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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mark R. AndrewsBurlington, VTHanson & Doremus Investment ManagementAdviser onlyCFAAtlas2023
2Sarah V. CocinaBurlington, VTHanson & Doremus Investment ManagementAdviser only–Atlas2023
3Anne W. DoremusBurlington, VTHanson & Doremus Investment ManagementAdviser onlyCFAAtlas1997
4Eric S. Eklof Jr.Burlington, VTHanson & Doremus Investment ManagementAdviser onlyCFPAtlas2019
5Elisabeth A. FordBurlington, VTHanson & Doremus Investment ManagementAdviser onlyCFP, CFAAtlas2019
6Jordan D. LafayetteBurlington, VTHanson & Doremus Investment ManagementAdviser only–Atlas2022
7Neil K. MackerBurlington, VTHanson & Doremus Investment ManagementAdviser onlyCFAAtlas2009
8Evan I. PembertonBurlington, VTHanson & Doremus Investment ManagementAdviser onlyCFP, CFAAtlas2008
9Alexander A. WatsonBurlington, VTHanson & Doremus Investment ManagementAdviser onlyCFP, CFAAtlas2017
10Arthur P. WrightBurlington, VTHanson & Doremus Investment ManagementAdviser onlyCFPAtlas2007

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.