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 |
|---|---|---|---|---|---|---|
| Brett Stephen Miller Certified Financial Planner | Corient independent RIA | Charlotte, Nc | Oct 11, 2022 | 19 y | 2 | 2 |
| Shaun Michael Miller Chartered Financial Analyst | Corient independent RIA | Seattle, Wa | Jul 7, 2023 | 29 y | 4 | 1 |
| Kelly Gamble Mills Certified Financial Planner | Corient independent RIA | Miami, Fl | Nov 18, 2022 | 10 y | 2 | 1 |
| M••••••• M•••• M•••• Certified Financial Planner | C•••••• independent RIA | Tulsa, Ok | Jul 9, 2026 | 13 y | 1 | 2 |
| K•••• W•••••• M•••••• | C•••••• independent RIA | Naples, Fl | Mar 31, 2023 | 31 y | 1 | 2 |
| B•••• D•••• M••••• | C•••••• independent RIA | Garden City, Ny | May 2, 2025 | 20 y | 2 | 1 |
| A••••• J•••• M••••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Aug 14, 2025 | 18 y | 2 | 1 |
| J••••• L•••• M••••• Certified Financial Planner, Chartered Financial Consultant | C•••••• independent RIA | Atlanta, Ga | Oct 11, 2022 | 15 y | 2 | 2 |
| F••••••• M••••• | C•••••• independent RIA | Itasca, Il | Feb 19, 2026 | 10 y | 0 | 1 |
| B•••• D• M•••• | C•••••• independent RIA | Salt Lake City, Ut | Jan 24, 2024 | 29 y | 4 | 1 |
| Z•••••• A••• M•••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Dec 6, 2022 | 11 y | 1 | 2 |
| A•••• M• M•••• Certified Financial Planner | C•••••• independent RIA | St. Petersburg, Fl | Jun 19, 2025 | 13 y | 5 | 1 |
| R•••• C•••• M•••••• Certified Financial Planner | C•••••• independent RIA | Atlanta, Ga | Oct 11, 2022 | 16 y | 3 | 2 |
| N••• A•••••••• M••••••••• | C•••••• independent RIA | Seattle, Wa | Sep 15, 2026 | 12 y | 1 | 1 |
| T••••• M••••••• M••••• | C•••••• independent RIA | Miami, Fl | Jul 10, 2025 | 10 y | 0 | 1 |
| C•••••• E••••• M•••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 11 y | 1 | 2 |
| K••••• M•••••• M••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Nov 18, 2022 | 10 y | 1 | 1 |
| R••• K•••••• M••••• Certified Financial Planner | C•••••• independent RIA | Cincinnati, Oh | Jul 14, 2025 | 12 y | 6 | 1 |
| M•••••• R••••• N••••• | C•••••• independent RIA | San Francisco, Ca | Nov 6, 2024 | 14 y | 3 | 1 |
| L••• M•••• N•••• Certified Financial Planner | C•••••• independent RIA | Boston, Ma | Dec 6, 2022 | 17 y | 4 | 4 |
| G••••••• N•••• Chartered Financial Analyst | C•••••• independent RIA | Seattle, Wa | Feb 20, 2023 | 12 y | 2 | 1 |
| J••• N••••• | C•••••• independent RIA | Menlo Park, Ca | Jan 30, 2026 | 11 y | 0 | 2 |
| E••• H•••• N••••• Certified Financial Planner | C•••••• independent RIA | San Diego, Ca | Sep 15, 2022 | 10 y | 3 | 1 |
| M•••••• N•••••• | C•••••• independent RIA | Seattle, Wa | Nov 17, 2023 | 10 y | 0 | 1 |
| D••••• J••••••• N••••• Certified Financial Planner | C•••••• independent RIA | Itasca, Il | Dec 14, 2022 | 11 y | 1 | 2 |
| N•• M• N•• | C•••••• independent RIA | Seattle, Wa | May 16, 2025 | 11 y | 2 | 1 |
| A••••• D•••• N•••• Certified Financial Planner | C•••••• independent RIA | Wayne, Pa | Nov 2, 2022 | 12 y | 1 | 1 |
| R•••• W•••••• T•••• N••••• | C•••••• independent RIA | Seattle, Wa | Aug 2, 2024 | 10 y | 1 | 1 |
| F••••••• N••••• | C•••••• independent RIA | San Antonio, Tx | Aug 1, 2023 | 20 y | 3 | 1 |
| S••••• W••••• N•••• | C•••••• independent RIA | Dallas, Tx | Nov 18, 2022 | 19 y | 1 | 1 |
| T••• P••• N•••• | C•••••• independent RIA | Sewickley, Pa | Jun 18, 2024 | 22 y | 2 | 2 |
| G••••• E•••• N••• Certified Financial Planner | C•••••• independent RIA | Houston, Tx | May 2, 2023 | 10 y | 1 | 1 |
| C••••••••• W••• O•••••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Dec 6, 2022 | 17 y | 2 | 3 |
| S••• P•••••• O••••••• | C•••••• independent RIA | Morristown, Nj | Mar 7, 2023 | 16 y | 3 | 2 |
| M••••• S••• O•••••••• | C•••••• independent RIA | Denver, Co | Jan 1, 2025 | 24 y | 1 | 2 |
| P•••• J••••• O•••••• Certified Financial Planner | C•••••• independent RIA | Morristown, Nj | Dec 6, 2022 | 11 y | 3 | 2 |
| M••••• E•••••••• O••••••••• | C•••••• independent RIA | Houston, Tx | May 3, 2024 | 12 y | 2 | 1 |
| M•••••• O••• | C•••••• independent RIA | Morristown, Nj | Dec 6, 2022 | 13 y | 1 | 1 |
| G•••••• D•••••• O••••• | C•••••• independent RIA | Houston, Tx | May 2, 2023 | 16 y | 1 | 1 |
| S••••• R•••• O•••••• | C•••••• independent RIA | Houston, Tx | Jan 24, 2024 | 11 y | 0 | 1 |
| C•••• O••••••••• Certified Financial Planner | C•••••• independent RIA | Dallas, Tx | Nov 12, 2025 | 12 y | 0 | 1 |
| E•••• O•••• | C•••••• independent RIA | Newport Beach, Ca | May 2, 2025 | 18 y | 1 | 1 |
| B•••• D•••••• O•••• | C•••••• independent RIA | Seattle, Wa | Feb 21, 2023 | 32 y | 4 | 2 |
| K•••••••• E•••• O•••••• Certified Financial Planner, Chartered Financial Consultant | C•••••• independent RIA | Charlotte, Nc | Mar 28, 2025 | 22 y | 1 | 2 |
| S•••• A•••• O••••• Chartered Financial Analyst | C•••••• independent RIA | Bellevue, Wa | Oct 3, 2025 | 20 y | 1 | 1 |
| A••••• M•••• O•••• Certified Financial Planner | C•••••• independent RIA | Wayne, Pa | Nov 2, 2022 | 10 y | 1 | 1 |
| J••• S•••••••• P••••••• | C•••••• independent RIA | Jupiter, Fl | Oct 12, 2023 | 15 y | 0 | 2 |
| B••••• D•••• P•••• | C•••••• independent RIA | Dallas, Tx | Aug 14, 2025 | 15 y | 2 | 1 |
| M•••••• J••• P••••••••• Certified Financial Planner | C•••••• independent RIA | New York, Ny | Dec 9, 2022 | 10 y | 1 | 1 |
| J••• K••• P••••• Certified Financial Planner | C•••••• independent RIA | Bellevue, Wa | Oct 3, 2025 | 11 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.