 |
| N•••••• C••••• J••••• Chartered Financial Analyst | C•••••• independent RIA | Portland, Me | Jul 29, 2026 | 10 y | 0 | 2 |
| C•••••• L••••• J••••• Certified Financial Planner | C•••••• independent RIA | Atlanta, Ga | Oct 11, 2022 | 18 y | 1 | 2 |
| M••••••• G• K•••••••• Chartered Financial Analyst | C•••••• independent RIA | Tulsa, Ok | Jul 6, 2026 | 10 y | 1 | 2 |
| M•••••• C••••••••• K••• | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 21 y | 2 | 1 |
| A••••• K•••••• | C•••••• independent RIA | Morristown, Nj | Mar 31, 2023 | 19 y | 1 | 2 |
| N••••••• J•••• K••••••• Certified Financial Planner | C•••••• independent RIA | Columbus, Oh | Apr 29, 2024 | 10 y | 0 | 1 |
| R••••• S•••••• K••••• | C•••••• independent RIA | Indianapolis, In | Oct 31, 2023 | 29 y | 1 | 2 |
| A••• H• K••• | C•••••• independent RIA | New York, Ny | Dec 12, 2022 | 28 y | 2 | 2 |
| J••• L•• K•••• | C•••••• independent RIA | San Antonio, Tx | Aug 1, 2023 | 44 y | 1 | 1 |
| B•••• H••••• A•••••••• K••••••• Chartered Financial Analyst | C•••••• independent RIA | Morristown, Nj | Mar 31, 2023 | 24 y | 1 | 3 |
| A•••••••• L••• K••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Dec 14, 2022 | 10 y | 1 | 2 |
| A•••••••• H••••••• K••••• Chartered Financial Analyst | C•••••• independent RIA | Boston, Ma | Apr 18, 2024 | 16 y | 3 | 1 |
| C••••••••• K••••• | C•••••• independent RIA | St Petersburg, Fl | Jul 20, 2023 | 13 y | 0 | 1 |
| S•••• M• K•••••• Certified Financial Planner | C•••••• independent RIA | Seattle, Wa | Apr 24, 2026 | 14 y | 2 | 1 |
| N••••••• G• K••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Dec 14, 2022 | 10 y | 1 | 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.