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 |
|---|---|---|---|---|---|---|
| Nicholas Kerr Certified Financial Planner | Corient independent RIA | Sewickley, Pa | Apr 21, 2026 | 10 y | 1 | 1 |
| Scott Richard Kidwell Certified Financial Planner | Corient independent RIA | Columbus, Oh | Nov 23, 2022 | 21 y | 1 | 1 |
| Andrew Yoontae Kim | Corient independent RIA | New York, Ny | Jan 6, 2025 | 15 y | 2 | 1 |
| J••• Y• H•• K•• Chartered Financial Analyst | C•••••• independent RIA | San Francisco, Ca | Nov 6, 2024 | 10 y | 3 | 1 |
| J•••• B••••••• K••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 15 y | 1 | 2 |
| M•••••• T•••• K••••••••• | C•••••• independent RIA | Boston, Ma | Sep 30, 2025 | 15 y | 1 | 1 |
| J••••• A• K••••• Certified Financial Planner | C•••••• independent RIA | Phoenix, Az | Jan 9, 2023 | 21 y | 3 | 2 |
| M•••••• D•••• K•••• Certified Financial Planner | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 22 y | 1 | 1 |
| M•••••• J•••• K•••••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Mar 31, 2023 | 10 y | 2 | 1 |
| D•••• A••••• K•••• | C•••••• independent RIA | New York, Ny | Dec 6, 2022 | 10 y | 3 | 1 |
| S••• T••••• K••••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Dec 14, 2022 | 12 y | 1 | 2 |
| S••••• K••••••••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Feb 6, 2025 | 23 y | 1 | 1 |
| M•••••• B•••••• K•••••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 15 y | 1 | 1 |
| T••••• L•••• K•••• | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 14 y | 2 | 1 |
| J•••• D• K••••• | C•••••• independent RIA | Newport Beach, Ca | Jul 15, 2025 | 11 y | 1 | 1 |
| A•• K••• Chartered Financial Analyst | C•••••• independent RIA | New York, Ny | Feb 16, 2023 | 13 y | 2 | 2 |
| G•••• S• K•••••••• Certified Financial Planner | C•••••• independent RIA | Tequesta, Fl | May 20, 2024 | 32 y | 2 | 3 |
| G••••• M•••••• K•••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Dec 6, 2022 | 13 y | 1 | 2 |
| I•••••• K••••••• | C•••••• independent RIA | San Antonio, Tx | Aug 1, 2023 | 44 y | 1 | 1 |
| K•••••• M•••• K••••••• | C•••••• independent RIA | San Antonio, Tx | Aug 1, 2023 | 32 y | 1 | 1 |
| J•••• M••••••• K•••••• | C•••••• independent RIA | Seattle, Wa | Feb 7, 2026 | 19 y | 0 | 1 |
| K••• K••••••••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Dec 16, 2025 | 14 y | 1 | 1 |
| M•••••• J••••• K••••• Chartered Financial Analyst | C•••••• independent RIA | Dallas, Tx | Mar 30, 2023 | 16 y | 1 | 1 |
| P•••• B••• K••••••••• | C•••••• independent RIA | Chicago, Il | Jan 3, 2023 | 31 y | 1 | 2 |
| D•••• Y• L• Certified Financial Planner | C•••••• independent RIA | Austin, Tx | Jul 6, 2026 | 18 y | 4 | 1 |
| M••• E•••••••• L•••••• Chartered Financial Analyst | C•••••• independent RIA | Dallas, Tx | Nov 18, 2022 | 12 y | 1 | 1 |
| D••• E••• L••••••• Chartered Financial Analyst | C•••••• independent RIA | Boston, Ma | Oct 12, 2022 | 28 y | 0 | 2 |
| H•••• P•••• L••••• Certified Financial Planner | C•••••• independent RIA | Wayne, Pa | Nov 2, 2022 | 10 y | 1 | 1 |
| J••• L••••••• Certified Financial Planner | C•••••• independent RIA | Mclean, Va | Jun 3, 2024 | 20 y | 2 | 1 |
| K•••• C•••••• L•••••• | C•••••• independent RIA | Birmingham, Mi | Dec 5, 2022 | 30 y | 1 | 1 |
| A•••••• L••••• | C•••••• independent RIA | San Antonio, Tx | Aug 1, 2023 | 34 y | 1 | 1 |
| C••• J•••• L••••• | C•••••• independent RIA | Birmingham, Mi | Dec 5, 2022 | 12 y | 1 | 1 |
| A••• W•••••• L••••• Chartered Financial Analyst | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 18 y | 2 | 2 |
| J••••• H••••• L••••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 14 y | 1 | 2 |
| H•••• J•••• L••••••• Chartered Financial Analyst | C•••••• independent RIA | Houston, Tx | May 18, 2023 | 31 y | 1 | 1 |
| G•••••• L•• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Jun 22, 2026 | 12 y | 2 | 1 |
| J••• S• L•• Chartered Financial Analyst | C•••••• independent RIA | New York, Ny | Feb 12, 2025 | 14 y | 1 | 1 |
| A••••• W•••• L••••••• Chartered Financial Analyst | C•••••• independent RIA | Boston, Ma | Sep 23, 2025 | 14 y | 0 | 1 |
| P••••• S• L••••••• | C•••••• independent RIA | New York, Ny | Jan 27, 2023 | 32 y | 1 | 1 |
| D••••• M•••••• L•• | C•••••• independent RIA | Brunswick, Me | Aug 13, 2026 | 20 y | 1 | 1 |
| J•••• M•••••• L•••• Chartered Financial Analyst | C•••••• independent RIA | Carmel, In | Oct 31, 2023 | 25 y | 3 | 1 |
| R••••• A•• L•••• Certified Financial Planner | C•••••• independent RIA | Indianapolis, In | Jun 18, 2026 | 11 y | 2 | 2 |
| L•••• B••••• L•• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Nov 18, 2022 | 11 y | 1 | 1 |
| J•••••• A••• L•• | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 27 y | 1 | 1 |
| C•••••• L••••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Apr 26, 2024 | 10 y | 0 | 1 |
| K•••••••• A••• L••• Certified Financial Planner | C•••••• independent RIA | Atlanta, Ga | Jul 10, 2025 | 12 y | 0 | 1 |
| J••• T••••• L••••• | C•••••• independent RIA | Boston, Ma | Oct 3, 2024 | 15 y | 1 | 1 |
| C••••• J••• L••••••••• | C•••••• independent RIA | Menlo Park, Ca | Jan 20, 2023 | 12 y | 1 | 1 |
| J•••••• F••• H•• L•• | C•••••• independent RIA | Houston, Tx | May 2, 2023 | 19 y | 2 | 1 |
| J•••••• N•• L•• | C•••••• independent RIA | Menlo Park, Ca | Jan 20, 2023 | 18 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.