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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. 398,212Registered 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. 20 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

20 advisors

Unlock all 20
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael G. AndersonBellevue, WAThreadline WealthAdviser only–Atlas2019
2Dominic A. CellittiBellevue, WAThreadline WealthAdviser onlyCFPAtlas2015
3Colten C. ChristiansonBellevue, WAThreadline WealthAdviser only–Atlas2015
4Scott ComfortBellevue, WAThreadline WealthAdviser onlyCFPAtlas2023
5Jacob M. DemharterBellevue, WAThreadline WealthAdviser only–Atlas2025
6Kelsen W. EdwinsBellevue, WAThreadline WealthAdviser onlyCFPAtlas2009
7Justin A. FisherTacoma, WAThreadline WealthAdviser only–Atlas2008
8Ryan L. FranklinYakima, WAThreadline WealthAdviser onlyCFPAtlas2007
9Richard A. FriedlandLos Angeles, CAThreadline WealthAdviser onlyCFPAtlas2009
10Jennifer R. FurnessSeattle, WAThreadline WealthAdviser only–Atlas2004

10 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.