DFX 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 |
|---|---|---|---|---|---|---|
| Robert Eppler dual registrant | &Partners independent RIA | Nashville, Tn | Apr 26, 2024 | 14 y | 1 | 2 |
| Ronald William Eppler dual registrant | &Partners independent RIA | Ann Arbor, Mi | Apr 26, 2024 | 30 y | 2 | 2 |
| Thomas Pierson Espy dual registrant | &Partners independent RIA | Nashville, Tn | May 22, 2014 | 42 y | 2 | 1 |
| B•••• J•• E•••• dual registrant | •••••••• independent RIA | Nashville, Tn | Feb 2, 2024 | 22 y | 3 | 2 |
| J••••• B•••••• E•••• dual registrant | •••••••• independent RIA | Columbia, Sc | Feb 2, 2024 | 12 y | 1 | 2 |
| C••••••• E•••••••• F•••• dual registrant | •••••••• independent RIA | Albany , Ny | Jul 10, 2026 | 11 y | 1 | 2 |
| T••••• J•••• F•••• dual registrant | •••••••• independent RIA | Coronado, Ca | Aug 28, 2026 | 25 y | 2 | 3 |
| D•••• T••••• F••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 1, 2024 | 24 y | 2 | 2 |
| J••••••• F•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 15, 2025 | 17 y | 2 | 1 |
| S•••••• B•••••• F•••••••• dual registrant | •••••••• independent RIA | Valdosta, Ga | Sep 19, 2025 | 14 y | 3 | 2 |
| T•••• J•••• F••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 30, 2025 | 16 y | 2 | 2 |
| S••••• C••••••• F•••••• dual registrant | •••••••• independent RIA | Tifton, Ga | Feb 10, 2026 | 24 y | 4 | 2 |
| G•••••• J• F•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Apr 1, 2026 | 13 y | 1 | 2 |
| W•••••• L•• F•••• dual registrant | •••••••• independent RIA | Warren , Pa | Dec 9, 2024 | 40 y | 1 | 3 |
| C•••• A••• F•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | May 28, 2024 | 12 y | 1 | 1 |
| D•••••• C•••••• F••• dual registrant | •••••••• independent RIA | Nashville, Tn | Apr 12, 2024 | 14 y | 1 | 2 |
| M•••••• F•• dual registrant | •••••••• independent RIA | Seattle, Wa | Mar 6, 2026 | 10 y | 2 | 2 |
| C••••• M•••••• F••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | •••••••• independent RIA | Dana Point, Ca | Jun 17, 2026 | 11 y | 3 | 2 |
| D•••• S•••• F•••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 18, 2024 | 33 y | 3 | 2 |
| M•••••• S•••••• F•••• dual registrant | •••••••• independent RIA | Tacoma, Wa | Jun 13, 2025 | 21 y | 1 | 1 |
| M••••• K•••••• F•••• dual registrant | •••••••• independent RIA | Nashville, Tn | Jan 4, 2013 | 34 y | 3 | 4 |
| J••• H••• G•••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Apr 5, 2024 | 21 y | 1 | 2 |
| T••• J•• G••••• dual registrant | •••••••• independent RIA | Clayton, Mo | May 9, 2025 | 35 y | 2 | 3 |
| B•••••• S•••• G••••••• dual registrant | •••••••• independent RIA | Arlington Heights, Il | May 3, 2024 | 26 y | 1 | 2 |
| V•••••• F•••• G•••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Boca Raton, Fl | Oct 31, 2025 | 30 y | 3 | 2 |
| M•••••• A••••• G•••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Sep 8, 2026 | 36 y | 3 | 1 |
| R•••••• J•• G•••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Aug 28, 2023 | 33 y | 2 | 1 |
| S••••• R••••• G•••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Oct 11, 2024 | 12 y | 1 | 2 |
| P•••••• E•••• G•••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Detroit Lakes, Mn | Mar 27, 2026 | 12 y | 1 | 2 |
| M••• A•••• G•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 15, 2024 | 29 y | 4 | 2 |
| N••••••• E••••• G••••••• dual registrant | •••••••• independent RIA | Glen Allen, Va | Nov 9, 2023 | 22 y | 1 | 1 |
| J••• L•• G••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Nov 9, 2023 | 43 y | 3 | 1 |
| L•••• E••• G•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 11, 2023 | 21 y | 1 | 2 |
| J•••• G••••• dual registrant | •••••••• independent RIA | Indianapolis, In | Jun 16, 2026 | 29 y | 2 | 2 |
| P•••••• S••••••• G••••• dual registrant | •••••••• independent RIA | Charlotte, Nc | Jan 10, 2025 | 26 y | 1 | 1 |
| A•• C• G•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 28, 2025 | 16 y | 2 | 1 |
| J••••••• E••••• G••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 28, 2026 | 16 y | 2 | 2 |
| T•••• G•••••• dual registrant | •••••••• independent RIA | Russellville, Ar | Jul 30, 2025 | 17 y | 2 | 2 |
| D••••• J•••• G••• dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 7, 2025 | 14 y | 1 | 1 |
| C•••••• G••••• dual registrant | •••••••• independent RIA | Russellville, Ar | Jul 30, 2025 | 41 y | 3 | 2 |
| S•••• G••••• dual registrant | •••••••• independent RIA | Russellville, Ar | Jul 30, 2025 | 23 y | 3 | 2 |
| R••••• C••••••• G•••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Luzerne, Pa | Jul 3, 2024 | 17 y | 2 | 2 |
| J•••• G•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 2, 2024 | 27 y | 2 | 2 |
| M••• I•• G•••••• dual registrant | •••••••• independent RIA | Palm Beach Gardens, Fl | Mar 3, 2025 | 42 y | 1 | 1 |
| J• L• G••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 16, 2024 | 42 y | 1 | 1 |
| M•••••• G••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 18, 2024 | 15 y | 2 | 2 |
| E•••• G••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Nashville, Tn | Sep 29, 2023 | 10 y | 1 | 2 |
| P••••• J••• G••••••••• dual registrant | •••••••• independent RIA | Columbus, Oh | May 30, 2025 | 31 y | 3 | 2 |
| T•••• G•••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Boca Raton, Fl | Oct 31, 2025 | 12 y | 3 | 2 |
| D•••• J•••• G••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Sep 12, 2025 | 32 y | 4 | 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.