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

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Grant S. ArendsOverland Park, KSIntellicents Investment Solutions Inc.Adviser only–Atlas2000
2Thomas J. BergerOverland Park, KSIntellicents Investment Solutions Inc.Adviser only–Atlas2026
3Brandon T. BuddOverland Park, KSIntellicents Investment Solutions Inc.Adviser only–Atlas2016
4Kenneth E. Burkhead IIIOverland Park, KSIntellicents Investment Solutions Inc.Adviser only–Atlas2015
5Benjamin R. EastersOverland Park, KSIntellicents Investment Solutions Inc.Adviser only–Atlas2025
6Kaden EvansOverland Park, KSIntellicents Investment Solutions Inc.Adviser only–Atlas2026
7Misael N. Herrera GranadosOverland Park, KSIntellicents Investment Solutions Inc.Adviser only–Atlas2021
8Craig S. KorolWichita, KSIntellicents Investment Solutions Inc.Adviser and brokerCFP, ChFCAtlas2000
9Nicholas R. MadlOverland Park, KSIntellicents Investment Solutions Inc.Adviser onlyCFPAtlas2018
10Brian T. PaulsenOverland Park, KSIntellicents Investment Solutions Inc.Adviser only–Atlas2015

7 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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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.