DFX Intelligence
Advisors
Advisors registered through &PartnersAbout 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.
540 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Larry Jay Marks dual registrant | &Partners independent RIA | Clayton, Mo | Nov 15, 2024 | 31 y | 1 | 1 |
| Cynthia Harman Marsteller dual registrant | &Partners independent RIA | Nashville, Tn | May 22, 2024 | 40 y | 1 | 3 |
| Ruth Ellen Blair Marsteller dual registrant | &Partners independent RIA | Nashville, Tn | Aug 28, 2024 | 14 y | 1 | 3 |
| N••••••• M••••• dual registrant | •••••••• independent RIA | Washington, Dc | Mar 11, 2025 | 12 y | 1 | 2 |
| S••••• J••• M••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Beaufort, Sc | Aug 26, 2025 | 13 y | 2 | 2 |
| C•••••• G••••• M••••• dual registrant | •••••••• independent RIA | Charlottesville, Va | Mar 6, 2026 | 23 y | 2 | 2 |
| M•••••• L••••• M••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 14, 2024 | 23 y | 3 | 2 |
| R•• B••••• M••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Virginia Beach, Va | May 10, 2024 | 21 y | 3 | 2 |
| S•••• T••••• K•••••• M••••••• dual registrant | •••••••• independent RIA | Honolulu, Hi | Sep 8, 2026 | 10 y | 1 | 1 |
| T••••• K•••• M••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 1, 2026 | 32 y | 3 | 1 |
| R••• M•••••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Jan 3, 2025 | 10 y | 0 | 3 |
| R•••••• A•• M•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 23, 2026 | 20 y | 2 | 1 |
| D•••• M•••••• dual registrant | •••••••• independent RIA | Chaska, Mn | Jan 7, 2025 | 10 y | 2 | 1 |
| J••••••• M•••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 4, 2025 | 29 y | 4 | 2 |
| G••••• J• M•••• dual registrant | •••••••• independent RIA | Albany , Ny | Jul 10, 2026 | 33 y | 4 | 2 |
| S••••• R•• M••• dual registrant | •••••••• independent RIA | Nashville, Tn | Feb 18, 2022 | 10 y | 0 | 1 |
| M••••••• P••• M••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 22, 2025 | 12 y | 0 | 1 |
| T••••• M•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | May 4, 2026 | 11 y | 0 | 1 |
| L•••• K• M••••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 18, 2024 | 11 y | 1 | 2 |
| S•••• W•••• M•••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 14, 2026 | 17 y | 5 | 2 |
| J•••• K••• M••••• dual registrant | •••••••• independent RIA | Columbia, Sc | Apr 19, 2024 | 13 y | 2 | 2 |
| R••• A•• M••••• dual registrant | •••••••• independent RIA | Fayetteville, Ar | Aug 22, 2025 | 28 y | 2 | 2 |
| J••••• R••••• M•••••••• dual registrant | •••••••• independent RIA | Oakdale, Mn | Aug 12, 2025 | 27 y | 3 | 2 |
| R•••••• M••••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 3, 2025 | 45 y | 2 | 2 |
| S•••••••• M••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Sep 25, 2024 | 12 y | 1 | 1 |
| J•••••• H••••••••• M••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 25, 2026 | 10 y | 0 | 1 |
| B•••••• M••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Albany , Ny | Jul 10, 2026 | 20 y | 2 | 2 |
| J•••• M••• M••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 12, 2025 | 17 y | 3 | 1 |
| H•••••• N••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 10, 2026 | 15 y | 1 | 1 |
| C•••• U• N•• dual registrant | •••••••• independent RIA | Henderson, Nv | Sep 1, 2023 | 31 y | 4 | 3 |
| S•••• A•• N•••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Nashville, Tn | May 10, 2024 | 20 y | 6 | 2 |
| C•••••• N••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Nov 16, 2006 | 41 y | 0 | 2 |
| N••••••• M•••••• N•••• dual registrant | •••••••• independent RIA | Clayton, Mo | May 1, 2026 | 16 y | 1 | 2 |
| G•••• N••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 12, 2026 | 10 y | 0 | 1 |
| J••••••• J• N••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Northbrook, Il | Apr 25, 2025 | 24 y | 4 | 2 |
| D•••• E••• N••••••• dual registrant | •••••••• independent RIA | Longview , Tx | Mar 28, 2025 | 27 y | 2 | 1 |
| D•••• L•••• N••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 28, 2025 | 38 y | 1 | 1 |
| M•••••• H•••• N••••• dual registrant | •••••••• independent RIA | Houston, Tx | Aug 16, 2024 | 31 y | 1 | 1 |
| M•••••• M•••• N••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Aug 16, 2024 | 41 y | 1 | 1 |
| P•••• J••••• N••• dual registrant | •••••••• independent RIA | Pompano Beach, Fl | Aug 30, 2024 | 40 y | 1 | 4 |
| P•••• V• N••• dual registrant | •••••••• independent RIA | Clayton, Mo | Apr 22, 2026 | 12 y | 0 | 1 |
| N••••• J••• N•••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Jan 3, 2006 | 42 y | 1 | 1 |
| P••• J•••• O•••• dual registrant | •••••••• independent RIA | Naperville, Il | Nov 21, 2025 | 32 y | 2 | 2 |
| T•••••• O••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 28, 2024 | 17 y | 2 | 1 |
| G•••••••• O•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 5, 2026 | 31 y | 2 | 2 |
| S•••••• A••••• O•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jan 8, 2025 | 22 y | 1 | 1 |
| J••••• O•••••••• dual registrant | •••••••• independent RIA | Goodlettsville, Tn | Mar 21, 2025 | 20 y | 2 | 2 |
| S••• M• O••••••••• dual registrant | •••••••• independent RIA | Clifton Springs, Ny | Aug 30, 2024 | 21 y | 3 | 1 |
| L••••• O•••••• dual registrant | •••••••• independent RIA | Lake Forest , Il | Sep 13, 2024 | 16 y | 2 | 3 |
| J•••• D•••••• P••••••• M••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 23, 2025 | 18 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.