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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kevin W. ArbogastLeesburg, VAToth Financial Advisory Corp.Adviser only–Atlas2011
2Kenneth J. Bowen IILeesburg, VAToth Financial Advisory Corp.Adviser only–Atlas2014
3Wesley S. KabanceLeesburg, VAToth Financial Advisory Corp.Adviser only–Atlas2019
4Stephanie E. MuskovacLeesburg, VAToth Financial Advisory Corp.Adviser only–Atlas2023
5Todd O. PettibonLeesburg, VAToth Financial Advisory Corp.Adviser only–Atlas2020
6Joseph A. ScanlanLeesburg, VAToth Financial Advisory Corp.Adviser only–Atlas2025
7Jordan B. SorrentiLeesburg, VAToth Financial Advisory Corp.Adviser only–Atlas2021
8Brawn C. SproulLeesburg, VAToth Financial Advisory Corp.Adviser onlyCFPAtlas1990
9Thomas A. Toth Sr.Leesburg, VAToth Financial Advisory Corp.Adviser only–Atlas1989

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.