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 |
|---|---|---|---|---|---|---|
| Thomas Wh Liversage Certified Financial Planner | Corient independent RIA | Tulsa, Ok | Jul 9, 2026 | 10 y | 1 | 2 |
| Lilian Lo Certified Financial Planner | Corient independent RIA | San Francisco, Ca | Jun 23, 2026 | 21 y | 8 | 2 |
| Heather Lea Locus Certified Financial Planner | Corient independent RIA | Itasca, Il | Dec 14, 2022 | 30 y | 2 | 1 |
| C•••••• L•••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Feb 9, 2026 | 12 y | 2 | 1 |
| A••••• R• L••••• Certified Financial Planner | C•••••• independent RIA | St. Petersburg, Fl | Dec 14, 2022 | 17 y | 1 | 2 |
| C•••••• D•• L••• | C•••••• independent RIA | San Antonio, Tx | Aug 1, 2023 | 21 y | 1 | 1 |
| H••••• H•••• L••• | C•••••• independent RIA | San Antonio, Tx | Aug 1, 2023 | 23 y | 1 | 1 |
| J•••• C•••••••• L••• | C•••••• independent RIA | Dallas, Tx | Jun 2, 2026 | 12 y | 1 | 1 |
| A•••••• A••• L•••• Certified Financial Planner | C•••••• independent RIA | Houston, Tx | Jan 31, 2023 | 22 y | 5 | 1 |
| J••• T••••••• L•••• | C•••••• independent RIA | Houston, Tx | May 2, 2023 | 13 y | 1 | 1 |
| J••• G•••• M•••• Certified Financial Planner | C•••••• independent RIA | Garden City, Ny | Jun 14, 2023 | 41 y | 1 | 2 |
| M••••• M••••••••• | C•••••• independent RIA | Menlo Park, Ca | Aug 5, 2025 | 12 y | 0 | 1 |
| R••••• K••• M•••••• | C•••••• independent RIA | New York, Ny | Jan 27, 2023 | 32 y | 1 | 2 |
| S•••• A•••••• M•••••••• | C•••••• independent RIA | Columbus, Oh | Jun 19, 2025 | 17 y | 2 | 2 |
| J••••• R••••• M••••• | C•••••• independent RIA | Menlo Park, Ca | Jan 20, 2023 | 19 y | 2 | 2 |
| B•••••• M•••••• M•••• Certified Financial Planner | C•••••• independent RIA | Denver, Co | Apr 11, 2024 | 10 y | 1 | 2 |
| T••••• B•••• M••••••• | C•••••• independent RIA | Salt Lake City, Ut | Jul 16, 2025 | 14 y | 4 | 1 |
| G••• J••• M•••••••• | C•••••• independent RIA | Columbus, Oh | Nov 23, 2022 | 37 y | 2 | 1 |
| W•••••• M•••• M•••• | C•••••• independent RIA | Houston, Tx | May 2, 2023 | 13 y | 1 | 1 |
| A•••••••• H•••••••• M••••• Certified Financial Planner | C•••••• independent RIA | Boston, Ma | Oct 7, 2022 | 18 y | 0 | 2 |
| S•••••• P•••••••• M•••••• | C•••••• independent RIA | Morristown, Nj | Sep 22, 2023 | 11 y | 0 | 1 |
| T••••• D••••• M•••• | C•••••• independent RIA | Atlanta, Ga | Nov 13, 2024 | 12 y | 3 | 1 |
| M•••••• H•••• M•••••••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Dec 6, 2022 | 11 y | 1 | 3 |
| M•••••• N••••• M•••••• Certified Financial Planner | C•••••• independent RIA | Wayne, Pa | Nov 2, 2022 | 39 y | 2 | 1 |
| L•••• B••• M••••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Nov 18, 2022 | 19 y | 2 | 1 |
| M•••••• B••••• M•••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Jun 11, 2025 | 10 y | 3 | 1 |
| J••••• S•••• M•••• Certified Financial Planner | C•••••• independent RIA | Charlotte, Nc | Aug 7, 2024 | 23 y | 3 | 2 |
| D•••• C• M••••• | C•••••• independent RIA | Boston, Ma | Dec 14, 2023 | 32 y | 3 | 1 |
| K•••• J•••• M••••• Certified Financial Planner | C•••••• independent RIA | Atlanta, Ga | Aug 31, 2026 | 11 y | 2 | 1 |
| K•••• G••••• M••••••••• | C•••••• independent RIA | Bellevue, Wa | Oct 9, 2025 | 33 y | 1 | 1 |
| K•••••• M••• M••••••••• Certified Financial Planner, Chartered Financial Consultant | C•••••• independent RIA | Dallas, Tx | Nov 19, 2022 | 41 y | 2 | 1 |
| C••••• B••••• M•••••••• Chartered Financial Analyst | C•••••• independent RIA | Seattle, Wa | Jun 29, 2023 | 12 y | 0 | 1 |
| A••••• R••••• M•••••••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 22 y | 1 | 1 |
| T••••• M•••••••• | C•••••• independent RIA | Boston, Ma | Jun 18, 2024 | 10 y | 2 | 2 |
| C••• A•••• M•••••••• Certified Financial Planner | C•••••• independent RIA | Denver, Co | Mar 31, 2023 | 28 y | 4 | 2 |
| D•••• C•••• M••••••• Certified Financial Planner | C•••••• independent RIA | Houston, Tx | May 2, 2023 | 11 y | 2 | 1 |
| L••••• J•••••• B••••• M•••••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | May 26, 2023 | 10 y | 1 | 1 |
| T••••• P•••••• M•••••• Chartered Financial Analyst | C•••••• independent RIA | Chicago, Il | Apr 10, 2023 | 12 y | 1 | 2 |
| J••• P• M••••• Certified Financial Planner | C•••••• independent RIA | Columbus, Oh | Nov 17, 2022 | 27 y | 1 | 2 |
| M••• P••••••• M••••••• Chartered Financial Analyst | C•••••• independent RIA | Chicago, Il | Dec 22, 2022 | 21 y | 1 | 1 |
| A••••• H••••• M••••••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Sep 15, 2022 | 11 y | 3 | 1 |
| J••••••• M••••• M••••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Feb 12, 2025 | 10 y | 1 | 1 |
| C•••••• B•••• M•••••••• | C•••••• independent RIA | Houston, Tx | May 10, 2023 | 16 y | 1 | 1 |
| R••• M•••• | C•••••• independent RIA | New York, Ny | Aug 13, 2026 | 10 y | 1 | 1 |
| C••••••••• A•••• M•••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Aug 14, 2025 | 32 y | 4 | 1 |
| Z•••••• G••••• M••••• Certified Financial Planner | C•••••• independent RIA | Chicago, Il | Jun 25, 2026 | 14 y | 2 | 2 |
| R••••• L••••••• M•••• Chartered Financial Analyst | C•••••• independent RIA | New York, Ny | Feb 17, 2023 | 35 y | 2 | 1 |
| M•••••• J••• M••••• | C•••••• independent RIA | Morristown, Nj | Dec 6, 2022 | 11 y | 1 | 3 |
| M•••••• S••••• M••••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 27 y | 2 | 1 |
| M•••••• M•••••• | C•••••• independent RIA | Itasca, Il | Apr 6, 2026 | 10 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.