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

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kerry B. ConnellNew Canaan, CTHtg Investment Advisors Inc.Adviser onlyCFPAtlas2014
2Allison P. DonaldsonNew Canaan, CTHtg Investment Advisors Inc.Adviser onlyCFPAtlas2014
3Joseph W. DonaldsonNew Canaan, CTHtg Investment Advisors Inc.Adviser only–Atlas2021
4Travis L. HoodNew Canaan, CTHtg Investment Advisors Inc.Adviser onlyPFSAtlas2025
5Jennifer H. HuntNew Canaan, CTHtg Investment Advisors Inc.Adviser onlyCFPAtlas2007
6Elisabeth L. PodhaskieDenver, COHtg Investment Advisors Inc.Adviser only–Atlas2026
7Jeannie M. RubsamNew Canaan, CTHtg Investment Advisors Inc.Adviser only–Atlas2024
8Amy G. SheinbergNew Canaan, CTHtg Investment Advisors Inc.Adviser only–Atlas2007
9Robin A. SherwoodNew Canaan, CTHtg Investment Advisors Inc.Adviser onlyCFPAtlas1994
10Shannon R. VizzaNew Canaan, CTHtg Investment Advisors Inc.Adviser only–Atlas2018

2 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.