DFX Intelligence
RIA Intelligence
Advisors
Advisors registered through &Partners
Every 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.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Bonnie Bravo dual registrant | &Partners independent RIA | Clayton, Mo | Jul 8, 2026 | 18 y | 4 | 2 |
| Jose A Bravo dual registrant | &Partners independent RIA | Clayton, Mo | Oct 27, 2025 | 15 y | 1 | 1 |
| Lisa Ann Breslin dual registrant | &Partners independent RIA | Philadelphia, Pa | Dec 11, 2023 | 31 y | 2 | 1 |
| K••••••• M•••• B•••• dual registrant | •••••••• independent RIA | Nashville, Tn | Apr 26, 2024 | 31 y | 2 | 3 |
| M••••••• C••••••••• B••••• dual registrant | •••••••• independent RIA | Greer, Sc | Jan 1, 2025 | 12 y | 1 | 1 |
| C•••••• A•• B••••• dual registrant | •••••••• independent RIA | Tacoma, Wa | Jun 13, 2025 | 34 y | 3 | 2 |
| K••••••• L••••• B•••• dual registrant | •••••••• independent RIA | Nampa, Id | Jan 8, 2024 | 25 y | 2 | 2 |
| M••• C••••• B•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | May 8, 2026 | 31 y | 1 | 2 |
| S•••• B•••• dual registrant | •••••••• independent RIA | Charlotte, Nc | Mar 13, 2025 | 40 y | 2 | 2 |
| D•••••• N•••• B••••• dual registrant | •••••••• independent RIA | Leesville, Sc | Feb 5, 2026 | 23 y | 2 | 2 |
| M•••••• L•• B••••• dual registrant | •••••••• independent RIA | Fayetteville, Ar | Aug 22, 2025 | 21 y | 2 | 2 |
| D•••• E••••• B••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Sep 8, 2026 | 26 y | 4 | 2 |
| A••••• P••••• B••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | May 8, 2026 | 28 y | 1 | 2 |
| K•••••• A•• B••••• dual registrant | •••••••• independent RIA | Arlington Heights, Il | May 8, 2026 | 11 y | 1 | 2 |
| I•••• J••••• B••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Sep 16, 2026 | 12 y | 1 | 1 |
| E••••• E••• B••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 4, 2024 | 23 y | 2 | 1 |
| D•••• W•••••• B••• Chartered Financial Analyst · dual registrant | •••••••• independent RIA | Nashville, Tn | Jan 14, 2025 | 26 y | 0 | 1 |
| R••• L• B••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 11, 2026 | 12 y | 0 | 1 |
| P•••• H••••••• C••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Sep 6, 2024 | 11 y | 2 | 3 |
| B•••• L•• C••• dual registrant | •••••••• independent RIA | Terre Haute, In | May 3, 2024 | 25 y | 4 | 3 |
| P•••••• K•••••• C•••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Apr 25, 2025 | 28 y | 4 | 2 |
| M••••• C••••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 17, 2025 | 20 y | 1 | 2 |
| T••••• A•••••••• C••••••• dual registrant | •••••••• independent RIA | Clemson, Sc | Mar 8, 2024 | 15 y | 1 | 2 |
| T••••• A•••••••• C••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 2, 2025 | 20 y | 1 | 2 |
| C••••••• M•••• C••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 11, 2025 | 12 y | 1 | 2 |
| P••••••• C••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 11, 2025 | 32 y | 1 | 2 |
| P•••••• N••••••• C•••••• Certified Financial Planner, Chartered Financial Analyst · dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 6, 2026 | 15 y | 3 | 2 |
| C••••••••• J••••• C•••••• dual registrant | •••••••• independent RIA | Albany , Ny | Jul 10, 2026 | 30 y | 1 | 2 |
| C••• C••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Sep 8, 2025 | 10 y | 0 | 1 |
| M••••• M• C•••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Bernaardsville, Nj | Jun 12, 2026 | 16 y | 1 | 2 |
| D••••• C••••• dual registrant | •••••••• independent RIA | Clayton, Mo | May 1, 2026 | 28 y | 2 | 2 |
| J••••••• N•••••••• C••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | •••••••• independent RIA | Charlottesville, Va | Mar 6, 2026 | 25 y | 2 | 2 |
| B•••••• C•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 2, 2024 | 32 y | 2 | 2 |
| A••• C•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 16, 2026 | 22 y | 3 | 2 |
| D•• C••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 16, 2026 | 29 y | 3 | 2 |
| R••••• A•••••• C••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Meridian, Ms | Jul 30, 2026 | 39 y | 2 | 2 |
| A•••••••• R•••••• C•••• dual registrant | •••••••• independent RIA | Davidson, Nc | Oct 11, 2024 | 16 y | 1 | 2 |
| T••••• V•• C••• dual registrant | •••••••• independent RIA | Nashville, Tn | Jan 22, 2025 | 36 y | 1 | 1 |
| C••••• M••••••• C•••••• dual registrant | •••••••• independent RIA | Tifton, Ga | Feb 11, 2026 | 10 y | 1 | 1 |
| C•••••• M•••••• C•••••• dual registrant | •••••••• independent RIA | Arlington Heights, Il | May 8, 2026 | 31 y | 3 | 3 |
| J••• A•• C•••••• dual registrant | •••••••• independent RIA | Meridian, Ms | Jul 30, 2026 | 19 y | 1 | 2 |
| S••••• G••• C•••••• dual registrant | •••••••• independent RIA | Fayetteville, Ar | Nov 15, 2024 | 21 y | 1 | 1 |
| C•••••••• T••• C•••••• dual registrant | •••••••• independent RIA | Marco Island, Fl | May 24, 2024 | 30 y | 3 | 3 |
| A•••• J•••• C••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 31, 2025 | 12 y | 2 | 1 |
| A•• A•••• C••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Austin , Tx | Nov 3, 2025 | 25 y | 3 | 1 |
| A••••• J• C••• dual registrant | •••••••• independent RIA | Albany , Ny | Jul 10, 2026 | 15 y | 2 | 2 |
| C••••••• L•• C••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Oct 25, 2024 | 28 y | 3 | 2 |
| T••••• M•••••• C••••• Chartered Financial Analyst · dual registrant | •••••••• independent RIA | Chesterfield, Mo | Aug 22, 2024 | 27 y | 3 | 4 |
| T•••••• G• C••• dual registrant | •••••••• independent RIA | Austin, Tx | Jun 1, 2026 | 18 y | 1 | 1 |
| K•••• B••••• C••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Sep 18, 2025 | 13 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.
540 advisors match.