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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. 19 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

19 advisors

Unlock all 19
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brett AndersonChampaign, ILCozad Asset Management Inc.Adviser onlyCFPAtlas2018
2Kaitlin A. BuerkettChampaign, ILCozad Asset Management Inc.Adviser onlyCFPAtlas2020
3William J. BuerkettChampaign, ILCozad Asset Management Inc.Adviser only–Atlas2014
4Donald R. CasperChampaign, ILCozad Asset Management Inc.Adviser only–Atlas1998
5Gregory D. CozadChampaign, ILCozad Asset Management Inc.Adviser onlyCFPAtlas1998
6Jack S. EarleyChampaign, ILCozad Asset Management Inc.Adviser onlyCFPAtlas1998
7John B. EvansChampaign, ILCozad Asset Management Inc.Adviser only–Atlas2002
8Regan A. FrazierChampaign, ILCozad Asset Management Inc.Adviser onlyCFPAtlas2023
9Steven J. GardnerChampaign, ILCozad Asset Management Inc.Adviser onlyCFPAtlas2008
10Raymond L. HeinrichChampaign, ILCozad Asset Management Inc.Adviser only–Atlas2005

9 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.