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

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Troy E. ButeDowners Grove, ILCapstone Financial Advisors Inc.Adviser onlyCFPAtlas2006
2Matthew C. De StefanoDowners Grove, ILCapstone Financial Advisors Inc.Adviser only–Atlas2025
3Michal GicalaDowners Grove, ILCapstone Financial Advisors Inc.Adviser onlyCFPAtlas2024
4Jeffrey D. HansenDowners Grove, ILCapstone Financial Advisors Inc.Adviser onlyCFPAtlas2018
5Sandra L. HigginsDowners Grove, ILCapstone Financial Advisors Inc.Adviser onlyCFPAtlas2024
6John T. KoenigDowners Grove, ILCapstone Financial Advisors Inc.Adviser onlyCFPAtlas2015
7John C. KosikDowners Grove, ILCapstone Financial Advisors Inc.Adviser onlyCFPAtlas2011
8Jeremy T. LorenzDowners Grove, ILCapstone Financial Advisors Inc.Adviser onlyCFPAtlas2024
9James A. MarquezDowners Grove, ILCapstone Financial Advisors Inc.Adviser onlyCFPAtlas2024
10Marisa A. MarshallDowners Grove, ILCapstone Financial Advisors Inc.Adviser onlyCFPAtlas2025

7 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.