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

185 advisors

Unlock all 185
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mason A. AdamsCarmel, INCetera Investment Advisers LLCAdviser and brokerCFPAtlas2024
2Vanessa AldapeCrown Point, INCetera Investment Advisers LLCAdviser and broker–Atlas2013
3Jacob D. AschlimanFort Wayne, INCetera Investment Advisers LLCAdviser and broker–Atlas2024
4Kyle S. AschlimanFort Wayne, INCetera Investment Advisers LLCAdviser and brokerChFCAtlas2004
5Alfonso Avila Jr.Crown Point, INCetera Investment Advisers LLCAdviser and broker–Atlas2014
6Kevin M. BabcockMerrillville, INCetera Investment Advisers LLCAdviser and brokerCFPAtlas2014
7Gail A. BarnesIndianapolis, INCetera Investment Advisers LLCAdviser and brokerPFSAtlas2013
8Tina M. BaughmanFort Wayne, INCetera Investment Advisers LLCAdviser and broker–Atlas2006
9Michael A. BellushBedford, INCetera Investment Advisers LLCAdviser and broker–Atlas2007
10Christopher A. BirkenbeulFort Wayne, INCetera Investment Advisers LLCAdviser and broker–Atlas2006

175 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.