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Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 26 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

26 advisors

Unlock all 26
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Dillon P. BlainOverland Park, KSMML Investors Services, LLCAdviser and broker–Atlas2026
2Kody L. CookOverland Park, KSMML Investors Services, LLCAdviser and broker–Atlas2023
3Kevin CoronadoOverland Park, KSMML Investors Services, LLCAdviser and broker–Atlas2026
4Sari J. CunninghamWichita, KSMML Investors Services, LLCAdviser and broker–Atlas2026
5Matthew DiekerOverland Park, KSMML Investors Services, LLCAdviser and broker–Atlas2021
6Elizabeth M. GillenwaterOverland Park, KSMML Investors Services, LLCAdviser and broker–Atlas2026
7Dexter GoodenWichita, KSMML Investors Services, LLCAdviser and broker–Atlas2025
8Jacob GraubergerOverland Park, KSMML Investors Services, LLCAdviser and broker–Atlas2024
9Marc B. HammerOverland Park, KSMML Investors Services, LLCAdviser and broker–Atlas2003
10Bryan S. HanningWichita, KSMML Investors Services, LLCAdviser and broker–Atlas2000

16 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.