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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. 398,301Registered 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. 12 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bryan R. ClarkOverland Park, KSEdelman Financial EnginesAdviser only–Atlas2007
2James F. ConnellyOveland Park, KSEdelman Financial EnginesAdviser only–Atlas2012
3Jeffrey G. CramOverland Park, KSEdelman Financial EnginesAdviser only–Atlas2001
4Ashley P. DeckerOverland Park, KSEdelman Financial EnginesAdviser only–Atlas2013
5Michael R. FarlowWichita, KSEdelman Financial EnginesAdviser only–Atlas2026
6John H. Mackay IIILeawood, KSEdelman Financial EnginesAdviser onlyCFAAtlas2008
7David M. MeinzenbachOverland Park, KSEdelman Financial EnginesAdviser only–Atlas2010
8William C. Tracy Jr.Overland Park, KSEdelman Financial EnginesAdviser onlyCFAAtlas2009
9Rusty Ullery Sr.Topeka, KSEdelman Financial EnginesAdviser only–Atlas2022
10Dylan M. WilkinsonOverland Park, KSEdelman Financial EnginesAdviser only–Atlas2020

2 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.