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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
1Seth C. CataneseWestlake Village, CAManchester Financial Inc.Adviser onlyCFPAtlas2017
2Janika DomingoWestlake Village, CAManchester Financial Inc.Adviser only–Atlas2021
3Alan S. HopkinsWestlake Village, CAManchester Financial Inc.Adviser only–Atlas1997
4Robert J. KatchWestlake Village, CAManchester Financial Inc.Adviser only–Atlas1991
5Laura J. NavarroWestlake Village, CAManchester Financial Inc.Adviser onlyCFPAtlas2015
6Steven M. RezzelleWestlake Village, CAManchester Financial Inc.Adviser only–Atlas2019
7Steven ScottWestlake Village, CAManchester Financial Inc.Adviser only–Atlas2011
8Mark WeidermanWestlake Village, CAManchester Financial Inc.Adviser only–Atlas2000
9Franklin S. WhitehouseWestlake Village, CAManchester Financial Inc.Adviser only–Atlas2016
10Scott V. WhitneyScottsdale, AZManchester Financial Inc.Adviser only–Atlas2002

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.