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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mason BillockWinters, CAInvesco Advisers, Inc.Adviser and brokerCFP, CFAAtlas2016
2Christopher Y. CollieCorona Del Mar, CAInvesco Advisers, Inc.Adviser and broker–Atlas2002
3Tyler R. CraigLos Angeles, CAInvesco Advisers, Inc.Adviser and broker–Atlas2023
4Madeleine Del SantoSan Francisco, CAInvesco Advisers, Inc.Adviser and broker–Atlas2022
5Dylan DeleonWalnut Creek, CAInvesco Advisers, Inc.Adviser and broker–Atlas2017
6Brad GillmanAlamo, CAInvesco Advisers, Inc.Adviser and broker–Atlas2014
7Mark D. LinneckeManhattan Beach, CAInvesco Advisers, Inc.Adviser and broker–Atlas2005
8Tracey L. LukeSan Francisco, CAInvesco Advisers, Inc.Adviser and broker–Atlas2017
9Robert S. ManeySeal Beach, CAInvesco Advisers, Inc.Adviser and broker–Atlas2009
10John P. SaxtonStevenson Ranch, CAInvesco Advisers, Inc.Adviser and brokerCFAAtlas2005

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.