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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Annell M. DanczykWhitefish, MTStack Financial Management Inc.Adviser onlyCFAAtlas2008
2Benjamin W. HayesWhitefish, MTStack Financial Management Inc.Adviser only–Atlas2026
3Catherine M. HetrickWhitefish, MTStack Financial Management Inc.Adviser only–Atlas2004
4Zach JonsonWhitefish, MTStack Financial Management Inc.Adviser onlyCFAAtlas2018
5Dillon ManleyWhitefish, MTStack Financial Management Inc.Adviser onlyCFPAtlas2021
6Jeanine L. MorreimWhitefish, MTStack Financial Management Inc.Adviser only–Atlas2021
7James B. StackWhitefish, MTStack Financial Management Inc.Adviser only–Atlas1994
8Lisa A. StackWhitefish, MTStack Financial Management Inc.Adviser only–Atlas2010
9Aimee S. WellerWhitefish, MTStack Financial Management Inc.Adviser only–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.