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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 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
1Daniel X. GreenOverland Park, KSParagon Capital Management LLCAdviser only–Atlas2025
2Guerry C. HarrisOverland Park, KSParagon Capital Management LLCAdviser onlyCFPAtlas2006
3Richard E. Heidemann Jr.Overland Park, KSParagon Capital Management LLCAdviser onlyCFAAtlas2023
4Brady J. HoganOverland Park, KSParagon Capital Management LLCAdviser only–Atlas2025
5Nily LevyOverland Park, KSParagon Capital Management LLCAdviser only–Atlas2006
6Craig B. NovorrOverland Park, KSParagon Capital Management LLCAdviser only–Atlas2006
7Tyler NovorrOverland Park, KSParagon Capital Management LLCAdviser only–Atlas2026
8Eugene R. Pal Jr.Overland Park, KSParagon Capital Management LLCAdviser only–Atlas2021
9Shannon N. YarbroughOverland Park, KSParagon Capital Management LLCAdviser only–Atlas2008

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.