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

7 advisors

Unlock all 7
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Charles J. BlankleyWalnut Creek, CAGemmer Asset Management LLCAdviser onlyCFAAtlas2026
2Brian C. GemmerWalnut Creek, CAGemmer Asset Management LLCAdviser only–Atlas2021
3David L. GemmerWalnut Creek, CAGemmer Asset Management LLCAdviser only–Atlas1986
4Scott D. GemmerWalnut Creek, CAGemmer Asset Management LLCAdviser onlyCFAAtlas2016
5Michael W. MischlerWalnut Creek, CAGemmer Asset Management LLCAdviser onlyCFAAtlas2021
6Angela M. WrightWalnut Creek, CAGemmer Asset Management LLCAdviser onlyCFPAtlas2006
7Catherine G. WrightWalnut Creek, CAGemmer Asset Management LLCAdviser only–Atlas2024

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.