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FinancialADVSR

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. 398,323Registered advisersEvery investment adviser representative
  2. 304,914Dually registered77% are also broker reps
  3. 93,409Adviser onlyNot registered with a broker-dealer
  4. 25,637FirmsWhere they're registered
  5. 56,898CFPs11,004 CFAs, 12,692 ChFCs

From the SEC’s compilation report of October 25, 2026, refreshed every morning. +22 since the file before. 1 firm join and 27 departures in the latest file. 15 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

15 advisors

Unlock all 15
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Grigori V. BagdasaryanLexington, KYMML Investors Services, LLCAdviser and broker–Atlas2010
2Cindi A. BosleyOwensboro, KYMML Investors Services, LLCAdviser and broker–Atlas2004
3Marcus W. BosleyOwensboro, KYMML Investors Services, LLCAdviser and brokerChFCAtlas2010
4Donald W. BratcherBowling Green, KYMML Investors Services, LLCAdviser and broker–Atlas2006
5Landon W. GannBowling Green, KYMML Investors Services, LLCAdviser and broker–Atlas2026
6Holly A. HatfieldLexington, KYMML Investors Services, LLCAdviser and broker–Atlas2008
7Thomas M. Jarboe Jr.Lexington, KYMML Investors Services, LLCAdviser and broker–Atlas2005
8Davis M. McNicholErlanger, KYMML Investors Services, LLCAdviser and brokerCFP, ChFCAtlas2021
9Robert F. McNicholErlanger, KYMML Investors Services, LLCAdviser and brokerChFCAtlas1997
10Brett T. MeredithBowling Green, KYMML Investors Services, LLCAdviser and brokerCFPAtlas2018

5 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.