DFX Intelligence
Advisors’ outside businesses
Companies registered advisors disclosed as outside business on Form U4, each looked up as a company in public records. Reviewed for advisors in the recruiting lists first; more are added as their disclosures are reviewed.
CompaniesWhat is listedA company appears here only when an advisor’s own disclosure names it and the disclosure has been reviewed. Personal items (a trusteeship for a relative, a home, a side job) are never listed. The advisor count is every registered advisor whose disclosure names a company with this exact name in this state.
3,469 reviewed
- MA · 1 advisor
- Andrea Bazil's LLCType not statedAZ · 1 advisor
- FL · 1 advisor
- FL · 1 advisor
- MI · 1 advisor
- MI · 1 advisor
- NY · 1 advisor
- LA · 1 advisor
- NY · 1 advisor · formed 2022
- CA · 1 advisor
- NY · 1 advisor
- CO · 1 advisor · formed 2006
- MI · 1 advisor
- OH · 1 advisor
- FL · 1 advisor
- MA · 1 advisor
- A•••••• C••••• C•••••Religious organisationTX · 1 advisor
- A•• T•••••• L••Operating companyTransfer of concert tickets and entertainment passes to fans through online platformsHI · 1 advisor
- SC · 1 advisor
- A•••••••• a• L• P•••••• L••Real estatePrivate business holding property managed by a property managerFL · 1 advisor
- GA · 1 advisor
- A••• E••••••••• S••••••••Operating companyTX · 1 advisor
- A••• S••••Operating companyS••••craft platform manufacturer building configurable satellite buses for commercial and government customersMA · 1 advisor
- A••• T••••••••• S•••••••••TechnologyIN · 1 advisor
- IN · 1 advisor
- CA · 1 advisor
- FL · 1 advisor
- A••••• P•••••••••HealthcarePhysician-based hospitalist group partnering with hospitals to hire, train and develop providersAZ · 1 advisor
- NY · 1 advisor · formed 2025
- A••••••••• S•••• U•••••••••EducationIN · 1 advisor
- IN · 1 advisor
- CA · 1 advisor
- FL · 1 advisor
- SC · 1 advisor
- UT · 1 advisor
- A••••••• H••••••• L••Holding companyAZ · 1 advisor
- A••••••• R•••• V•••• L••Restaurant and hospitalityAZ · 1 advisor
- A••••••• C••••••Operating companyFood security business alerting farmers and shoppers to disease risk in produceCA · 1 advisor
- A••• R••••••••• S••••••••InsuranceIndependent health insurance agency: Medicare, individual and family health insuranceNM · 1 advisor
- PA · 1 advisor
- GA · 1 advisor
- A•••• C•••••••••ConstructionMN · 1 advisor
- FL · 1 advisor
- A•• A••••••••• L••Real estatePurchase, wholesale or rehab rental properties; real estate acquisitionTX · 1 advisor
- A••••••• W••••• A•••••••Affiliate of the employerCA · 1 advisor
- A•••••••• A••• C•••••• o• C•••••••Civic or governmentTN · 1 advisor
- A•••• F••••• B•••••• A•••••••••InsuranceInsurance products designed for DOD, active duty and veteran communitiesVA · 1 advisor
- NJ · 1 advisor
- A••••••••• 9••• G••• T•••NonprofitNV · 1 advisor
- TX · 1 advisor
The company 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.