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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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FP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 yearsWM Schwab Survey: RIAs Are Shifting Growth Focus Beyond AUM to New Clients, ReferralsIN AI operating system race heats up as Nevis raises $70 millionFP When should RIAs hand clients to next-generation advisors?IN Taxes, alts, in the education spotlight at Schwab IMPACTIN Ameriprise’s Cracchiolo: There’s no retention program hereIN Schwab tells RIAs its wealth arm isn’t 'competing for new business'WM LPL-Affiliated Firm Sues Former Advisor, Cetera for Soliciting Clients, Stealing DataIN Vestmark, Allspring team up on advisor-built model portfoliosIN A successful AI workforce isn’t about agents, says Humanity Labs CEO
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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. 442,884Registered advisersEvery investment adviser representative
  2. 339,750Dually registered77% are also broker reps
  3. 103,134Adviser onlyNot registered with a broker-dealer
  4. 26,924FirmsWhere they're registered
  5. 64,459CFPs12,241 CFAs, 13,955 ChFCs

From the SEC’s compilation report of October 29, 2026, refreshed every morning. +129 since the file before. 35 firm joins and 158 departures in the latest file. 4 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

4 advisors

Unlock all 4
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eben T. BurrNew York, NYToews Asset ManagementAdviser and broker–Atlas2010
2Christopher M. CollinsNew York, NYToews Asset ManagementAdviser and broker–Atlas2013
3Jacob A. GayleNew York, NYToews Asset ManagementAdviser and broker–Atlas2016
4Phillip R. ToewsNew York, NYToews Asset ManagementAdviser only–Atlas2007

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.