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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
1Teresa M. BaumannWest Des Moines, IASyverson StregeAdviser onlyCFPAtlas2026
2Damian L. BeardWest Des Moines, IASyverson StregeAdviser onlyCFPAtlas2019
3Jason L. GunkelWest Des Moines, IASyverson StregeAdviser onlyCFP, CFAAtlas2014
4Wayne E. JohnsonWest Des Moines, IASyverson StregeAdviser onlyCFPAtlas2002
5Lance R. KnaackWest Des Moines, IASyverson StregeAdviser onlyCFPAtlas2023
6Cameron J. PietzschWest Des Moines, IASyverson StregeAdviser onlyCFPAtlas2025
7Matthew W. RobertsWest Des Moines, IASyverson StregeAdviser onlyCFPAtlas2014
8Tim A. RoemmichWest Des Moines, IASyverson StregeAdviser onlyCFPAtlas2000
9Jennifer E. ScheckWest Des Moines, IASyverson StregeAdviser onlyCFPAtlas2025
10Ryan D. SimpsonWest Des Moines, IASyverson StregeAdviser onlyCFPAtlas2024

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.