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

7 advisors

Unlock all 7
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brenda S. BolanderOklahoma City, OKRetirement Investment Advisors Inc.Adviser onlyCFPAtlas2013
2Joseph W. BowieOklahoma City, OKRetirement Investment Advisors Inc.Adviser onlyCFPAtlas1993
3Andrew K. FlintonOklahoma City, OKRetirement Investment Advisors Inc.Adviser onlyCFPAtlas2008
4Alexxander V. PeraltaOklahoma City, OKRetirement Investment Advisors Inc.Adviser onlyCFPAtlas2022
5Chad A. RudyOklahoma City, OKRetirement Investment Advisors Inc.Adviser onlyCFPAtlas2009
6Randy L. ThurmanOklahoma City, OKRetirement Investment Advisors Inc.Adviser onlyCFP, PFSAtlas1993
7Gabriel L. WallaceOklahoma City, OKRetirement Investment Advisors Inc.Adviser only–Atlas2025

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.