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 |
|---|---|---|---|---|---|---|
| Alysha Rae Haezaert-House dual registrant | &Partners independent RIA | Torrance, Ca | Aug 21, 2025 | 12 y | 1 | 1 |
| Amanda Resha Hales dual registrant | &Partners independent RIA | Clayton, Mo | Aug 19, 2024 | 17 y | 1 | 1 |
| Dennis Robert Hall dual registrant | &Partners independent RIA | Clayton, Mo | Nov 5, 2025 | 34 y | 2 | 2 |
| C•••• A•••••••• H••••••• dual registrant | •••••••• independent RIA | Columbus, Oh | Jun 12, 2025 | 33 y | 3 | 1 |
| M•••••• H••••••• dual registrant | •••••••• independent RIA | Terre Haute, In | May 3, 2024 | 40 y | 3 | 1 |
| J••• H•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 28, 2024 | 27 y | 4 | 2 |
| G••••• H••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 30, 2026 | 13 y | 2 | 2 |
| R••••• P••• H••••••• dual registrant | •••••••• independent RIA | Wichita, Ks | Mar 21, 2025 | 10 y | 2 | 2 |
| T•••••• J•••• H••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 21, 2025 | 14 y | 4 | 2 |
| J•••• L• H•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Sep 27, 2023 | 15 y | 1 | 1 |
| K•••••• M•••• H••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Aiken, Sc | Jul 15, 2025 | 15 y | 2 | 2 |
| S••• B••••••• H•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 24, 2025 | 21 y | 1 | 1 |
| J••• A••••• H•••••• | •••••••• independent RIA | Bloomington, Mn | Aug 4, 2026 | 17 y | 0 | 1 |
| J••••• C•••••• H••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 31, 2026 | 10 y | 1 | 2 |
| A••••• N• H••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Colleyville, Tx | Feb 16, 2024 | 15 y | 2 | 1 |
| K•••••• G••••• H••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Colleyville, Tx | Feb 16, 2024 | 16 y | 1 | 1 |
| J••••• S••••• H••••• dual registrant | •••••••• independent RIA | Blaine, Mn | Nov 30, 2023 | 26 y | 2 | 2 |
| J•••• W••••• H••• dual registrant | •••••••• independent RIA | Clemson, Sc | Mar 8, 2024 | 24 y | 1 | 2 |
| R••• M•••• H••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 28, 2024 | 17 y | 2 | 4 |
| B••• M•••••• H•••••• dual registrant | •••••••• independent RIA | Cumberland, Md | Sep 25, 2024 | 26 y | 1 | 2 |
| P•••••• A•••••• H•••• dual registrant | •••••••• independent RIA | Clayton, Mo | May 16, 2025 | 12 y | 1 | 2 |
| J•••••• H•••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Jan 12, 2024 | 21 y | 4 | 1 |
| M•••• H••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 10, 2026 | 12 y | 2 | 2 |
| C••••••••• J••••• H••••• dual registrant | •••••••• independent RIA | Saint Louis, Mo | Jun 15, 2026 | 9 y | 2 | 1 |
| D••••• L•• H••••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Moberly, Mo | Oct 27, 2023 | 10 y | 1 | 2 |
| C••• H••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 25, 2024 | 12 y | 1 | 1 |
| K•••• P••••• I••• dual registrant | •••••••• independent RIA | Nashville, Tn | Aug 14, 2018 | 10 y | 0 | 1 |
| K•••• M••••• I••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Dec 9, 2024 | 15 y | 1 | 2 |
| M•••••• M•••••• I•••• dual registrant | •••••••• independent RIA | Henderson, Nv | Sep 1, 2023 | 10 y | 1 | 2 |
| S••••• A•••• J••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Atlanta, Ga | Sep 3, 2026 | 27 y | 5 | 4 |
| C•••••• B• J•••• dual registrant | •••••••• independent RIA | Sumter, Sc | Mar 3, 2026 | 25 y | 2 | 2 |
| K•••••• J•••• dual registrant | •••••••• independent RIA | Conroe, Tx | Mar 25, 2024 | 13 y | 1 | 1 |
| J••••• A• J•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Feb 14, 2025 | 13 y | 1 | 1 |
| S•••• J••••• dual registrant | •••••••• independent RIA | Wilmington, De | Jul 25, 2024 | 22 y | 2 | 2 |
| P•••••• L••• J••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Sep 15, 2026 | 11 y | 0 | 1 |
| B•••••• P••••• J••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 28, 2024 | 27 y | 3 | 1 |
| L•••• J••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 28, 2024 | 22 y | 3 | 1 |
| J•••• M••••••• J•••• dual registrant | •••••••• independent RIA | Saint Louis, Mo | Jun 8, 2026 | 26 y | 10 | 1 |
| T•••• J•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 15, 2025 | 24 y | 3 | 1 |
| W•••••• E••••• J•••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Florence, Sc | Sep 22, 2023 | 32 y | 1 | 2 |
| E••••• J•••••••• dual registrant | •••••••• independent RIA | South Bend, In | Oct 2, 2025 | 24 y | 3 | 2 |
| B•••• J••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 14, 2026 | 13 y | 1 | 2 |
| A•••••• M•••••• C•••••• J•••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Wilmington, De | Jul 25, 2024 | 10 y | 1 | 3 |
| N•••••• A•• K••• dual registrant | •••••••• independent RIA | Bradley, Il | May 20, 2024 | 19 y | 2 | 2 |
| C••••••• K••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 17, 2025 | 12 y | 2 | 2 |
| J••• H••••• K••••• dual registrant | •••••••• independent RIA | Boca Raton, Fl | May 16, 2024 | 35 y | 2 | 3 |
| M•• K••••• dual registrant | •••••••• independent RIA | Westfield, Nj | May 16, 2024 | 13 y | 1 | 2 |
| I•••• K••••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Apr 25, 2025 | 23 y | 5 | 2 |
| D•••• A••• K••••• Chartered Financial Analyst · dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 24, 2025 | 31 y | 1 | 2 |
| R•••••• L••• K•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 2, 2025 | 12 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.
540 advisors match.