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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John D. CampbellBloomington, MNOn Investment Management Co.Adviser and broker–Atlas2013
2Jay B. DworskyMinneapolis, MNOn Investment Management Co.Adviser and broker–Atlas2012
3Michael D. FrantaBloomington, MNOn Investment Management Co.Adviser and broker–Atlas2013
4Craig S. JohnsonBloomington, MNOn Investment Management Co.Adviser and broker–Atlas2013
5Holly S. LindstromSavage, MNOn Investment Management Co.Adviser only–Atlas2026
6Gary W. LivingstonEagan, MNOn Investment Management Co.Adviser and brokerChFCAtlas2026
7Ross A. MiddletonBloomington, MNOn Investment Management Co.Adviser and broker–Atlas2013
8Richard D. OrredWillmar, MNOn Investment Management Co.Adviser and broker–Atlas2003
9Drew W. SonnenbergBloomington, MNOn Investment Management Co.Adviser only–Atlas2026
10Bradley W. StruveBloomington, MNOn Investment Management Co.Adviser and broker–Atlas2013

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.