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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
1Thomas G. Anderson IIGlencoe, MNValmark Advisers, Inc.Adviser and brokerCFPAtlas2014
2Paige AsplinSt. Peter, MNValmark Advisers, Inc.Adviser and broker–Atlas2024
3Joseph D. BloodgoodEden Prairie, MNValmark Advisers, Inc. +1 moreAdviser and brokerCFPAtlas2014
4Zach DriscollSan Francisco, CAValmark Advisers, Inc. +1 moreAdviser and broker–Atlas2025
5Meghan M. HanesEden Prairie, MNValmark Advisers, Inc. +1 moreAdviser and broker–Atlas2021
6David C. HeineNorwood, MNValmark Advisers, Inc.Adviser and brokerCFPAtlas2013
7Michael C. MichlitschSt. Paul, MNValmark Advisers, Inc.Adviser and broker–Atlas2006
8Thomas K. UrdahlSt. Paul, MNValmark Advisers, Inc.Adviser and broker–Atlas2025
9Kelly WeidendorfGlencoe, MNValmark Advisers, Inc.Adviser and broker–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.