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 |
|---|---|---|---|---|---|---|
| Glenn R Rudy dual registrant | &Partners independent RIA | Bayshore, Ny | Jun 15, 2026 | 40 y | 4 | 1 |
| Robert J Samson dual registrant | &Partners independent RIA | Deerfield, Il | Nov 10, 2023 | 31 y | 3 | 1 |
| James Francis Sandbothe Certified Financial Planner · dual registrant | &Partners independent RIA | Farmington, Nm | Feb 16, 2024 | 27 y | 1 | 2 |
| M•••• A•• S•••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Denver, Co | Feb 16, 2024 | 20 y | 1 | 3 |
| D•••••• M•••• S•••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Nashville, Tn | Sep 17, 2024 | 16 y | 2 | 1 |
| G•••••• G•••••• S••••• dual registrant | •••••••• independent RIA | West Palm Beach , Fl | May 29, 2026 | 11 y | 0 | 4 |
| S•••• T••••• S•••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Dana Point, Ca | Jun 17, 2026 | 32 y | 4 | 2 |
| M•••• J••• S•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 15, 2024 | 24 y | 1 | 2 |
| P•••• S•••••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Jan 9, 2024 | 20 y | 2 | 2 |
| D••••• A••• S•••••• dual registrant | •••••••• independent RIA | Ridgefield, Ct | Sep 6, 2024 | 44 y | 2 | 3 |
| N••••••• G••••• S•••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Jun 7, 2024 | 13 y | 2 | 2 |
| R••••• G••••• S•••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Jun 7, 2024 | 39 y | 2 | 1 |
| K•••••• S••••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 21, 2025 | 43 y | 3 | 2 |
| L••• S••••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Wichita, Ks | Mar 21, 2025 | 40 y | 3 | 2 |
| K•••• L••• S••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Jun 7, 2024 | 14 y | 1 | 2 |
| M••••• S••••••• dual registrant | •••••••• independent RIA | Nashville, Tn | May 10, 2024 | 38 y | 2 | 2 |
| P•••••• R••• S••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Sumter, Sc | May 10, 2024 | 10 y | 1 | 2 |
| R•••• G•••• S••••••• dual registrant | •••••••• independent RIA | Nashville, Tn | May 10, 2024 | 10 y | 1 | 2 |
| K••• S•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 30, 2025 | 17 y | 4 | 2 |
| L••• L• S••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Oct 14, 2024 | 25 y | 1 | 2 |
| M•••••• S••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 20, 2025 | 12 y | 1 | 1 |
| T••• P•••• S••••••••• dual registrant | •••••••• independent RIA | Longview , Tx | Mar 28, 2025 | 32 y | 3 | 1 |
| A•• E• S••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 8, 2024 | 24 y | 1 | 2 |
| C••••••••• M••• S••••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 11, 2024 | 32 y | 1 | 2 |
| C••• D••••• S•••••• dual registrant | •••••••• independent RIA | Overland Park, Ks | Mar 15, 2024 | 24 y | 1 | 2 |
| K•••• B••• S•••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 13, 2025 | 19 y | 2 | 3 |
| R••• H•••• S•••• dual registrant | •••••••• independent RIA | Waxhaw, Nc | Nov 26, 2024 | 30 y | 1 | 1 |
| J••••• T••• S••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 12, 2026 | 15 y | 1 | 1 |
| D•••••• F•••••• S••• dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 10, 2026 | 22 y | 2 | 3 |
| T••••• J••••• S•••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Nov 29, 2006 | 42 y | 0 | 7 |
| T••••• J•••• S•••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Nashville, Tn | Oct 13, 2023 | 15 y | 1 | 2 |
| M•••• B•••••• S•••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | •••••••• independent RIA | Conroe, Tx | Mar 23, 2024 | 22 y | 1 | 1 |
| G•••••••• J••••• S••••• dual registrant | •••••••• independent RIA | Littleton, Co | Jan 29, 2025 | 36 y | 2 | 2 |
| J••••• C••••••• S•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 28, 2024 | 33 y | 2 | 1 |
| R•••• N••••• S•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Feb 1, 2024 | 21 y | 4 | 1 |
| V••••• C•••••• S•••••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Sep 23, 2011 | 22 y | 0 | 1 |
| S•••••• J•••• S•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 31, 2025 | 24 y | 5 | 1 |
| E••••• S•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 8, 2026 | 10 y | 2 | 1 |
| D•••• W•••••• S••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Chesterfield, Mo | Aug 22, 2024 | 32 y | 3 | 3 |
| M••••• W••• S••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 30, 2026 | 39 y | 2 | 2 |
| D•••• C••• J•••• S•••••••• dual registrant | •••••••• independent RIA | Wichita, Ks | Mar 21, 2025 | 10 y | 2 | 2 |
| S••••••• R••• S••••• dual registrant | •••••••• independent RIA | Northbrook, Il | Apr 25, 2025 | 36 y | 5 | 2 |
| A••••••• D••••••• S•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Apr 15, 2025 | 14 y | 0 | 2 |
| B•••••• W•••• S•••• dual registrant | •••••••• independent RIA | Waco, Tx | Jul 23, 2026 | 11 y | 2 | 1 |
| J•••• S•••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Russellville, Ar | Jul 30, 2025 | 18 y | 3 | 2 |
| J•••••• M•••••• S•••• dual registrant | •••••••• independent RIA | Wyomissing, Pa | Oct 24, 2025 | 36 y | 4 | 3 |
| J••• R•••• S•••• dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 6, 2026 | 27 y | 2 | 2 |
| J••••• S•••••••• dual registrant | •••••••• independent RIA | Wyomissing, Pa | Oct 24, 2025 | 14 y | 2 | 1 |
| S•••• A••• S•••• dual registrant | •••••••• independent RIA | Ridgeway, Sc | Jan 1, 2025 | 32 y | 1 | 1 |
| E•••••••• V•••••• S•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 16, 2024 | 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.